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Oakmark Fund (OAKMX)

SEC CIK 872323 · Series S000002758 · Portfolio as of 2026-06-30

Net assets
$24.03B
Holdings
62
Snapshots
28
History since
2019-09-30

Top holdings

SecurityValueWeight
Fixed Income Clearing Corp.$1.30B5.42%
Targa Resources Corp · TRGP$772.8M3.22%
Delta Air Lines Inc · DAL$751.2M3.13%
Keurig Dr Pepper Inc · KDP$707.7M2.95%
Airbnb Inc · ABNB$702.8M2.93%
Citigroup Inc · C$694.0M2.89%
Merck & Co Inc · MRK$682.2M2.84%
Elevance Health Inc · ELV$659.4M2.75%
Corteva Inc · CTVA$640.6M2.67%
Ally Financial Inc · ALLY$610.0M2.54%

Sector exposure

financials
36.1%
technology
15.7%
industrials
13.7%
healthcare
7.7%
other
6.8%
materials
5.1%
consumer staples
3.8%
utilities
3.2%

Recent monthly returns

2026-01
+0.03%
2026-02
+1.24%
2026-03
-3.70%
2026-04
+2.56%
2026-05
-0.99%
2026-06
+0.89%

From N-PORT Part B, units verified by net-asset reconciliation.

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Source: SEC EDGAR Form N-PORT. Data is quarterly with a regulatory filing lag; this page shows the most recent public filing. Not investment advice.