BullishAgent BullishAgent Filings Market Earnings Ratings ETFs Insiders Shorts
Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

OAK HARBOR WEALTH PARTNERS, LLC

· CIK 0001912040
13F Portfolio $416M AUM 278 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 35 New 92 Added 72 Reduced 12 Exited
Page 4 of 5  ·  92 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VUG VANGUARD INDEX FDS 1,092.0 $533K 0.13% +480.0 +78.4% $487.86 -82.1%
62 UBER UBER TECHNOLOGIES INC Technology 6,333.0 $517K 0.12% +279.0 +4.6% $81.71 -8.7%
63 AXON AXON ENTERPRISE INC Industrials 856.0 $486K 0.12% +41.0 +5.0% $567.93 -31.4%
64 NFLX NETFLIX INC Communication Services 5,092.0 $477K 0.12% +5K +978.8% $93.76 -4.8%
65 AJG GALLAGHER ARTHUR J & CO Financial Services 1,812.0 $469K 0.11% +228.0 +14.4% $258.79 -19.9%
66 NOW SERVICENOW INC Technology 2,994.0 $459K 0.11% +2K +418.9% $153.19 -34.9%
67 DD DUPONT DE NEMOURS INC Basic Materials 11,108.0 $447K 0.11% +600.0 +5.7% $40.20 +17.3%
68 GILD GILEAD SCIENCES INC Healthcare 3,404.0 $418K 0.10% +48.0 +1.4% $122.74 +6.3%
69 ISTB ISHARES TR 8,312.0 $405K 0.10% +834.0 +11.2% $48.75 -1.2%
70 PM PHILIP MORRIS INTL INC Consumer Defensive 2,472.0 $397K 0.10% +66.0 +2.7% $160.40 +17.6%
71 IWR ISHARES TR 3,907.0 $376K 0.09% +268.0 +7.4% $96.27 +9.1%
72 JAVA J P MORGAN EXCHANGE TRADED F 4,816.0 $345K 0.08% +289.0 +6.4% $71.72 +6.3%
73 SHOP SHOPIFY INC Technology 1,653.0 $266K 0.06% +17.0 +1.0% $160.97 -34.8%
74 XLE SELECT SECTOR SPDR TR 5,940.0 $266K 0.06% +3K +101.9% $44.71 +32.3%
75 XLK SELECT SECTOR SPDR TR 1,819.0 $262K 0.06% +890.0 +95.8% $143.97 +24.1%
76 XLV SELECT SECTOR SPDR TR 1,470.0 $228K 0.06% +108.0 +7.9% $154.80 -4.3%
77 PSX PHILLIPS 66 Energy 1,677.0 $216K 0.05% +18.0 +1.1% $129.04 +39.0%
78 TXN TEXAS INSTRS INC Technology 1,179.0 $205K 0.05% +67.0 +6.0% $173.49 +75.7%
79 SCHX SCHWAB STRATEGIC TR 7,441.0 $200K 0.05% +7K +1933.1% $26.91 +8.5%
80 IBDS ISHARES TR 7,242.0 $176K 0.04% +389.0 +5.7% $24.28 -0.3%
Page 4 of 5  ·  92 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 20.9%
Financial Services 20.7%
Healthcare 13.8%
Industrials 13.3%
Consumer Defensive 10.2%
Consumer Cyclical 7.6%
Communication Services 6.8%
Utilities 2.7%
Energy 2.6%
Basic Materials 1.0%