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Portfolio (Quarterly) Guide ↗

LAUREL OAK WEALTH MANAGEMENT, LLC

· CIK 0002111403
13F Portfolio $687M AUM 383 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 62 New 109 Added 185 Reduced 40 Exited
Page 17 of 20  ·  383 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 CRM SALESFORCE INC Technology 1,576.0 $247K 0.04% -489.0 -23.7% $156.67 +25.3%
322 CVS CVS HEALTH CORP Healthcare 2,386.0 $247K 0.04% -474.0 -16.6% $103.45 -8.1%
323 URA GLOBAL X FDS 5,609.0 $245K 0.04% $43.70 -0.3%
324 JNK SPDR SERIES TRUST 2,530.0 $244K 0.04% -4K -59.8% $96.37 -0.7%
325 ILCB ISHARES TR 2,351.0 $244K 0.04% +39.0 +1.7% $103.64 +2.9%
326 TOPT ISHARES TR 7,385.0 $243K 0.04% +335.0 +4.8% $32.92 +1.7%
327 SLV ISHARES SILVER TR Financial Services 4,535.0 $242K 0.04% -480.0 -9.6% $53.47 +8.8%
328 TRP TC ENERGY CORP Energy 3,652.0 $242K 0.04% $66.29 -3.3%
329 EES WISDOMTREE TR 3,537.0 $240K 0.04% -350.0 -9.0% $67.79 +1.8%
330 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 799.0 $234K 0.03% NEW $293.18 +3.7%
331 VRT VERTIV HOLDINGS CO Industrials 698.0 $234K 0.03% NEW $334.82 -17.8%
332 PZA INVESCO EXCH TRADED FD TR II 9,812.0 $231K 0.03% $23.52 -2.9%
333 XLI SELECT SECTOR SPDR TR 1,245.0 $231K 0.03% NEW $185.29 -0.5%
334 IOO ISHARES TR 1,688.0 $231K 0.03% -110.0 -6.1% $136.60 +5.4%
335 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 726.0 $231K 0.03% NEW $317.57 -5.0%
336 HAS HASBRO INC Consumer Cyclical 2,786.0 $230K 0.03% +42.0 +1.5% $82.59 +16.0%
337 TGT TARGET CORP Consumer Defensive 1,755.0 $229K 0.03% -306.0 -14.8% $130.58 +17.9%
338 PRN INVESCO EXCHANGE TRADED FD T 878.0 $229K 0.03% NEW $260.71 -15.0%
339 F FORD MTR CO Consumer Cyclical 16,459.0 $229K 0.03% -6K -27.9% $13.90 +0.5%
340 DE DEERE & CO Industrials 360.0 $228K 0.03% NEW $634.33 -6.0%
Page 17 of 20  ·  383 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 39.2%
Financial Services 17.6%
Communication Services 13.6%
Consumer Cyclical 10.3%
Healthcare 6.3%
Industrials 4.0%
Energy 3.1%
Utilities 2.5%
Consumer Defensive 2.1%
Real Estate 0.8%