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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 4 of 4  ·  72 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BMY BRISTOL-MYERS SQUIBB CO Healthcare 4,550.0 $245K 0.06% -2K -26.6% $53.94 +10.4%
62 MO ALTRIA GROUP INC Consumer Defensive 4,168.0 $240K 0.06% -807.0 -16.2% $57.66 +27.8%
63 RJF RAYMOND JAMES FINL INC Financial Services 1,366.0 $219K 0.05% -34.0 -2.4% $160.59 -5.3%
64 DOW DOW INC Basic Materials 8,841.0 $207K 0.05% -954.0 -9.7% $23.38 +53.6%
65 SNOW SNOWFLAKE INC Technology 936.0 $205K 0.05% -139.0 -12.9% $219.36 -23.9%
66 EMB ISHARES TR 884.0 $85K 0.02% -8.0 -0.9% $96.28 -1.3%
67 IYW ISHARES TR 344.0 $69K 0.02% -50.0 -12.7% $199.68 +20.2%
68 IVW ISHARES TR 445.0 $55K 0.01% -52.0 -10.5% $123.26 +10.8%
69 RPG INVESCO EXCHANGE TRADED FD T 1,168.0 $55K 0.01% -163.0 -12.2% $46.67 +23.5%
70 XLP SELECT SECTOR SPDR TR 570.0 $44K 0.01% -98.0 -14.7% $77.68 +9.0%
71 IBDT ISHARES TR 1,415.0 $36K 0.01% -4K -74.0% $25.46 -0.9%
72 MMTM SPDR SERIES TRUST 28.0 $8K 0.00% -22.0 -44.0% $292.07 +8.5%
Page 4 of 4  ·  72 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%