Silver Oak Advisory Group, Inc. has disclosed its latest financial positions in a 13F-HR filing, reporting a total of $258 million in holdings as of September 30, 2026. This update is significant for the firm, as it reflects their investment strategies and highlights major positions in various sectors.

The filing, dated November 6, 2026, provides insights into the firm’s portfolio management and investment decisions. Notably, Silver Oak has established significant stakes in well-known companies including Apple, Microsoft, and Alphabet. This information is essential for understanding the firm's investment approach and the sectors it prioritizes.

Background

Silver Oak Advisory Group, Inc. operates within the investment management sector, focusing on providing advisory services to clients. The firm is incorporated in Oregon and has been actively filing with the SEC, with its latest 13F-HR submission being part of a series of filings that detail its investment activities. The firm has a history of reporting its holdings quarterly, allowing for transparency in its investment strategies.

What the Filing Says

The recent filing indicates that Silver Oak holds a total of 94 positions, with a cumulative value of $258,247,777. The firm’s investment discretion is noted as 'sole,' meaning it has full control over the investment decisions related to these assets. The filing does not provide detailed insights into the specific performance of these holdings, but it does confirm the firm's active management of its portfolio.

Impact

This filing may influence various stakeholders, including clients, potential investors, and competitors in the investment management industry. Clients may gain confidence in Silver Oak's management strategies, while competitors may analyze the firm’s positions to inform their own investment decisions. The disclosure of significant holdings in major companies also indicates broader market trends and investor sentiment.

What's Next

The filing does not specify any immediate next steps for Silver Oak Advisory Group. However, stakeholders can expect further updates in future filings as the firm continues to manage its investment portfolio.