StockDriftsStockDriftsTop 50 Oak Asset Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 11.16% | 127.7K | $32.4M | -1.71%(-2.21K) | $133.36(+113.09%) | 2026-03-31 | |
| AMGN | AMGEN INC | 7.03% | 58.1K | $20.4M | +1.05%(+603) | $192.03(+71.63%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 5.62% | 93.6K | $16.3M | -1.63%(-1.55K) | $15.00(+1210.32%) | 2026-03-31 | |
| CVX | CHEVRON CORPORATION | 5.61% | 78.7K | $16.3M | -0.82%(-655) | $125.57(+53.41%) | 2026-03-31 | |
| RTX | RTX CORPORATION | 3.89% | 58.6K | $11.3M | -1.59%(-945) | $67.98(+154.29%) | 2026-03-31 | |
| FAST | FASTENAL CO | 2.88% | 180.3K | $8.4M | -0.70%(-1.27K) | $14.89(+197.72%) | 2026-03-31 | |
| QCOM | QUALCOMM INC | 2.64% | 59.6K | $7.7M | -0.39%(-231) | $85.53(+118.12%) | 2026-03-31 | |
| ABBV | ABBVIE INC | 2.63% | 35.1K | $7.6M | -0.19%(-65) | $95.92(+114.88%) | 2026-03-31 | |
| FDX | FEDEX CORP | 2.5% | 20.4K | $7.3M | -0.78%(-161) | $80.54(+350.41%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 2.15% | 25.6K | $6.2M | -2.50%(-655) | $138.47(+62.88%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.17% | +41.12% |
| Top 20 Holdings Unweighted | +12.06% | +40.70% |
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