Live Oak Investment Partners Portfolio Holdings

Live Oak Investment Partners has filed its 13F form on July 16, 2024 for Q2 2024 where it was disclosed a total value porftolio of $116 Million distributed in 10932 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Janus Henderson Short Duration with a value of $11M, Vanguard Ftse Developed Market with a value of $8.6M, Invesco ETF Tr Ii Pfd ETF with a value of $7.41M, Ssga Active Trust with a value of $4.78M, and First Tr Long/Short Equity ETF with a value of $4.52M.

Examining the 13F form we can see an increase of $6.14M in the current position value, from $109M to 116M. Also it can be appreciated an additional of 23 stocks purchases and 1 closed positions.

Live Oak Investment Partners is based out at Austin, TX

Below you can find more details about Live Oak Investment Partners portfolio as well as his latest detailed transactions.