13F Filings History of GREAT OAK CAPITAL PARTNERS, LLC

Latest 13F report
Q4 2025 - 06 Jan 2026
Value $
$398,687,686
Signature - Title
John Noonan - Chief Compliance Officer
Location
South Easton, MA
Summary
This page shows a list of all the recent 13F filings made by GREAT OAK CAPITAL PARTNERS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. GREAT OAK CAPITAL PARTNERS, LLC reported 44 stock holdings with total value $398,687,686 as of Q4 2025. Top holdings included DFAT, DUHP, DFEM, DFCF, and DISV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 44 $398,687,686 +$14,825,066 -$6,831,219 +$7,993,847 DFAT, DUHP, DFEM, DFCF, DISV 13F-HR 06 Jan 2026, 15:14
Q3 2025 44 $380,778,022 +$16,123,594 -$1,763,781 +$14,359,813 DFAT, DUHP, DFEM, DISV, DFCF 13F-HR 17 Oct 2025, 10:49
Q2 2025 35 $349,208,719 +$31,151,608 -$4,169,801 +$26,981,807 DFAT, DUHP, DFEM, DFCF, DISV 13F-HR 15 Jul 2025, 16:54
Q1 2025 32 $298,859,192 $0 $0 $0 DFAT, DUHP, DFEM, DFCF, DFLV 13F-HR 22 Apr 2025, 10:47
Q4 2024 32 $299,179,017 +$22,185,695 -$2,481,978 +$19,703,717 DFAT, DUHP, DFEM, DFCF, DFLV 13F-HR 15 Jan 2025, 08:41
Q3 2024 34 $289,223,410 +$11,402,695 -$2,528,198 +$8,874,497 DFAT, DUHP, DFEM, DFLV, DFCF 13F-HR 08 Oct 2024, 15:13
Q2 2024 33 $265,783,107 +$54,364,660 -$14,228,469 +$40,136,191 DFAT, DUHP, DFEM, DFCF, DFLV 13F-HR 13 Aug 2024, 16:56
Q1 2024 29 $225,289,990 +$36,784,919 -$8,901,085 +$27,883,834 DFAT, DFCF, DUHP, DFEM, DFLV 13F-HR 15 Apr 2024, 12:08
Q4 2023 32 $187,325,520 $0 $0 $0 DFAT, DFCF, DFEM, DFLV, DUHP 13F-HR 26 Feb 2024, 16:57