Institutions / Live Oak Investment Partners
Live Oak Investment Partners
CIK 1822262 · Institution · as of Dec 31, 2025
Portfolio value
$162.74M
Positions
84
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 84 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Tax-Managed Fds | $12.45M | 7.6% |
| PGIM ETF Tr | $11.44M | 7.0% |
| Morgan Stanley ETF Trust | $8.61M | 5.3% |
| First Tr Exchng Traded Fd VI | $8.35M | 5.1% |
| Ssga Active ETF Tr | $6.36M | 3.9% |
| Hartford Fds Exchange Traded | $6.31M | 3.9% |
| First Tr Exch Traded Fd III | $6.20M | 3.8% |
| Invesco Exchange Traded Fd T | $4.86M | 3.0% |
| New York Life Investments Et | $4.36M | 2.7% |
| Vanguard World Fd | $4.25M | 2.6% |
| iShares Tr | $4.05M | 2.5% |
| Litman Gregory Fds Tr | $3.87M | 2.4% |
| iShares Inc | $3.44M | 2.1% |
| iShares U S ETF Tr | $3.43M | 2.1% |
| Amazon.com Inc | $2.94M | 1.8% |
| Apple Inc. | $2.93M | 1.8% |
| Exxon Mobil Corp | $2.80M | 1.7% |
| Microsoft Corp | $2.80M | 1.7% |
| Merck & Co., Inc. | $2.78M | 1.7% |
| Alphabet Inc. | $2.74M | 1.7% |
| Bank of New York Mellon Corp/The | $2.14M | 1.3% |
| NVIDIA Corp | $2.14M | 1.3% |
| Meta Platforms Inc | $1.85M | 1.1% |
| Rio Tinto PLC | $1.82M | 1.1% |
| Allstate Corp | $1.81M | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.