AiSiWhale

AI & tech investing

SILVER OAK SECURITIES, INCORPORATED

CIK 1080576

13F filing for Q2 2026・No. 1,876

Holdings
US$1.65B
Quarter change
+US$279.3M
Entries
830
Net bought (estimate)
+US$133.65M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 128
  • Sold out 79
  • Cut 290
  • Added 367
  • Corporate actions 2
  • Unchanged 45

Largest holdings

830 stocks worth US$1.65B, options and bonds left out.

StockThis quarterValueWeight
CAPITAL GROUP CORE EQUITY ETSHS CREAT UNITAddedUS$44.07M2.68%
FIRST TR EXCHANGE-TRADED FDCAP STRENGTH ETFCutUS$36.32M2.21%
VICTORY PORTFOLIOS IIVCSHS US EQ INCMCutUS$34.24M2.08%
CAPITAL GROUP DIVIDEND VALUESHS CREAT UNITAddedUS$33.97M2.06%
AAPLAppleCOMAddedUS$32.98M2.00%
NVDANvidiaCOMAddedUS$27.4M1.66%
QQQInvesco QQQUNIT SER 1AddedUS$25.58M1.55%
FIRST TR EXCHANGE TRADED FDRISNG DIVD ACHIVAddedUS$24.04M1.46%
VICTORY PORTFOLIOS IIVCSHS US 500 ENHNewUS$23.67M1.44%
CATCATERPILLAR INCCOMAddedUS$21.49M1.30%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

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Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.