Live Oak Investment Partners Q4 2025 Filing

Filed January 29, 2026

Portfolio Value

$162.7B

Holdings

84

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (84 positions)

#StockSharesValue% PortfolioType
1
VEAVANGUARD TAX-MANAGED FDS
199,280$12.4B7.65%
2
PULSPGIM ETF TR
230,593$11.4B7.03%
3
EVTRMORGAN STANLEY ETF TRUST
167,205$8.6B5.29%
4
UCONFIRST TR EXCHNG TRADED FD VI
331,840$8.4B5.13%
5
SRLNSSGA ACTIVE ETF TR
154,083$6.4B3.91%
6
HFSIHARTFORD FDS EXCHANGE TRADED
177,723$6.3B3.87%
7
FTLSFIRST TR EXCH TRADED FD III
87,375$6.2B3.81%
8
XMHQINVESCO EXCHANGE TRADED FD T
47,447$4.9B2.99%
9
QAINEW YORK LIFE INVESTMENTS ET
130,174$4.4B2.68%
10
VGTVANGUARD WORLD FD
5,636$4.2B2.61%
11
SMLFISHARES TR
54,136$4.1B2.49%
12
DBMFLITMAN GREGORY FDS TR
138,022$3.9B2.38%
13
EMXCISHARES INC
47,294$3.4B2.11%
14
HYGHISHARES U S ETF TR
39,820$3.4B2.11%
15
AMZNAMAZON COM INC
12,748$2.9B1.81%
16
AAPLAPPLE INC
10,788$2.9B1.80%
17
XOMEXXON MOBIL CORP
23,294$2.8B1.72%
18
MSFTMICROSOFT CORP
5,791$2.8B1.72%
19
MRKMERCK & CO INC
26,432$2.8B1.71%
20
GOOGALPHABET INC
8,716$2.7B1.68%
21
BKBANK NEW YORK MELLON CORP
18,451$2.1B1.32%
22
NVDANVIDIA CORPORATION
11,484$2.1B1.32%
23
METAMETA PLATFORMS INC
2,808$1.9B1.14%
24
RIORIO TINTO PLC
22,710$1.8B1.12%
25
ALSALLSTATE CORP
8,698$1.8B1.11%
26
NFLXNETFLIX INC
18,983$1.8B1.09%
27
VVISA INC
5,050$1.8B1.09%
28
VFHVANGUARD WORLD FD
12,957$1.7B1.06%
29
NMMNAVIOS MARITIME PARTNERS L P
32,280$1.7B1.04%
30
THCTENET HEALTHCARE CORP
7,967$1.6B0.97%
31
OPCHOPTION CARE HEALTH INC
48,861$1.6B0.96%
32
SUSUNCOR ENERGY INC NEW
34,737$1.5B0.95%
33
AZOAUTOZONE INC
435$1.5B0.91%
34
VHTVANGUARD WORLD FD
4,971$1.4B0.88%
35
IDXXIDEXX LABS INC
2,104$1.4B0.87%
36
RSPNINVESCO EXCHANGE TRADED FD T
23,858$1.4B0.83%
37
FCOMFIDELITY COVINGTON TRUST
17,498$1.3B0.79%
38
CMCSACOMCAST CORP NEW
42,555$1.3B0.78%
39
CSCOCISCO SYS INC
16,099$1.2B0.76%
40
XLYSELECT SECTOR SPDR TR
10,338$1.2B0.76%
41
ORIOLD REP INTL CORP
26,027$1.2B0.73%
42
BMYBRISTOL-MYERS SQUIBB CO
19,947$1.1B0.66%
43
TAT&T INC
42,732$1.1B0.65%
44
ESGUISHARES TR
6,848$1.0B0.63%
45
RGAREINSURANCE GRP OF AMERICA I
4,565$928.0M0.57%
46
AVGOBROADCOM INC
2,664$922.0M0.57%
47
AEPAMERICAN ELEC PWR CO INC
7,970$918.0M0.56%
48
FDVVFIDELITY COVINGTON TRUST
15,994$906.0M0.56%
49
JPSTJ P MORGAN EXCHANGE TRADED F
17,129$866.0M0.53%
50
USBUS BANCORP DEL
16,080$858.0M0.53%
51
KOCOCA COLA CO
12,114$846.0M0.52%
52
MDTMEDTRONIC PLC
8,796$844.0M0.52%
53
RYROYAL BK CDA
4,384$747.0M0.46%
54
PKGPACKAGING CORP AMER
3,554$732.0M0.45%
55
DRIDARDEN RESTAURANTS INC
3,947$726.0M0.45%
56
HDHOME DEPOT INC
2,099$722.0M0.44%
57
UGIUGI CORP NEW
18,081$676.0M0.42%
58
CITHE CIGNA GROUP
2,369$652.0M0.40%
59
WMTWALMART INC
5,644$628.0M0.39%
60
XLFISELECT SECTOR SPDR TR
7,539$585.0M0.36%
61
DLNWISDOMTREE TR
6,622$583.0M0.36%
62
FANGDIAMONDBACK ENERGY INC
3,816$573.0M0.35%
63
PSAPUBLIC STORAGE OPER CO
2,191$568.0M0.35%
64
FDXFEDEX CORP
1,879$542.0M0.33%
65
DUKDUKE ENERGY CORP NEW
4,277$501.0M0.31%
66
MGKVANGUARD WORLD FD
1,149$474.0M0.29%
67
MPCMARATHON PETE CORP
2,913$473.0M0.29%
68
JPMJPMORGAN CHASE & CO.
1,409$454.0M0.28%
69
SCHBSCHWAB STRATEGIC TR
15,828$415.0M0.26%
70
GRNBVANECK ETF TRUST
16,579$403.0M0.25%
71
UNPUNION PAC CORP
1,589$367.0M0.23%
72
MSIMOTOROLA SOLUTIONS INC
946$362.0M0.22%
73
EMNTPIMCO ETF TR
3,442$339.0M0.21%
74
VCEBVANGUARD WORLD FD
5,013$318.0M0.20%
75
FUTYFIDELITY COVINGTON TRUST
4,876$269.0M0.17%
76
STIPISHARES TR
2,499$255.0M0.16%
77
NUDMNUSHARES ETF TR
6,756$244.0M0.15%
78
IYWISHARES TR
1,200$239.0M0.15%
79
BACBANK AMERICA CORP
4,265$234.0M0.14%
80
APDAIR PRODS & CHEMS INC
942$232.0M0.14%
81
FPFDFIDELITY COVINGTON TRUST
10,667$232.0M0.14%
82
CGMSCAPITAL GRP FIXED INCM ETF T
8,020$221.0M0.14%
83
SOSOUTHERN CO
2,422$211.0M0.13%
84
NEENEXTERA ENERGY INC
2,574$206.0M0.13%