TigerOak Management, L.L.C.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 30, 2025), TigerOak Management, L.L.C. reported 106 stock positions worth $273.4 million. Its top holding was Nvidia (NVDA) at 12.1% of the portfolio, followed by Apple (AAPL, 9.3%) and Wisdomtree U.S. Quality Divi (DGRW, 8.8%).
- Most Recent 13F
- Q2 2026
- Location
- NASHVILLE, TN
- CIK
- 0002052586
- Portfolio Value
- $273.4M (Q4 2024)
- SEC Filing
- 0001951757-25-000156 ↗ filed Jan 30, 2025
Holdings Value
Holdings 106 stocks · $273.4M
| NVDA Nvidia Corp. | 12.07% | 245,733 | $33.0M | — |
| AAPL Apple Inc. | 9.34% | 101,936 | $25.5M | — |
| DGRW Wisdomtree U.S. Quality Divi | 8.78% | 296,687 | $24.0M | — |
| JEPI JPMorgan Equity Premium Inco | 7.74% | 368,020 | $21.2M | — |
| MSFT Microsoft Corp. | 6.81% | 44,196 | $18.6M | — |
| SDY SS SPDR S&P Dividend ETF | 5.92% | 122,532 | $16.2M | — |
| AMZN Amazon.com Inc. | 4.79% | 59,688 | $13.1M | — |
| GOOGL Alphabet Inc. Class A | 2.87% | 41,448 | $7.8M | — |
| RSP Invesco S&P 500 Equal Weight | 2.34% | 36,494 | $6.4M | — |
| RSPN Invesco S&P 500 Equal Weight | 2.21% | 120,235 | $6.0M | — |
| BRK.A Berkshire Hathaway Inc. Class A | 1.99% | 8 | $5.4M | — |
| JPM JPMorgan Chase & Co. | 1.86% | 21,183 | $5.1M | — |
| GLD SPDR Gold Shares | 1.72% | 19,431 | $4.7M | — |
| KCE SS SPDR S&P Cap MKTS ETF | 1.48% | 29,346 | $4.0M | — |
| GOOG Alphabet Inc. Class C | 1.39% | 19,918 | $3.8M | — |
| BUG Global X Cybersecurity ETF | 1.14% | 97,009 | $3.1M | — |
| BKLN Invesco Senior Loan ETF | 1.06% | 138,090 | $2.9M | — |
| ITA iShares U.S. Aerospace & Def | 1.02% | 19,202 | $2.8M | — |
| GBTC Grayscale Bitcoin Trust ETF | 0.99% | 36,723 | $2.7M | — |
| UNH Unitedhealth Group Inc. | 0.86% | 4,667 | $2.4M | — |
| CME Cme Group Inc. | 0.84% | 9,944 | $2.3M | — |
| GSLC Goldman Activebeta US LC ETF | 0.83% | 19,761 | $2.3M | — |
| GS Goldman Sachs Group Inc. | 0.83% | 3,942 | $2.3M | — |
| LIN Linde PLC | 0.76% | 4,986 | $2.1M | — |
| ADBE Adobe Inc. | 0.71% | 4,343 | $1.9M | — |
| BLK BlackRock Inc. | 0.66% | 1,771 | $1.8M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.66% | 3,081 | $1.8M | — |
| MCD McDonald's Corp. | 0.64% | 6,079 | $1.8M | — |
| JNJ Johnson & Johnson | 0.64% | 12,035 | $1.7M | — |
| HD Home Depot Inc. | 0.57% | 4,029 | $1.6M | — |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.55% | 12,426 | $1.5M | — |
| ETHE Grayscale Ethereum Staking E | 0.52% | 51,076 | $1.4M | — |
| URI United Rentals Inc. | 0.50% | 1,950 | $1.4M | — |
| UBER Uber Technologies Inc. | 0.47% | 21,190 | $1.3M | — |
| CVX Chevron Corp. | 0.47% | 8,807 | $1.3M | — |
| DHR Danaher Corp. | 0.46% | 5,446 | $1.3M | — |
| V Visa Inc. Class A | 0.45% | 3,935 | $1.2M | — |
| QQQ Invesco QQQ Trust Series 1 | 0.44% | 2,377 | $1.2M | — |
| TMO Thermo Fisher Scientific Inc. | 0.43% | 2,249 | $1.2M | — |
| ICE Intercontinental Exchange Inc. | 0.41% | 7,580 | $1.1M | — |
| AMT American Tower Corp. | 0.40% | 6,007 | $1.1M | — |
| CB Chubb Ltd. | 0.40% | 3,968 | $1.1M | — |
| MS Morgan Stanley | 0.37% | 7,942 | $998K | — |
| DLN Wisdomtree US Largecap Divid | 0.33% | 11,718 | $912K | — |
| AMP Ameriprise Financial Inc. | 0.32% | 1,658 | $883K | — |
| LOW Lowe's Cos Inc. | 0.31% | 3,466 | $855K | — |
| NEE Nextera Energy Inc. | 0.31% | 11,866 | $851K | — |
| PFE Pfizer Inc. | 0.31% | 31,531 | $837K | — |
| CL Colgate-Palmolive Co. | 0.30% | 9,144 | $831K | — |
| KO The Coca-Cola Co. | 0.30% | 13,193 | $821K | — |
| HON Honeywell International Inc. | 0.29% | 3,517 | $794K | — |
| AVGO Broadcom Inc. | 0.29% | 3,398 | $788K | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.27% | 6,735 | $750K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.26% | 1,572 | $713K | — |
| ABBV Abbvie Inc. | 0.26% | 3,955 | $703K | — |
| PEP Pepsico Inc. | 0.25% | 4,562 | $694K | — |
| UNP Union Pacific Corp. | 0.25% | 2,954 | $674K | — |
| SBUX Starbucks Corp. | 0.24% | 7,293 | $665K | — |
| COST Costco Wholesale Corp. | 0.24% | 721 | $661K | — |
| RTX RTX Corp. | 0.24% | 5,579 | $646K | — |
| ECL Ecolab Inc. | 0.22% | 2,524 | $591K | — |
| MU Micron Technology Inc. | 0.21% | 6,820 | $574K | — |
| TSLA Tesla Inc. | 0.20% | 1,368 | $552K | — |
| ROK Rockwell Automation Inc. | 0.20% | 1,931 | $552K | — |
| LLY Eli Lilly & Co. | 0.19% | 676 | $522K | — |
| MRVL Marvell Technology Inc. | 0.19% | 4,596 | $508K | — |
| NKE Nike Inc. Class B | 0.18% | 6,541 | $495K | — |
| CR Crane Co. | 0.18% | 3,251 | $493K | — |
| AMD Advanced Micro Devices | 0.18% | 4,063 | $491K | — |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.18% | 8,626 | $486K | — |
| IWD iShares Russell 1000 Value E | 0.18% | 2,617 | $484K | — |
| MO Altria Group Inc. | 0.16% | 8,577 | $448K | — |
| CRM Salesforce Inc. | 0.16% | 1,320 | $441K | — |
| ETN Eaton Corp. PLC | 0.16% | 1,301 | $432K | — |
| IWF iShares Russell 1000 Growth | 0.14% | 979 | $393K | — |
| CMCSA Comcast Corp. Class A | 0.14% | 10,088 | $379K | — |
| XLF SS Financial Select Sector | 0.14% | 7,777 | $376K | — |
| PBW Invesco Wilderhill Clean Ene | 0.14% | 18,775 | $376K | — |
| MDT Medtronic PLC | 0.13% | 4,524 | $361K | — |
| DES Wisdomtree US Smallcap Divid | 0.13% | 10,392 | $357K | — |
| META Meta Platforms Inc. Class A | 0.13% | 593 | $347K | — |
| MRK Merck & Co. Inc. | 0.13% | 3,445 | $343K | — |
| MRSH Marsh & McLennan Cos | 0.12% | 1,553 | $330K | — |
| LMT Lockheed Martin Corp. | 0.12% | 660 | $321K | — |
| BTC Grayscale Bitcoin Mini ETF | 0.11% | 7,345 | $308K | — |
| NVS Novartis AG-Sponsored ADR | 0.11% | 3,096 | $301K | — |
| PLTR Palantir Technologies Inc. Class A | 0.11% | 3,879 | $293K | — |
| CARR Carrier Global Corp. | 0.10% | 4,194 | $286K | — |
| QCOM Qualcomm Inc. | 0.10% | 1,846 | $284K | — |
| ORCL Oracle Corp. | 0.10% | 1,623 | $270K | — |
| CRWD CrowdStrike Holdings Inc. Class A | 0.10% | 767 | $262K | — |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.09% | 2,330 | $249K | — |
| IWR iShares Russell Mid-Cap ETF | 0.09% | 2,807 | $248K | — |
| ACES Alps Clean Energy ETF | 0.09% | 9,520 | $248K | — |
| IWS iShares Russell Mid-Cap Valu | 0.09% | 1,844 | $239K | — |
| VLTO Veralto Corp. | 0.08% | 2,267 | $231K | — |
| XOM Exxon Mobil Corp. | 0.08% | 2,131 | $229K | — |
| ASML ASML Holding NV-NY Reg SHS | 0.08% | 324 | $225K | — |
| CAT Caterpillar Inc. | 0.08% | 606 | $220K | — |
| CSCO Cisco Systems Inc. | 0.08% | 3,669 | $217K | — |
| ARM Arm Holdings PLC-ADR | 0.08% | 1,725 | $213K | — |
| VCIT Vanguard Int-Term Corporate | 0.08% | 2,578 | $207K | — |
| BMY Bristol-Myers Squibb Co. | 0.07% | 3,621 | $205K | — |
| MPWR Monolithic Power Systems Inc. | 0.07% | 344 | $204K | — |
| DVY iShares Select Dividend ETF | 0.07% | 1,531 | $201K | — |
| NVAX Novavax Inc. | 0.03% | 10,640 | $86K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 139 | $356.0M | NVDA, DGRW, AAPL, JEPI, SDY |
| Q1 2026 | 126 | $317.5M | NVDA, DGRW, AAPL, JEPI, SDY |
| Q4 2025 | 122 | $327.9M | NVDA, DGRW, AAPL, JEPI, MSFT |
| Q3 2025 | 117 | $322.3M | NVDA, DGRW, AAPL, MSFT, JEPI |
| Q2 2025 | 115 | $291.8M | NVDA, DGRW, MSFT, JEPI, AAPL |
| Q1 2025 | 107 | $259.0M | NVDA, DGRW, AAPL, JEPI, SDY |
| Q4 2024 | 106 | $273.4M | NVDA, AAPL, DGRW, JEPI, MSFT |