Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Live Oak Investment Partners (CIK 1822262) reported $169.4M across 93 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VEA ($13.2M, 7.81%), EVTR ($11.9M, 7.03%), PULS ($9.8M, 5.76%), HSUN ($8.9M, 5.24%), UCON ($8.6M, 5.09%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | $13.2M | 7.81% | 206,423 | Added |
| 2 | EVTR | MORGAN STANLEY ETF TRUST | $11.9M | 7.03% | 234,686 | Added |
| 3 | PULS | PGIM ETF TR | $9.8M | 5.76% | 197,188 | Trimmed |
| 4 | HSUN | HARTFORD FDS EXCHANGE TRADED | $8.9M | 5.24% | 255,507 | Added |
| 5 | UCON | FIRST TR EXCHNG TRADED FD VI | $8.6M | 5.09% | 348,032 | Added |
| 6 | FTLS | FIRST TR EXCH TRADED FD III | $6.4M | 3.80% | 91,560 | Added |
| 7 | SRLN | SSGA ACTIVE ETF TR | $6.2M | 3.64% | 153,425 | Trimmed |
| 8 | XMHQ | INVESCO EXCHANGE TRADED FD T | $5.1M | 3.03% | 49,688 | Added |
| 9 | QAI | NEW YORK LIFE INVESTMENTS ET | $4.6M | 2.74% | 135,894 | Added |
| 10 | RYT | INVESCO EXCHANGE TRADED FD T | $4.6M | 2.72% | 101,871 | New |
| 11 | HYGH | ISHARES U S ETF TR | $4.6M | 2.69% | 53,194 | Added |
| 12 | DBMF | LITMAN GREGORY FDS TR | $4.3M | 2.56% | 144,036 | Added |
| 13 | SMLF | ISHARES TR | $4.2M | 2.46% | 55,200 | Added |
| 14 | EMXC | ISHARES INC | $3.9M | 2.29% | 49,261 | Added |
| 15 | MSFT | MICROSOFT CORP | $2.6M | 1.54% | 7,038 | Added |
| 16 | AMZN | AMAZON COM INC | $2.5M | 1.47% | 11,934 | Trimmed |
| 17 | RIO | RIO TINTO PLC | $2.3M | 1.38% | 24,973 | Added |
| 18 | ALL | ALLSTATE CORP | $2.3M | 1.37% | 11,213 | Added |
| 19 | GOOG | ALPHABET INC | $2.2M | 1.28% | 7,551 | Trimmed |
| 20 | SU | SUNCOR ENERGY INC NEW | $2.1M | 1.26% | 32,298 | Trimmed |
| 21 | V | VISA INC | $2.0M | 1.21% | 6,778 | Added |
| 22 | NMM | NAVIOS MARITIME PARTNERS LP | $2.0M | 1.17% | 29,431 | Trimmed |
| 23 | BK | BANK NEW YORK MELLON CORP | $2.0M | 1.17% | 16,723 | Trimmed |
| 24 | COST | COSTCO WHOLESALE CORPORATION | $1.7M | 0.99% | 1,686 | New |
| 25 | MRK | MERCK & CO INC | $1.6M | 0.97% | 13,637 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31