Live Oak Investment Partners
Top Portfolio Positions
57 positions ·
$57,918,644 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
7,038 | $2,605,256 | 4.50% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
11,934 | $2,485,494 | 4.29% | |
| RIO |
Rio Tinto PLC
Basic Materials
|
24,973 | $2,329,731 | 4.02% | |
| ALL |
Allstate Corp
Financial Services
|
11,213 | $2,324,903 | 4.01% | |
| SU |
Suncor Energy Inc
Energy
|
32,298 | $2,135,220 | 3.69% | |
| V |
Visa Inc.
Financial Services
|
6,778 | $2,048,582 | 3.54% | |
| NMM |
Navios Maritime Partners L.P.
Industrials
|
29,431 | $1,986,003 | 3.43% | |
| BNY |
Bank of New York Mellon Corp
Financial Services
|
16,723 | $1,983,849 | 3.43% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
1,686 | $1,679,980 | 2.90% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
13,637 | $1,640,394 | 2.83% |
Portfolio Trend
13 quarters · across all stocks
Holdings in NMM
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,986,003 | 29,431 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,692,440 | 32,280 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,361,275 | 30,217 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,075,274 | 28,537 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,104,513 | 28,162 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,195,169 | 27,610 | Principal | Sole | 2025-02-06 | |
| 2024-09-30 | $1,656,877 | 26,456 | Principal | Sole | 2024-11-05 | |
| 2024-06-30 | $1,295,235 | 25,383 | Principal | Sole | 2024-07-16 | |
| No 13F history on record for this holder in this stock. | ||||||