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Robert D. Stimpson

Oak Associates Ltd Oh

Assets Managed
$1.486B
Holdings
140
Last Quarter
2026 - Q1
Filed Date
1mo 14d ago
Growth Rate
-10.67%(2Q avg: -4.55%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Oak Associates Ltd Oh's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 140 positions.

Assets under management

The assets under management (AUM) of Oak Associates Ltd Oh 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 2026 - Q1, they manage 1.486B in assets, with a quarterly growth rate of -10.67% and a 2-quarter average growth rate of -4.55%. The portfolio is managed by Robert D. Stimpson, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AMZN
Amazon.com Inc
Recent Activity
Decreased -1.83%
7.23%
$107.427M
515,806 shares@ $208.28 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -20.06%
6.77%
$100.592M
350,665 shares@ $286.87 avg price
KLAC
Kla Corp
Recent Activity
Decreased -25.15%
6.08%
$90.281M
61,315 shares@ $1472.41 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -0.03%
4.91%
$72.879M
235,467 shares@ $309.51 avg price
CSCO
Cisco Systems Inc
Recent Activity
Decreased -0.39%
4.81%
$71.349M
919,558 shares@ $77.59 avg price
META
Meta Platforms Inc-class A
Recent Activity
Decreased -5.83%
3.6%
$53.401M
93,337 shares@ $572.14 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -6.48%
3.57%
$52.939M
303,549 shares@ $174.41 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -7.89%
3.42%
$50.821M
137,292 shares@ $370.18 avg price
V
Visa Inc-class A Shares
Recent Activity
Increased 0.19%
3.25%
$48.183M
159,421 shares@ $302.24 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -6.45%
2.94%
$43.566M
151,504 shares@ $287.56 avg price

1-10 of 140