GREAT OAK CAPITAL PARTNERS, LLC - Portfolio Stock Holdings
GREAT OAK CAPITAL PARTNERS, LLC disclosed 49 stock positions in a recent SEC 13F filing. $414,717,273 of stock holdings were filed, with the largest holdings including DFAT, DUHP, and DFEM. This filing represented positions held on March 31, 2026, and was filed on April 10, 2026.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:
March 31, 2026No. of Stocks:
49Est. Stock Holding Value:
$414,717,273Top 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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% of Portfolio
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