OAK FAMILY ADVISORS, LLC

CIK: 0001846161SEC EDGAR →

Portfolio Value

$364.3M

Holdings

101

As of

Q4 2025

New Positions

101

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1
SPYPut

STATE STR SPDR S&P 500 ETF TR TR UNIT

31,323$21.4M
5.86%
2
TSMPut

TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS

59,550$18.1M
4.97%
3

BOEING CO COM

66,943$14.5M
3.99%
4
NVOCall

NOVO-NORDISK A S ADR

283,228$14.4M
3.96%
5
NDQPut

INVESCO QQQ TRUST SERIES I

22,822$14.0M
3.85%
6

QUALCOMM INC COM

81,038$13.9M
3.80%
7

ASTRAZENECA PLC SPONSORED ADR

144,132$13.3M
3.64%
8

ALPHABET INC CAP STK CL A

34,715$10.9M
2.98%
9

JPMORGAN CHASE & CO. COM

30,023$9.7M
2.66%
10

ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF

87,472$9.6M
2.64%

Quarterly Changes

Top Buys

SPYNEW
$21.4M
TSMNEW
$18.1M
BANEW
$14.5M
NVONEW
$14.4M
NDQNEW
$14.0M

Top Sells

No sells this quarter

New Positions (101)

$21.4M · 31K shares
$18.1M · 60K shares
$14.5M · 67K shares
$14.4M · 283K shares
$14.0M · 23K shares
$13.9M · 81K shares
$13.3M · 144K shares
$10.9M · 35K shares
$9.7M · 30K shares
$9.6M · 87K shares
$8.6M · 132K shares
$8.2M · 224K shares
$8.0M · 59K shares
$7.8M · 43K shares
$7.8M · 95K shares
$7.0M · 102K shares
$6.7M · 50K shares
$6.5M · 121K shares
$6.4M · 57K shares
$6.3M · 197K shares
$6.0M · 348K shares
$5.9M · 263K shares
$5.7M · 126K shares
$5.7M · 14K shares
$5.6M · 119K shares
$5.3M · 17K shares
$5.1M · 22K shares
$5.0M · 42K shares
$4.8M · 18K shares
$4.4M · 84K shares
$4.2M · 47K shares
$4.2M · 24K shares
$4.1M · 8K shares
$4.1M · 103K shares
$3.6M · 71K shares
$3.2M · 32K shares
$3.2M · 29K shares
$3.1M · 46K shares
$3.0M · 44K shares
$2.9M · 50K shares
$2.9M · 21K shares
$2.6M · 33K shares
$2.6M · 51K shares
$2.5M · 11K shares
$2.5M · 2K shares
$2.4M · 13K shares
$2.2M · 28K shares
$2.1M · 58K shares
$2.0M · 58K shares
$1.9M · 81K shares
$1.9M · 78K shares
$1.8M · 5K shares
$1.8M · 27K shares
$1.7M · 28K shares
$1.7M · 16K shares
$1.6M · 4K shares
$1.6M · 4K shares
$1.6M · 5K shares
$1.4M · 2K shares
$1.3M · 17K shares
$1.3M · 23K shares
$1.3M · 11K shares
$1.1M · 20K shares
$1.0M · 48K shares
$1.0M · 3K shares
$995K · 7K shares
$943K · 23K shares
$912K · 30K shares
$886K · 7K shares
$835K · 1K shares
$811K · 13K shares
$754K · 1 shares
$743K · 24K shares
$642K · 9K shares
$551K · 6K shares
$545K · 13K shares
$510K · 7K shares
$508K · 5K shares
$467K · 3K shares
$441K · 31K shares
$440K · 703 shares
$411K · 6K shares
$407K · 842 shares
$379K · 17K shares
$362K · 15K shares
$359K · 7K shares
$344K · 10K shares
$293K · 1K shares
$290K · 5K shares
$281K · 6K shares
$280K · 3K shares
$265K · 1K shares
$263K · 5K shares
$255K · 4K shares
$213K · 2K shares
$206K · 2K shares
$204K · 271 shares
$201K · 3K shares
$181K · 10K shares
$123K · 13K shares
$118K · 11K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services43$111.2M30.5%
Technology12$79.9M21.9%
Healthcare7$38.8M10.7%
Industrials6$35.2M9.7%
Unknown7$29.2M8.0%
Communication Services7$22.4M6.2%
Consumer Defensive3$14.5M4.0%
Energy6$13.5M3.7%
Basic Materials3$9.9M2.7%
Consumer Cyclical4$8.8M2.4%
Utilities3$860K0.2%