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Portfolio (Quarterly) Guide ↗

OAK HARBOR WEALTH PARTNERS, LLC

· CIK 0001912040
13F Portfolio $405M AUM Filed Nov 4, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 255 New
Page 10 of 13  ·  255 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 SHOP SHOPIFY INC Technology 1,636.0 $243K 0.06% NEW $148.61 -29.3%
182 SNOW SNOWFLAKE INC Technology 1,075.0 $242K 0.06% NEW $225.55 -26.0%
183 FAST FASTENAL CO Industrials 4,934.0 $242K 0.06% NEW $49.04 -11.2%
184 RJF RAYMOND JAMES FINL INC Financial Services 1,400.0 $242K 0.06% NEW $172.60 -11.9%
185 EUSA ISHARES INC 2,306.0 $237K 0.06% NEW $102.97 +6.7%
186 TOWN TOWNEBANK PORTSMOUTH VA Financial Services 6,740.0 $233K 0.06% NEW $34.57 +0.1%
187 PSX PHILLIPS 66 Energy 1,659.0 $226K 0.06% NEW $136.02 +31.8%
188 DOW DOW INC Basic Materials 9,795.0 $225K 0.06% NEW $22.93 +56.6%
189 IP INTERNATIONAL PAPER CO Consumer Cyclical 4,748.0 $220K 0.05% NEW $46.40 -32.1%
190 TMO THERMO FISHER SCIENTIFIC INC Healthcare 450.0 $218K 0.05% NEW $485.02 -6.9%
191 CANADIAN PACIFIC KANSAS CITY 2,891.0 $215K 0.05% NEW $74.49
192 KMB KIMBERLY-CLARK CORP Consumer Defensive 1,713.0 $213K 0.05% NEW $124.34 -20.6%
193 INTC INTEL CORP Technology 6,272.0 $210K 0.05% NEW $33.55 +253.2%
194 TXN TEXAS INSTRS INC Technology 1,112.0 $204K 0.05% NEW $183.73 +65.9%
195 BDJ BLACKROCK ENHANCED EQUITY DI Financial Services 21,139.0 $193K 0.05% NEW $9.11 +0.3%
196 SHY ISHARES TR 2,299.0 $191K 0.05% NEW $82.96 -1.0%
197 XLV SELECT SECTOR SPDR TR 1,362.0 $190K 0.05% NEW $139.17 +6.5%
198 ISHARES TR 7,133.0 $180K 0.04% NEW $25.19
199 SDY SPDR SERIES TRUST 1,214.0 $170K 0.04% NEW $140.05 +6.2%
200 IBDS ISHARES TR 6,853.0 $167K 0.04% NEW $24.34 -0.6%
Page 10 of 13  ·  255 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 21.3%
Financial Services 20.4%
Healthcare 12.9%
Industrials 12.8%
Consumer Defensive 10.6%
Consumer Cyclical 8.9%
Communication Services 6.1%
Utilities 2.8%
Energy 2.6%
Basic Materials 1.2%