Oakmark Equity and Income Fund’s Top Contributor: Alphabet (GOOG)

2 days ago 3

Soumya Eswaran

Thu, January 15, 2026 astatine 7:31 AM CST 3 min read

Oakmark Funds, advised by Harris Associates, released its “Oakmark Equity and Income Fund” Q4 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. Oakmark Equity and Income Fund’s nonsubjective is to present returns portion preserving and enhancing capital. The portfolio consists of US equities and fixed-income securities. The allocation was 60.0% successful equities, 38.5% successful fixed income, and 1.5% cash. The Fund (Investor Class) outperformed the 60% S&P 500 / 40% Bloomberg U.S. Aggregate Bond Index some successful the 4th and since its inception. The equity information of the portfolio generated a summation of 5.08% compared to 2.66% for the S&P 500 Index. The fixed income portfolio returned 1.35% compared to the Bloomberg U.S. Aggregate Bond Index’s 1.10% gain. In addition, you tin cheque the Fund’s apical 5 holdings to find its champion picks for 2025.

In its fourth-quarter 2025 capitalist letter, Oakmark Equity and Income Fund highlighted stocks specified arsenic Alphabet Inc. (NASDAQ:GOOG). Alphabet Inc. (NASDAQ:GOOG) stood retired arsenic the starring performer of the strategy successful the quarter. Alphabet Inc. (NASDAQ:GOOG), the genitor institution of Google, offers assorted platforms and services operating done Google Services, Google Cloud, and Other Bets segments. On January 14, 2026, Alphabet Inc. (NASDAQ:GOOG) banal closed astatine $336.31 per share. One-month instrumentality of Alphabet Inc. (NASDAQ:GOOG) was 12.83%, and its shares gained 70.73% of their worth implicit the past 52 weeks. Alphabet Inc. (NASDAQ:GOOG) has a marketplace capitalization of $4.06 trillion.

Oakmark Equity and Income Fund stated the pursuing regarding Alphabet Inc. (NASDAQ:GOOG) successful its 4th fourth 2025 capitalist letter:

"Alphabet Inc. (NASDAQ:GOOG) was the apical contributor during the quarter. The U.S.-headquartered exertion conglomerate’s banal terms jumped aft it delivered awesome third-quarter earnings. Search gross maturation bushed statement expectations arsenic Google continues to spot beardown idiosyncratic engagement trends. Results were besides up of expectations successful the Cloud segment, and the outlook for this concern remains robust fixed accelerating request for AI compute. We proceed to judge Alphabet is undervalued connected a sum-of-the-parts ground and spot imaginable for the company’s AI enactment to thrust further upside crossed the portfolio."

Alphabet Inc. (NASDAQ:GOOG) is successful the 7th presumption connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 186 hedge money portfolios held Alphabet Inc. (NASDAQ:GOOG) astatine the extremity of the 3rd 4th which was 178 successful the erstwhile quarter. In the 3rd 4th of 2025, Alphabet Inc. (NASDAQ: GOOG) achieved its first-ever $100 cardinal successful revenue. While we admit the imaginable of Alphabet Inc. (NASDAQ:GOOG) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.