OAKM – Oakmark U.S. Large Cap ETF – ETF Stock Quote | Morningstar

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Will OAKM outperform in the future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable OAKM’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the OAKM management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of OAKM’s parent organization’s priorities and whether they’re in line with investors’ interests.

The fruit doesn't fall far from the tree.

Associate Director Tony Thomas

Tony Thomas

Associate Director

Summary

Oakmark US Large Cap ETF comes from solid stock. It earns High People and Process ratings.

by Tony Thomas

Rated on May 8, 2026 Published on May 8, 2026

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Portfolio Holdings OAKM

More OAKM Holdings

Current Portfolio Date Jul 18, 2026
Equity Holdings —
Bond Holdings —
Other Holdings —
% Assets in Top 10 Holdings 35.8

Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
State Street Corp	4.00	44M	Financial Services
Targa Resources Corp	3.83	42M	Energy
Citigroup Inc	3.64	40M	Financial Services
Keurig Dr Pepper Inc	3.64	40M	Consumer Defensive
Capital One Financial Corp	3.55	39M	Financial Services
Bank of America Corp	3.54	39M	Financial Services
Corteva Inc	3.50	38M	Basic Materials
Airbnb Inc Ordinary Shares - Class A	3.41	37M	Consumer Cyclical
Willis Towers Watson PLC	3.37	37M	Financial Services
Delta Air Lines Inc	3.36	37M	Industrials

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