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Holdings (Monthly) Guide ↗

River Oak Discovery Fund

· Oak Associates Funds
Monthly Holdings $22M AUM 27 positions Period Jan 2026 Filed Apr 1, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 Mount Vernon Liquid Assets Portfolio, LLC N/A Apr 2024 6,625,078 $6.6M 30.75% STIV
2 N/A N/A Apr 2024 2,594,729 $2.6M 12.04% RA
3 Kulicke and Soffa Industries, Inc. 501242101 Apr 2024 21,713 $1.2M 5.78% EC
4 Advanced Energy Industries, Inc. 007973100 Apr 2024 4,129 $1.1M 4.89% EC
5 iShares Trust 464287648 Jan 2026 3,090 $1.0M 4.82% EC
6 V2X Inc 92242T101 Apr 2024 14,968 $1.0M 4.78% EC
7 Silicon Motion Technology Corp. 82706C108 Apr 2024 8,231 $979K 4.54% EC
8 Barrett Business Services Inc. 068463108 Apr 2024 25,733 $978K 4.54% EC
9 Cirrus Logic, Inc. 172755100 Apr 2024 7,311 $953K 4.42% EC
10 Cohu Inc 192576106 Apr 2024 32,081 $916K 4.25% EC
11 Kadant Inc 48282T104 Apr 2024 2,798 $898K 4.17% EC
12 Applied Industrial Technologies Inc. 03820C105 Apr 2024 3,350 $872K 4.05% EC
13 Alliancebernstein Holding L.P. 01881G106 Apr 2024 20,318 $864K 4.01% EC
14 Prestige Consumer Healthcare Inc 74112D101 Apr 2024 12,857 $829K 3.85% EC
15 CNO Financial Group, Inc. 12621E103 Apr 2024 18,409 $774K 3.59% EC
16 Asbury Automotive Group, Inc. 043436104 Apr 2024 3,210 $753K 3.49% EC
17 Korn Ferry 500643200 Apr 2024 10,759 $747K 3.47% EC
18 ESAB Corp. 29605J106 Apr 2024 5,671 $687K 3.19% EC
19 Artisan Partners Asset Management Inc. 04316A108 Apr 2024 14,702 $655K 3.04% EC
20 Axos Financial Inc 05465C100 Jan 2026 6,342 $628K 2.91% EC
21 Clear Secure Inc 18467V109 Apr 2024 19,133 $624K 2.90% EC
22 Selective Insurance Group Inc. 816300107 Apr 2024 6,631 $558K 2.59% EC
23 Lantheus Holdings Inc 516544103 Jan 2026 7,909 $529K 2.46% EC
24 Ambarella Inc G037AX101 Apr 2024 7,083 $454K 2.11% EC
25 Diodes Incorporated 254543101 Apr 2024 6,620 $392K 1.82% EC
26 Intapp Inc 45827U109 Jan 2026 8,423 $286K 1.33% EC
27 Energizer Holdings Inc 29272W109 Apr 2024 10,003 $218K 1.01% EC