Live Oak Investment Partners
RIA/Wealth
Live Oak Investment Partners is a RIA/Wealth based in Austin, TX led by Michael Richard Hostick, reporting $220.3M in AUM as of Q3 2025 with 53% ETF concentration.
CCOMichael Richard Hostick
- Portfolio Value
- $202.0M
- Positions
- 115
- Top Holding
- PULS at 8.23%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Live Oak Investment Partners's portfolio (41.2% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Unknown Unknown | $16.6M | 8.23% | +$3.9M Bought | — 333.5K shares | |
ETF ETF | $12.0M | 5.96% | +$1.2M Bought | — 200.8K shares | |
ETF ETF | $9.9M | 4.91% | +$9.9M Bought | — 196.4K shares | |
ETF ETF | $9.0M | 4.46% | +$1.5M Bought | — 358.0K shares | |
ETF ETF | $7.1M | 3.51% | +$7.1M Bought | — 162.6K shares | |
ETF ETF | $7.0M | 3.47% | +$954.6K Bought | — 168.4K shares | |
ETF ETF | $6.2M | 3.09% | +$6.2M Bought | — 230.5K shares | |
ETF ETF | $6.0M | 2.95% | +$668.0K Bought | — 85.2K shares | |
ETF ETF | $4.9M | 2.45% | +$414.0K Bought | — 47.1K shares | |
ETF ETF | $4.3M | 2.13% | +$441.1K Bought | — 128.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Live Oak Investment Partners's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
+89.39% | |
+73.43% | |
+46.64% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-15.65% | |
-11.38% |
Analytics
Portfolio insights and performance metrics for Live Oak Investment Partners
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