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Oakmark Fund (OAKMX)

SEC CIK 872323 · Series S000002758 · Portfolio as of 2026-03-31

Net assets
$24.44B
Holdings
62
Snapshots
27
History since
2019-09-30

Top holdings

SecurityValueWeight
Fixed Income Clearing Corp.$995.3M4.07%
Targa Resources Corp · TRGP$822.9M3.37%
ConocoPhillips · COP$808.3M3.31%
Intercontinental Exchange Inc · ICE$666.7M2.73%
Merck & Co Inc · MRK$657.6M2.69%
Corteva Inc · CTVA$647.8M2.65%
Airbnb Inc · ABNB$641.5M2.63%
Salesforce Inc · CRM$622.9M2.55%
Phillips 66 · PSX$593.4M2.43%
Willis Towers Watson PLC · WTW$592.4M2.42%

Sector exposure

financials
32.4%
technology
16.4%
industrials
9.9%
energy
8.0%
healthcare
7.8%
communication services
5.4%
other
5.4%
materials
5.1%

Recent monthly returns

2025-10
-1.77%
2025-11
+2.24%
2025-12
+4.32%
2026-01
+0.03%
2026-02
+1.24%
2026-03
-3.70%

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.