Titelia

Holdings of BLACK OAK EMERGING TECHNOLOGY FUND

Oak Associates Funds ·26 declared positions · as of Apr 30, 2026

Original filing · Net assets 61.9M $ · Ten largest lines: 59 % of the equity sleeve

Sector breakdown

  • Technology 44.3 %
  • Financials 5.0 %
  • Consumer discretionary 3.6 %
  • Health care 3.3 %
  • Unattributed 43.8 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 91.4 %
  • KY 6.4 %
  • GG 2.2 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US2454.1M $91.41 %
2KY13.8M $6.37 %
3GG11.3M $2.22 %

Positions

RankCompanySharesValueWeight
1Advanced Micro Devices Inc 12,3044.4M $7.04 %
2NVIDIA Corp 20,6604.1M $6.66 %
3Silicon Motion Technology Corp 17,2403.8M $6.09 %
4KLA Corp 2,1383.7M $6.04 %
5Cirrus Logic Inc 21,7313.5M $5.72 %
6Kulicke & Soffa Industries Inc 39,6453.4M $5.47 %
7Lam Research Corp 11,8213M $4.92 %
8Applied Industrial Technologies Inc 9,9643M $4.92 %
9F5 Inc 9,1413M $4.78 %
10Advanced Energy Industries Inc 7,6913M $4.77 %
11Diodes Inc 25,7702.8M $4.46 %
12Cohu Inc 54,0772.6M $4.13 %
13Crowdstrike Holdings Inc 5,5762.5M $4.01 %
14MercadoLibre Inc 1,2002.2M $3.47 %
15Clear Secure Inc 39,7952.1M $3.43 %
16Intuitive Surgical Inc 4,2591.9M $3.15 %
17Salesforce Inc 10,0291.8M $2.86 %
18AppLovin Corp 3,0001.3M $2.16 %
19Amdocs Ltd 20,2981.3M $2.12 %
20Veeva Systems Inc 6,396997.6K $1.61 %
21Zscaler Inc 7,452973.8K $1.57 %
22Paylocity Holding Corp 8,930942K $1.52 %
23Nutanix Inc 22,162906.2K $1.46 %
24PTC Inc 6,386870.4K $1.41 %
25UiPath Inc 55,510571.8K $0.92 %
26Palantir Technologies Inc 3,840534.2K $0.86 %