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Portfolio (Quarterly) Guide ↗

Live Oak Private Wealth LLC

· CIK 0001799877
13F Portfolio $734M AUM 198 positions Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 10 New 33 Added 53 Reduced 6 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 FISV FISERV INC Technology 44,531 $5.7M 0.80% SOLD
2 WSC WILLSCOT HLDGS CORP Industrials 190,646 $4.0M 0.56% SOLD
3 CMCSA COMCAST CORP NEW Communication Services 55,438 $1.7M 0.24% SOLD
4 UL UNILEVER PLC Consumer Defensive 4,007 $238K 0.03% SOLD
5 ETN EATON CORP PLC Industrials 616 $231K 0.03% SOLD
6 COHEN & STEERS INFRASTRUCTUR 12,075 $942.0 SOLD
Sector Allocation
Financial Services 31.4%
Healthcare 17.0%
Technology 16.9%
Industrials 8.2%
Consumer Cyclical 7.1%
Consumer Defensive 6.0%
Communication Services 5.0%
Energy 3.9%
Basic Materials 3.8%
Utilities 0.8%