SILVER OAK SECURITIES, INCORPORATED
Broker-DealerTop Portfolio Positions
336 positions ·
$423,329,267 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
112,457 | $28,540,462 | 6.74% | |
| NVDA |
Nvidia Corp
Technology
|
126,600 | $22,079,040 | 5.22% | |
| OUNZ |
VanEck Merk Gold ETF
|
323,003 | $14,551,285 | 3.44% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
65,527 | $13,647,308 | 3.22% | |
| CAT |
Caterpillar Inc
Industrials
|
18,034 | $12,776,367 | 3.02% | |
| SPY |
Spdr S&P 500 ETF Trust
|
18,930 | $12,310,936 | 2.91% | |
| MSFT |
Microsoft Corp
Technology
|
28,814 | $10,666,078 | 2.52% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
18,048 | $10,416,944 | 2.46% | |
| AVGO |
Broadcom Inc.
Technology
|
32,681 | $10,115,096 | 2.39% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
32,723 | $9,409,825 | 2.22% |
Portfolio Trend
Holdings in PFN
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $129,201 | 18,752 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $141,390 | 18,852 | Shares | Sole | 2026-01-15 | |
| No 13F history on record for this holder in this stock. | ||||||