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OANEX Holdings List NMFQS:OANEX

Foreign Small/Mid Value | Oakmark
$22.40
↑ $0.08 (0.36%)
Last Updated: Feb 11, 2026

Oakmark International Small Cap Fund Class Institutional (OANEX) is a Foreign Small/Mid Value fund with $2.23 Billion in assets. The fund allocates 28.11% of its portfolio to its top 10 holdings. It primarily invests in averagemarketcap cap stocks , with a focus on the cash and equivalents sector.

The largest holding in the fund is Julius Baer Group Ltd at 3.17% of total assets. This is followed by Atea ASA (2.98%) and ISS A/S (2.62%).

OANEX Holdings

Name Weight Owned Change
Julius Baer Group Ltd 3.17% - -
Atea ASA 2.98% - -
ISS A/S 2.62% - -
Duerr AG 2.78% - -
BNK Financial Group Inc 2.60% - -
Loomis AB 2.75% - -
FIXED INC CLEARING CORP.REPO 2.87% - -
Azimut Holding SpA 3.31% - -
Nexi SpA 2.41% - -
Ansell Ltd 2.62% - -
JDE Peet's NV 2.85% - -
LANXESS AG 2.75% - -
Wynn Macau Ltd 2.51% - -
Azelis Group NV 2.47% - -
TeamViewer SE 2.21% - -

Asset Allocation

Bond 0.00%
Cash 2.87%
Non US Stock 91.30%
Not Classified 0.00%
Other 0.00%
US Stock 5.84%

Market Cap

AverageMarketCap 3438.46%
Giant 0.00%
Large 0.93%
Medium 60.65%
Micro 3.48%
Small 32.07%

Sector Weights

Cash and Equivalents 0.00%
Corporate 0.00%
Derivative 0.00%
Government 0.00%
Municipal 0.00%
Securitized 0.00%
Basic Materials 6.65%
Consumer Cyclical 16.17%
Financial Services 13.55%
Real Estate 3.17%
Consumer Defensive 7.77%
Healthcare 10.48%
Utilities 0.00%
Communication Services 3.29%
Energy 0.00%
Industrials 23.62%
Technology 15.31%

World Regions

Latin America 4.44%
North America 6.63%
Asia Developed 6.65%
Asia Emerging 2.01%
Australasia 3.51%
Japan 9.08%
Africa/Middle East 0.54%
Europe Developed 55.93%
Europe Emerging 0.00%
United Kingdom 11.21%