Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Oak Asset Management, LLC

Quarter ended Q3 2023 · Filed August 8, 2023 · Accession 0001085146-23-003147

Total Value
$241.3M
Positions
100
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (100)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL156,503$30.4M12.58%
2AMGEN INCAMGN63,494$14.1M5.84%
3CHEVRON CORP NEWCVX75,022$11.8M4.89%
4QUALCOMM INCQCOM66,280$7.9M3.27%
5RAYTHEON TECHNOLOGIES CORPRTX77,721$7.6M3.15%
6ABBVIE INCABBV50,574$6.8M2.82%
7FASTENAL COFAST99,911$5.9M2.44%
8STRYKER CORPORATIONSYK19,219$5.9M2.43%
9MCDONALDS CORPMCD18,973$5.7M2.35%
10CVS HEALTH CORPCVS81,676$5.6M2.34%
11FEDEX CORPFDX20,901$5.2M2.15%
12LOWES COS INC54866110722,502$5.1M2.10%
13ORACLE CORPORCL-PD39,400$4.7M1.94%
14INTEL CORPINTC139,509$4.7M1.93%
15NVIDIA CORPORATIONNVDA10,705$4.5M1.88%
16JOHNSON & JOHNSONJNJ25,883$4.3M1.78%
17CONSTELLATION BRANDS INCSTZ16,902$4.2M1.72%
18VISA INCV16,881$4.0M1.66%
19COMCAST CORP NEWCCZ91,078$3.8M1.57%
20PEPSICO INCPEP19,444$3.6M1.49%
21MEDTRONIC PLCMDT38,115$3.4M1.39%
22MICROSOFT CORPMSFT9,851$3.4M1.39%
23TARGET CORPTGT24,924$3.3M1.36%
24INTERCONTINENTAL EXCHANGE IN45866F10428,931$3.3M1.36%
25NORFOLK SOUTHN CORP65584410813,879$3.1M1.30%
26PROCTER AND GAMBLE CO74271810920,453$3.1M1.29%
27INTUITIVE SURGICAL INCISRG8,765$3.0M1.24%
28HOME DEPOT INCHD9,559$3.0M1.23%
29JPMORGAN CHASE & COVYLD19,630$2.9M1.18%
30EXPEDITORS INTL WASH INC30213010921,334$2.6M1.07%
31AMERICAN TOWER CORP NEW03027X10013,110$2.5M1.05%
32CHURCH & DWIGHT CO INCCHD25,265$2.5M1.05%
33VERIZON COMMUNICATIONS INCVZ66,897$2.5M1.03%
34MICROCHIP TECHNOLOGY INC.MCHPP27,425$2.5M1.02%
35COSTCO WHSL CORP NEW22160K1054,383$2.4M0.98%
36NIKE INCNKE21,271$2.3M0.97%
37CISCO SYS INCCSCO44,057$2.3M0.94%
38UNITEDHEALTH GROUP INCUNH4,544$2.2M0.90%
39EXXON MOBIL CORPXOM19,929$2.1M0.89%
40ISHARES TR46434V62140,081$2.1M0.86%
41STARBUCKS CORPSBUX20,366$2.0M0.84%
42AMAZON COM INCAMZN15,130$2.0M0.82%
43PRICE T ROWE GROUP INCTROW17,103$1.9M0.79%
44CATERPILLAR INCCAT6,821$1.7M0.70%
45ALPHABET INCGOOG12,660$1.5M0.63%
46ILLINOIS TOOL WKS INC4523081096,054$1.5M0.63%
47WASTE MGMT INC DEL94106L1098,622$1.5M0.62%
48MORGAN STANLEYMS-PQ16,953$1.4M0.60%
49REGENERON PHARMACEUTICALSREGN1,885$1.4M0.56%
50DIGITAL RLTY TR INC25386810311,723$1.3M0.55%
51AFLAC INCAFL17,302$1.2M0.50%
52CINTAS CORPCTAS2,334$1.2M0.48%
53ALPHABET INCGOOG9,440$1.1M0.47%
54ABBOTT LABSABLZF10,063$1.1M0.45%
55AT&T INCT-PC60,504$965,0390.40%
56AMERISOURCEBERGEN CORPCOR4,845$932,3230.39%
57V F CORPVFC48,079$917,8280.38%
58SCIENCE APPLICATIONS INTL CO8086251076,475$728,3080.30%
59WALMART INCWMT4,631$727,9010.30%
60INTERNATIONAL BUSINESS MACHSINTR5,357$716,7820.30%
61META PLATFORMS INCMETA2,466$707,6930.29%
62BOOKING HOLDINGS INCBKNG248$669,6820.28%
63DISNEY WALT CO2546871067,187$641,6690.27%
64BERKSHIRE HATHAWAY INC DELBRK-A1,843$628,4630.26%
65BARRICK GOLD CORP06790110836,300$614,5590.25%
66PFIZER INCPFE16,176$593,3360.25%
67ISHARES TR4642875072,228$582,5770.24%
68ALIBABA GROUP HLDG LTDBBAAY6,610$550,9440.23%
69GOLDMAN SACHS GROUP INCGSCE1,645$530,5780.22%
70PNC FINL SVCS GROUP INC6934751054,106$517,1510.21%
71TOLL BROTHERS INCTOL6,100$482,3270.20%
72NORWEGIAN CRUISE LINE HLDG LNCLH21,700$472,4090.20%
73MERCK & CO INCMRK4,045$466,7530.19%
74TESLA INCTSLA1,679$439,5120.18%
75SPDR SER TR78464A7633,325$407,5790.17%
76COCA COLA COKO6,733$405,4610.17%
77VANGUARD SPECIALIZED FUNDS9219088442,470$401,2650.17%
78EDWARDS LIFESCIENCES CORPEW4,211$397,2240.16%
79ADOBE SYSTEMS INCORPORATEDADBE780$381,4120.16%
80AMERICAN EXPRESS COAXP2,146$373,8330.15%
81ATMOS ENERGY CORPATO3,185$370,5430.15%
82NETFLIX INCNFLX785$345,7850.14%
83UNITED PARCEL SERVICE INCUPS1,903$341,1130.14%
84ISHARES TR46429B6894,908$331,2900.14%
85BANK AMERICA CORP06050510411,452$328,5580.14%
86FORTUNE BRANDS INNOVATIONS IFBIN4,488$322,9120.13%
87DOMINOS PIZZA INCDPZ881$296,8880.12%
88SPDR S&P 500 ETF TRSPY665$294,7810.12%
89EQUITY RESIDENTIALEQR4,359$287,5630.12%
90VANGUARD INDEX FDS9229086371,361$275,9020.11%
91SEMPRASREA1,875$272,9810.11%
92PAYPAL HLDGS INCPYPL3,726$248,6360.10%
93UNION PAC CORPUNP1,177$240,8380.10%
94PARKER-HANNIFIN CORPPH573$223,4930.09%
95CUMMINS INCCMI901$220,8890.09%
96VALERO ENERGY CORPVLO1,849$216,8880.09%
97EDISON INTL2810201073,061$212,5860.09%
98BRISTOL-MYERS SQUIBB COCELG-RI3,315$211,9940.09%
99VANGUARD INDEX FDS9229085532,398$200,3770.08%
100SHARECARE INC81948W10421,976$38,4580.02%