OXFORD FINANCIAL GROUP LTD
Top Portfolio Positions
135 positions ·
$625,180,393 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| ISRG |
Intuitive Surgical Inc
Healthcare
|
363,997 | $206,153,340 | 32.98% |
| LLY |
ELI LILLY & Co
Healthcare
|
136,148 | $146,315,546 | 23.40% |
| AAPL |
Apple Inc.
Technology
|
159,149 | $43,266,247 | 6.92% |
| SPY |
Spdr S&P 500 Etf Trust
|
52,480 | $35,787,161 | 5.72% |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
80,590 | $24,630,721 | 3.94% |
| NVDA |
Nvidia Corp
Technology
|
115,476 | $21,536,274 | 3.44% |
| MSFT |
Microsoft Corp
Technology
|
37,226 | $18,003,238 | 2.88% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
40,611 | $13,085,676 | 2.09% |
| KE |
Kimball Electronics, Inc.
Industrials
|
342,460 | $9,527,237 | 1.52% |
| DPZ |
Dominos Pizza Inc
Consumer Cyclical
|
12,279 | $5,118,132 | 0.82% |
Portfolio Trend
Holdings in FFIC
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $493,191 | 32,511 | Shares | Sole | 2026-02-13 | |
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