StockDriftsStockDriftsTop 3 Oakhurst Advisors\1\2\3 Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF TR | 45.24% | 25.2K | $9.6M | +1.61%(+400) | — | 2022-12-31 | |
| BSCO | INVESCO EXCH TRD SLF IDX FD | 39.06% | 406.2K | $8.3M | +0.34%(+1.38K) | — | 2022-12-31 | |
| NEE | NEXTERA ENERGY INC | 15.7% | 40.0K | $3.3M | +0.00%(+0) | — | 2022-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Oakhurst Advisors\1\2\3 reports $21.30M in US-listed equity holdings across 5 positions in its most recent 13F filing. Its largest disclosed positions are SPY (45.2%), BSCO (39.1%) and NEE (15.7%). Figures reflect the Q4 2022 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Oakhurst Advisors\1\2\3’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1681681). View Oakhurst Advisors\1\2\3’s 13F filings on SEC