TigerOak Management, L.L.C.

data from 30/09/2025

Capitalization

$ 322.257 M 10.43 %

Average holding period

3 ans

Performance

$ 42.138 M 15.34 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in TigerOak Management, L.L.C.

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 NVDA NVIDIA CORPORATION 14.00% 45.129 M $ 241876 2024/12/31 7.040 M $ 18.10 %
2025/09/30 DGRW WISDOMTREE TR 8.37% 26.984 M $ 303324 2024/12/31 1.575 M $ 6.23 %
2025/09/30 AAPL APPLE INC 7.83% 25.232 M $ 99094 2024/12/31 4.974 M $ 24.11 %
2025/09/30 MSFT MICROSOFT CORP 7.16% 23.086 M $ 44571 2024/12/31 912.140 K $ 4.13 %
2025/09/30 JEPI J P MORGAN EXCHANGE TRADED F 6.64% 21.407 M $ 374911 2024/12/31 92.936 K $ 0.44 %
2025/09/30 SDY SPDR SERIES TRUST 5.46% 17.583 M $ 125547 2024/12/31 542.600 K $ 3.18 %
2025/09/30 AMZN AMAZON COM INC 4.19% 13.515 M $ 61551 2024/12/31 10.967 K $ 0.08 %
2025/09/30 GOOGL ALPHABET INC 3.25% 10.489 M $ 43146 2024/12/31 2.876 M $ 37.94 %
2025/09/30 RSP INVESCO EXCHANGE TRADED FD T 2.61% 8.408 M $ 44322 2024/12/31 347.143 K $ 4.38 %
2025/09/30 JPM JPMORGAN CHASE & CO. 2.21% 7.119 M $ 22570 2024/12/31 576.522 K $ 8.80 %
2025/09/30 GLD SPDR GOLD TR 2.16% 6.953 M $ 19559 2024/12/31 987.429 K $ 16.61 %
2025/09/30 INVESCO EXCHANGE TRADED FD T 2.07% 6.681 M $ 119083 2024/12/31 308.425 K $ 4.80 %
2025/09/30 BRK-A BERKSHIRE HATHAWAY INC DEL 1.87% 6.034 M $ 8 2024/12/31 203.200 K $ 3.49 %
2025/09/30 GOOG ALPHABET INC 1.51% 4.874 M $ 20014 2024/12/31 1.323 M $ 37.30 %
2025/09/30 BKLN INVESCO EXCH TRADED FD TR II 1.47% 4.736 M $ 226271 2024/12/31 1.618 K $ 0.05 %
2025/09/30 KCE SPDR SERIES TRUST 1.36% 4.369 M $ 28584 2024/12/31 224.452 K $ 5.46 %
2025/09/30 ITA ISHARES TR 1.22% 3.916 M $ 18715 2024/12/31 407.842 K $ 10.93 %
2025/09/30 GS GOLDMAN SACHS GROUP INC 1.09% 3.511 M $ 4409 2024/12/31 387.004 K $ 12.52 %
2025/09/30 BUG GLOBAL X FDS 1.06% 3.429 M $ 97447 2024/12/31 -184.567 K $ -5.15 %
2025/09/30 GBTC GRAYSCALE BITCOIN TRUST ETF 1.02% 3.283 M $ 36575 2024/12/31 180.680 K $ 5.82 %
2025/09/30 CME CME GROUP INC 0.84% 2.696 M $ 9979 2024/12/31 -54.962 K $ -1.97 %
2025/09/30 GSLC GOLDMAN SACHS ETF TR 0.78% 2.510 M $ 19265 2024/12/31 171.458 K $ 7.33 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.72% 2.327 M $ 12549 2024/12/31 402.821 K $ 21.39 %
2025/09/30 LIN LINDE PLC 0.71% 2.289 M $ 4819 2024/12/31 28.098 K $ 1.24 %
2025/09/30 BLK BLACKROCK INC 0.64% 2.047 M $ 1756 2024/12/31 202.568 K $ 11.11 %
2025/09/30 SPY SPDR S&P 500 ETF TR 0.63% 2.029 M $ 3045 2024/12/31 151.562 K $ 7.82 %
2025/09/30 BTC GRAYSCALE BITCOIN MINI TR ET 0.63% 2.028 M $ 40049 2024/12/31 20.980 K $ 6.03 %
2025/09/30 UBER UBER TECHNOLOGIES INC 0.63% 2.025 M $ 20669 2024/12/31 100.278 K $ 5.01 %
2025/09/30 URI UNITED RENTALS INC 0.61% 1.971 M $ 2065 2024/12/31 409.765 K $ 26.71 %
2025/09/30 MCD MCDONALDS CORP 0.59% 1.889 M $ 6215 2024/12/31 71.292 K $ 4.01 %
2025/09/30 TJX TJX COS INC NEW 0.56% 1.792 M $ 12395 2024/12/31 260.914 K $ 17.05 %
2025/09/30 ETHE GRAYSCALE ETHEREUM TRUST ETF 0.51% 1.655 M $ 48300 2024/12/31 647.716 K $ 64.29 %
2025/09/30 QQQ INVESCO QQQ TR 0.49% 1.586 M $ 2641 2024/12/31 128.695 K $ 8.83 %
2025/09/30 AVGO BROADCOM INC 0.48% 1.546 M $ 4685 2024/12/31 214.978 K $ 19.68 %
2025/09/30 HD HOME DEPOT INC 0.47% 1.503 M $ 3709 2024/12/31 142.981 K $ 10.51 %
2025/09/30 ICE INTERCONTINENTAL EXCHANGE IN 0.44% 1.420 M $ 8431 2024/12/31 -126.380 K $ -8.17 %
2025/09/30 ADBE ADOBE INC 0.44% 1.405 M $ 3982 2024/12/31 -142.697 K $ -8.82 %
2025/09/30 V VISA INC 0.44% 1.402 M $ 4108 2024/12/31 -54.584 K $ -3.85 %
2025/09/30 CVX CHEVRON CORP NEW 0.43% 1.391 M $ 8958 2024/12/31 105.729 K $ 8.45 %
2025/09/30 MS MORGAN STANLEY 0.39% 1.262 M $ 7942 2024/12/31 143.750 K $ 12.85 %
2025/09/30 AMT AMERICAN TOWER CORP NEW 0.36% 1.171 M $ 6087 2024/12/31 -170.592 K $ -12.99 %
2025/09/30 DLN WISDOMTREE TR 0.36% 1.160 M $ 13325 2024/12/31 57.080 K $ 5.95 %
2025/09/30 CB CHUBB LIMITED 0.35% 1.117 M $ 3957 2024/12/31 -29.558 K $ -2.58 %
2025/09/30 MU MICRON TECHNOLOGY INC 0.34% 1.091 M $ 6519 2024/12/31 292.933 K $ 35.76 %
2025/09/30 TMO THERMO FISHER SCIENTIFIC INC 0.33% 1.072 M $ 2211 2024/12/31 175.907 K $ 19.62 %
2025/09/30 DHR DANAHER CORPORATION 0.30% 973.457 K $ 4910 2024/12/31 3.535 K $ 0.36 %
2025/09/30 MO ALTRIA GROUP INC 0.29% 923.915 K $ 13986 2024/12/31 96.627 K $ 12.67 %
2025/09/30 NEE NEXTERA ENERGY INC 0.29% 922.412 K $ 12219 2024/12/31 71.862 K $ 8.74 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.29% 921.522 K $ 1833 2024/12/31 33.363 K $ 3.49 %
2025/09/30 RTX RTX CORPORATION 0.29% 919.980 K $ 5498 2024/12/31 117.162 K $ 14.59 %
2025/09/30 ABBV ABBVIE INC 0.28% 915.741 K $ 3955 2024/12/31 181.613 K $ 24.74 %
2025/09/30 KO COCA COLA CO 0.28% 897.376 K $ 13531 2024/12/31 -58.573 K $ -6.26 %
2025/09/30 LOW LOWES COS INC 0.27% 866.517 K $ 3448 2024/12/31 101.509 K $ 13.27 %
2025/09/30 AMP AMERIPRISE FINL INC 0.25% 808.106 K $ 1645 2024/12/31 -70.049 K $ -7.96 %
2025/09/30 ORCL ORACLE CORP 0.23% 749.786 K $ 2666 2024/12/31 112.510 K $ 28.64 %
2025/09/30 UNP UNION PAC CORP 0.23% 749.766 K $ 3172 2024/12/31 20.260 K $ 2.73 %
2025/09/30 PLTR PALANTIR TECHNOLOGIES INC 0.23% 730.045 K $ 4002 2024/12/31 209.708 K $ 33.82 %
2025/09/30 JEPQ J P MORGAN EXCHANGE TRADED F 0.23% 729.423 K $ 12681 2024/12/31 30.416 K $ 5.74 %
2025/09/30 CL COLGATE PALMOLIVE CO 0.22% 723.457 K $ 9050 2024/12/31 -100.020 K $ -12.06 %
2025/09/30 DIS DISNEY WALT CO 0.22% 706.007 K $ 6166 2024/12/31 -62.242 K $ -7.67 %
2025/09/30 HON HONEYWELL INTL INC 0.22% 703.070 K $ 3340 2024/12/31 -75.532 K $ -9.61 %
2025/09/30 ETH GRAYSCALE ETHEREUM MINI TR E 0.21% 676.756 K $ 17273 2025/09/30 0.000 $ 0.00 %
2025/09/30 ECL ECOLAB INC 0.21% 676.708 K $ 2471 2024/12/31 10.921 K $ 1.64 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.21% 671.082 K $ 725 2024/12/31 -45.660 K $ -6.50 %
2025/09/30 ROK ROCKWELL AUTOMATION INC 0.20% 659.214 K $ 1886 2024/12/31 32.740 K $ 5.23 %
2025/09/30 TSLA TESLA INC 0.18% 590.143 K $ 1327 2024/12/31 168.608 K $ 40.00 %
2025/09/30 CR CRANE COMPANY 0.18% 582.987 K $ 3166 2024/12/31 -18.204 K $ -3.03 %
2025/09/30 SBUX STARBUCKS CORP 0.18% 564.874 K $ 6677 2024/12/31 -50.665 K $ -7.67 %
2025/09/30 IWD ISHARES TR 0.17% 532.795 K $ 2617 2024/12/31 24.495 K $ 4.82 %
2025/09/30 ETN EATON CORP PLC 0.15% 482.783 K $ 1290 2024/12/31 22.265 K $ 4.83 %
2025/09/30 AMD ADVANCED MICRO DEVICES INC 0.15% 479.707 K $ 2965 2024/12/31 59.769 K $ 14.02 %
2025/09/30 CRWD CROWDSTRIKE HLDGS INC 0.15% 470.765 K $ 960 2024/12/31 -17.074 K $ -3.72 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 0.14% 466.846 K $ 1352 2024/12/31 87.757 K $ 10.68 %
2025/09/30 IWF ISHARES TR 0.14% 458.573 K $ 979 2024/12/31 42.909 K $ 10.32 %
2025/09/30 PBW INVESCO EXCHANGE TRADED FD T 0.14% 436.030 K $ 15098 2024/12/31 161.987 K $ 44.98 %
2025/09/30 META META PLATFORMS INC 0.13% 428.144 K $ 583 2024/12/31 -1.944 K $ -0.50 %
2025/09/30 SHYG ISHARES TR 0.13% 427.648 K $ 9876 2025/06/30 820.000 $ 0.37 %
2025/09/30 SNOW SNOWFLAKE INC 0.13% 405.088 K $ 1796 2025/03/31 3.204 K $ 0.80 %
2025/09/30 MDT MEDTRONIC PLC 0.12% 400.484 K $ 4205 2024/12/31 34.466 K $ 9.26 %
2025/09/30 NVS NOVARTIS AG 0.12% 391.132 K $ 3050 2024/12/31 22.159 K $ 5.97 %
2025/09/30 XLF SELECT SECTOR SPDR TR 0.12% 389.803 K $ 7236 2024/12/31 11.079 K $ 2.86 %
2025/09/30 MRVL MARVELL TECHNOLOGY INC 0.12% 386.386 K $ 4596 2024/12/31 30.655 K $ 8.62 %
2025/09/30 PEP PEPSICO INC 0.12% 384.525 K $ 2738 2024/12/31 24.318 K $ 6.36 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR MFG LTD 0.11% 366.987 K $ 1314 2025/06/30 52.588 K $ 23.31 %
2025/09/30 LLY ELI LILLY & CO 0.11% 364.714 K $ 478 2024/12/31 -10.513 K $ -2.12 %
2025/09/30 VRT VERTIV HOLDINGS CO 0.11% 344.866 K $ 2286 2025/06/30 51.320 K $ 17.48 %
2025/09/30 NEM NEWMONT CORP 0.10% 337.240 K $ 4000 2025/06/30 104.200 K $ 44.71 %
2025/09/30 LMT LOCKHEED MARTIN CORP 0.10% 316.499 K $ 634 2024/12/31 22.940 K $ 7.79 %
2025/09/30 ASML ASML HOLDING N V 0.10% 313.661 K $ 324 2024/12/31 54.010 K $ 20.80 %
2025/09/30 MPWR MONOLITHIC PWR SYS INC 0.10% 307.494 K $ 334 2024/12/31 63.212 K $ 25.88 %
2025/09/30 QCOM QUALCOMM INC 0.10% 307.101 K $ 1846 2024/12/31 13.106 K $ 4.46 %
2025/09/30 CRM SALESFORCE INC 0.09% 299.805 K $ 1265 2024/12/31 -48.359 K $ -13.09 %
2025/09/30 MMC MARSH & MCLENNAN COS INC 0.09% 294.234 K $ 1460 2024/12/31 -24.980 K $ -7.83 %
2025/09/30 CAT CATERPILLAR INC 0.09% 289.153 K $ 606 2024/12/31 53.897 K $ 22.91 %
2025/09/30 ACES ALPS ETF TR 0.09% 282.765 K $ 8853 2024/12/31 54.357 K $ 23.80 %
2025/09/30 IWR ISHARES TR 0.08% 271.016 K $ 2807 2024/12/31 12.856 K $ 4.98 %
2025/09/30 GLW CORNING INC 0.08% 270.699 K $ 3300 2025/09/30 0.000 $ 0.00 %
2025/09/30 LQD ISHARES TR 0.08% 266.832 K $ 2394 2024/12/31 4.571 K $ 1.70 %
2025/09/30 DELL DELL TECHNOLOGIES INC 0.08% 265.535 K $ 1873 2025/06/30 35.905 K $ 15.64 %
2025/09/30 ARM ARM HOLDINGS PLC 0.08% 262.181 K $ 1853 2024/12/31 -37.523 K $ -12.52 %