SageOak Financial, LLC reported 37 holdings worth US$154M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 14, 2026
SageOak Financial, LLC reported 37 holdings worth US$154M as of Jun 30, 2026. Largest: Exxon Mobil Corporation, Oneok, Inc. and Southern Company (the). Filed Jul 14, 2026 (Form 13F).
- Holdings
- 37
- Value as reported
- US$154M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Exxon Mobil Corporation | 9,151 | US$1.25M | 0.81% |
| Oneok, Inc. | 14,010 | US$1.22M | 0.79% |
| Southern Company (the) | 7,844 | US$751K | 0.49% |
| Dover Corporation | 2,729 | US$612K | 0.40% |
| Walmart Inc. | 4,287 | US$486K | 0.32% |
| Apple Inc | 1,361 | US$394K | 0.26% |
| Microsoft Corp. | 797 | US$297K | 0.19% |