We are live on ! Find out more
OPAM

Ocean Park Asset Management Portfolio holdings

AUM $2.08B
1-Year Est. Return 5.32%
This Fund
S&P 500
This Quarter Est. Return
+3.71%
1 Year Est. Return
+5.32%
3 Year Est. Return
+18.89%
5 Year Est. Return
10 Year Est. Return
AUM
$2.08B
AUM Growth
+$345M
Cap. Flow
+$293M
Cap. Flow %
14.12%
Top 10 Hldgs %
66.67%
Holding
95
New
39
Increased
11
Reduced
12
Closed
14

No holdings matched the selected filter criteria.

Similar funds

Ocean Park Asset Management's Q2 2026 Portfolio in Review

As of Q2 2026, Ocean Park Asset Management held 95 positions worth $2.08B, up 20% from $1.73B the previous quarter. Its ten largest holdings account for 67% of the portfolio.

Ocean Park Asset Management deployed $293M of net new capital in Q2 2026, opening 39 new positions and adding to 11 existing holdings. Its largest new stake was PIMCO Multi Sector Bond Active ETF: 3,280,700 shares worth $87M.

On the sell side, the largest reduction was iShares iBoxx $ High Yield Corporate Bond ETF, an estimated $56.1M trimmed.

  • Ocean Park Asset Management's largest Q2 2026 buy was PIMCO Multi Sector Bond Active ETF: 3,280,700 shares worth $87M.
  • Ocean Park Asset Management added most to State Street Blackstone Senior Loan ETF in Q2 2026, an estimated $76.2M increase.
  • Ocean Park Asset Management's biggest Q2 2026 reduction was iShares iBoxx $ High Yield Corporate Bond ETF, cutting an estimated $56.1M.
  • Ocean Park Asset Management fully exited iShares 20+ Year Treasury Bond ETF in Q2 2026, selling an estimated $39.8M.
  • Ocean Park Asset Management's ten largest holdings make up 67% of its $2.08B portfolio in Q2 2026.
  • Ocean Park Asset Management opened 39 new positions and closed 14 in Q2 2026.
  • Ocean Park Asset Management's portfolio value rose 20% quarter-over-quarter to $2.08B.

Based on Ocean Park Asset Management's 13F filing for Q2 2026, filed 10 Jul 2026.