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Portfolio (Quarterly) Guide ↗

OAK RIDGE INVESTMENTS LLC

· CIK 0001054554
13F Portfolio $1.5B AUM Filed Oct 29, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 179 New
Page 8 of 9  ·  179 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ODFL OLD DOMINION FREIGHT LINE IN Industrials 4,661.0 $656K 0.04% NEW $140.78 +49.5%
142 CVNA CARVANA CO Consumer Cyclical 1,694.0 $639K 0.04% NEW $377.24 -81.9%
143 MPWR MONOLITHIC PWR SYS INC Technology 668.0 $615K 0.04% NEW $920.64 +72.7%
144 CELH CELSIUS HLDGS INC Consumer Defensive 10,594.0 $609K 0.04% NEW $57.49 -47.6%
145 PLD PROLOGIS INC. Real Estate 5,198.0 $595K 0.04% NEW $114.52 +27.4%
146 EXACT SCIENCES CORP 10,225.0 $559K 0.04% NEW $54.71
147 RRX REGAL REXNORD CORPORATION Industrials 3,799.0 $545K 0.04% NEW $143.44 +40.0%
148 MNDY MONDAY COM LTD Technology 2,638.0 $511K 0.03% NEW $193.69 -59.2%
149 JPM JPMORGAN CHASE & CO. Financial Services 1,618.0 $510K 0.03% NEW $315.43 -2.9%
150 RARE ULTRAGENYX PHARMACEUTICAL IN Healthcare 16,626.0 $500K 0.03% NEW $30.08 -22.2%
151 FANG DIAMONDBACK ENERGY INC Energy 3,346.0 $479K 0.03% NEW $143.10 +40.3%
152 HWM HOWMET AEROSPACE INC Industrials 2,250.0 $442K 0.03% NEW $196.23 +30.7%
153 UBER UBER TECHNOLOGIES INC Technology 4,475.0 $438K 0.03% NEW $97.97 -26.7%
154 HEI HEICO CORP NEW Industrials 1,338.0 $432K 0.03% NEW $322.82 -6.7%
155 ROL ROLLINS INC Consumer Cyclical 7,173.0 $421K 0.03% NEW $58.74 -9.0%
156 KMI KINDER MORGAN INC DEL Energy 14,112.0 $400K 0.03% NEW $28.31 +19.4%
157 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 10,145.0 $398K 0.03% NEW $39.19 -16.1%
158 IOT SAMSARA INC Technology 10,288.0 $383K 0.03% NEW $37.25 -16.4%
159 BX BLACKSTONE INC Financial Services 2,231.0 $381K 0.03% NEW $170.85 -30.6%
160 ABBV ABBVIE INC Healthcare 1,494.0 $346K 0.02% NEW $231.54 -6.8%
Page 8 of 9  ·  179 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 52.1%
Communication Services 13.9%
Consumer Cyclical 9.7%
Healthcare 7.3%
Industrials 6.8%
Financial Services 5.3%
Consumer Defensive 2.8%
Basic Materials 1.3%
Energy 0.7%
Real Estate 0.1%