GREAT OAK CAPITAL PARTNERS, LLC
GREAT OAK CAPITAL PARTNERS, LLC reported 45 positions worth $462.7M as of June 30, 2026 (13F filed July 14, 2026). Largest holding: DFAT (21.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DFAT | SH | $100.2M | 21.67% | 1,438,350 | — | — | |
| ▸ 2 | DUHP | SH | $44.5M | 9.62% | 1,070,846 | — | — | |
| ▸ 3 | DFEM | SH | $42.0M | 9.09% | 1,087,715 | — | — | |
| ▸ 4 | DFCF | SH | $37.3M | 8.07% | 893,243 | — | — | |
| ▸ 5 | DFLV | SH | $37.0M | 7.99% | 922,973 | — | — | |
| ▸ 6 | DISV | SH | $35.5M | 7.67% | 871,449 | — | — | |
| ▸ 7 | DCOR | SH | $33.0M | 7.13% | 400,422 | — | — | |
| ▸ 8 | DFSD | SH | $31.6M | 6.82% | 663,877 | — | — | |
| ▸ 9 | DFAR | SH | $28.7M | 6.20% | 1,081,514 | — | — | |
| ▸ 10 | DIHP | SH | $24.4M | 5.28% | 722,192 | — | — |
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Frequently Asked Questions
What stocks does GREAT OAK CAPITAL PARTNERS, LLC hold as of Q2 2026?
GREAT OAK CAPITAL PARTNERS, LLC reported 45 positions worth $462.7M in its Q2 2026 13F filing. Largest positions: DFAT (21.7%), DUHP (9.6%), DFEM (9.1%), DFCF (8.1%) and DFLV (8.0%).
What did GREAT OAK CAPITAL PARTNERS, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did GREAT OAK CAPITAL PARTNERS, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.