Oaks, PACIK 3508945 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
3,118 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 19.24M | $3.59B | 3.5% | −86.4K | Reduced |
| 2 | Microsoft Corp | 7.11M | $3.44B | 3.4% | +417.9K | Added |
| 3 | Apple Inc | 9.43M | $2.56B | 2.5% | +553.3K | Added |
| 4 | Amazon Com Inc |
| 9.52M |
| $2.20B |
| 2.2% |
| +1.29M |
| Added |
| 5 | Vanguard Tax-Managed Fds | 25.67M | $1.60B | 1.6% | −167.2K | Reduced |
| 6 | Schwab Strategic Tr | 44.21M | $1.44B | 1.4% | −242.9K | Reduced |
| 7 | Broadcom Inc | 4.11M | $1.42B | 1.4% | +675.8K | Added |
| 8 | Alphabet Inc | 4.54M | $1.42B | 1.4% | +588.6K | Added |
| 9 | Schwab Strategic Tr | 45.78M | $1.36B | 1.3% | +1.43M | Added |
| 10 | Vanguard Bd Index Fds | 17.86M | $1.32B | 1.3% | +973.9K | Added |
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