Portfolio (Quarterly) Guide ↗

Bull Oak Capital, LLC

· CIK 0001824263

13F Portfolio $245M AUM 36 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds

Q4 2025 Q3 2025 · All 5 New 10 Added 9 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	CTAS	CINTAS CORP	Industrials	1,444	$296K	0.13%	SOLD

Sector Allocation

Financial Services 73.7%

Technology 18.9%

Consumer Defensive 3.2%

Energy 2.4%

Communication Services 1.8%