GREAT OAK CAPITAL PARTNERS, LLC - Portfolio Stock Holdings
GREAT OAK CAPITAL PARTNERS, LLC disclosed 48 stock positions in a recent SEC 13F filing. $464,148,359 of stock holdings were filed, with the largest holdings including DFAT, DUHP, and DFEM. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $477,932,440 and has 7 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
48Est. Stock Holding Value:
$464,148,359Top Stock Holdings By Sector
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Portfolio Stock Holdings - GREAT OAK CAPITAL PARTNERS, LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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Change (USD)
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% Change
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