Institutions / O'Brien Greene & Co. Inc
O'Brien Greene & Co. Inc
CIK 1768635 · Institution · as of Dec 31, 2025
Portfolio value
$336.85M
Positions
136
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 136 →
| Company | Value | % of portfolio |
|---|---|---|
| Sprott Physical Gold Trust | $18.68M | 5.5% |
| Interactive Brokers Group Inc | $16.68M | 5.0% |
| Apple Inc. | $14.90M | 4.4% |
| Warren E. Buffett | $14.03M | 4.2% |
| Franklin Ftse Brazil Etf | $12.09M | 3.6% |
| Walmart Inc. | $11.60M | 3.4% |
| Cisco Systems, Inc. | $10.29M | 3.1% |
| Microsoft Corp | $10.24M | 3.0% |
| Franco-Nevada Corp | $10.07M | 3.0% |
| Amgen Inc | $9.71M | 2.9% |
| Williams Cos Inc/The | $9.35M | 2.8% |
| Cboe Global Markets Inc | $9.31M | 2.8% |
| Union Pacific Corp | $9.20M | 2.7% |
| Danaher Corp /De | $8.77M | 2.6% |
| S&P Global Inc. | $8.59M | 2.6% |
| Eog Resources Inc | $8.56M | 2.5% |
| Valero Energy Corp | $8.04M | 2.4% |
| Nutrien Ltd | $7.80M | 2.3% |
| Nextera Energy Inc | $7.35M | 2.2% |
| Medpace Holdings, Inc. | $7.16M | 2.1% |
| Broadridge Financial Solutions Inc | $6.99M | 2.1% |
| Curtiss Wright Corp | $6.95M | 2.1% |
| Veralto Corp | $6.54M | 1.9% |
| Sony Group CorpSONY | $5.68M | 1.7% |
| Talen Energy Corp | $4.15M | 1.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.