Live Oak Investment Partners FCOM — FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF

Ownership history in Live Oak Investment Partners  ·  13 quarters on record

AI Ownership Summary

Live Oak Investment Partners reported FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF (FCOM) in 13 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.14% in 2023 Q4. The latest visible filing shows FCOM at 0.77% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FCOM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Live Oak Investment Partners's position in FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FCOM was reported at 0.77% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.14% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FCOM stock page Live Oak Investment Partners fund profile Live Oak Investment Partners full holdings
How Live Oak Investment Partners held FCOM — position size vs. price
% of Fund (quarterly)    FCOM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 19,251 +1,753 +10.0% 0.77% $1.3M 2026-04-29 $73.53
2025 Q4 REDUCED 7.5% -6.8% ✅ 17,498 -1,416 -7.5% 0.79% $1.3M 2026-01-29 $75.62
2025 Q3 ADDED — — — 18,914 +2,950 +18.5% 0.68% $751K 2025-10-28 $71.57
2025 Q2 ADDED — — — 15,964 +1,521 +10.5% 0.79% $1.0M 2025-07-24 $65.39
2025 Q1 REDUCED 7.9% +15.5% ❌ 14,443 -1,231 -7.9% 0.64% $813K 2025-04-23 $53.19
2024 Q4 REDUCED 9.0% -3.9% ✅ 15,674 -1,554 -9.0% 0.70% $920K 2025-02-06 $62.46
2024 Q3 ADDED — — — 17,228 +233 +1.4% 0.74% $949K 2024-11-05 $55.79
2024 Q2 REDUCED 39.4% +5.8% ❌ 16,995 -11,035 -39.4% 0.73% $888K 2024-07-16 $51.96
2023 Q4 ADDED — — — 28,030 +9,108 +48.1% 1.14% $1.2M 2024-02-14 $47.49
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding FCOM

As of 2026 Q1 — sorted by position size

REDSTONE WEALTH MANAGEMENT, LLC 6.84% Independence Financial Advisors, LLC 3.48% Yoder Wealth Management, Inc. 3.29% Fischer Financial Services, Inc. 2.44% SOUTHERN CAPITAL ADVISORS, LLC 3Y 2.27% Crumly & Associates Inc. 3Y 1.94% VICUS CAPITAL 3Y 7Y 1.59% Destiny Wealth Partners, LLC 3Y 1.5% Harel Insurance Investments & Financial Services Ltd. 3Y 7Y 1.45% Maltin Wealth Management, Inc. 3Y 1.3%

FAQ About Live Oak Investment Partners and FCOM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Live Oak Investment Partners reported owning FCOM?

Live Oak Investment Partners reported FCOM across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported FCOM position in Live Oak Investment Partners's portfolio?

The largest reported portfolio weight for FCOM was 1.14% in 2023 Q4.

What is the latest reported FCOM position on this page?

The most recent filing on this page is 2026 Q1, when Live Oak Investment Partners reported 19,251 shares, equal to 0.77% of portfolio, with an estimated market value of $1.3M.

What does the chart on this FCOM ownership page compare?

The chart compares Live Oak Investment Partners's quarterly FCOM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Live Oak Investment Partners time their FCOM position?

Based on 13F filing dates vs. subsequent FCOM price moves, Live Oak Investment Partners correctly timed 7 out of 12 reported position changes (58%). The annualised alpha on FCOM relative to SPY over the holding period was +4.9%.

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