Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| OAK ASSET MANAGEMENT LLC | 01-23-2024 | 12-31-2023 | 102 | 251,408,353 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| UNITEDHEALTH GROUP INC | COM | 51 | $2,419,130 | 4,595 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| VERIZON COMMUNICATIONS INC | COM | 52 | $2,409,680 | 63,917 | 0.00 | 0.00 | -15,348 | -19.36 | 12-31-2023 |
| ISHARES TR | CORE DIV GRWTH | 53 | $2,370,340 | 44,042 | 0.00 | 0.00 | 3,350 | 8.23 | 12-31-2023 |
| CHURCH & DWIGHT CO INC | COM | 54 | $2,337,050 | 24,715 | 0.00 | 0.00 | -550 | -2.18 | 12-31-2023 |
