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Oakmark U.S. Large Cap ETF OAKM

Medalist Rating as of May 8, 2026 See Natixis Investment Hub

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 DateNov 14, 2026
Equity Holdings—
Bond Holdings—
Other Holdings—
% Assets in Top 10 Holdings34.8

Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
Airbnb Inc Ordinary Shares - Class A	3.88	47M	Consumer Cyclical
Fiserv Inc	3.86	47M	Technology
Keurig Dr Pepper Inc	3.67	45M	Consumer Defensive
Salesforce Inc	3.67	45M	Technology
Intercontinental Exchange Inc	3.56	43M	Financial Services
Willis Towers Watson PLC	3.48	42M	Financial Services
Elevance Health Inc	3.23	39M	Healthcare
Citigroup Inc	3.21	39M	Financial Services
ConocoPhillips	3.16	39M	Energy
Delta Air Lines Inc	3.11	38M	Industrials

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