Holdings
Oxford Financial Group, LTD. LLC
As of Jun 30, 2026, Oxford Financial Group, LTD. LLC reported 137 positions worth US$552M. Largest: Eli Lilly And Company, Intuitive Surgical, Inc. and Apple Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Eli Lilly And Company | 129K | US$155M | −757 | Jun 30, 2026 |
| Intuitive Surgical, Inc. | 356K | US$142M | −7,889 | Jun 30, 2026 |
| Apple Inc | 163K | US$47.3M | −2,086 | Jun 30, 2026 |
| Mcdonald's Corporation | 80,956 | US$21.9M | +143 | Jun 30, 2026 |
| Nvidia Corporation | 87,951 | US$17.6M | −27,153 | Jun 30, 2026 |
| Microsoft Corp. | 37,439 | US$14M | −1,448 | Jun 30, 2026 |
| Stock Yards Bancorp, Inc. | 145K | US$11.1M | −1,447 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 31,778 | US$10.4M | −13,037 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 25,355 | US$9.06M | −1,714 | Jun 30, 2026 |
| Kimball Electronics, Inc. | 286K | US$7.31M | −56,743 | Jun 30, 2026 |