Holdings
Great Oak Capital Partners, LLC
As of Jun 30, 2026, Great Oak Capital Partners, LLC reported 14 positions worth US$11.2M. Largest: Johnson & Johnson, Apple Inc and Jp Morgan Chase & Co. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Johnson & Johnson | 7,311 | US$1.88M | −5 | Jun 30, 2026 |
| Apple Inc | 5,381 | US$1.71M | −101 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 4,738 | US$1.58M | +32 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 3,863 | US$1.37M | −281 | Jun 30, 2026 |
| Eversource Energy (d/b/a) | 13,001 | US$973K | −2,687 | Jun 30, 2026 |
| Microsoft Corp. | 2,336 | US$913K | −24 | Jun 30, 2026 |
| Avidia Bancorp, Inc. | 34,157 | US$694K | +2 | Jun 30, 2026 |
| Amazon.com, Inc. | 1,897 | US$468K | −128 | Jun 30, 2026 |
| Tesla, Inc. | 1,022 | US$404K | no change | Jun 30, 2026 |
| Costco Wholesale Corporation | 313 | US$290K | −13 | Jun 30, 2026 |