Holdings
Bull Oak Capital, LLC
As of Jun 30, 2026, Bull Oak Capital, LLC reported 13 positions worth US$6.36M. Largest: Apple Inc, Qualcomm Incorporated and Procter & Gamble Company (the). What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 3,283 | US$950K | +2,070 | Jun 30, 2026 |
| Qualcomm Incorporated | 4,518 | US$835K | no change | Jun 30, 2026 |
| Procter & Gamble Company (the) | 4,798 | US$704K | −46 | Jun 30, 2026 |
| Microsoft Corp. | 1,774 | US$662K | +321 | Jun 30, 2026 |
| Wells Fargo & Company | 7,359 | US$608K | −50 | Jun 30, 2026 |
| Exxon Mobil Corporation | 3,482 | US$476K | no change | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 1,038 | US$371K | new | Jun 30, 2026 |
| Dba Sempra | 3,978 | US$369K | no change | Jun 30, 2026 |
| The Travelers Companies, Inc. | 1,078 | US$356K | no change | Jun 30, 2026 |
| Nvidia Corporation | 1,645 | US$329K | +200 | Jun 30, 2026 |