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Thomas J. Robertson

@Oak Asset Management, Llc

Latest period2024 - Q4ReportedManaged Assets$270.358MTotal holdings102
Assets growth rate-4.27%Assets growth rate (2-Q avg)-0.43%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Oak Asset Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 102 positions.

Assets under management

The assets under management (AUM) of Oak Asset Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 270.358M in assets, with a quarterly growth rate of -4.27% and a 2-quarter average growth rate of -0.43%. The portfolio is managed by Thomas J. Robertson, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value