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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 19 of 20  ·  383 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 TER TERADYNE INC Technology 421.0 $204K 0.03% NEW $483.84 -8.4%
362 ATI ATI INC Industrials 1,033.0 $204K 0.03% NEW $197.10 +17.6%
363 AXON AXON ENTERPRISE INC Industrials 363.0 $204K 0.03% -216.0 -37.3% $560.61 +7.8%
364 RSP INVESCO EXCHANGE TRADED FD T 951.0 $202K 0.03% -99.0 -9.4% $212.77 +3.8%
365 SCHR SCHWAB STRATEGIC TR 8,192.0 $202K 0.03% -76.0 -0.9% $24.66 -1.0%
366 TRV TRAVELERS COMPANIES INC Financial Services 608.0 $201K 0.03% NEW $330.12 +10.4%
367 ENVX ENOVIX CORPORATION Industrials 31,850.0 $193K 0.03% NEW $6.07 -40.7%
368 NNBR NN INC Industrials 50,000.0 $180K 0.03% NEW $3.59 +14.5%
369 RKT ROCKET COS INC Financial Services 11,180.0 $176K 0.03% -3K -18.7% $15.75 -7.9%
370 SRI STONERIDGE INC Consumer Cyclical 22,500.0 $165K 0.02% NEW $7.32 -3.6%
371 FS SPECIALTY LENDING FD 14,011.0 $156K 0.02% -12K -46.1% $11.15
372 NVAX NOVAVAX INC Healthcare 15,540.0 $146K 0.02% $9.42 -14.3%
373 MFG MIZUHO FINANCIAL GROUP INC Financial Services 12,084.0 $116K 0.02% +576.0 +5.0% $9.58 +13.0%
374 GRAB GRAB HOLDINGS LIMITED Technology 30,300.0 $114K 0.02% NEW $3.77 -5.0%
375 FTCI FTC SOLAR INC Energy 16,000.0 $81K 0.01% NEW $5.08 -54.3%
376 EOSE EOS ENERGY ENTERPRISES INC Industrials 11,042.0 $65K 0.01% NEW $5.88 -33.2%
377 HYLN HYLIION HOLDINGS CORP Consumer Cyclical 10,000.0 $52K 0.01% $5.21 -21.5%
378 NIO NIO INC Consumer Cyclical 10,291.0 $52K 0.01% $5.06 -9.1%
379 BBD BANCO BRADESCO S A Financial Services 12,194.0 $42K 0.01% -785.0 -6.0% $3.47 -11.0%
380 META PLATFORMS INC 43.0 $31K 0.00% NEW $717.63
Page 19 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%