Bull Oak Capital, LLC
CIK
1824263
Location
RANCHO SANTA FE, CA
Portfolio Value
Micro
$969,716
Diversification
Highly concentrated
Filing Date
Global Rank
#7,791
/ 8,586
▲ 131
Top Industry
Semiconductors
15.5%
3Y Alpha vs SPY
-2.7%
Period ended 3 months ago
Filed May 11, 2026 · 36d
18 quarters · since Dec 2021
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+66.5%
SPY
+78.1%
Annualised alpha
-2.7%
Max drawdown
−25.4%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
17 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
48.5%
+3.8 pts
Top 5
76.2%
−3.1 pts
Top 10
89.8%
−0.9 pts
HHI
2,730
Highly concentrated+156
Portfolio Trend
18 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 70.4% | $12,775,911 |
| Technology | 12.6% | $2,280,636 |
| Consumer Defensive | 5.3% | $969,716 |
| Financial Services | 5.0% | $904,261 |
| Utilities | 3.5% | $634,492 |
| Energy | 3.3% | $590,756 |
Last Quarter's Activity
Export CSV
2 positions ·
$969,716 total
· Consumer Defensive only
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 4,844 | $699,667 | 72.15% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Held | 1,739 | $270,049 | 27.85% |