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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 Q2 2025 · Filed July 11, 2025 · Accession 0001085146-25-003766

Total Value
$279.0M
Positions
103
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (103)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL147,042$30.2M10.81%
2AMGEN INCAMGN60,780$17.0M6.08%
3NVIDIA CORPORATIONNVDA97,304$15.4M5.51%
4CHEVRON CORP NEWCVX81,732$11.7M4.19%
5QUALCOMM INCQCOM62,152$9.9M3.55%
6RTX CORPORATIONRTX64,233$9.4M3.36%
7ORACLE CORPORCL-PD36,365$8.0M2.85%
8FASTENAL COFAST188,334$7.9M2.84%
9MICROSOFT CORPMSFT15,808$7.9M2.82%
10STRYKER CORPORATIONSYK18,081$7.2M2.56%
11ABBVIE INCABBV36,823$6.8M2.45%
12VISA INCV16,391$5.8M2.09%
13MCDONALDS CORPMCD18,280$5.3M1.91%
14JPMORGAN CHASE & CO.VYLD18,088$5.2M1.88%
15LOWES COS INC54866110721,566$4.8M1.72%
16FEDEX CORPFDX20,937$4.8M1.71%
17INTERCONTINENTAL EXCHANGE IN45866F10424,436$4.5M1.61%
18INTUITIVE SURGICAL INCISRG7,460$4.1M1.45%
19JOHNSON & JOHNSONJNJ26,490$4.0M1.45%
20COSTCO WHSL CORP NEW22160K1054,008$4.0M1.42%
21CVS HEALTH CORPCVS51,450$3.5M1.27%
22HOME DEPOT INCHD9,667$3.5M1.27%
23MEDTRONIC PLCMDT40,300$3.5M1.26%
24AMERICAN TOWER CORP NEW03027X10014,607$3.2M1.16%
25PROCTER AND GAMBLE CO74271810919,667$3.1M1.12%
26CISCO SYS INCCSCO43,347$3.0M1.08%
27NORFOLK SOUTHN CORP65584410811,742$3.0M1.08%
28CONSTELLATION BRANDS INCSTZ18,281$3.0M1.07%
29AMAZON COM INCAMZN13,134$2.9M1.03%
30ISHARES TR46434V62144,872$2.9M1.03%
31COMCAST CORP NEWCCZ78,212$2.8M1.00%
32PEPSICO INCPEP20,156$2.7M0.95%
33TARGET CORPTGT26,949$2.7M0.95%
34ALPHABET INCGOOG14,715$2.6M0.93%
35ALPHABET INCGOOG14,320$2.5M0.91%
36MORGAN STANLEYMS-PQ17,578$2.5M0.89%
37CATERPILLAR INCCAT6,095$2.4M0.85%
38CINTAS CORPCTAS9,315$2.1M0.74%
39WASTE MGMT INC DEL94106L1098,787$2.0M0.72%
40CHURCH & DWIGHT CO INCCHD20,916$2.0M0.72%
41PRICE T ROWE GROUP INCTROW20,285$2.0M0.70%
42MICROCHIP TECHNOLOGY INC.MCHPP27,812$2.0M0.70%
43VERIZON COMMUNICATIONS INCVZ44,697$1.9M0.69%
44EXPEDITORS INTL WASH INC30213010916,759$1.9M0.69%
45META PLATFORMS INCMETA2,463$1.8M0.65%
46EXXON MOBIL CORPXOM16,104$1.7M0.62%
47NIKE INCNKE23,761$1.7M0.61%
48GENUINE PARTS COGPC13,462$1.6M0.59%
49ILLINOIS TOOL WKS INC4523081096,053$1.5M0.54%
50AFLAC INCAFL13,534$1.4M0.51%
51BOOKING HOLDINGS INCBKNG245$1.4M0.51%
52INTEL CORPINTC61,642$1.4M0.49%
53UNITEDHEALTH GROUP INCUNH4,384$1.4M0.49%
54ABBOTT LABSABLZF9,463$1.3M0.46%
55INTERNATIONAL BUSINESS MACHSINTR4,071$1.2M0.43%
56WALMART INCWMT11,768$1.2M0.41%
57GOLDMAN SACHS GROUP INCGSCE1,620$1.1M0.41%
58AMERICAN EXPRESS COAXP3,580$1.1M0.41%
59NETFLIX INCNFLX816$1.1M0.39%
60AUTOMATIC DATA PROCESSING INADP3,450$1.1M0.38%
61DISNEY WALT CO2546871067,712$956,4090.34%
62LOCKHEED MARTIN CORPLMT1,937$897,1020.32%
63BERKSHIRE HATHAWAY INC DELBRK-A1,840$893,8170.32%
64STARBUCKS CORPSBUX9,018$826,3190.30%
65CENCORA INCCOR2,690$806,5970.29%
66REGENERON PHARMACEUTICALSREGN1,510$792,7500.28%
67PNC FINL SVCS GROUP INC6934751054,106$765,4410.27%
68DIGITAL RLTY TR INC2538681033,953$689,1260.25%
69DOMINOS PIZZA INCDPZ1,527$688,0660.25%
70SCIENCE APPLICATIONS INTL CO8086251075,925$667,2140.24%
71ISHARES TR46428750710,305$639,1160.23%
72TESLA INCTSLA1,932$613,7190.22%
73NEXTERA ENERGY INCNEE-PW8,659$601,1080.22%
74BARRICK MNG CORP06849F10828,500$593,3700.21%
75BANK AMERICA CORP06050510411,319$535,6150.19%
76TOLL BROTHERS INCTOL4,600$524,9980.19%
77VANGUARD SPECIALIZED FUNDS9219088442,472$505,9720.18%
78SPDR S&P 500 ETF TRSPY780$481,9230.17%
79COCA COLA COKO5,663$400,6570.14%
80VANGUARD INDEX FDS9229086371,361$388,2930.14%
81AT&T INCT-PC13,110$379,3890.14%
82PARKER-HANNIFIN CORPPH523$365,3000.13%
83ATMOS ENERGY CORPATO2,175$335,1890.12%
84SPDR SERIES TRUST78464A7632,425$329,1450.12%
85CONSTELLATION ENERGY CORPCEG975$314,6910.11%
86VISTRA CORPVST1,604$310,8710.11%
87MERCK & CO INCMRK3,925$310,7030.11%
88CUMMINS INCCMI901$295,0780.11%
89EQUITY RESIDENTIALEQR4,359$294,1890.11%
90ISHARES TR4642876711,890$284,2560.10%
91UNITED RENTALS INCURI372$280,2650.10%
92UNION PAC CORPUNP1,174$270,1140.10%
93SEMPRASREA3,400$257,6180.09%
94PFIZER INCPFE10,602$256,9910.09%
95EDWARDS LIFESCIENCES CORPEW3,199$250,1940.09%
96VANGUARD INDEX FDS922908736551$241,5580.09%
97FORTUNE BRANDS INNOVATIONS IFBIN4,488$231,0420.08%
98ISHARES TR4642876632,423$229,2880.08%
99VALERO ENERGY CORPVLO1,653$222,1960.08%
100VANGUARD INDEX FDS9229085532,483$221,1360.08%
101ADOBE INCADBE564$218,2000.08%
102MONDELEZ INTL INC6092071053,213$216,6850.08%
103UBER TECHNOLOGIES INCUBER2,224$207,4990.07%