Managed by Great Oak Capital Partners, Llc • Latest filing Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A — | $100.2M | 1.44M | 0.00% | — |
| 2 | ? N/A — | $92.7M | 1.43M | 0.00% | — |
| 3 | ? N/A — | $83.9M | 1.40M | 0.00% | — |
| 4 | ? N/A — | $81.2M | 1.39M | 0.00% | — |
| 5 | ? N/A — | $75M | 1.34M | 0.00% | — |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| 6 |
? N/A — |
| $67M |
| 1.21M |
| 0.00% |
| — |
| 7 | ? N/A — | $67M | 1.21M | 0.00% | — |
| 8 | ? N/A — | $66.5M | 1.20M | 0.00% | — |
| 9 | ? N/A — | $62M | 1.18M | 0.00% | — |
| 10 | ? N/A — | $57M | 1.05M | 0.00% | — |
| 11 | ? N/A — | $48.9M | 933.8K | 0.00% | — |
| 12 | ? N/A — | $44.5M | 1.07M | 0.00% | — |
| 13 | ? N/A — | $42M | 1.09M | 0.00% | — |
| 14 | S SBUX — | $40.4M | 1.10M | 0.00% | — |
| 15 | ? N/A — | $39.8M | 1.05M | 0.00% | — |
| 16 | ? N/A — | $38.4M | 1.01M | 0.00% | — |
| 17 | ? N/A — | $37.9M | 996.2K | 0.00% | — |
| 18 | ? N/A — | $37.3M | 893.2K | 0.00% | — |
| 19 | ? N/A — | $37M | 923.0K | 0.00% | — |
| 20 | S SBUX — | $36.9M | 1.09M | 0.00% | — |