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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 Q4 2023 · Filed October 26, 2023 · Accession 0001085146-23-003941

Total Value
$232.9M
Positions
100
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (100)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL156,153$26.7M11.48%
2AMGEN INCAMGN63,483$17.1M7.32%
3CHEVRON CORP NEWCVX77,902$13.1M5.64%
4QUALCOMM INCQCOM66,632$7.4M3.18%
5ABBVIE INCABBV44,707$6.7M2.86%
6RTX CORPORATIONRTX87,913$6.3M2.72%
7CVS HEALTH CORPCVS82,511$5.8M2.47%
8FEDEX CORPFDX20,821$5.5M2.37%
9FASTENAL COFAST99,771$5.5M2.34%
10STRYKER CORPORATIONSYK19,201$5.2M2.25%
11MCDONALDS CORPMCD19,035$5.0M2.15%
12INTEL CORPINTC138,211$4.9M2.11%
13LOWES COS INC54866110722,427$4.7M2.00%
14NVIDIA CORPORATIONNVDA10,436$4.5M1.95%
15CONSTELLATION BRANDS INCSTZ16,832$4.2M1.82%
16ORACLE CORPORCL-PD39,325$4.2M1.79%
17JOHNSON & JOHNSONJNJ25,789$4.0M1.72%
18VISA INCV16,861$3.9M1.66%
19COMCAST CORP NEWCCZ78,603$3.5M1.50%
20PEPSICO INCPEP19,728$3.3M1.43%
21INTERCONTINENTAL EXCHANGE IN45866F10428,841$3.2M1.36%
22MICROSOFT CORPMSFT10,001$3.2M1.36%
23MEDTRONIC PLCMDT40,115$3.1M1.35%
24PROCTER AND GAMBLE CO74271810920,429$3.0M1.28%
25HOME DEPOT INCHD9,564$2.9M1.24%
26TARGET CORPTGT26,026$2.9M1.24%
27JPMORGAN CHASE & COVYLD19,595$2.8M1.22%
28NORFOLK SOUTHN CORP65584410813,578$2.7M1.15%
29VERIZON COMMUNICATIONS INCVZ79,265$2.6M1.10%
30COSTCO WHSL CORP NEW22160K1054,383$2.5M1.06%
31INTUITIVE SURGICAL INCISRG8,465$2.5M1.06%
32EXPEDITORS INTL WASH INC30213010921,259$2.4M1.05%
33CISCO SYS INCCSCO43,997$2.4M1.02%
34AMERICAN TOWER CORP NEW03027X10014,380$2.4M1.02%
35UNITEDHEALTH GROUP INCUNH4,595$2.3M0.99%
36CHURCH & DWIGHT CO INCCHD25,265$2.3M0.99%
37MICROCHIP TECHNOLOGY INC.MCHPP27,370$2.1M0.92%
38NIKE INCNKE21,286$2.0M0.87%
39ISHARES TR46434V62140,692$2.0M0.87%
40EXXON MOBIL CORPXOM17,134$2.0M0.86%
41AMAZON COM INCAMZN15,130$1.9M0.83%
42CATERPILLAR INCCAT6,806$1.9M0.80%
43STARBUCKS CORPSBUX20,341$1.9M0.80%
44PRICE T ROWE GROUP INCTROW17,103$1.8M0.77%
45ALPHABET INCGOOG12,700$1.7M0.71%
46REGENERON PHARMACEUTICALSREGN1,885$1.6M0.67%
47ILLINOIS TOOL WKS INC4523081096,064$1.4M0.60%
48MORGAN STANLEYMS-PQ16,933$1.4M0.59%
49WASTE MGMT INC DEL94106L1098,827$1.3M0.58%
50AFLAC INCAFL17,202$1.3M0.57%
51ALPHABET INCGOOG9,440$1.2M0.53%
52CINTAS CORPCTAS2,324$1.1M0.48%
53ABBOTT LABSABLZF10,063$974,6020.42%
54CENCORA INCCOR4,820$867,4550.37%
55DIGITAL RLTY TR INC2538681037,058$854,1590.37%
56AT&T INCT-PC56,861$854,0520.37%
57BOOKING HOLDINGS INCBKNG248$764,8200.33%
58INTERNATIONAL BUSINESS MACHSINTR5,360$752,0150.32%
59WALMART INCWMT4,631$740,6360.32%
60META PLATFORMS INCMETA2,466$740,3180.32%
61PFIZER INCPFE20,976$695,7740.30%
62BERKSHIRE HATHAWAY INC DELBRK-A1,843$645,6030.28%
63BARRICK GOLD CORP06790110844,250$643,8380.28%
64SCIENCE APPLICATIONS INTL CO8086251075,925$625,3250.27%
65DISNEY WALT CO2546871067,187$582,5180.25%
66ALIBABA GROUP HLDG LTDBBAAY6,610$573,3510.25%
67ISHARES TR4642875072,243$559,2920.24%
68V F CORPVFC30,383$536,8680.23%
69AMERICAN EXPRESS COAXP3,580$534,1000.23%
70GOLDMAN SACHS GROUP INCGSCE1,645$532,2730.23%
71PNC FINL SVCS GROUP INC6934751054,106$504,0940.22%
72TOLL BROTHERS INCTOL6,100$451,1560.19%
73TESLA INCTSLA1,679$420,1190.18%
74MERCK & CO INCMRK4,045$416,4330.18%
75ADOBE INCADBE780$397,7220.17%
76VANGUARD SPECIALIZED FUNDS9219088442,471$383,8820.16%
77SPDR SER TR78464A7633,325$382,4080.16%
78COCA COLA COKO6,733$376,9130.16%
79AUTOMATIC DATA PROCESSING INADP1,560$375,3050.16%
80NORWEGIAN CRUISE LINE HLDG LNCLH21,700$357,6160.15%
81NEXTERA ENERGY INCNEE-PW5,904$338,2400.15%
82ATMOS ENERGY CORPATO3,185$337,3870.14%
83DOMINOS PIZZA INCDPZ881$333,7140.14%
84UNITED PARCEL SERVICE INCUPS2,051$319,6890.14%
85BANK AMERICA CORP06050510411,452$313,5560.13%
86NETFLIX INCNFLX785$296,4160.13%
87EDWARDS LIFESCIENCES CORPEW4,211$291,7380.13%
88SPDR S&P 500 ETF TRSPY665$284,2740.12%
89FORTUNE BRANDS INNOVATIONS IFBIN4,488$278,9740.12%
90VANGUARD INDEX FDS9229086371,361$266,3340.11%
91VALERO ENERGY CORPVLO1,849$262,0220.11%
92EQUITY RESIDENTIALEQR4,359$255,9170.11%
93UNION PAC CORPUNP1,177$239,6730.10%
94SEMPRASREA3,500$238,1050.10%
95ISHARES TR46429B6893,468$226,1830.10%
96PARKER-HANNIFIN CORPPH573$223,1950.10%
97PAYPAL HLDGS INCPYPL3,704$216,5360.09%
98CUMMINS INCCMI901$205,8420.09%
99CDW CORPCDW1,005$202,7690.09%
100SHARECARE INC81948W10421,976$20,6660.01%