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Portfolio (Quarterly) Guide ↗

OAK HARBOR WEALTH PARTNERS, LLC

· CIK 0001912040
13F Portfolio $405M AUM Filed Nov 4, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 255 New
Page 4 of 13  ·  255 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 LLY ELI LILLY & CO Healthcare 2,035.0 $1.6M 0.38% NEW $763.00 +36.5%
62 BND VANGUARD BD INDEX FDS 20,632.0 $1.5M 0.38% NEW $74.37 -1.9%
63 MPC MARATHON PETE CORP Energy 7,799.0 $1.5M 0.37% NEW $192.74 +28.9%
64 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 6,245.0 $1.5M 0.36% NEW $236.06 +218.2%
65 GOOGL ALPHABET INC Communication Services 6,023.0 $1.5M 0.36% NEW $243.10 +59.5%
66 PFF ISHARES TR 45,960.0 $1.5M 0.36% NEW $31.62 -1.5%
67 META META PLATFORMS INC Communication Services 1,949.0 $1.4M 0.35% NEW $734.38 -17.3%
68 IWF ISHARES TR 3,018.0 $1.4M 0.35% NEW $468.41 -73.4%
69 XOM EXXON MOBIL CORP Energy 12,061.0 $1.4M 0.34% NEW $112.75 +38.6%
70 ORCL ORACLE CORP Technology 4,809.0 $1.4M 0.33% NEW $281.24 -32.5%
71 GLW CORNING INC Technology 16,280.0 $1.3M 0.33% NEW $82.03 +133.9%
72 LMT LOCKHEED MARTIN CORP Industrials 2,675.0 $1.3M 0.33% NEW $499.21 +4.7%
73 KLAC KLA CORP Technology 1,230.0 $1.3M 0.33% NEW $1078.60 +70.8%
74 BLK BLACKROCK INC Financial Services 1,124.0 $1.3M 0.32% NEW $1165.87 -8.8%
75 CME CME GROUP INC Financial Services 4,501.0 $1.2M 0.30% NEW $270.19 +7.1%
76 AMGN AMGEN INC Healthcare 4,242.0 $1.2M 0.30% NEW $282.20 +19.6%
77 GS GOLDMAN SACHS GROUP INC Financial Services 1,472.0 $1.2M 0.29% NEW $796.35 +24.1%
78 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 13,936.0 $1.2M 0.29% NEW $83.46 -6.0%
79 MRK MERCK & CO INC Healthcare 13,655.0 $1.1M 0.28% NEW $83.93 +38.1%
80 GPC GENUINE PARTS CO Consumer Cyclical 8,226.0 $1.1M 0.28% NEW $138.60 -29.6%
Page 4 of 13  ·  255 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 21.3%
Financial Services 20.4%
Healthcare 12.9%
Industrials 12.8%
Consumer Defensive 10.6%
Consumer Cyclical 8.9%
Communication Services 6.1%
Utilities 2.8%
Energy 2.6%
Basic Materials 1.2%