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TigerOak Management Portfolio holdings

AUM $317M
1-Year Est. Return 25.39%
This Fund
S&P 500
This Quarter Est. Return
+2.61%
1 Year Est. Return
+25.39%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$328M
AUM Growth
+$5.62M
Cap. Flow
+$506K
Cap. Flow %
0.15%
Top 10 Hldgs %
61.49%
Holding
124
New
7
Increased
23
Reduced
45
Closed
2

Top Buys

Rank Stock Value
1
BKLN icon
Invesco Senior Loan ETF
BKLN
+$939K
2
BMNR
BitMine Immersion Technologies
BMNR
+$931K
3
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$668K
4
ETH
Grayscale Ethereum Staking Mini ETF Shares
ETH
+$365K
5
NFLX icon
Netflix
NFLX
+$251K

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$799K
2
AAPL icon
Apple
AAPL
+$525K
3
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$435K
4
RSPN icon
Invesco S&P 500 Equal Weight Industrials ETF
RSPN
+$294K
5
ARM icon
Arm
ARM
+$262K

Sector Composition

Rank Sector Weight
1 Technology 31.69%
2 Financials 9.11%
3 Consumer Discretionary 6.52%
4 Communication Services 6.37%
5 Healthcare 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BRK.B icon
51
Berkshire Hathaway Class B
BRK.B
$1.13T
$921K 0.28%
1,833
– –
ABBV icon
52
AbbVie
ABBV
$435B
$904K 0.28%
3,955
– –
MO icon
53
Altria Group
MO
$114B
$840K 0.26%
14,560
+574
+4% +$34.7K
LOW icon
54
Lowe's Companies
LOW
$125B
$832K 0.25%
3,448
– –
AMP icon
55
Ameriprise Financial
AMP
$48.8B
$807K 0.25%
1,645
– –
ETH
56
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.75B
$799K 0.24%
28,467
+11,194
+65% +$365K
JEPQ icon
57
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$40.9B
$751K 0.23%
12,921
+240
+2% +$13.9K
ROK icon
58
Rockwell Automation
ROK
$49B
$734K 0.22%
1,886
– –
UNP icon
59
Union Pacific
UNP
$174B
$734K 0.22%
3,172
– –
PLTR icon
60
Palantir
PLTR
$413B
$730K 0.22%
4,109
+107
+3% +$19.4K
CL icon
61
Colgate-Palmolive
CL
$74.4B
$715K 0.22%
9,050
– –
DIS icon
62
Walt Disney
DIS
$181B
$685K 0.21%
6,025
-141
-2% -$15.5K
HON icon
63
Honeywell
HON
$78B
$652K 0.2%
3,340
-204
-6% -$39.9K
ECL icon
64
Ecolab
ECL
$79.9B
$649K 0.2%
2,471
– –
COST icon
65
Costco
COST
$420B
$625K 0.19%
725
– –
BMNR
66
BitMine Immersion Technologies
BMNR
$11.4B
$624K 0.19%
+22,977
New +$931K
AMD icon
67
Advanced Micro Devices
AMD
$789B
$616K 0.19%
2,875
-90
-3% -$20.2K
TSLA icon
68
Tesla
TSLA
$1.3T
$597K 0.18%
1,327
– –
CR icon
69
Crane Co
CR
$12.7B
$584K 0.18%
3,166
– –
IWD icon
70
iShares Russell 1000 Value ETF
IWD
$83.7B
$550K 0.17%
2,617
– –
LLY icon
71
Eli Lilly
LLY
$1.06T
$514K 0.16%
478
– –
SBUX icon
72
Starbucks
SBUX
$120B
$507K 0.15%
6,022
-655
-10% -$55.3K
TSM icon
73
TSMC
TSM
$2.18T
$481K 0.15%
1,584
+270
+21% +$79.2K
IWF icon
74
iShares Russell 1000 Growth ETF
IWF
$128B
$440K 0.13%
3,716
-200
-5% -$23.7K
META icon
75
Meta Platforms (Facebook)
META
$1.51T
$433K 0.13%
656
+73
+13% +$48.7K
1 2
3
4 5

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KI
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CPH
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SFCM
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FNWM
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SA
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FPWM
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TigerOak Management's Q4 2025 Portfolio in Review

As of Q4 2025, TigerOak Management held 124 positions worth $328M, up 1.7% from $322M the previous quarter. Its ten largest holdings account for 61% of the portfolio.

TigerOak Management's Q4 2025 filing shows 7 new, 23 increased, 45 reduced and 2 closed positions. Its largest new stake was BitMine Immersion Technologies: 22,977 shares worth $624K. The largest sale was NVIDIA, an estimated $799K.

By sector, the portfolio is most concentrated in Technology at 32% of assets, down from 33% a quarter earlier, followed by Financials and Consumer Discretionary.

  • TigerOak Management's largest Q4 2025 buy was BitMine Immersion Technologies: 22,977 shares worth $624K.
  • TigerOak Management added most to Invesco Senior Loan ETF in Q4 2025, an estimated $939K increase.
  • TigerOak Management's biggest Q4 2025 reduction was NVIDIA, cutting an estimated $799K.
  • TigerOak Management fully exited Arm in Q4 2025, selling an estimated $262K.
  • TigerOak Management's ten largest holdings make up 61% of its $328M portfolio in Q4 2025.
  • TigerOak Management opened 7 new positions and closed 2 in Q4 2025.
  • TigerOak Management's portfolio value rose 1.7% quarter-over-quarter to $328M.

Based on TigerOak Management's 13F filing for Q4 2025, filed 21 Jan 2026.