Bull Oak Capital, LLC reported 40 holdings worth US$300M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 10, 2026
Bull Oak Capital, LLC reported 40 holdings worth US$300M as of Jun 30, 2026. Largest: Apple Inc, Qualcomm Incorporated and Procter & Gamble Company (the). Filed Aug 10, 2026 (Form 13F).
- Holdings
- 40
- Value as reported
- US$300M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 3,283 | US$950K | 0.32% |
| Qualcomm Incorporated | 4,518 | US$835K | 0.28% |
| Procter & Gamble Company (the) | 4,798 | US$704K | 0.23% |
| Microsoft Corp. | 1,774 | US$662K | 0.22% |
| Wells Fargo & Company | 7,359 | US$608K | 0.20% |
| Exxon Mobil Corporation | 3,482 | US$476K | 0.16% |
| Alphabet Inc (google) Class C | 1,038 | US$371K | 0.12% |
| Dba Sempra | 3,978 | US$369K | 0.12% |
| The Travelers Companies, Inc. | 1,078 | US$356K | 0.12% |
| Nvidia Corporation | 1,645 | US$329K | 0.11% |
| Oklo Inc. | 5,000 | US$262K | 0.09% |
| Pepsico, Inc. | 1,739 | US$235K | 0.08% |
| Jp Morgan Chase & Co. | 633 | US$207K | 0.07% |
| Adobe Inc. | 0 | US$0 | 0.00% |
| Intuit Inc. | 0 | US$0 | 0.00% |