Stock Taper

LIVE OAK PRIVATE WEALTH LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Sony Group CorporationSONY431.46K$8.66M
Bank of America CorporationBAC344.96K$19.66M
Invesco Ltd.IVZ321.03K$8.47M
Brookfield CorporationBN300.06K$12.78M
Copart, Inc.CPRT250.8K$7.07M
The Charles Schwab CorporationSCHW203.52K$18.78M
Slb N.V.SLB187.98K$8.74M
Vishay Intertechnology, Inc.VSH173.41K$9.33M
Cisco Systems, Inc.CSCO134.42K$15.79M
McCormick & Company, IncorporatedMKC133.19K$6.72M
Dollar Tree, Inc.DLTR126.19K$15.26M
Newmont CorporationNEM117.91K$11.01M
MetLife, Inc.MET114.47K$9.69M
Diageo plcDEO90.16K$7.25M
The Walt Disney CompanyDIS86.55K$8.33M
Viatris Inc.VTRS79.54K$1.26M
Merck & Co., Inc.MRK77.79K$10M
United Parcel Service, Inc.UPS73.24K$7.87M
Apple Inc.AAPL72.56K$21M
Novartis AGNVS72.43K$11.35M