GREAT OAK CAPITAL PARTNERS, LLC
Top Portfolio Positions
17 positions ·
$11,288,441 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| JNJ |
Johnson & Johnson
Healthcare
|
7,316 | $1,788,323 | 15.84% | |
| AAPL |
Apple Inc.
Technology
|
5,482 | $1,391,276 | 12.32% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
4,706 | $1,384,316 | 12.26% | |
| ES |
Eversource Energy
Utilities
|
15,688 | $1,086,864 | 9.63% | |
| SPY |
Spdr S&P 500 ETF Trust
|
1,369 | $890,315 | 7.89% | |
| MSFT |
Microsoft Corp
Technology
|
2,360 | $873,601 | 7.74% | |
| AVBC |
Avidia Bancorp, Inc.
Financial Services
|
34,155 | $671,828 | 5.95% | |
| MDT |
Medtronic plc
Healthcare
|
6,337 | $549,101 | 4.86% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
2,025 | $421,746 | 3.74% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
1,415 | $406,897 | 3.60% |
Portfolio Trend
Holdings in AVBC
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $671,828 | 34,155 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $590,165 | 35,108 | Shares | Sole | 2026-01-06 | |
| No 13F history on record for this holder in this stock. | ||||||