AI Portfolio Summary
In 2026 Q1, TigerOak Management, L.L.C. maintained a portfolio of 130 distinct positions. They heavily accumulated shares in J P MORGAN EXCHANGE , increasing their position by 1.2%. The fund also reduced its exposure to UBER TECHNOLOGIES IN by 4.2%.
Total Positions
130
Quarter
2026 Q1
Top Holding
NVDA (13.0%)
Top 10 Concentration
60.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 130
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
NVDA
NVIDIA CORPORAT...
|
Technology | 13.02% | 13.51% |
#1
Prev: #1
|
6.5 | -580 | -0.2% |
P
S
|
237,003 | $41,333,323 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
DGRW
WISDOMTREE TR
|
ETF | 8.20% | 8.14% |
#2
Prev: #2
|
5.3 | -1,979 | -0.7% |
P
S
|
296,463 | $26,041,318 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
AAPL
APPLE INC
|
Technology | 7.71% | 8.05% |
#3
Prev: #3
|
4.6 | -723 | -0.7% |
P
S
|
96,416 | $24,469,368 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
JEPI
J P MORGAN EXCH...
|
ETF | 6.84% | 6.61% |
#4
Prev: #4
|
3.7 | 4,600 | 1.2% |
P
S
|
382,964 | $21,706,401 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
SDY
SPDR SERIES TRU...
|
Unknown | 5.70% | 5.28% |
#5
1
Prev: #6
|
3.3 | -344 | -0.3% |
P
S
|
124,028 | $18,100,647 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 5.23% | 6.52% |
#6
1
Prev: #5
|
2.6 | 603 | 1.4% |
P
S
|
44,837 | $16,597,312 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 4.12% | 4.40% |
#7
Prev: #7
|
2.1 | 305 | 0.5% |
P
S
|
62,813 | $13,082,064 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 3.83% | 4.03% |
#8
Prev: #8
|
2.0 | -7 | -0.0% |
P
S
|
42,235 | $12,145,097 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
RSP
INVESCO EXCHANG...
|
Unknown | 2.74% | 2.60% |
#9
Prev: #9
|
1.6 | 716 | 1.6% |
P
S
|
45,303 | $8,694,552 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
GLD
SPDR GOLD TR
|
ETF | 2.57% | 2.33% |
#10
Prev: #10
|
1.5 | -296 | -1.5% |
P
S
|
18,998 | $8,174,649 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 2.10% | 2.22% |
#11
Prev: #11
|
1.3 | 48 | 0.2% |
P
S
|
22,675 | $6,670,078 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
RSPN
INVESCO EXCHANG...
|
Unknown | 2.05% | 1.97% |
#12
Prev: #12
|
1.3 | -618 | -0.5% |
P
S
|
113,205 | $6,518,344 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
BKLN
INVESCO EXCH TR...
|
ETF | 2.03% | 1.74% |
#13
2
Prev: #15
|
2.8 | 44,263 | 16.3% |
P
S
|
315,410 | $6,437,517 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 1.84% | 1.93% |
#14
1
Prev: #13
|
1.2 | 246 | 1.2% |
P
S
|
20,394 | $5,850,223 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
BRK/A
BERKSHIRE HATHA...
|
Financial Services | 1.81% | 1.84% |
#15
1
Prev: #14
|
1.7 | no change | no change |
P
S
|
8 | $5,745,120 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
KCE
SPDR SERIES TRU...
|
Unknown | 1.23% | 1.29% |
#16
Prev: #16
|
1.0 | 261 | 0.9% |
P
S
|
28,405 | $3,908,528 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
ITA
ISHARES TR
|
ETF | 1.23% | 1.18% |
#17
1
Prev: #18
|
1.0 | -96 | -0.5% |
P
S
|
17,861 | $3,907,094 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
GS
GOLDMAN SACHS G...
|
Financial Services | 1.19% | 1.19% |
#18
1
Prev: #17
|
1.0 | 40 | 0.9% |
P
S
|
4,471 | $3,782,421 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 1.04% | 0.82% |
#19
1
Prev: #20
|
0.9 | 391 | 3.0% |
P
S
|
13,444 | $3,286,251 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
CME
CME GROUP INC
|
Financial Services | 0.92% | 0.82% |
#20
1
Prev: #21
|
0.9 | 33 | 0.3% |
P
S
|
9,851 | $2,909,493 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
BUG
GLOBAL X FDS
|
ETF | 0.78% | 0.90% |
#21
2
Prev: #19
|
0.8 | 1,612 | 1.7% |
P
S
|
98,784 | $2,480,466 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
LIN
LINDE PLC
|
Basic Materials | 0.75% | 0.63% |
#22
2
Prev: #24
|
0.8 | -16 | -0.3% |
P
S
|
4,803 | $2,381,135 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
GSLC
GOLDMAN SACHS E...
|
ETF | 0.71% | 0.74% |
#23
Prev: #23
|
0.8 | -340 | -1.9% |
P
S
|
17,950 | $2,246,084 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 0.65% | 0.53% |
#24
6
Prev: #30
|
0.8 | -42 | -0.7% |
P
S
|
6,072 | $2,051,364 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
SHYG
ISHARES TR
|
ETF | 0.63% | 0.33% |
#25
21
Prev: #46
|
3.3 | 21,693 | 85.3% |
P
S
|
47,139 | $1,994,447 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
TJX
TJX COS INC NEW
|
Consumer Cyclical | 0.62% | 0.58% |
#26
Prev: #26
|
0.7 | -11 | -0.1% |
P
S
|
12,384 | $1,977,725 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 0.61% | 0.42% |
#27
10
Prev: #37
|
0.7 | 373 | 4.1% |
P
S
|
9,393 | $1,943,387 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
GBTC
GRAYSCALE BITCO...
|
ETF | 0.60% | 0.76% |
#28
6
Prev: #22
|
0.7 | -300 | -0.8% |
P
S
|
36,132 | $1,906,324 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.59% | 0.61% |
#29
4
Prev: #25
|
0.7 | -53 | -1.8% |
P
S
|
2,895 | $1,882,734 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
MCD
MCDONALDS CORP
|
Consumer Cyclical | 0.59% | 0.56% |
#30
2
Prev: #28
|
0.7 | 44 | 0.7% |
P
S
|
6,032 | $1,874,685 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
BLK
BLACKROCK INC
|
Financial Services | 0.53% | 0.57% |
#31
4
Prev: #27
|
0.7 | -8 | -0.5% |
P
S
|
1,748 | $1,681,069 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.51% | 0.51% |
#32
1
Prev: #31
|
2.2 | 313 | 6.4% |
P
S
|
5,190 | $1,606,357 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 0.49% | 0.49% |
#33
Prev: #33
|
0.7 | 95 | 3.7% |
P
S
|
2,687 | $1,550,883 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
URI
UNITED RENTALS ...
|
Industrials | 0.47% | 0.51% |
#34
2
Prev: #32
|
0.7 | -17 | -0.8% |
P
S
|
2,048 | $1,492,091 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
BTC
GRAYSCALE BITCO...
|
Unknown | 0.45% | 0.54% |
#35
6
Prev: #29
|
2.2 | 2,401 | 5.3% |
P
S
|
48,077 | $1,441,817 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
UBER
UBER TECHNOLOGI...
|
Technology | 0.42% | 0.48% |
#36
2
Prev: #34
|
0.7 | -805 | -4.2% |
P
S
|
18,389 | $1,322,721 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
ICE
INTERCONTINENTA...
|
Financial Services | 0.42% | 0.42% |
#37
1
Prev: #38
|
0.7 | -40 | -0.5% |
P
S
|
8,391 | $1,319,736 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
MS
MORGAN STANLEY
|
Financial Services | 0.41% | 0.43% |
#38
2
Prev: #36
|
0.7 | 11 | 0.1% |
P
S
|
7,953 | $1,308,825 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
CB
CHUBB LTD SWITZ
|
Financial Services | 0.41% | 0.38% |
#39
2
Prev: #41
|
0.7 | 6 | 0.2% |
P
S
|
3,963 | $1,291,661 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
V
VISA INC
|
Financial Services | 0.39% | 0.44% |
#40
5
Prev: #35
|
0.7 | 40 | 1.0% |
P
S
|
4,148 | $1,253,692 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.38% | 0.39% |
#41
1
Prev: #40
|
0.7 | -24 | -0.6% |
P
S
|
3,681 | $1,210,644 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
DLN
WISDOMTREE TR
|
Unknown | 0.37% | 0.36% |
#42
2
Prev: #44
|
1.1 | no change | no change |
P
S
|
13,325 | $1,190,322 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
NEE
NEXTERA ENERGY ...
|
Utilities | 0.37% | 0.30% |
#43
6
Prev: #49
|
0.6 | 261 | 2.1% |
P
S
|
12,480 | $1,159,142 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
RTX
RTX CORPORATION
|
Industrials | 0.33% | 0.31% |
#44
4
Prev: #48
|
1.1 | no change | no change |
P
S
|
5,492 | $1,059,407 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
TMO
THERMO FISHER S...
|
Healthcare | 0.33% | 0.37% |
#45
3
Prev: #42
|
0.6 | -4 | -0.2% |
P
S
|
2,105 | $1,034,671 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
KO
COCA COLA CO
|
Consumer Defensive | 0.32% | 0.29% |
#46
4
Prev: #50
|
0.6 | -28 | -0.2% |
P
S
|
13,503 | $1,026,903 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
MO
ALTRIA GROUP IN...
|
Consumer Defensive | 0.32% | 0.26% |
#47
6
Prev: #53
|
0.6 | 718 | 4.9% |
P
S
|
15,278 | $1,008,195 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
AMT
AMERICAN TOWER ...
|
Real Estate | 0.32% | 0.32% |
#48
1
Prev: #47
|
0.6 | -213 | -3.5% |
P
S
|
5,839 | $1,007,695 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
DHR
DANAHER CORP DE...
|
Healthcare | 0.29% | 0.34% |
#49
4
Prev: #45
|
1.1 | no change | no change |
P
S
|
4,910 | $930,936 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 0.27% | 0.28% |
#50
2
Prev: #52
|
0.6 | 7 | 0.2% |
P
S
|
3,962 | $861,695 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 |
Showing 1-50 of 130 holdings