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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 2025 · Filed January 14, 2026 · Accession 0001726375-26-000001

Total Value
$293.2M
Positions
104
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (104)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL129,876$35.3M12.04%
2AMGEN INCAMGN57,449$18.8M6.41%
3NVIDIA CORPORATIONNVDA95,165$17.7M6.05%
4CHEVRON CORP NEWCVX79,398$12.1M4.13%
5RTX CORPORATIONRTX59,539$10.9M3.72%
6QUALCOMM INCQCOM59,826$10.2M3.49%
7ABBVIE INCABBV35,134$8.0M2.74%
8MICROSOFT CORPMSFT15,519$7.5M2.56%
9FASTENAL COFAST181,579$7.3M2.49%
10ORACLE CORPORCL-PD35,944$7.0M2.39%
11STRYKER CORPORATIONSYK17,583$6.2M2.11%
12FEDEX CORPFDX20,585$5.9M2.03%
13JPMORGAN CHASE & CO.VYLD17,875$5.8M1.96%
14JOHNSON & JOHNSONJNJ26,221$5.4M1.85%
15VISA INCV15,416$5.4M1.84%
16MCDONALDS CORPMCD17,687$5.4M1.84%
17LOWES COS INC54866110720,773$5.0M1.71%
18COSTCO WHSL CORP NEW22160K1055,701$4.9M1.68%
19ALPHABET INCGOOG14,580$4.6M1.56%
20ALPHABET INCGOOG13,160$4.1M1.41%
21INTERCONTINENTAL EXCHANGE IN45866F10424,290$3.9M1.34%
22CVS HEALTH CORPCVS48,840$3.9M1.32%
23MEDTRONIC PLCMDT39,525$3.8M1.29%
24HOME DEPOT INCHD9,704$3.3M1.14%
25NORFOLK SOUTHN CORP65584410811,180$3.2M1.10%
26INTUITIVE SURGICAL INCISRG5,685$3.2M1.10%
27PROCTER AND GAMBLE CO74271810922,420$3.2M1.10%
28CISCO SYS INCCSCO41,447$3.2M1.09%
29ISHARES TR46434V62145,947$3.2M1.09%
30MORGAN STANLEYMS-PQ16,763$3.0M1.01%
31AMAZON COM INCAMZN12,459$2.9M0.98%
32CATERPILLAR INCCAT4,594$2.6M0.90%
33PEPSICO INCPEP16,272$2.3M0.80%
34EXPEDITORS INTL WASH INC30213010915,323$2.3M0.78%
35TARGET CORPTGT23,348$2.3M0.78%
36WASTE MGMT INC DEL94106L10910,167$2.2M0.76%
37AMERICAN TOWER CORP NEW03027X10011,820$2.1M0.71%
38EXXON MOBIL CORPXOM15,829$1.9M0.65%
39MICROCHIP TECHNOLOGY INC.MCHPP29,717$1.9M0.65%
40INTEL CORPINTC48,392$1.8M0.61%
41CINTAS CORPCTAS9,350$1.8M0.60%
42META PLATFORMS INCMETA2,573$1.7M0.58%
43VERIZON COMMUNICATIONS INCVZ41,266$1.7M0.57%
44PRICE T ROWE GROUP INCTROW16,068$1.6M0.56%
45CHURCH & DWIGHT CO INCCHD19,416$1.6M0.56%
46GENUINE PARTS COGPC12,187$1.5M0.51%
47AUTOMATIC DATA PROCESSING INADP5,785$1.5M0.51%
48COMCAST CORP NEWCCZ48,239$1.4M0.49%
49AFLAC INCAFL12,982$1.4M0.49%
50GOLDMAN SACHS GROUP INCGSCE1,620$1.4M0.49%
51ILLINOIS TOOL WKS INC4523081095,748$1.4M0.48%
52BOOKING HOLDINGS INCBKNG245$1.3M0.45%
53NIKE INCNKE20,171$1.3M0.44%
54AMERICAN EXPRESS COAXP3,442$1.3M0.43%
55UNITEDHEALTH GROUP INCUNH3,813$1.3M0.43%
56WALMART INCWMT11,243$1.3M0.43%
57BARRICK MNG CORP06849F10828,500$1.2M0.42%
58LOCKHEED MARTIN CORPLMT2,502$1.2M0.41%
59INTERNATIONAL BUSINESS MACHSINTR4,061$1.2M0.41%
60ABBOTT LABSABLZF9,313$1.2M0.40%
61NEXTERA ENERGY INCNEE-PW11,659$935,9850.32%
62CONSTELLATION BRANDS INCSTZ6,645$916,7990.31%
63CENCORA INCCOR2,690$908,5480.31%
64TESLA INCTSLA1,967$884,5990.30%
65DISNEY WALT CO2546871067,564$860,5220.29%
66PNC FINL SVCS GROUP INC6934751054,106$857,0450.29%
67REGENERON PHARMACEUTICALSREGN1,100$849,0570.29%
68BERKSHIRE HATHAWAY INC DELBRK-A1,615$811,7800.28%
69NETFLIX INCNFLX8,160$765,0820.26%
70STARBUCKS CORPSBUX9,018$759,4060.26%
71ISHARES TR46428750710,448$689,5680.24%
72BANK AMERICA CORP06050510411,319$622,5450.21%
73TOLL BROTHERS INCTOL4,600$622,0120.21%
74DOMINOS PIZZA INCDPZ1,437$598,9700.20%
75SCIENCE APPLICATIONS INTL CO8086251075,850$588,8610.20%
76VANGUARD SPECIALIZED FUNDS9219088442,473$543,4530.19%
77SPDR S&P 500 ETF TRSPY780$531,8980.18%
78VANGUARD INDEX FDS9229086371,361$428,4430.15%
79DIGITAL RLTY TR INC2538681032,752$425,7620.15%
80ATMOS ENERGY CORPATO2,515$421,5890.14%
81MERCK & CO INCMRK3,925$413,1460.14%
82COCA COLA COKO5,627$393,3840.13%
83CUMMINS INCCMI746$380,7960.13%
84PARKER-HANNIFIN CORPPH423$371,8000.13%
85CONSTELLATION ENERGY CORPCEG975$344,4380.12%
86SPDR SERIES TRUST78464A7632,425$337,4630.12%
87AT&T INCT-PC13,110$325,6400.11%
88ISHARES TR4642876711,938$325,4680.11%
89UNITED RENTALS INCURI372$301,0670.10%
90SEMPRASREA3,400$300,1860.10%
91EQUITY RESIDENTIALEQR4,359$274,7910.09%
92EDWARDS LIFESCIENCES CORPEW3,169$270,1570.09%
93VALERO ENERGY CORPVLO1,653$269,0920.09%
94VANGUARD INDEX FDS922908736551$268,8110.09%
95UNION PAC CORPUNP1,139$263,4730.09%
96ISHARES TR4642876632,525$258,9140.09%
97VISTRA CORPVST1,604$258,7730.09%
98TAIWAN SEMICONDUCTOR MFG LTD874039100850$258,3070.09%
99FORTUNE BRANDS INNOVATIONS IFBIN4,488$224,4900.08%
100VANGUARD INDEX FDS9229087441,167$222,8850.08%
101ISHARES TR4642877211,095$218,6500.07%
102MARKEL GROUP INCMKL100$214,9650.07%
103VANGUARD WORLD FD92204A702280$211,0580.07%
104VANGUARD INDEX FDS9229085532,338$206,8900.07%