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Portfolio (Quarterly) Guide ↗

LAUREL OAK WEALTH MANAGEMENT, LLC

· CIK 0002111403
13F Portfolio $687M AUM 383 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 62 New 109 Added 185 Reduced 40 Exited
Page 11 of 20  ·  383 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 PPL PPL CORP Utilities 13,901.0 $505K 0.07% +869.0 +6.7% $36.35 +0.2%
202 ARM ARM HOLDINGS PLC Technology 1,421.0 $504K 0.07% NEW $354.57 -29.3%
203 AMT AMERICAN TOWER CORP Real Estate 3,072.0 $502K 0.07% +759.0 +32.8% $163.57 +6.5%
204 BLACKROCK ETF TRUST II 10,053.0 $501K 0.07% $49.80
205 SBUX STARBUCKS CORP Consumer Cyclical 4,891.0 $500K 0.07% -169.0 -3.3% $102.19 +5.2%
206 BLUE OWL CAPITAL CORPORATION 45,893.0 $499K 0.07% -22K -32.1% $10.87
207 IJT ISHARES TR 2,769.0 $495K 0.07% +842.0 +43.7% $178.60 -1.3%
208 BX BLACKSTONE INC Financial Services 4,141.0 $487K 0.07% -33.0 -0.8% $117.68 +19.4%
209 PG PROCTER & GAMBLE CO Consumer Defensive 3,317.0 $486K 0.07% +338.0 +11.3% $146.65 -2.1%
210 VONG VANGUARD SCOTTSDALE FDS 3,775.0 $482K 0.07% -807.0 -17.6% $127.81 -0.8%
211 ENB ENBRIDGE INC Energy 8,747.0 $474K 0.07% -381.0 -4.2% $54.21 -5.4%
212 KKR KKR & CO INC Financial Services 5,075.0 $466K 0.07% $91.78 +17.3%
213 MCK MCKESSON CORP Healthcare 614.0 $464K 0.07% $755.60 +16.5%
214 PWR QUANTA SVCS INC Industrials 644.0 $464K 0.07% -29.0 -4.3% $720.04 -2.9%
215 TOTALENERGIES SE 5,963.0 $464K 0.07% -1K -14.9% $77.76
216 ED CONSOLIDATED EDISON INC Utilities 4,190.0 $464K 0.07% -41.0 -1.0% $110.63 -1.4%
217 VUZI VUZIX CORP Technology 158,000.0 $458K 0.07% NEW $2.90 +4.1%
218 DUK DUKE ENERGY CORP NEW Utilities 3,617.0 $458K 0.07% -104.0 -2.8% $126.59 -1.5%
219 NOW SERVICENOW INC Technology 4,572.0 $454K 0.07% +3K +195.9% $99.28 +20.8%
220 GEV GE VERNOVA INC Utilities 384.0 $451K 0.07% +40.0 +11.6% $1174.89 -13.1%
Page 11 of 20  ·  383 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 39.2%
Financial Services 17.6%
Communication Services 13.6%
Consumer Cyclical 10.3%
Healthcare 6.3%
Industrials 4.0%
Energy 3.1%
Utilities 2.5%
Consumer Defensive 2.1%
Real Estate 0.8%