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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 9 of 14  ·  278 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 FDUS FIDUS INVT CORP Financial Services 17,981.0 $347K 0.08% $19.30 -2.9%
162 JAVA J P MORGAN EXCHANGE TRADED F 4,816.0 $345K 0.08% +289.0 +6.4% $71.72 +6.3%
163 FDN FIRST TR EXCHANGE-TRADED FD 1,282.0 $345K 0.08% $269.18 +0.9%
164 T AT&T INC Communication Services 13,717.0 $341K 0.08% $24.84 +0.4%
165 APD AIR PRODS & CHEMS INC Basic Materials 1,346.0 $332K 0.08% -235.0 -14.9% $247.02 +17.5%
166 IWO ISHARES TR 1,026.0 $331K 0.08% $323.01 +13.9%
167 IWD ISHARES TR 1,559.0 $328K 0.08% -156.0 -9.1% $210.34 +11.6%
168 UL UNILEVER PLC Consumer Defensive 5,006.0 $327K 0.08% -2K -29.6% $65.40 -11.8%
169 C CITIGROUP INC Financial Services 2,764.0 $323K 0.08% $116.69 +7.3%
170 MAIN MAIN STR CAP CORP Financial Services 5,000.0 $302K 0.07% $60.39 -15.5%
171 SAP SAP SE Technology 1,206.0 $293K 0.07% -11.0 -0.9% $242.91 -25.9%
172 GDV GABELLI DIVID & INCOME TR Financial Services 10,300.0 $286K 0.07% $27.77 +4.5%
173 WFC WELLS FARGO CO NEW Financial Services 2,966.0 $276K 0.07% $93.20 -18.7%
174 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 1,670.0 $270K 0.07% -212.0 -11.3% $161.96 -6.5%
175 SHOP SHOPIFY INC Technology 1,653.0 $266K 0.06% +17.0 +1.0% $160.97 -34.8%
176 XLE SELECT SECTOR SPDR TR 5,940.0 $266K 0.06% +3K +101.9% $44.71 +32.3%
177 XLK SELECT SECTOR SPDR TR 1,819.0 $262K 0.06% +890.0 +95.8% $143.97 +24.1%
178 TMO THERMO FISHER SCIENTIFIC INC Healthcare 450.0 $261K 0.06% $579.45 -22.0%
179 HUBS HUBSPOT INC Technology 616.0 $247K 0.06% $401.30 -50.6%
180 BMY BRISTOL-MYERS SQUIBB CO Healthcare 4,550.0 $245K 0.06% -2K -26.6% $53.94 +10.4%
Page 9 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%