Live Oak Investment Partners has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 92 separate positions held by the firm.
The largest position disclosed in the filing is BGC Group Inc. Class A, for which Live Oak holds 153,218 shares. Other significant individual stock holdings include Smithfield Foods Inc., with 35,535 shares, and Suncor Energy Inc. New, with 33,959 shares.
The portfolio also includes a substantial allocation to exchange-traded funds. The Morgan Stanley ETF Trust EATO VANC BD ETF is the largest fund holding, with 245,477 shares. Other notable ETF positions include the Vanguard Tax-Managed Funds Van FTSE Dev Mkt ETF (213,251 shares) and the NYLIM ETF TR Hedge Multi Stra (140,943 shares).
The filing identifies Michael R. Hostick II, the Chief Compliance Officer and Founder of Live Oak Investment Partners, as the authorized signatory. The address listed for the filer is 3103 Bee Cave Road, Suite 104, Austin, TX 78746.
