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 14  ·  278 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PEP PEPSICO INC Consumer Defensive 12,238.0 $1.8M 0.42% +442.0 +3.8% $143.52 +3.7%
62 CVX CHEVRON CORP NEW Energy 11,098.0 $1.7M 0.41% +5K +75.8% $152.41 +25.3%
63 USHY ISHARES TR 44,473.0 $1.7M 0.40% +1K +2.9% $37.40 -1.1%
64 PFE PFIZER INC Healthcare 65,026.0 $1.6M 0.39% +650.0 +1.0% $24.90 +4.2%
65 PVAL PUTNAM ETF TRUST 33,065.0 $1.5M 0.36% +24K +270.4% $45.57 +9.9%
66 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 5,308.0 $1.5M 0.35% -937.0 -15.0% $275.39 +172.7%
67 XOM EXXON MOBIL CORP Energy 12,060.0 $1.5M 0.35% $120.34 +29.9%
68 AMGN AMGEN INC Healthcare 4,398.0 $1.4M 0.35% +156.0 +3.7% $327.31 +3.1%
69 KLAC KLA CORP Technology 1,182.0 $1.4M 0.34% -48.0 -3.9% $1215.08 +51.6%
70 IWF ISHARES TR 3,005.0 $1.4M 0.34% $473.30 -73.7%
71 PFF ISHARES TR 45,827.0 $1.4M 0.34% $30.96 +0.5%
72 MRK MERCK & CO INC Healthcare 13,464.0 $1.4M 0.34% -191.0 -1.4% $105.26 +10.1%
73 ETN EATON CORP PLC Industrials 4,443.0 $1.4M 0.34% -265.0 -5.6% $318.51 +19.8%
74 META META PLATFORMS INC Communication Services 2,057.0 $1.4M 0.33% +108.0 +5.5% $660.09 -8.0%
75 GLW CORNING INC Technology 15,311.0 $1.3M 0.32% -969.0 -6.0% $87.56 +119.2%
76 LMT LOCKHEED MARTIN CORP Industrials 2,696.0 $1.3M 0.31% +21.0 +0.8% $483.67 +8.1%
77 GS GOLDMAN SACHS GROUP INC Financial Services 1,463.0 $1.3M 0.31% -9.0 -0.6% $879.00 +12.4%
78 BLK BLACKROCK INC Financial Services 1,155.0 $1.2M 0.30% +31.0 +2.8% $1070.34 -0.6%
79 MPC MARATHON PETE CORP Energy 7,511.0 $1.2M 0.29% -288.0 -3.7% $162.63 +52.8%
80 JMEE J P MORGAN EXCHANGE TRADED F 18,887.0 $1.2M 0.29% +1K +7.1% $64.38 +13.2%
Page 4 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%