Managed by Oak Family Advisors, Llc • Latest filing Q4 2025
Overlap peers will appear here as data populates
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| 5 | S SPY — | $21M | 34.0K | 0.00% | — |
| 6 | T | $17.7M | 58.1K | 0.00% | — |
| 7 | T | $17.3M | 61.9K | 0.00% | — |
| 8 | S SPY — | $16.2M | 23.8K | 0.00% | — |
| 9 | T | $16.2M | 71.3K | 0.00% | — |
| 10 | T | $14.9M | 85.8K | 0.00% | — |
| 11 | B | $14.5M | 66.9K | 0.00% | — |
| 12 | N | $14M | 274.2K | 0.00% | — |
| 13 | T | $13.9M | 70.2K | 0.00% | — |
| 14 | Q QCOM — | $13.9M | 81.0K | 0.00% | — |
| 15 | S SPY — | $13.8M | 23.6K | 0.00% | — |
| 16 | T | $13.7M | 78.9K | 0.00% | — |
| 17 | A AZN — | $13.4M | 182.7K | 0.00% | — |
| 18 | A AZN — | $13.3M | 144.1K | 0.00% | — |
| 19 | T | $13.2M | 96.8K | 0.00% | — |
| 20 | A AZN — | $13M | 197.8K | 0.00% | — |