Fund Update: Blue Oak Capital, LLC Just Disclosed New Holdings

Blue Oak Capital, LLC just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 2025-06-06 report period. You can see the full portfolio on Sensa Market, and track moves made by other funds.

Per our estimates, the largest stock moves were:

• An increase of 19,593 shares of $DFCF (~$831,670). This was a increase of ~203.99% from their previous position.
• An increase of 34,864 shares of $CMF (~$1,943,380). This was a increase of ~185.78% from their previous position.
• A decrease of 1,238 shares of $IWB (~$409,150). This was a increase of ~-64.92% from their previous position.
• A decrease of 4,191 shares of $QUAL (~$764,718). This was a increase of ~-62.11% from their previous position.
• An increase of 19,178 shares of $KRE (~$540,614). This was a increase of ~115.15% from their previous position.

Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.

Check out Sensa Market's fund page for Blue Oak Capital, LLC for more details.