Oath Planning, LLC reported 71 holdings worth US$135M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 24, 2026
Oath Planning, LLC reported 71 holdings worth US$135M as of Jun 30, 2026. Largest: Pnc Financial Services Group, Inc. (the), Heico Corporation and Nvidia Corporation. Filed Jul 24, 2026 (Form 13F).
- Holdings
- 71
- Value as reported
- US$135M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Pnc Financial Services Group, Inc. (the) | 15,313 | US$3.77M | 2.8% |
| Heico Corporation | 12,227 | US$3.15M | 2.3% |
| Nvidia Corporation | 5,313 | US$1.06M | 0.79% |
| Apple Inc | 2,867 | US$830K | 0.62% |
| Exxon Mobil Corporation | 5,680 | US$777K | 0.58% |
| International Business Machines Corporation | 2,440 | US$686K | 0.51% |
| Walmart Inc. | 4,600 | US$521K | 0.39% |
| Mcdonald's Corporation | 1,481 | US$400K | 0.30% |
| Elevance Health, Inc. | 971 | US$375K | 0.28% |
| Johnson & Johnson | 1,267 | US$322K | 0.24% |
| Caterpillar, Inc. | 287 | US$306K | 0.23% |
| Wheaton Precious Metals Corp | 2,468 | US$277K | 0.21% |
| Tg Therapeutics, Inc. | 5,000 | US$275K | 0.20% |
| Oneok, Inc. | 2,867 | US$249K | 0.19% |
| Home Depot, Inc. (the) | 642 | US$226K | 0.17% |
| Amazon.com, Inc. | 0 | US$0 | 0.00% |