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 Oct 3, 2026
Equity Holdings —
Bond Holdings —
Other Holdings —
% Assets in Top 10 Holdings 35.1

Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
Salesforce Inc	4.31	48M	Technology
Airbnb Inc Ordinary Shares - Class A	3.68	41M	Consumer Cyclical
Citigroup Inc	3.63	40M	Financial Services
Keurig Dr Pepper Inc	3.52	39M	Consumer Defensive
Merck & Co Inc	3.45	38M	Healthcare
Targa Resources Corp	3.35	37M	Energy
State Street Corp	3.32	37M	Financial Services
Delta Air Lines Inc	3.31	37M	Industrials
Capital One Financial Corp	3.28	36M	Financial Services
Intercontinental Exchange Inc	3.27	36M	Financial Services

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