Among active 13F managers last quarter, 1 opened and none reduced or exited; the largest holder to move was McIlrath & Eck, LLC (new position).
3 tracked 13F filers disclose a position in OAKMX as of the latest SEC 13F filings, a combined $317K in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | North Point Portfolio Managers Corp | 2K | $271K | —Held | Q2 2026 | |
| 2 | Game Plan Financial Advisors, LLC | 200 | $34K | —Held | Q2 2026 | |
| 3 | McIlrath & Eck, LLC | 72 | $12K | ▲New +72 sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 1 fund opened a new position in OAKMX, while none reduced or exited. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 2 funds | $62.9M |
| Amphenol Corp-CL AAPH | 2 funds | $38.7M |
| ASML Holding NV-NY Reg SHSASML | 2 funds | $32.7M |
| Alphabet Inc-CL AGOOGL | 2 funds | $30.0M |
| Costco Wholesale CorpCOST | 2 funds | $29.5M |
| Amazon.com IncAMZN | 2 funds | $27.9M |
| Visa Inc-Class A SharesV | 2 funds | $24.2M |
| Goldman Sachs Group IncGS | 2 funds | $23.2M |
| Invesco QQQ Trust Series 1QQQ | 2 funds | $19.7M |
| Arista Networks IncANET | 2 funds | $18.6M |
| Vanguard S&P 500 ETFVOO | 2 funds | $18.2M |
| Home Depot IncHD | 2 funds | $17.6M |
Ranked by how many of OAKMX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in OAKMX.
| Class | 13F holders | Value held |
|---|---|---|
| OAKMXthis pageOPEN END TAXABLE NO LOAD FUND | 3 funds | $317K |
| OANMXMutual Fund | 2 funds | $787K |
| OAKIXOPEN END TAXABLE NO LOAD FUND | 2 funds | $468K |
| OAYLXOPEN END TAXABLE NO LOAD FUND | 2 funds | $375K |
| 413838574OAKMARK INTL R6 | 1 funds | $1.8M |
| 413838699MF | 1 funds | $331K |
| OAKBXNTF EQUITY FUNDS | 1 funds | $19K |
| OAYMXCOM | 1 funds | $14K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for OAKMX
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/OAKMX/capital-change-brief"
Use Arkolith's capital_change_brief for OAKMX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for OAKMX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.