Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

OAK FAMILY ADVISORS, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

OAK FAMILY ADVISORS, LLC (CIK 1846161) reported $355.3M across 74 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($26.2M, 7.38%), TSM ($17.5M, 4.93%), AZNCF ($14.0M, 3.94%), GOOGL ($12.2M, 3.44%), BA ($11.1M, 3.12%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1SPYSTATE STREET SPDR S&P 500 ETF$26.2M7.38%40,320Added
2TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS$17.5M4.93%51,826Trimmed
3AZNCFASTRAZENECA PLC ORD$14.0M3.94%70,984New
4GOOGLALPHABET INC CAP STK CL A$12.2M3.44%42,538Added
5BABOEING CO COM$11.1M3.12%55,680Trimmed
6SHVISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF$10.0M2.81%90,593Added
7NVONOVO-NORDISK A S ADR$9.6M2.71%261,745Trimmed
8GNRCGENERAC HLDGS INC COM$9.3M2.63%47,826Trimmed
9UTGREAVES UTIL INCOME FD COM SH BEN INT$9.0M2.55%230,396Added
10UBERUBER TECHNOLOGIES INC COM$8.7M2.46%121,372Added
11SHLDGLOBAL X DEFENSE TECH ETF$8.5M2.40%120,159Trimmed
12JPMJPMORGAN CHASE & CO COM$8.4M2.37%28,645Trimmed
13QCOMQUALCOMM INC COM$8.2M2.30%63,522Trimmed
14KVUEKENVUE INC COM$8.1M2.29%471,239Added
15VGSHVANGUARD SHORT-TERM TREASURY ETF$7.8M2.20%133,429Added
16RTXRTX CORPORATION COM$7.6M2.15%39,569Trimmed
17AMZNAMAZON COM INC COM$7.5M2.12%36,185Added
18EPDENTERPRISE PRODS PARTNERS L P COM$7.4M2.10%196,866Trimmed
19FISVFISERV INC COM$6.8M1.91%121,709Added
20EVTREATON VANCE TOTAL RETURN BOND ETF$6.6M1.87%130,677Added
21AMRZAMRIZE LTD SHS$6.5M1.84%116,842Trimmed
22SYKSTRYKER CORPORATION COM$6.4M1.81%19,610Added
23APHAMPHENOL CORP CL A$6.2M1.73%48,686Trimmed
24IBTIISHARES IBONDS DEC 2028 TERM TREASURY ETF$6.1M1.72%274,078New
25IQLTISHARES MSCI INTL QUALITY FACTOR ETF$5.8M1.63%125,434Trimmed

Source: SEC Form 13F filings · as of 2026-03-31