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Kathleen Wick

Shaker Investments Llc Oh

Assets Managed
$278.245M
Holdings
87
Last Quarter
2026 - Q2
Filed Date
8d ago
Growth Rate
26.63%(2Q avg: 9.03%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Shaker Investments Llc Oh's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 87 positions.

Assets under management

The assets under management (AUM) of Shaker Investments Llc Oh over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 278.245M in assets, with a quarterly growth rate of 26.63% and a 2-quarter average growth rate of 9.03%. The portfolio is managed by Kathleen Wick, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AX
Axos Financial Inc
Recent Activity
Decreased -3.34%
12.48%
$34.707M
356,376 shares@ $97.4 avg price
MU
Micron Technology Inc
Recent Activity
Decreased -11.9%
6.11%
$16.974M
14,705 shares@ $1154.29 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 17.07%
5.45%
$15.151M
75,720 shares@ $200.1 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -0.72%
4.11%
$11.427M
31,974 shares@ $357.37 avg price
TSM
Taiwan Semiconductor-sp Adr
Recent Activity
Decreased -0.75%
4.09%
$11.38M
23,829 shares@ $477.58 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -0.61%
4.06%
$11.272M
29,839 shares@ $377.76 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.88%
3.18%
$8.841M
30,553 shares@ $289.36 avg price
IRMD
Iradimed Corp
Recent Activity
Increased 35.98%
2.81%
$7.802M
81,641 shares@ $95.57 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 34.99%
2.75%
$7.638M
32,048 shares@ $238.34 avg price
XBI
Spdr S&p Biotech Etf
Recent Activity
Increased 2.7%
2.25%
$6.251M
39,501 shares@ $158.25 avg price

1-10 of 87