GREAT OAK CAPITAL PARTNERS, LLC - Portfolio Stock Holdings
GREAT OAK CAPITAL PARTNERS, LLC disclosed 48 stock positions in a recent SEC 13F filing. $255,120,237 of stock holdings were filed, with the largest holdings including DFEM, DISV, and DFLV. This filing represented positions held on Sept. 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:
Sept. 30, 2026No. of Stocks:
48Est. Stock Holding Value:
$255,120,237Top 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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