Arkolith/Funds/Live Oak Investment Partners

Live Oak Investment Partners

CIK 1822262
Holdings as of Jun 30, 2026·disclosed Aug 10, 2026·~41-day 13F lag·13F-HR
Active Filer

Live Oak Investment Partners holds a diversified book of 93 stocks worth $185.8M as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter they opened Barrick Mining Corp and trimmed Pgim Ultra Short Bond ETF. Their largest long position is Vanguard Ftse Developed ETF at 8% of the equity book.

Opened
6
bought for the first time
Added to
54
already held, bought more
Trimmed
21
sold some, still holds it
Sold out
6
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
30%
Top 10 holdings
46%
Top 20 holdings
66%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

35% mapped to company sectors

ETF / fund or unclassified
65%
Information Technology
7%
Financials
6%
Health Care
4%
Consumer Discretionary
4%
Industrials
4%
Materials
3%
Energy
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Live Oak Investment Partners

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 80$432.1B
ROYAL BANK OF CANADA80 / 80$142.7B
RAYMOND JAMES FINANCIAL INC80 / 80$65.4B
OSAIC HOLDINGS, INC.80 / 80$11.0B
WELLS FARGO & COMPANY/MN79 / 80$107.5B
LPL Financial LLC79 / 80$45.0B
Cetera Investment Advisers79 / 80$12.1B
Farther Finance Advisors, LLC79 / 80$1.6B

Ranked by how many of Live Oak Investment Partners's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

93 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$15.1M211.6K
8.1%
+2.5%
Added · +5K sh
2Morgan Stanley ETF Trust
EATO VANC BD ETF
$12.3M242.5K
6.6%
+3.3%
Added · +8K sh
3Pgim ETF TR
PGIM ULTRA SH BD
$9.7M196.4K
5.2%
−0.4%
Reduced · −742 sh
4Hartford FDS Exchange Traded
STRAT INCOM ETF
$9.4M266.8K
5.0%
+4.4%
Added · +11K sh
5First TR Exchng Traded FD VI
SMIT UNCO BD ETF
$8.9M355.7K
4.8%
+2.2%
Added · +8K sh
6First TR Exch Traded FD III
LNG/SHT EQUITY
$7.0M94.5K
3.8%
+3.2%
Added · +3K sh
7Invesco Exchange Traded FD T
S&P500 EQL TEC
$6.5M101.2K
3.5%
−0.6%
Reduced · −645 sh
8Ssga Active ETF TR
ST STR BL LN ETF
$6.4M157.8K
3.4%
+2.8%
Added · +4K sh
9Invesco Exchange Traded FD T
S&P MDCP QUALITY
$5.8M51.8K
3.1%
+4.3%
Added · +2K sh
10New York Life Investments Et
HEDGE MULTI STRA
$5.1M140.5K
2.8%
+3.4%
Added · +5K sh
11Ishares Inc
MSCI EMRG CHN
$5.1M49.8K
2.7%
+1.1%
Added · +526 sh
12Ishares TR
US SML CAP EQT
$5.1M57.1K
2.7%
+3.4%
Added · +2K sh
13Ishares U S ETF TR
IT RT HDG HGYL
$4.8M55.3K
2.6%
+3.9%
Added · +2K sh
14Litman Gregory FDS TR
IMGP DBI MAN ETF
$4.6M148.7K
2.4%
+3.2%
Added · +5K sh
15Sterling Infrastructure Inc
COM
$3.2M3.8K
1.7%
+1.7%
Added · +64 sh
16Amazon Com Inc
COM
$2.9M12.2K
1.6%
+2.0%
Added · +245 sh
17Allstate Corp
COM
$2.8M11.7K
1.5%
+4.3%
Added · +488 sh
18Microsoft Corp
COM
$2.7M7.3K
1.5%
+4.3%
Added · +300 sh
19Alphabet Inc
CAP STK CL C
$2.7M7.7K
1.5%
+2.0%
Added · +153 sh
20Bank Of NY Mellon Corp
COM
$2.5M17.2K
1.3%
+2.6%
Added · +434 sh
21Visa Inc
COM CL A
$2.4M7.1K
1.3%
+5.1%
Added · +349 sh
22Barrick MNG Corp
COM SHS
$2.2M59.3K
1.2%
New
New position
23Navios Maritime Partners LP
COM UNIT LPI
$2.1M30.4K
1.1%
+3.3%
Added · +982 sh
24Vanguard World FD
HEALTH CAR ETF
$1.8M6.1K
1.0%
+36%
Added · +2K sh
25Vanguard World FD
FINANCIALS ETF
$1.8M13.9K
1.0%
+13%
Added · +2K sh
26Suncor Energy Inc New
COM
$1.8M33.5K
1.0%
+3.8%
Added · +1K sh
27Merck & Co Inc
COM
$1.8M13.8K
1.0%
+0.9%
Added · +126 sh
28Invesco Exchange Traded FD T
S&P500 EQL IND
$1.7M27.3K
0.9%
+25%
Added · +6K sh
29Select Sector SPDR TR
ST STR DISCR ETF
$1.7M14.9K
0.9%
+28%
Added · +3K sh
30Costco Wholesale Corporation
COM
$1.7M1.8K
0.9%
+8.7%
Added · +146 sh
31Tenet Healthcare Corp
COM NEW
$1.6M8.8K
0.9%
+5.1%
Added · +428 sh
32BGC Group Inc
CL A
$1.6M151.1K
0.9%
+7.3%
Added · +10K sh
33Amphenol Corp
CL A
$1.6M8.9K
0.8%
+11%
Added · +859 sh
34Apple Inc
COM
$1.6M5.5K
0.8%
−1.7%
Reduced · −96 sh
35Howmet Aerospace Inc
COM
$1.6M5.8K
0.8%
+7.5%
Added · +408 sh
36Disney Walt Co
COM
$1.5M15.7K
0.8%
+10.0%
Added · +1K sh
37Fidelity Covington Trust
MSCI COMMNTN SVC
$1.5M20.9K
0.8%
+8.5%
Added · +2K sh
38Armstrong World Inds Inc New
COM
$1.3M8.2K
0.7%
New
New position
39Idexx Labs Inc
COM
$1.3M2.5K
0.7%
+7.6%
Added · +176 sh
40Exxon Mobil Corp
COM
$1.2M8.7K
0.6%
−4.4%
Reduced · −399 sh
41T-Mobile US Inc
COM
$1.2M6.9K
0.6%
+10.0%
Added · +625 sh
42American Elec PWR Co Inc
COM
$1.1M8.1K
0.6%
+2.1%
Added · +166 sh
43Coca Cola Co
COM
$1.1M13.1K
0.6%
+2.1%
Added · +264 sh
44Ishares TR
ESG AWR MSCI USA
$1.1M6.5K
0.6%
+2.3%
Added · +147 sh
45Royal BK Cda
COM
$1.0M5.0K
0.6%
+2.1%
Added · +101 sh
46Broadcom Inc
COM
$1.0M2.7K
0.6%
Held
47Encompass Health Corp
COM
$969K9.6K
0.5%
New
New position
48AT&T Inc
COM
$961K46.4K
0.5%
+2.6%
Added · +1K sh
49Cisco Sys Inc
COM
$949K8.1K
0.5%
−8.3%
Reduced · −732 sh
50Smithfield Foods Inc
COM
$862K35.5K
0.5%
+3.5%
Added · +1K sh
Showing 50 of 93 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 10, 202693$185.8M13F-HR
Q1 2026Mar 31, 2026Apr 29, 202693$169.4M13F-HR
Q4 2025Dec 31, 2025Jan 29, 202684$162.7M13F-HR
Q3 2025Sep 30, 2025Oct 29, 202582$151.0M13F-HR/A

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.