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Portfolio (Quarterly) Guide ↗

Oak Grove Capital LLC

· CIK 0001661762
13F Portfolio $1.2B AUM 308 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 20 New 36 Added 24 Reduced 9 Exited
Page 2 of 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 6,200.0 $437K 0.04% -600.0 -8.8% $70.51 -18.7%
22 VGIT VANGUARD SCOTTSDALE FDS 6,500.0 $387K 0.03% -2K -23.5% $59.55 -1.0%
23 SPG SIMON PPTY GROUP INC NEW Real Estate 1,700.0 $317K 0.03% -1K -37.0% $186.53 +10.9%
24 B BARRICK MNG CORP Basic Materials 7,500.0 $306K 0.03% -500.0 -6.2% $40.79 +1.1%
Page 2 of 2  ·  24 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%
Utilities 10.4%
Communication Services 9.3%
Energy 8.1%
Financial Services 5.8%
Healthcare 5.7%
Industrials 3.9%
Consumer Defensive 3.6%
Basic Materials 0.6%
Consumer Cyclical 0.5%