OGC
Oak Grove Capital Portfolio holdings
AUM
$504M
1-Year Est. Return
63.46%
This Fund
S&P 500
1 Year Est. Return
+63.46%
AUM
$463M
AUM Growth
+$28M
(+6.4%)
Holding
78
Top Buys
| 1 | +$6.29M | |
| 2 | +$3.91M | |
| 3 | +$3.88M | |
| 4 |
Coterra Energy
CTRA
|
+$2.67M |
| 5 |
EQT Corp
EQT
|
+$2.53M |
Top Sells
| 1 | +$9.88M | |
| 2 | +$8.73M | |
| 3 | +$5.25M | |
| 4 |
Apple
AAPL
|
+$5.13M |
| 5 |
Berkshire Hathaway Class A
BRK.A
|
+$3.64M |
Sector Composition
| 1 | Technology | 49.89% |
| 2 | Communication Services | 13.03% |
| 3 | Utilities | 8.09% |
| 4 | Healthcare | 6.25% |
| 5 | Financials | 5.8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Global X Uranium ETF
URA
$7.72B
| – | – |
-6,187
|
|
||
|
EUAD
77
Select STOXX Europe Aerospace & Defense ETF
EUAD
$1.25B
| – | – |
-43,000
|
|
||
|
78
Berkshire Hathaway Class A
BRK.A
$1.01T
| – | – |
-5
|
|