TM

TigerOak Management, L.L.C.

13F
TigerOak Management, L.L.C.
Last update 2025-07-16 115 Stocks (11 new)
Value $292.00 Mil Turnover 3 %
Countries:
Top Holdings: NVDA(13.33%)DGRW(8.66%)MSFT(7.57%)JEPI(7.24%)AAPL(7.07%)
Summary Stock Picks Current Portfolio
TigerOak Management, L.L.C. Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
NVDA
NVIDIA Corp
246,247
38,904.6
+0.88%
13.330
+0.12%
0.000
+69.89%
+28.41%
4,204,658.7
Semiconductors
DGRW
WisdomTree U.S. Dividend Growth Fund
WisdomTree U.S. Dividend Growth Fund
301,799
25,272.7
+2.11%
8.660
+0.18%
0.160
+12.84%
+4.89%
15,984.8
 
MSFT
Microsoft Corp
44,408
22,089.0
+1.37%
7.570
+0.10%
0.000
+38.94%
+21.47%
3,790,969.0
Software
JEPI
JPMorgan Equity Premium Income ETF
371,747
21,133.8
-0.17%
7.240
-0.01%
0.050
+5.97%
-0.97%
41,037.7
 
AAPL
Apple Inc
100,572
20,634.4
+0.96%
7.070
+0.07%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware
SDY
SPDR Dividend ETF
125,602
17,047.9
+1.16%
5.840
+0.07%
0.090
+7.10%
+4.94%
20,336.1
 
AMZN
Amazon.com Inc
60,930
13,367.4
+1.94%
4.580
+0.09%
0.000
+31.01%
+3.07%
2,400,675.8
Retail - Cyclical
RSP
Invesco S&P 500 Equal Weight ETF
43,611
7,925.9
+7.82%
2.720
+0.20%
0.010
+13.23%
+5.11%
74,012.7
 
GOOGL
Alphabet Inc
43,014
7,580.4
+3.29%
2.600
+0.08%
0.000
+22.57%
-2.01%
2,250,461.0
Interactive Media
JPM
JPMorgan Chase & Co
22,591
6,549.4
+4.45%
2.240
+0.10%
0.000
+26.17%
+23.48%
800,897.6
Banks

TigerOak Management, L.L.C.'s Historical Top Holdings Breakdowns

TigerOak Management, L.L.C.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
UNH
UnitedHealth Group Inc
2025-06-30
Reduce
Reduce
-0.40%
●
274.35 ($384.44) 599.47
$282.65
-26.48%
Reduce -43.02%
2,633
-1,988
RSP
Invesco S&P 500 Equal Weight ETF
2025-06-30
Add
Add
+0.20%
●
152.93 ($172.62) 181.74
$184.18
6.70%
Add 7.82%
43,611
3,164
DGRW
WisdomTree U.S. Dividend Growth Fund
WisdomTree U.S. Dividend Growth Fund
2025-06-30
Add
Add
+0.18%
●
71.28 ($79.35) 83.74
$84.89
6.98%
Add 2.11%
301,799
6,227
NVDA
NVIDIA Corp
2025-06-30
Add
Add
+0.12%
●
94.31 ($125.57) 157.99
$172.41
37.30%
Add 0.88%
246,247
2,141
GS
The Goldman Sachs Group Inc
2025-06-30
Add
Add
+0.11%
●
462.22 ($578.93) 707.75
$708.26
22.34%
Add 11.2%
4,368
440
ARM
ARM Holdings PLC
2025-06-30
New Buy
New Buy
+0.10%
●
85.82 ($123.85) 165.46
$156.74
26.56%
New holding
1,853
1,853
JPM
JPMorgan Chase & Co
2025-06-30
Add
Add
+0.10%
●
210.28 ($255.03) 289.91
$291.27
14.21%
Add 4.45%
22,591
963
MSFT
Microsoft Corp
2025-06-30
Add
Add
+0.10%
●
354.56 ($433.34) 497.45
$510.05
17.70%
Add 1.37%
44,408
599
VRT
Vertiv Holdings Co
2025-06-30
New Buy
New Buy
+0.10%
●
59.41 ($96.85) 128.41
$129.06
33.26%
New holding
2,286
2,286
AMZN
Amazon.com Inc
2025-06-30
Add
Add
+0.09%
●
167.32 ($197.77) 223.3
$226.13
14.34%
Add 1.94%
60,930
1,160

TigerOak Management, L.L.C. Total Holding History ($B)

To

TigerOak Management, L.L.C.'s Asset Allocation

To

TigerOak Management, L.L.C. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

TigerOak Management, L.L.C.'s Hypothetical Growth since 2025-06-30

TigerOak Management, L.L.C.'s Yearly Returns

Year Portfolio % % Excess Gain %

TigerOak Management, L.L.C.'s Holdings Heat Map

Size field:

TigerOak Management, L.L.C.'s Holdings Bubble Chart

TigerOak Management, L.L.C. News

  • 1

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