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CIK: 0001822262
Total reported value
$185.8M
$185.8M
84 檔
25.4%
During the Q4 2025 filing period, Live Oak Investment Partners (CIK: 0001822262) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $185.8M across 84 reported positions.
Live Oak Investment Partners executed strategic sector rebalancing during Q4 2025, establishing 14 new positions while fully exiting 12 holdings and trimming 10 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.65% | +0.30% | -0.74% | |
| 2 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 7.03% | -0.52% | -30.85% | |
| 3 | EVTR | Eaton Vance Total Return | ETF-Other | 5.29% | -0.41% | — | |
| 4 | UCON | First Trust Smith Unconstrai | ETF-Other | 5.13% | -0.33% | -7.30% | |
| 5 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 3.91% | -0.22% | -8.48% | |
| 6 | HFSI | Hartfor Strateg Income Etf-u | ETF-Other | 3.87% | -0.19% | — | |
| 7 | FTLS | First Trust Long/short Eqty | ETF-Other | 3.81% | -0.05% | +2.59% | |
| 8 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 2.99% | +0.12% | +0.68% | |
| 9 | QAI | Nyli Hdg Multi-str Trk ETF | ETF-Other | 2.68% | +0.03% | +1.71% | |
| 10 | VGT | Vanguard Info Tech ETF | ETF-Tech | 2.61% | — | +0.16% | |
| 11 | SMLF | Ishares US Smallcap Equity F | ETF-Other | 2.49% | +0.28% | — | |
| 12 | DBMF | Imgp Dbi Managed Futures Str | ETF-Other | 2.38% | -0.11% | +4.81% | |
| 13 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 2.11% | +0.45% | +18.24% | |
| 14 | HYGH | Ishares Int Rate Hedg Hy ETF | ETF-Other | 2.11% | -0.11% | — | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.81% | +0.09% | +6.95% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.80% | +0.02% | -8.63% | |
| 17 | XOM | Exxon Mobil CORP | Stock-Energy | 1.72% | -0.28% | +5.52% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.72% | -0.07% | -13.91% | |
| 19 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.71% | -0.02% | +5.87% | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.68% | +0.18% | -18.38% | |
| 21 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 1.32% | +0.17% | -19.73% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 1.32% | — | -0.80% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.14% | -0.05% | -23.78% | |
| 24 | RIO | Rio Tinto Plc-spon Adr | Stock-Materials | 1.12% | -1.38% | EXIT | |
| 25 | ALL | Allstate CORP | Stock-Financials | 1.11% | +0.13% | -5.86% | |
| 26 | NFLX | Netflix Inc | Stock-Comm Services | 1.09% | -0.12% | +571.01% | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 1.09% | +0.11% | -5.85% | |
| 28 | VFH | Vanguard Financials ETF | ETF-Other | 1.06% | +0.10% | — | |
| 29 | NMM | Navios Maritime Partners L.P. | Stock-Other | 1.04% | -0.02% | +6.83% | |
| 30 | THC | Tenet Healthcare CORP | Stock-Healthcare | 0.97% | -0.04% | -6.85% | |
| 31 | OPCH | Option Care Health Inc | Stock-Healthcare | 0.96% | -0.77% | EXIT | |
| 32 | SU | Suncor Energy Inc | Stock-Energy | 0.95% | -0.29% | +30.93% | |
| 33 | AZO | Autozone Inc | Stock-Consumer Disc | 0.91% | -0.06% | -26.64% | |
| 34 | VHT | Vanguard Health Care ETF | ETF-Other | 0.88% | +0.26% | -5.75% | |
| 35 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.87% | -0.06% | +31.83% | |
| 36 | RSPN | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.83% | +0.20% | -8.56% | |
| 37 | FCOM | Fidelity Msci Comm Serv Indx | ETF-Other | 0.79% | +0.01% | +4.70% | |
| 38 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.78% | -0.05% | +40.76% | |
| 39 | CSCO | Cisco Systems Inc | Stock-Tech | 0.76% | +0.11% | -7.22% | |
| 40 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.76% | +0.19% | +102.51% | |
| 41 | ORI | Old Republic Intl CORP | Stock-Financials | 0.73% | -0.02% | -13.16% | |
| 42 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.66% | -0.09% | -9.61% | |
| 43 | T | At&t Inc | Stock-Comm Services | 0.65% | -0.25% | -10.59% | |
| 44 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.63% | +0.04% | +20.61% | |
| 45 | RGA | Reinsurance Group Of America | Stock-Financials | 0.57% | -0.04% | -6.13% | |
| 46 | AVGO | Broadcom Inc | Stock-Tech | 0.57% | +0.05% | -10.12% | |
| 47 | AEP | American Electric Power | Stock-Utilities | 0.56% | -0.02% | -7.50% | |
| 48 | FDVV | Fidelity High Dividend ETF | ETF-Other | 0.56% | — | — | |
| 49 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.53% | -0.01% | +2.29% | |
| 50 | USB | US Bancorp | Stock-Financials | 0.53% | -0.02% | -2.89% |
According to official SEC Form 13F filings, Live Oak Investment Partners reported a total U.S. public equity portfolio value of $185.8M across 84 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VEA, PULS, EVTR) accounted for 25.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
EVTR
市值: $8.6M
Top Position Liquidated / Trimmed
IJR
前期市值: $4.1M
During Q4 2025, Live Oak Investment Partners's top holdings by market value included VEA (7.7%)、PULS (7.0%)、EVTR (5.3%). The largest single position, VEA, represented 7.7% of total portfolio value.
In Q4 2025, Live Oak Investment Partners made 50 total portfolio adjustments, initiating 14 new buys, adding to 14 positions, trimming 10 holdings, and fully liquidating 12 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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