Titelia

Holdings of RIVER OAK DISCOVERY FUND

Oak Associates Funds · 28 declared positions · as of Apr 30, 2026

Original filing · Net assets 15.3M $ · Ten largest lines: 49.8 % of the equity sleeve

Sector breakdown

  • Unattributed 100.0 %

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 %
  • KY 6.2 %

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

CountryLinesValueShare
US2713.9M $93.76 %
KY1924.8K $6.24 %

Positions

CompanySharesValueWeight
Silicon Motion Technology Corp 4,227924.8K $6.04 %
Applied Industrial Technologies Inc 2,770846.9K $5.53 %
Cohu Inc 16,563784.3K $5.12 %
V2X Inc 10,668723.4K $4.72 %
ALLIANCEBERNSTEIN HOLDING LP 17,837711.7K $4.65 %
Diodes Inc 6,620709.3K $4.63 %
Kulicke & Soffa Industries Inc 8,162697.9K $4.56 %
Lantheus Holdings Inc 7,909669.3K $4.37 %
Adeia Inc 20,655657.9K $4.30 %
CNO Financial Group Inc 14,742655.3K $4.28 %
Cirrus Logic Inc 3,943643K $4.20 %
Axos Financial Inc 6,342611.6K $3.99 %
Korn Ferry 9,159608.5K $3.97 %
Selective Insurance Group Inc 6,631556.7K $3.63 %
Clear Secure Inc 10,138541.3K $3.53 %
Artisan Partners Asset Management Inc 12,702475.6K $3.11 %
Esab Corp 4,760467.8K $3.05 %
Kadant Inc 1,448424.5K $2.77 %
Ambarella Inc 6,083418.5K $2.73 %
Innoviva Inc 17,789409K $2.67 %
Prestige Consumer Healthcare Inc 7,059397.6K $2.60 %
Insight Enterprises Inc 5,065369.2K $2.41 %
Pegasystems Inc 9,469346.1K $2.26 %
Asbury Automotive Group Inc 1,665339.1K $2.21 %
Chord Energy Corp 2,309336.2K $2.20 %
Commvault Systems Inc 2,388236.1K $1.54 %
ACI Worldwide Inc 3,233139.7K $0.91 %
Freshworks Inc 15,876129.5K $0.85 %