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.
Oakhurst Advisors,LLC (CIK 1681681) reported $21.3M across 1 reported positions in its SEC 13F filing for 2022-12-31. Largest positions: SPY ($9.6M, 45.24%), BSCO ($8.3M, 39.06%), NEE ($3.3M, 15.70%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | $9.6M | 45.24% | 25,200 | Added |
| 2 | BSCO | INVESCO EXCH TRD SLF IDX FD | $8.3M | 39.06% | 406,209 | Added |
| 3 | NEE | NEXTERA ENERGY INC | $3.3M | 15.70% | 40,000 | Hold |
Source: SEC Form 13F filings · as of 2022-12-31