Titelia

Holdings of WHITE OAK SELECT GROWTH FUND

Oak Associates Funds · 28 declared positions · as of Apr 30, 2026

Original filing · Net assets 477M $ · Ten largest lines: 59.7 % of the equity sleeve

Sector breakdown

  • Technology 29.6 %
  • Financials 17.5 %
  • Communication 15.8 %
  • Consumer discretionary 14.9 %
  • Health care 11.6 %
  • Energy 2.1 %
  • Unattributed 8.5 %

Sector is not declared in Form N-PORT: this is a Titelia classification, decided company by company. The unattributed share is counted as such rather than spread over the others.

Currency breakdown

  • USD 100.0 %

The currency each line is denominated in, as declared. It does not follow the country: a French company listed in the United States is declared in dollars.

Country breakdown

  • US 93.7 %
  • NL 4.1 %
  • CH 2.2 %

Shares computed on the equity sleeve, the only part this site carries.

CountryLinesValueShare
US26443.6M $93.69 %
NL119.5M $4.12 %
CH110.3M $2.18 %

Positions

CompanySharesValueWeight
Amazon.com Inc 170,91345.3M $9.50 %
Alphabet Inc 87,65633.5M $7.02 %
KLA Corp 17,94031.4M $6.58 %
Cisco Systems, Inc. 330,00030.2M $6.33 %
JPMorgan Chase & Co 90,89428.5M $5.97 %
Charles Schwab Corp/The 284,10026M $5.46 %
Amgen Inc 69,33524M $5.03 %
Alphabet Inc 58,80222.6M $4.74 %
Lowe's Cos Inc 90,00021.5M $4.51 %
NXP Semiconductors NV 66,51319.5M $4.09 %
Chubb Ltd 58,93719.3M $4.04 %
Meta Platforms Inc 30,65118.8M $3.93 %
QUALCOMM Inc 95,34817.1M $3.59 %
Novartis AG 114,06016.9M $3.54 %
Broadcom Inc 40,00016.7M $3.50 %
Labcorp Holdings Inc 47,77012.3M $2.57 %
Rockwell Automation Inc 26,39210.8M $2.26 %
Microsoft Corp 25,50010.4M $2.18 %
Adobe Inc 42,04710.3M $2.17 %
Alcon AG 138,00010.3M $2.17 %
Cigna Group/The 32,9529.6M $2.01 %
Visa Inc 27,4759.1M $1.90 %
State Street Corp 45,3006.9M $1.45 %
EOG Resources Inc 36,5475.1M $1.08 %
SLB Ltd 87,9695M $1.05 %
Bristol-Myers Squibb Co 71,9244.4M $0.91 %
Salesforce Inc 24,3244.3M $0.90 %
Airbnb Inc 26,8003.8M $0.79 %