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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 2024 · Filed January 14, 2025 · Accession 0001085146-25-000173

Total Value
$270.4M
Positions
102
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (102)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL148,988$37.3M13.80%
2AMGEN INCAMGN60,435$15.8M5.83%
3NVIDIA CORPORATIONNVDA97,546$13.1M4.85%
4CHEVRON CORP NEWCVX81,493$11.8M4.37%
5QUALCOMM INCQCOM62,010$9.5M3.52%
6RTX CORPORATIONRTX72,820$8.4M3.12%
7FASTENAL COFAST96,053$6.9M2.55%
8ABBVIE INCABBV37,063$6.6M2.44%
9STRYKER CORPORATIONSYK18,214$6.6M2.43%
10ORACLE CORPORCL-PD36,675$6.1M2.26%
11FEDEX CORPFDX20,244$5.7M2.11%
12LOWES COS INC54866110721,698$5.4M1.98%
13MCDONALDS CORPMCD18,434$5.3M1.98%
14VISA INCV16,740$5.3M1.96%
15JPMORGAN CHASE & CO.VYLD18,067$4.3M1.60%
16MICROSOFT CORPMSFT10,004$4.2M1.56%
17INTUITIVE SURGICAL INCISRG7,910$4.1M1.53%
18INTERCONTINENTAL EXCHANGE IN45866F10427,373$4.1M1.51%
19CONSTELLATION BRANDS INCSTZ17,611$3.9M1.44%
20JOHNSON & JOHNSONJNJ26,165$3.8M1.40%
21COSTCO WHSL CORP NEW22160K1054,085$3.7M1.38%
22HOME DEPOT INCHD9,557$3.7M1.38%
23TARGET CORPTGT24,883$3.4M1.24%
24PROCTER AND GAMBLE CO74271810919,056$3.2M1.18%
25MEDTRONIC PLCMDT39,637$3.2M1.17%
26COMCAST CORP NEWCCZ82,590$3.1M1.15%
27PEPSICO INCPEP20,178$3.1M1.13%
28AMAZON COM INCAMZN13,180$2.9M1.07%
29NORFOLK SOUTHN CORP65584410812,002$2.8M1.04%
30ISHARES TR46434V62144,617$2.7M1.01%
31CISCO SYS INCCSCO43,707$2.6M0.96%
32CVS HEALTH CORPCVS55,265$2.5M0.92%
33AMERICAN TOWER CORP NEW03027X10013,192$2.4M0.89%
34PRICE T ROWE GROUP INCTROW20,315$2.3M0.85%
35CHURCH & DWIGHT CO INCCHD21,516$2.3M0.83%
36UNITEDHEALTH GROUP INCUNH4,414$2.2M0.83%
37CATERPILLAR INCCAT6,120$2.2M0.82%
38ALPHABET INCGOOG11,615$2.2M0.81%
39MORGAN STANLEYMS-PQ17,118$2.2M0.80%
40EXPEDITORS INTL WASH INC30213010919,131$2.1M0.78%
41VERIZON COMMUNICATIONS INCVZ46,918$1.9M0.69%
42NIKE INCNKE24,336$1.8M0.68%
43EXXON MOBIL CORPXOM16,829$1.8M0.67%
44WASTE MGMT INC DEL94106L1098,807$1.8M0.66%
45ALPHABET INCGOOG9,320$1.8M0.66%
46CINTAS CORPCTAS9,041$1.7M0.61%
47INTEL CORPINTC78,560$1.6M0.58%
48MICROCHIP TECHNOLOGY INC.MCHPP26,990$1.5M0.57%
49ILLINOIS TOOL WKS INC4523081095,828$1.5M0.55%
50META PLATFORMS INCMETA2,454$1.4M0.53%
51AFLAC INCAFL13,696$1.4M0.52%
52GENUINE PARTS COGPC11,752$1.4M0.51%
53BOOKING HOLDINGS INCBKNG245$1.2M0.45%
54DIGITAL RLTY TR INC2538681036,788$1.2M0.45%
55REGENERON PHARMACEUTICALSREGN1,635$1.2M0.43%
56ABBOTT LABSABLZF9,463$1.1M0.40%
57AMERICAN EXPRESS COAXP3,580$1.1M0.39%
58WALMART INCWMT11,668$1.1M0.39%
59CENCORA INCCOR4,395$987,4690.37%
60STARBUCKS CORPSBUX10,668$973,4550.36%
61AUTOMATIC DATA PROCESSING INADP3,230$945,5180.35%
62GOLDMAN SACHS GROUP INCGSCE1,620$927,6440.34%
63INTERNATIONAL BUSINESS MACHSINTR4,067$893,9610.33%
64LOCKHEED MARTIN CORPLMT1,817$882,9530.33%
65BERKSHIRE HATHAWAY INC DELBRK-A1,840$834,0350.31%
66PNC FINL SVCS GROUP INC6934751054,106$791,8420.29%
67NETFLIX INCNFLX785$699,6860.26%
68SCIENCE APPLICATIONS INTL CO8086251075,925$662,2970.24%
69TESLA INCTSLA1,600$646,1440.24%
70DOMINOS PIZZA INCDPZ1,537$645,1710.24%
71ISHARES TR46428750710,260$639,3010.24%
72TOLL BROTHERS INCTOL4,600$579,3700.21%
73DISNEY WALT CO2546871065,195$578,4470.21%
74NEXTERA ENERGY INCNEE-PW7,924$568,0720.21%
75BANK AMERICA CORP06050510411,319$497,4700.18%
76VANGUARD SPECIALIZED FUNDS9219088442,472$484,0730.18%
77ADOBE INCADBE926$411,7740.15%
78ATMOS ENERGY CORPATO2,910$405,2760.15%
79SPDR S&P 500 ETF TRSPY684$400,8790.15%
80MERCK & CO INCMRK3,925$390,4590.14%
81COCA COLA COKO5,978$372,1900.14%
82BARRICK GOLD CORP06790110823,850$369,6750.14%
83VANGUARD INDEX FDS9229086371,361$367,0620.14%
84PARKER-HANNIFIN CORPPH573$364,4450.13%
85PFIZER INCPFE12,427$329,6870.12%
86SPDR SER TR78464A7632,425$320,3430.12%
87AT&T INCT-PC13,834$314,9890.12%
88CUMMINS INCCMI901$314,0890.12%
89EQUITY RESIDENTIALEQR4,359$312,8020.12%
90FORTUNE BRANDS INNOVATIONS IFBIN4,488$306,6650.11%
91SEMPRASREA3,400$298,2480.11%
92EDWARDS LIFESCIENCES CORPEW3,699$273,8370.10%
93UNION PAC CORPUNP1,174$267,7190.10%
94ISHARES TR4642876711,834$255,5680.09%
95EDISON INTL2810201072,974$237,4440.09%
96VANGUARD INDEX FDS922908736551$226,1520.08%
97UNITED PARCEL SERVICE INCUPS1,786$225,2150.08%
98VALERO ENERGY CORPVLO1,799$220,5390.08%
99CONSTELLATION ENERGY CORPCEG975$218,1170.08%
100PACKAGING CORP AMER695156109949$213,6480.08%
101ISHARES TR4642876632,305$213,4200.08%
102VANGUARD INDEX FDS9229085532,303$205,1510.08%