Oak Root 13F annual report
Oak Root is an investment fund managing more than $750 billion ran by Kevin Root. There are currently 7 companies in Mr. Root’s portfolio. The largest investments include American Centy Etf Tr and Vanguard Index Fds, together worth $697 billion.
$750 billion Assets Under Management (AUM)
As of 25th July 2024, Oak Root’s top holding is 8,675,008 shares of American Centy Etf Tr currently worth over $625 billion and making up 83.3% of the portfolio value.
In addition, the fund holds 235,665 shares of Vanguard Index Fds worth $71.5 billion.
The third-largest holding is Ishares Tr worth $24.5 billion and the next is Ishares Inc worth $16 billion, with 298,545 shares owned.
Currently, Oak Root's portfolio is worth at least $750 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Oak Root
The Oak Root office and employees reside in Santa Barbara, California. According to the last 13-F report filed with the SEC, Kevin Root serves as the Managing Member & CCO at Oak Root.
Recent trades
In the most recent 13F filing, Oak Root revealed that it had increased its stake in
Ishares Tr and bought 40,423 additional shares worth around .
On the other hand, Kevin Root disclosed a decreased stake in American Centy Etf Tr by approximately 0.1%.
This leaves the value of the investment at $625 billion and 8,675,008 shares.
One of the average hedge funds
The two most similar investment funds to Oak Root are Siemens Ag and Oak Hill Advisors L.P.. They manage $750 billion and $750 billion respectively.
The complete list of Oak Root trades based on 13F SEC filings
These positions were updated on August 1st based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| American Centy Etf Tr |
0.67%
8,675,008
|
$625,204,971,000 | 83.32% |
| Vanguard Index Fds |
0.22%
235,665
|
$71,467,518,000 | 9.52% |
| Ishares Tr |
11.67%
386,896
|
$24,543,095,000 | 3.27% |
| Ishares Inc |
1.64%
298,545
|
$15,981,114,000 | 2.13% |
| Vanguard Whitehall Fds |
17.66%
74,030
|
$6,017,158,000 | 0.80% |
| Invesco Exchange Traded Fd T |
55.80%
17,082
|
$2,806,231,000 | 0.37% |
| Spdr Ser Tr |
1.11%
51,766
|
$4,390,854,000 | 0.59% |
| No transactions found | |||
| Showing first 500 out of 7 holdings | |||
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