Alfafolio
Manager Profile

Blue Oak Capital, LLC

Diversified · Financial Services 16%

A clean view of the latest 13F profile, portfolio scale, and filing history for this manager.

Most Recent 13F

Q2 2025

Location

MENLO PARK, CA

Portfolio Value

$190.3M

Latest reported 13F value

Holdings

67

Distinct positions in last filing

Top Position

JPMorgan Core Plus Bond ETF

Latest disclosed holding

Top 4

JCPB JCPB 464287226 464287226 25434V674

Quick ticker snapshot

Sector Exposure

How this manager's portfolio splits across sectors.

Financial Services
16.2%
Technology
1.7%
Consumer Cyclical
0.2%
Communication Services
0.1%
Consumer Defensive
0.1%
Healthcare
0.1%
Basic Materials
0%
Energy
0%
Industrials
0%
Real Estate
0%
Utilities
0%
Holdings Value Over Time

Quarterly trend based on reported 13F portfolio value.

Q2 2025
Largest Positions

Top 5 largest positions by current portfolio value.

1
JPMorgan Core Plus Bond ETF

Shares: 461.4K

21.7M

Position Value
2
JPMorgan Core Plus Bond ETF

Shares: 461.4K

21.7M

Position Value
3
ISHARES TR

Shares: 215.7K

21.4M

Position Value
4
ISHARES TR

Shares: 215.7K

21.4M

Position Value
5
DIMENSIONAL ETF TRUST

Shares: 334.1K

17.5M

Position Value
Filing History

Quarter-by-quarter summary of this manager's 13F filings.

Quarter Holdings Value Form Type Date Filed Filing ID