Live Oak Investment Partners Reduced Holdings in Q2 2025

Live Oak Investment Partners

  • $126 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
HD
Home Depot, Inc.

Consumer Cyclical
-1.03K
- 43.88%
$335.24 - $380.78 $346K - $393K
1.32K $484K
BMY
Bristol Myers Squibb CO

Healthcare
-417
- 2.08%
$44.12 - $59.6 $18.4K - $24.9K
19.6K $908K
AAPL
Apple Inc.

Technology
-155
- 1.28%
$172.42 - $223.89 $26.7K - $34.7K
11.9K $2.45M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-1.7K
- 28.13%
$108.06 - $135.3 $184K - $230K
4.34K $587K
KMB
Kimberly Clark Corp

Consumer Defensive
-257
- 3.18%
$126.84 - $145.22 $32.6K - $37.3K
7.83K $1.01M
GRNB
Vaneck ETF Tr Green Bd ETF

ETFs
-4.64K
- 34.21%
$23.61 - $24.24 $109K - $112K
8.92K $216K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-558
- 33.19%
$273.67 - $366.17 $153K - $204K
1.12K $411K
AZO
Autozone Inc

Consumer Cyclical
-11
- 1.79%
$3478.38 - $3880.15 $38.3K - $42.7K
602 $2.23M
ALL
Allstate Corp

Financial Services
-159
- 1.73%
$180.53 - $212.64 $28.7K - $33.8K
9.06K $1.82M
MCD
Mcdonalds Corp

Consumer Cyclical
-84
- 3.18%
$285.55 - $321.23 $24K - $27K
2.55K $746K
AEP
American Electric Power CO Inc

Utilities
-281
- 3.38%
$98.59 - $109.11 $27.7K - $30.7K
8.04K $834K
PKG
Packaging Corp Of America

Consumer Cyclical
-92
- 2.5%
$175.97 - $201.36 $16.2K - $18.5K
3.59K $677K
SU
Suncor Energy Inc

Energy
-404
- 1.67%
$31.54 - $41.04 $12.7K - $16.6K
23.8K $890K
KO
Coca Cola CO

Consumer Defensive
-375
- 3.08%
$68.37 - $73.9 $25.6K - $27.7K
11.8K $835K
DUK
Duke Energy Corp

Utilities
-188
- 5.92%
$112.46 - $124.05 $21.1K - $23.3K
2.99K $352K
FDX
Fedex Corp

Industrials
-44
- 3.25%
$198.07 - $245.17 $8.72K - $10.8K
1.31K $297K
PSA
Public Storage

Real Estate
-62
- 3.65%
$266.31 - $309.77 $16.5K - $19.2K
1.64K $480K
CI
Cigna Corp

Healthcare
-75
- 3.01%
$301.89 - $340.04 $22.6K - $25.5K
2.41K $797K
APD
Air Products & Chemicals, Inc.

Basic Materials
-10
- 0.96%
$248.61 - $294.96 $2.49K - $2.95K
1.04K $292K
RGA
Reinsurance Group Of America Inc

Financial Services
-107
- 2.32%
$168.32 - $209.71 $18K - $22.4K
4.5K $892K
UNP
Union Pacific Corp

Industrials
-15
- 0.87%
$208.27 - $238.46 $3.12K - $3.58K
1.71K $392K
V
Visa Inc.

Financial Services
-101
- 1.85%
$308.27 - $373.31 $31.1K - $37.7K
5.35K $1.9M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-146
- 0.86%
$50.36 - $50.68 $7.35K - $7.4K
16.7K $848K
T
At&T Inc.

Communication Services
-1.14K
- 2.49%
$26.33 - $28.94 $29.9K - $32.9K
44.5K $1.29M
DRI
Darden Restaurants Inc

Consumer Cyclical
-207
- 5.01%
$186.58 - $225.78 $38.6K - $46.7K
3.92K $854K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-35
- 5.12%
$456.74 - $568.03 $16K - $19.9K
649 $368K
USB
Us Bancorp \De\

Financial Services
-335
- 2.13%
$36.4 - $45.76 $12.2K - $15.3K
15.4K $696K
QAI
Iq Hedge Multi Strategy Compos

ETFs
-1.65K
- 1.42%
$29.76 - $32.32 $49.2K - $53.5K
115K $3.71M
SRLN
Ssga Active Trust

ETFs
-6
- -0.0%
$39.47 - $41.59 $237 - $250
145K $6.05M
CSCO
Cisco Systems, Inc.

Technology
-364
- 2.17%
$53.19 - $69.38 $19.4K - $25.3K
16.4K $1.14M
AVGO
Broadcom Inc.

Technology
-1.3K
- 30.03%
$146.29 - $275.65 $191K - $359K
3.04K $837K
BK
Bank Of New York Mellon Corp

Financial Services
-511
- 2.13%
$73.31 - $91.62 $37.5K - $46.8K
23.5K $2.14M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-133
- 0.41%
$90.56 - $109.49 $12K - $14.6K
31.9K $3.49M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-908
- 2.06%
$82.17 - $99.96 $74.6K - $90.8K
43.2K $4.24M
GOOG
Alphabet Inc.

Communication Services
-32
- 0.3%
$146.58 - $180.01 $4.69K - $5.76K
10.6K $1.88M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-521
- 1.45%
$50.08 - $63.14 $26.1K - $32.9K
35.4K $2.24M
META
Meta Platforms, Inc.

Communication Services
-56
- 1.48%
$484.66 - $738.09 $27.1K - $41.3K
3.73K $2.75M
MSFT
Microsoft Corp

Technology
-95
- 1.36%
$354.56 - $497.45 $33.7K - $47.3K
6.9K $3.43M
VEA
Vanguard Ftse Developed Market

ETFs
-4.5K
- 2.42%
$45.65 - $57.01 $205K - $256K
181K $10.3M
NFLX
Netflix Inc

Communication Services
-66
- 2.15%
$855.86 - $1339.13 $56.5K - $88.4K
3K $4.02M
Activity Summary
Buys All Purchases 30 New Holdings 7 Increased Positions 23 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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