Oak Asset Management, LLC Diversified Active

CIK: 0001726375 · Show all filings

Period: Q4 2017 (Next →)

Filing Date: Feb 13, 2018

Total Value ($000): $131,318 (100.0% shares, 0.0% debt)

Holdings (88)

CVX CHEVRON CORP NEW 9.2%
Value ($000) $12,134 Shares 96,925 Est. Cost $83.55 Unrealized 0.0%
AMGN AMGEN INC 5.5%
Value ($000) $7,251 Shares 41,695 Est. Cost $138.21 Unrealized 0.0%
AAPL APPLE INC 4.4%
Value ($000) $5,818 Shares 34,377 Est. Cost $39.08 Unrealized 0.0%
VFC V F CORP 3.2%
Value ($000) $4,142 Shares 55,971 Est. Cost $66.06 Unrealized 0.0%
INTC INTEL CORP 3.1%
Value ($000) $4,040 Shares 87,522 Est. Cost $36.55 Unrealized 0.0%
SYK STRYKER CORP 3.0%
Value ($000) $3,977 Shares 25,684 Est. Cost $139.59 Unrealized 0.0%
MCD MCDONALDS CORP 2.7%
Value ($000) $3,558 Shares 20,669 Est. Cost $138.65 Unrealized 0.0%
CVS CVS HEALTH CORP 2.7%
Value ($000) $3,521 Shares 48,560 Est. Cost $56.24 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 2.5%
Value ($000) $3,271 Shares 23,414 Est. Cost $110.98 Unrealized 0.0%
T AT&T INC 2.4%
Value ($000) $3,168 Shares 81,489 Est. Cost $15.25 Unrealized 0.0%
QCOM QUALCOMM INC 2.4%
Value ($000) $3,114 Shares 48,639 Est. Cost $49.00 Unrealized 0.0%
FDX FEDEX CORP 2.3%
Value ($000) $3,024 Shares 12,119 Est. Cost $199.05 Unrealized 0.0%
FAST FASTENAL CO 2.3%
Value ($000) $2,986 Shares 54,598 Est. Cost $10.04 Unrealized 0.0%
ABBV ABBVIE INC 2.2%
Value ($000) $2,942 Shares 30,423 Est. Cost $66.89 Unrealized 0.0%
TROW PRICE T ROWE GROUP INC 2.2%
Value ($000) $2,872 Shares 27,374 Est. Cost $71.75 Unrealized 0.0%
NSC NORFOLK SOUTHERN CORP 2.1%
Value ($000) $2,787 Shares 19,236 Est. Cost $113.99 Unrealized 0.0%
NKE NIKE INC 2.0%
Value ($000) $2,614 Shares 41,791 Est. Cost $51.78 Unrealized 0.0%
EXPD EXPEDITORS INTL WASH INC 2.0%
Value ($000) $2,575 Shares 39,807 Est. Cost $55.46 Unrealized 0.0%
CHD CHURCH & DWIGHT INC 2.0%
Value ($000) $2,573 Shares 51,289 Est. Cost $42.33 Unrealized 0.0%
MDT MEDTRONIC PLC 2.0%
Value ($000) $2,571 Shares 31,836 Est. Cost $64.98 Unrealized 0.0%
PG PROCTER AND GAMBLE CO 1.8%
Value ($000) $2,394 Shares 26,055 Est. Cost $72.65 Unrealized 0.0%
TGT TARGET CORP 1.7%
Value ($000) $2,177 Shares 33,363 Est. Cost $48.06 Unrealized 0.0%
KO COCA COLA CO 1.7%
Value ($000) $2,169 Shares 47,285 Est. Cost $35.63 Unrealized 0.0%
UNITED TECHNOLOGIES CORP 1.5%
Value ($000) $2,014 Shares 15,790 Est. Cost $127.55 Unrealized
LOW LOWES COS INC 1.4%
Value ($000) $1,869 Shares 20,106 Est. Cost $71.24 Unrealized 0.0%
NCLH NORWEGIAN CRUISE LINE HLDGS 1.3%
Value ($000) $1,685 Shares 31,635 Est. Cost $55.35 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC 1.2%
Value ($000) $1,538 Shares 29,062 Est. Cost $31.96 Unrealized 0.0%
GILD GILEAD SCIENCES INC 1.1%
Value ($000) $1,503 Shares 20,984 Est. Cost $55.90 Unrealized 0.0%
MO ALTRIA GROUP INC 1.1%
Value ($000) $1,388 Shares 19,438 Est. Cost $36.64 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS 1.1%
Value ($000) $1,386 Shares 9,035 Est. Cost $102.11 Unrealized 0.0%
JPM JPMORGAN CHASE & CO 0.9%
Value ($000) $1,204 Shares 11,254 Est. Cost $81.33 Unrealized 0.0%
CAH CARDINAL HEALTH INC 0.9%
Value ($000) $1,203 Shares 19,637 Est. Cost $48.46 Unrealized 0.0%
XOM EXXON MOBIL CORP 0.9%
Value ($000) $1,172 Shares 14,008 Est. Cost $57.12 Unrealized 0.0%
ICE INTERCONTINENTAL EXCHANGE IN 0.9%
Value ($000) $1,171 Shares 16,591 Est. Cost $61.83 Unrealized 0.0%
AFL AFLAC INC 0.9%
Value ($000) $1,166 Shares 13,284 Est. Cost $35.30 Unrealized 0.0%
SBUX STARBUCKS CORP 0.9%
Value ($000) $1,141 Shares 19,871 Est. Cost $47.41 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC 0.8%
Value ($000) $1,094 Shares 4,296 Est. Cost $205.15 Unrealized 0.0%
DIS DISNEY WALT CO 0.8%
Value ($000) $1,025 Shares 9,537 Est. Cost $97.30 Unrealized 0.0%
BMY BRISTOL MYERS SQUIBB CO 0.8%
Value ($000) $1,002 Shares 16,359 Est. Cost $46.46 Unrealized 0.0%
CELGENE CORP 0.7%
Value ($000) $961 Shares 9,213 Est. Cost $104.31 Unrealized
V VISA INC 0.7%
Value ($000) $952 Shares 8,352 Est. Cost $104.38 Unrealized 0.0%
PNR PENTAIR PLC 0.7%
Value ($000) $933 Shares 13,207 Est. Cost $41.38 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 0.7%
Value ($000) $927 Shares 4,206 Est. Cost $186.06 Unrealized 0.0%
BIDU BAIDU INC 0.7%
Value ($000) $859 Shares 3,666 Est. Cost $234.32 Unrealized
BA BOEING CO 0.6%
Value ($000) $820 Shares 2,780 Est. Cost $257.40 Unrealized 0.0%
COR AMERISOURCEBERGEN CORP 0.6%
Value ($000) $775 Shares 8,445 Est. Cost $63.39 Unrealized 0.0%
HD HOME DEPOT INC 0.6%
Value ($000) $733 Shares 3,870 Est. Cost $141.67 Unrealized 0.0%
GOOGL ALPHABET INC 0.5%
Value ($000) $717 Shares 681 Est. Cost $51.24 Unrealized 0.0%
SHY ISHARES TR 0.5%
Value ($000) $682 Shares 8,130 Est. Cost $83.89 Unrealized
META FACEBOOK INC 0.5%
Value ($000) $656 Shares 3,717 Est. Cost $175.52 Unrealized 0.0%
CHRW C H ROBINSON WORLDWIDE INC 0.5%
Value ($000) $652 Shares 7,313 Est. Cost $67.35 Unrealized 0.0%
ABT ABBOTT LABS 0.5%
Value ($000) $637 Shares 11,164 Est. Cost $48.12 Unrealized 0.0%
CMCSA COMCAST CORP NEW 0.5%
Value ($000) $623 Shares 15,556 Est. Cost $30.68 Unrealized 0.0%
MSFT MICROSOFT CORP 0.5%
Value ($000) $604 Shares 7,060 Est. Cost $75.26 Unrealized 0.0%
PNC PNC FINL SVCS GROUP INC 0.5%
Value ($000) $595 Shares 4,126 Est. Cost $104.65 Unrealized 0.0%
AMZN AMAZON COM INC 0.5%
Value ($000) $592 Shares 506 Est. Cost $55.02 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $583 Shares 2,939 Est. Cost $189.88 Unrealized 0.0%
ISRG INTUITIVE SURGICAL INC 0.4%
Value ($000) $581 Shares 1,591 Est. Cost $125.15 Unrealized 0.0%
MCHP MICROCHIP TECHNOLOGY INC 0.4%
Value ($000) $570 Shares 6,490 Est. Cost $38.90 Unrealized 0.0%
GENERAL ELECTRIC CO 0.4%
Value ($000) $542 Shares 31,072 Est. Cost $17.44 Unrealized
FLOT ISHARES TR 0.4%
Value ($000) $506 Shares 9,950 Est. Cost $50.85 Unrealized
CSCO CISCO SYS INC 0.4%
Value ($000) $498 Shares 13,015 Est. Cost $27.97 Unrealized 0.0%
ROST ROSS STORES INC 0.4%
Value ($000) $478 Shares 5,959 Est. Cost $64.50 Unrealized 0.0%
PPL PPL CORP 0.4%
Value ($000) $477 Shares 15,422 Est. Cost $24.88 Unrealized 0.0%
WMT WAL-MART STORES INC 0.4%
Value ($000) $469 Shares 4,753 Est. Cost $26.82 Unrealized 0.0%
GOOG ALPHABET INC 0.3%
Value ($000) $458 Shares 438 Est. Cost $50.52 Unrealized 0.0%
FBIN FORTUNE BRANDS HOME & SEC IN 0.3%
Value ($000) $454 Shares 6,628 Est. Cost $50.19 Unrealized 0.0%
ISTB ISHARES TR 0.3%
Value ($000) $451 Shares 9,050 Est. Cost $49.83 Unrealized
EFAV ISHARES TR 0.3%
Value ($000) $416 Shares 5,700 Est. Cost $72.98 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.3%
Value ($000) $375 Shares 2,172 Est. Cost $172.65 Unrealized
PRICELINE GRP INC 0.3%
Value ($000) $368 Shares 212 Est. Cost $1735.85 Unrealized
BUD ANHEUSER BUSCH INBEV SA/NV 0.2%
Value ($000) $328 Shares 2,941 Est. Cost $111.53 Unrealized
BAC BANK AMER CORP 0.2%
Value ($000) $315 Shares 10,684 Est. Cost $22.78 Unrealized 0.0%
TJX TJX COS INC NEW 0.2%
Value ($000) $301 Shares 3,940 Est. Cost $32.40 Unrealized 0.0%
EMN EASTMAN CHEM CO 0.2%
Value ($000) $299 Shares 3,228 Est. Cost $68.80 Unrealized 0.0%
REGN REGENERON PHARMACEUTICALS 0.2%
Value ($000) $280 Shares 745 Est. Cost $402.77 Unrealized 0.0%
IJR ISHARES TR 0.2%
Value ($000) $278 Shares 3,616 Est. Cost $76.88 Unrealized
SOUTH JERSEY INDS INC 0.2%
Value ($000) $276 Shares 8,846 Est. Cost $31.20 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.2%
Value ($000) $252 Shares 2,472 Est. Cost $101.94 Unrealized
WM WASTE MGMT INC DEL 0.2%
Value ($000) $240 Shares 2,780 Est. Cost $70.72 Unrealized 0.0%
PFE PFIZER INC 0.2%
Value ($000) $237 Shares 6,530 Est. Cost $23.80 Unrealized 0.0%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $236 Shares 2,374 Est. Cost $85.24 Unrealized 0.0%
ORCL ORACLE CORP 0.2%
Value ($000) $234 Shares 4,956 Est. Cost $43.49 Unrealized 0.0%
RAYTHEON CO 0.2%
Value ($000) $215 Shares 1,146 Est. Cost $187.61 Unrealized
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $213 Shares 1,147 Est. Cost $154.45 Unrealized 0.0%
DAL DELTA AIR LINES INC DEL 0.2%
Value ($000) $210 Shares 3,745 Est. Cost $47.79 Unrealized 0.0%
IJH ISHARES TR 0.2%
Value ($000) $201 Shares 1,060 Est. Cost $189.62 Unrealized
ANTARES PHARMA INC 0.0%
Value ($000) $20 Shares 10,000 Est. Cost $2.00 Unrealized