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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 8 of 13  ·  255 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 VTV VANGUARD INDEX FDS 2,557.0 $477K 0.12% NEW $186.49 +12.1%
142 CEG CONSTELLATION ENERGY CORP Utilities 1,445.0 $476K 0.12% NEW $329.07 -13.1%
143 VBF INVESCO BD FD Financial Services 29,678.0 $468K 0.12% NEW $15.78 -5.4%
144 CTAS CINTAS CORP Industrials 2,248.0 $461K 0.11% NEW $205.26 -16.0%
145 ISRG INTUITIVE SURGICAL INC Healthcare 978.0 $437K 0.11% NEW $447.23 -1.7%
146 APD AIR PRODS & CHEMS INC Basic Materials 1,581.0 $431K 0.11% NEW $272.72 +6.4%
147 UL UNILEVER PLC Consumer Defensive 7,113.0 $422K 0.10% NEW $59.28 -2.7%
148 ACWI ISHARES TR 3,000.0 $415K 0.10% NEW $138.24 +12.6%
149 ALL ALLSTATE CORP Financial Services 1,908.0 $410K 0.10% NEW $214.65 -0.1%
150 PM PHILIP MORRIS INTL INC Consumer Defensive 2,406.0 $390K 0.10% NEW $162.20 +16.3%
151 T AT&T INC Communication Services 13,717.0 $387K 0.10% NEW $28.24 -11.7%
152 SNY SANOFI SA Healthcare 8,099.0 $382K 0.09% NEW $47.20 -5.4%
153 PVAL PUTNAM ETF TRUST 8,927.0 $381K 0.09% NEW $42.72 +17.3%
154 GILD GILEAD SCIENCES INC Healthcare 3,356.0 $373K 0.09% NEW $111.00 +17.6%
155 EOS EATON VANCE ENHANCED EQUITY Financial Services 15,547.0 $372K 0.09% NEW $23.93 -4.9%
156 ISTB ISHARES TR 7,478.0 $365K 0.09% NEW $48.84 -1.4%
157 FDUS FIDUS INVT CORP Financial Services 17,981.0 $364K 0.09% NEW $20.26 -7.5%
158 MMM 3M CO Industrials 2,318.0 $360K 0.09% NEW $155.18 -2.3%
159 FDN FIRST TR EXCHANGE-TRADED FD 1,282.0 $359K 0.09% NEW $279.84 -2.9%
160 IWR ISHARES TR 3,639.0 $351K 0.09% NEW $96.55 +8.8%
Page 8 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%