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.

Principal Tony Thomas

Tony Thomas

Principal

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 24, 2026
Equity Holdings —
Bond Holdings —
Other Holdings —
% Assets in Top 10 Holdings 34.9

Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
Salesforce Inc	4.31	51M	Technology
Airbnb Inc Ordinary Shares - Class A	3.68	44M	Consumer Cyclical
Keurig Dr Pepper Inc	3.61	43M	Consumer Defensive
Willis Towers Watson PLC	3.47	41M	Financial Services
ConocoPhillips	3.45	41M	Energy
Elevance Health Inc	3.41	40M	Healthcare
Intercontinental Exchange Inc	3.34	40M	Financial Services
Capital One Financial Corp	3.29	39M	Financial Services
Citigroup Inc	3.21	38M	Financial Services
Targa Resources Corp	3.18	38M	Energy

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