Titelia

Holdings of ROCK OAK CORE GROWTH FUND

Oak Associates Funds · 32 declared positions · as of Apr 30, 2026

Original filing · Net assets 12.8M $ · Ten largest lines: 42 % of the equity sleeve

Sector breakdown

  • Materials 3.6 %
  • Energy 2.6 %
  • Unattributed 93.9 %

Sector is not declared in Form N-PORT: this is a Titelia classification, decided company by company. The unattributed share is counted as such rather than spread over the others.

Currency breakdown

  • USD 100.0 %

The currency each line is denominated in, as declared. It does not follow the country: a French company listed in the United States is declared in dollars.

Country breakdown

  • US 93.8 %
  • IE 4.4 %
  • GG 1.8 %

Shares computed on the equity sleeve, the only part this site carries.

CountryLinesValueShare
US3011.8M $93.78 %
IE1552K $4.38 %
GG1232.9K $1.85 %

Positions

CompanySharesValueWeight
CF Industries Holdings Inc 5,159640.7K $5.01 %
Applied Industrial Technologies Inc 1,936591.9K $4.63 %
Jazz Pharmaceuticals PLC 2,719552K $4.31 %
Nordson Corp 1,839530.5K $4.15 %
Exelixis Inc 11,874527.9K $4.13 %
Cardinal Health, Inc. 2,711522.9K $4.09 %
Devon Energy Corp 10,125520.1K $4.06 %
Republic Services Inc 2,323486K $3.80 %
F5 Inc 1,445468K $3.66 %
APA Corp 11,313460.8K $3.60 %
Curtiss-Wright Corp 628452.3K $3.53 %
Newmont Corp 4,046449.5K $3.51 %
BWX Technologies Inc 2,070447.9K $3.50 %
Carlisle Cos Inc 1,255445.9K $3.48 %
Assurant Inc 1,830432.4K $3.38 %
Expedia Group Inc 1,722427.7K $3.34 %
Quest Diagnostics Inc 2,165420.4K $3.29 %
Northern Trust Corp 2,476411.9K $3.22 %
Virtu Financial Inc 8,100402.2K $3.14 %
Murphy USA Inc 644378.7K $2.96 %
NetApp Inc 3,363372.5K $2.91 %
Hartford Insurance Group Inc/The 2,702369.7K $2.89 %
TransDigm Group Inc 317367.7K $2.87 %
Valero Energy Corp 1,282323.8K $2.53 %
Rockwell Automation Inc 645263.7K $2.06 %
Amdocs Ltd 3,602232.9K $1.82 %
Symbotic Inc 3,808225.1K $1.76 %
Pool Corp 1,030219.7K $1.72 %
Esab Corp 2,137210K $1.64 %
Zscaler Inc 1,264165.2K $1.29 %
Viatris Inc 10,205152.5K $1.19 %
Veeva Systems Inc 900140.4K $1.10 %