SILVER OAK SECURITIES, INCORPORATED
Broker-DealerTop Portfolio Positions
337 positions ·
$431,074,576 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
112,457 | $28,540,462 | 6.62% | |
| NVDA |
Nvidia Corp
Technology
|
126,600 | $22,079,040 | 5.12% | |
| OUNZ |
VanEck Merk Gold ETF
|
323,003 | $14,551,285 | 3.38% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
65,527 | $13,647,308 | 3.17% | |
| CAT |
Caterpillar Inc
Industrials
|
18,034 | $12,776,367 | 2.96% | |
| SPY |
Spdr S&P 500 ETF Trust
|
18,930 | $12,310,936 | 2.86% | |
| MSFT |
Microsoft Corp
Technology
|
28,814 | $10,666,078 | 2.47% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
18,048 | $10,416,944 | 2.42% | |
| AVGO |
Broadcom Inc.
Technology
|
32,681 | $10,115,096 | 2.35% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
32,723 | $9,409,825 | 2.18% |
Portfolio Trend
17 quarters · across all stocks
Holdings in SMBK
Shares Held
Position Value (USD)
17 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $625,983 | 16,018 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $592,505 | 16,018 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $572,323 | 16,018 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $541,088 | 16,018 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $497,839 | 16,018 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $496,237 | 16,018 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $466,764 | 16,018 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $379,146 | 16,018 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $337,499 | 16,018 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $392,280 | 16,018 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $350,468 | 16,400 | Shares | Sole | 2023-11-20 | |
| 2023-06-30 | $367,089 | 17,066 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $463,910 | 20,048 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $469,315 | 17,066 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $405,244 | 16,400 | Shares | Sole | 2023-10-23 | |
| 2022-06-30 | $412,314 | 17,066 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $468,779 | 18,326 | Shares | Sole | 2022-05-10 | |
| No 13F history on record for this holder in this stock. | ||||||