Holdings
Oath Planning, LLC
As of Jun 30, 2026, Oath Planning, LLC reported 15 positions worth US$13.2M. Largest: Pnc Financial Services Group, Inc. (the), Heico Corporation and Nvidia Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Pnc Financial Services Group, Inc. (the) | 15,313 | US$3.77M | +46 | Jun 30, 2026 |
| Heico Corporation | 12,227 | US$3.15M | +245 | Jun 30, 2026 |
| Nvidia Corporation | 5,313 | US$1.06M | −158 | Jun 30, 2026 |
| Apple Inc | 2,867 | US$830K | +464 | Jun 30, 2026 |
| Exxon Mobil Corporation | 5,680 | US$777K | +686 | Jun 30, 2026 |
| International Business Machines Corporation | 2,440 | US$686K | +38 | Jun 30, 2026 |
| Walmart Inc. | 4,600 | US$521K | +340 | Jun 30, 2026 |
| Mcdonald's Corporation | 1,481 | US$400K | +123 | Jun 30, 2026 |
| Elevance Health, Inc. | 971 | US$375K | +6 | Jun 30, 2026 |
| Johnson & Johnson | 1,267 | US$322K | +234 | Jun 30, 2026 |