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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 2 of 14  ·  278 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MSI MOTOROLA SOLUTIONS INC Technology 13,510.0 $5.2M 1.24% -238.0 -1.7% $383.32 +4.4%
22 PG PROCTER AND GAMBLE CO Consumer Defensive 35,161.0 $5.0M 1.21% -194.0 -0.6% $143.31 -0.6%
23 HELO J P MORGAN EXCHANGE TRADED F 73,363.0 $4.9M 1.17% +2K +2.5% $66.43 +2.0%
24 DFAS DIMENSIONAL ETF TRUST 67,516.0 $4.7M 1.13% +3K +4.8% $69.67 +10.3%
25 ABT ABBOTT LABS Healthcare 34,397.0 $4.3M 1.03% +219.0 +0.6% $125.29 -29.9%
26 JPM JPMORGAN CHASE & CO. Financial Services 13,037.0 $4.2M 1.01% $322.22 -6.0%
27 MCD MCDONALDS CORP Consumer Cyclical 13,362.0 $4.1M 0.98% +200.0 +1.5% $305.63 -7.0%
28 IEMG ISHARES INC 59,899.0 $4.0M 0.97% -3K -4.7% $67.22 +19.9%
29 NSC NORFOLK SOUTHN CORP Industrials 13,389.0 $3.9M 0.93% $288.72 +7.9%
30 AVGO BROADCOM INC Technology 11,012.0 $3.8M 0.92% -379.0 -3.3% $346.10 +19.8%
31 DE DEERE & CO Industrials 7,684.0 $3.6M 0.86% +268.0 +3.6% $465.57 +14.1%
32 KO COCA COLA CO Consumer Defensive 50,144.0 $3.5M 0.84% -1K -2.5% $69.91 +16.1%
33 VEA VANGUARD TAX-MANAGED FDS 53,696.0 $3.4M 0.81% +13K +32.5% $62.47 +13.2%
34 JEPI J P MORGAN EXCHANGE TRADED F 48,794.0 $2.8M 0.67% +2K +4.0% $57.24 -2.0%
35 DFAE DIMENSIONAL ETF TRUST 84,762.0 $2.8M 0.66% +2K +2.7% $32.57 +19.8%
36 VZ VERIZON COMMUNICATIONS INC Communication Services 64,636.0 $2.6M 0.63% $40.73 +17.4%
37 WMT WALMART INC Consumer Defensive 22,944.0 $2.6M 0.61% -556.0 -2.4% $111.41 +17.4%
38 TFC TRUIST FINL CORP Financial Services 51,936.0 $2.6M 0.61% -2K -4.5% $49.21 -2.5%
39 SO SOUTHERN CO Utilities 28,363.0 $2.5M 0.59% +963.0 +3.5% $87.20 +7.4%
40 DG DOLLAR GEN CORP NEW Consumer Defensive 18,516.0 $2.5M 0.59% $132.77 -20.9%
Page 2 of 14  ·  278 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%