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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 3 of 14  ·  278 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FDX FEDEX CORP Industrials 8,254.0 $2.4M 0.57% $288.86 +34.6%
42 NVDA NVIDIA CORPORATION Technology 12,324.0 $2.3M 0.55% -65.0 -0.5% $186.50 +17.7%
43 BND VANGUARD BD INDEX FDS 29,813.0 $2.2M 0.53% +9K +44.5% $74.07 -1.5%
44 SPY SPDR S&P 500 ETF TR Financial Services 3,187.0 $2.2M 0.52% +320.0 +11.2% $681.92 +8.9%
45 CSCO CISCO SYS INC Technology 27,848.0 $2.1M 0.52% +157.0 +0.6% $77.03 +53.4%
46 RY ROYAL BK CDA Financial Services 12,561.0 $2.1M 0.51% -116.0 -0.9% $170.49 +9.8%
47 LLY ELI LILLY & CO Healthcare 1,984.0 $2.1M 0.51% -51.0 -2.5% $1074.68 -3.1%
48 SYK STRYKER CORPORATION Healthcare 5,945.0 $2.1M 0.50% +135.0 +2.3% $351.47 -8.5%
49 HD HOME DEPOT INC Consumer Cyclical 5,977.0 $2.1M 0.49% -517.0 -8.0% $344.10 -8.8%
50 IJH ISHARES TR 30,771.0 $2.0M 0.49% -1K -4.2% $66.00 +10.5%
51 MDT MEDTRONIC PLC Healthcare 20,708.0 $2.0M 0.48% +148.0 +0.7% $96.06 -18.6%
52 LOW LOWES COS INC Consumer Cyclical 7,943.0 $1.9M 0.46% +244.0 +3.2% $241.16 -9.9%
53 UPS UNITED PARCEL SERVICE INC Industrials 19,264.0 $1.9M 0.46% +147.0 +0.8% $99.19 -0.3%
54 DUK DUKE ENERGY CORP NEW Utilities 16,237.0 $1.9M 0.46% +1K +8.7% $117.21 +6.4%
55 QS QUANTUMSCAPE CORP Consumer Cyclical 179,696.0 $1.9M 0.45% -155K -46.4% $10.42 -26.4%
56 JGRO J P MORGAN EXCHANGE TRADED F 19,911.0 $1.8M 0.44% +11K +112.6% $92.80 +4.6%
57 GOOGL ALPHABET INC Communication Services 5,889.0 $1.8M 0.44% -134.0 -2.2% $313.00 +23.9%
58 IEF ISHARES TR 18,993.0 $1.8M 0.44% +1K +8.5% $96.16 -2.5%
59 CRM SALESFORCE INC Technology 6,705.0 $1.8M 0.43% -511.0 -7.1% $264.91 -33.4%
60 IWP ISHARES TR 12,910.0 $1.8M 0.42% $136.94 +0.6%
Page 3 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%