Live Oak Investment Partners Portfolio Stock Holdings

Live Oak Investment Partners disclosed 93 stock positions valued at approximately $169.4 million in its latest SEC 13F filing. The largest holdings include VANGUARD TAX-MANAGED FDS, MORGAN STANLEY ETF TRUST, and PGIM ETF TR. The filing reflects positions held as of March 31, 2026 and was filed on April 29, 2026.

Report Period
March 31, 2026
No. of Stocks
93
Portfolio Value
$169.4M
Holdings by Sector
Live Oak Investment Partners Portfolio Holdings in Q1 2026

90 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
VANGUARD TAX-MANAGED FDSVEAOther7.81%206,423+7,143+3.58%$13,227,597
MORGAN STANLEY ETF TRUSTEVTROther7.03%234,686+67,481+40.36%$11,910,305
PGIM ETF TRPULSOther5.76%197,188-33,405-14.49%$9,760,826
FIRST TR EXCHNG TRADED FD VIUCONOther5.09%348,032+16,192+4.88%$8,620,749
FIRST TR EXCH TRADED FD IIIFTLSOther3.80%91,560+4,185+4.79%$6,442,162
SSGA ACTIVE ETF TRSRLNOther3.64%153,425-658-0.43%$6,158,491
INVESCO EXCHANGE TRADED FD TXMHQOther3.03%49,688+2,241+4.72%$5,136,260
NEW YORK LIFE INVESTMENTS ETQAIOther2.74%135,894+5,720+4.39%$4,636,686
INVESCO EXCHANGE TRADED FD TRSPTOther2.72%101,871+101,871+100.00%$4,610,685
ISHARES U S ETF TRHYGHOther2.69%53,194+13,374+33.59%$4,553,975
LITMAN GREGORY FDS TRDBMFOther2.56%144,036+6,014+4.36%$4,342,686
ISHARES TRSMLFOther2.46%55,200+1,064+1.97%$4,167,052
ISHARES INCEMXCOther2.29%49,261+1,967+4.16%$3,874,908
MICROSOFT CORPMSFTTechnology1.54%7,038+1,247+21.53%$2,605,290
AMAZON COM INCAMZNConsumer Cyclical1.47%11,934-814-6.39%$2,485,494
RIO TINTO PLCRIOBasic Materials1.38%24,973+2,263+9.96%$2,329,707
ALLSTATE CORPALLFinancial Services1.37%11,213+2,515+28.91%$2,324,836
ALPHABET INCGOOGCommunication Services1.28%7,551-1,165-13.37%$2,166,137
SUNCOR ENERGY INC NEWSUEnergy1.26%32,298-2,439-7.02%$2,135,221
VISA INCVFinancial Services1.21%6,778+1,728+34.22%$2,048,670
BANK NEW YORK MELLON CORPBKFinancial Services1.17%16,723-1,728-9.37%$1,983,889
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive0.99%1,686+1,686+100.00%$1,679,981
MERCK & CO INCMRKHealthcare0.97%13,637-12,795-48.41%$1,640,395
TENET HEALTHCARE CORPTHCHealthcare0.93%8,378+411+5.16%$1,581,012
EXXON MOBIL CORPXOMEnergy0.92%9,140-14,154-60.76%$1,550,692
STERLING INFRASTRUCTURE INCSTRLIndustrials0.91%3,765+3,765+100.00%$1,533,372
VANGUARD WORLD FDVFHOther0.88%12,294-663-5.12%$1,485,249
APPLE INCAAPLTechnology0.83%5,546-5,242-48.59%$1,407,486
DISNEY WALT CODISCommunication Services0.81%14,314+14,314+100.00%$1,379,583
BGC GROUP INCBGCFinancial Services0.81%140,909+140,909+100.00%$1,378,090
T-MOBILE US INCTMUSCommunication Services0.78%6,262+6,262+100.00%$1,315,208
FIDELITY COVINGTON TRUSTFCOMOther0.77%19,251+1,753+10.02%$1,311,345
AT&T INCTCommunication Services0.77%45,233+2,501+5.85%$1,311,305
OPTION CARE HEALTH INCOPCHHealthcare0.77%48,631-230-0.47%$1,309,147
IDEXX LABS INCIDXXHealthcare0.76%2,302+198+9.41%$1,293,471
SELECT SECTOR SPDR TRXLYOther0.75%11,623+1,285+12.43%$1,266,621
INVESCO EXCHANGE TRADED FD TRSPNOther0.74%21,753-2,105-8.82%$1,252,545
HOWMET AEROSPACE INCHWMIndustrials0.73%5,401+5,401+100.00%$1,244,714
VANGUARD WORLD FDVHTOther0.73%4,528-443-8.91%$1,233,004
AMERICAN ELEC PWR CO INCAEPUtilities0.62%7,959-11-0.14%$1,043,241
AMPHENOL CORPAPHTechnology0.60%8,091+8,091+100.00%$1,022,298
CHAMPION HOMES INCSKYConsumer Cyclical0.58%13,184+13,184+100.00%$980,494
COCA COLA COKOConsumer Defensive0.57%12,807+693+5.72%$973,959
ISHARES TRESGUOther0.53%6,308-540-7.89%$892,077
BROADCOM INCAVGOTechnology0.50%2,718+54+2.03%$841,248
MEDTRONIC PLCMDTOther0.48%9,380+584+6.64%$812,777
ROYAL BK CDARYFinancial Services0.46%4,864+480+10.95%$786,898
PACKAGING CORP AMERPKGConsumer Cyclical0.44%3,478-76-2.14%$738,101
UGI CORP NEWUGIUtilities0.43%20,205+2,124+11.75%$735,866
THE CIGNA GROUPCIHealthcare0.42%2,697+328+13.85%$719,425
DUKE ENERGY CORP NEWDUKUtilities0.40%5,235+958+22.40%$685,471
CISCO SYS INCCSCOTechnology0.40%8,815-7,284-45.25%$683,956
NVIDIA CORPORATIONNVDATechnology0.40%3,917-7,567-65.89%$683,125
MARATHON PETE CORPMPCEnergy0.40%2,790-123-4.22%$681,262
FEDEX CORPFDXIndustrials0.40%1,879--$669,262
WISDOMTREE TRDLNOther0.39%7,364+742+11.21%$657,826
WALMART INCWMTConsumer Defensive0.38%5,230-414-7.34%$649,991
SELECT SECTOR SPDR TRXLPOther0.38%7,788+249+3.30%$638,468
HOME DEPOT INCHDConsumer Cyclical0.37%1,893-206-9.81%$622,589
FIDELITY COVINGTON TRUSTFDVVOther0.36%11,184-4,810-30.07%$617,804
GILEAD SCIENCES INCGILDHealthcare0.35%4,298+4,298+100.00%$599,012
NETFLIX INCNFLXCommunication Services0.34%6,073-12,910-68.01%$583,919
BRISTOL-MYERS SQUIBB COBMYHealthcare0.34%9,449-10,498-52.63%$573,082
NORTHROP GRUMMAN CORPNOCIndustrials0.34%833+833+100.00%$568,306
VANECK ETF TRUSTGRNBOther0.33%23,487+6,908+41.67%$562,725
META PLATFORMS INCMETACommunication Services0.33%971-1,837-65.42%$555,582
AUTOZONE INCAZOConsumer Cyclical0.29%143-292-67.13%$483,023
OLD REP INTL CORPORIFinancial Services0.27%11,415-14,612-56.14%$455,458
VANGUARD WORLD FDMGKOther0.25%1,169+20+1.74%$429,537
MOTOROLA SOLUTIONS INCMSITechnology0.24%946--$410,536
SCHWAB STRATEGIC TRSCHBOther0.23%15,828--$397,283
UNION PAC CORPUNPIndustrials0.23%1,578-11-0.69%$382,854
JPMORGAN CHASE & COJPMFinancial Services0.21%1,188-221-15.68%$349,462
REINSURANCE GROUP AMER INCRGAFinancial Services0.19%1,594-2,971-65.08%$325,431
VANGUARD WORLD FDVCEBOther0.19%5,013--$314,967
US BANCORPUSBFinancial Services0.18%5,942-10,138-63.05%$309,043
J P MORGAN EXCHANGE TRADED FJPSTOther0.17%5,758-11,371-66.38%$291,412
COMCAST CORP NEWCMCSACommunication Services0.17%10,008-32,547-76.48%$287,325
FIDELITY COVINGTON TRUSTFUTYOther0.17%4,806-70-1.44%$283,893
AIR PRODUCTS AND CHEMICALS IAPDBasic Materials0.16%942--$273,642
ISHARES TRFALNOther0.15%9,471+9,471+100.00%$253,065
DIAMONDBACK ENERGY INCFANGEnergy0.15%1,271-2,545-66.69%$251,391
NUSHARES ETF TRNUDMOther0.14%6,756--$243,959
NEXTERA ENERGY INCNEEUtilities0.14%2,574--$239,073
SOUTHERN COSOUtilities0.14%2,422--$233,771
CAPITAL GRP FIXED INCM ETF TCGMSOther0.14%8,561+541+6.75%$233,116
FIDELITY COVINGTON TRUSTFPFDOther0.14%10,766+99+0.93%$231,092
PUBLIC STORAGE OPER COPSAReal Estate0.13%828-1,363-62.21%$224,289
ISHARES TRIYWOther0.13%1,208+8+0.67%$219,155
ISHARES TRHDVOther0.12%1,474+1,474+100.00%$200,051