Great Oak Capital Partners, Llc

13F Filings History

Latest 13F report
Q2 2025 - Jul 15, 2025
Value $
$349M
Signature - Title
John Noonan - Chief Compliance Officer
Location
South Easton, MA
Summary
This page shows a list of all the recent 13F filings made by Great Oak Capital Partners, Llc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Great Oak Capital Partners, Llc reported 35 stock holdings with total value $349M as of Q2 2025. Top holdings included DFAT, DUHP, DFEM, DFCF, and DISV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2025 35 $349M +$31.2M -$4.17M +$27M DFAT, DUHP, DFEM, DFCF, DISV 13F-HR 7/15/2025, 04:54 PM
Q1 2025 32 $299M $0 $0 DFAT, DUHP, DFEM, DFCF, DFLV 13F-HR 4/22/2025, 10:47 AM
Q4 2024 32 $299M +$22.2M -$2.48M +$19.7M DFAT, DUHP, DFEM, DFCF, DFLV 13F-HR 1/15/2025, 08:41 AM
Q3 2024 34 $289M +$11.4M -$2.53M +$8.87M DFAT, DUHP, DFEM, DFLV, DFCF 13F-HR 10/8/2024, 03:13 PM
Q2 2024 33 $266M +$54.4M -$14.2M +$40.1M DFAT, DUHP, DFEM, DFCF, DFLV 13F-HR 8/13/2024, 04:56 PM
Q1 2024 29 $225M +$36.8M -$8.9M +$27.9M DFAT, DFCF, DUHP, DFEM, DFLV 13F-HR 4/15/2024, 12:08 PM
Q4 2023 32 $187M $0 $0 DFAT, DFCF, DFEM, DFLV, DUHP 13F-HR 2/26/2024, 04:57 PM