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CIK: 0001768635
Total reported value
$362.4M
$362.4M
136 檔
17.4%
At the close of Q1 2025, O'Brien Greene & Co. Inc disclosed equity holdings valued at approximately $362.4M, spread across 136 reported holdings.
In Q1 2025, O'Brien Greene & Co. Inc displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 5.28% | +0.07% | -4.30% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.34% | +0.44% | -1.52% | |
| 3 | PHYS | Sprott Physical Gold Trust | Stock-Other | 4.12% | -0.91% | +6.29% | |
| 4 | IBKR | Interactive Brokers Gro-cl A | Stock-Financials | 4.04% | +1.09% | -4.19% | |
| 5 | EOG | Eog Resources Inc | Stock-Energy | 3.42% | -0.42% | -1.07% | |
| 6 | WMT | Walmart Inc | Stock-Consumer Staples | 3.40% | -0.43% | -4.16% | |
| 7 | WMB | Williams Cos Inc | Stock-Energy | 3.24% | +0.02% | -0.75% | |
| 8 | AMGN | Amgen Inc | Stock-Healthcare | 3.23% | +0.04% | -1.60% | |
| 9 | UNP | Union Pacific CORP | Stock-Industrials | 3.04% | +0.28% | -0.42% | |
| 10 | CBOE | Cboe Global Markets Inc | Stock-Financials | 3.01% | -0.46% | -2.39% | |
| 11 | SPGI | S&p Global Inc | Stock-Financials | 2.91% | -0.16% | -3.44% | |
| 12 | CSCO | Cisco Systems Inc | Stock-Tech | 2.91% | -0.21% | -0.20% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 2.68% | -0.05% | -1.74% | |
| 14 | FNV | Franco-nevada CORP | Stock-Materials | 2.68% | -0.61% | -1.52% | |
| 15 | BR | Broadridge Financial Solutio | Stock-Tech | 2.61% | — | -3.50% | |
| 16 | DHR | Danaher CORP | Stock-Healthcare | 2.50% | -0.04% | +0.42% | |
| 17 | VLO | Valero Energy CORP | Stock-Energy | 2.30% | -0.05% | -0.40% | |
| 18 | NTR | Nutrien LTD | Stock-Materials | 2.17% | -0.50% | -0.18% | |
| 19 | NEE | Nextera Energy Inc | Stock-Utilities | 2.15% | -0.20% | -1.76% | |
| 20 | BZLFY | Bunzl PLC -spons Adr | Stock-Other | 2.07% | — | -0.69% | |
| 21 | VLTO | Veralto CORP | Stock-Industrials | 1.89% | -0.03% | +0.03% | |
| 22 | FTV | Fortive CORP | Stock-Tech | 1.84% | — | -1.32% | |
| 23 | VNT | Vontier CORP | Stock-Tech | 1.75% | — | -0.59% | |
| 24 | ADP | Automatic Data Processing | Stock-Tech | 1.62% | +0.01% | — | |
| 25 | BBY | Best Buy Co Inc | Stock-Consumer Disc | 1.51% | — | -4.78% | |
| 26 | ADBE | Adobe Inc | Stock-Tech | 1.36% | — | -0.24% | |
| 27 | MEDP | Medpace Holdings Inc | Stock-Healthcare | 1.26% | — | -3.60% | |
| 28 | FDX | Fedex CORP | Stock-Industrials | 1.17% | -0.03% | -18.31% | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.13% | -0.09% | -0.50% | |
| 30 | ✓ | Wise PLC Ordf | Stock-Other | 0.86% | -0.77% | EXIT | |
| 31 | CVX | Chevron CORP | Stock-Energy | 0.86% | -0.20% | -0.02% | |
| 32 | TLN | Talen Energy CORP | Stock-Utilities | 0.83% | -0.13% | — | |
| 33 | ABBV | Abbvie Inc | Stock-Healthcare | 0.76% | +0.06% | -1.72% | |
| 34 | GLNG | Golar LNG Limited | Stock-Energy | 0.75% | -0.12% | +0.03% | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.68% | +0.05% | -5.13% | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.66% | -0.03% | -0.21% | |
| 37 | WM | Waste Management Inc | Stock-Industrials | 0.64% | -0.03% | — | |
| 38 | EMR | Emerson Electric Co | Stock-Industrials | 0.61% | +0.03% | -0.51% | |
| 39 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.59% | +0.02% | — | |
| 40 | GWW | Ww Grainger Inc | Stock-Industrials | 0.57% | +0.11% | — | |
| 41 | CMI | Cummins Inc | Stock-Industrials | 0.53% | +0.17% | -0.79% | |
| 42 | JYNT | Joint Corp/the | Stock-Other | 0.52% | — | -13.83% | |
| 43 | BSM | Black Stone Minerals LP | Stock-Other | 0.51% | -0.16% | — | |
| 44 | SNEX | Stonex Group Inc | Stock-Financials | 0.51% | +0.26% | +30.39% | |
| 45 | ABT | Abbott Laboratories | Stock-Healthcare | 0.50% | -0.04% | -0.05% | |
| 46 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.45% | -0.01% | -0.17% | |
| 47 | SKY | Champion Homes Inc | Stock-Consumer Disc | 0.42% | +0.03% | — | |
| 48 | AXON | Axon Enterprise Inc | Stock-Industrials | 0.40% | +0.08% | — | |
| 49 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.38% | -0.01% | -0.72% | |
| 50 | EBAY | Ebay Inc | Stock-Consumer Disc | 0.35% | +0.08% | -4.68% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 2 | AAPL | Apple Inc | — | NEW | New buy |
| 3 | PHYS | Sprott Physical Gold Trust | — | NEW | New buy |
| 4 | IBKR | Interactive Brokers Gro-cl A | — | NEW | New buy |
| 5 | EOG | Eog Resources Inc | — | NEW | New buy |
| 6 | WMT | Walmart Inc | — | NEW | New buy |
| 7 | WMB | Williams Cos Inc | — | NEW | New buy |
| 8 | AMGN | Amgen Inc | — | NEW | New buy |
| 9 | UNP | Union Pacific CORP | — | NEW | New buy |
| 10 | CBOE | Cboe Global Markets Inc | — | NEW | New buy |
| 11 | SPGI | S&p Global Inc | — | NEW | New buy |
| 12 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 13 | MSFT | Microsoft CORP | — | NEW | New buy |
| 14 | FNV | Franco-nevada CORP | — | NEW | New buy |
| 15 | BR | Broadridge Financial Solutio | — | NEW | New buy |
| 16 | DHR | Danaher CORP | — | NEW | New buy |
| 17 | VLO | Valero Energy CORP | — | NEW | New buy |
| 18 | NTR | Nutrien LTD | — | NEW | New buy |
| 19 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 20 | BZLFY | Bunzl PLC -spons Adr | — | NEW | New buy |
| 21 | VLTO | Veralto CORP | — | NEW | New buy |
| 22 | FTV | Fortive CORP | — | NEW | New buy |
| 23 | VNT | Vontier CORP | — | NEW | New buy |
| 24 | ADP | Automatic Data Processing | — | NEW | New buy |
| 25 | BBY | Best Buy Co Inc | — | NEW | New buy |
| 26 | ADBE | Adobe Inc | — | NEW | New buy |
| 27 | MEDP | Medpace Holdings Inc | — | NEW | New buy |
| 28 | FDX | Fedex CORP | — | NEW | New buy |
| 29 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 30 | ✓ | Wise PLC Ordf | — | NEW | New buy |
| 31 | CVX | Chevron CORP | — | NEW | New buy |
| 32 | TLN | Talen Energy CORP | — | NEW | New buy |
| 33 | ABBV | Abbvie Inc | — | NEW | New buy |
| 34 | GLNG | Golar LNG Limited | — | NEW | New buy |
| 35 | IJR | Ishares Core S&p Small-cap E | — | NEW | New buy |
| 36 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 37 | WM | Waste Management Inc | — | NEW | New buy |
| 38 | EMR | Emerson Electric Co | — | NEW | New buy |
| 39 | KO | Coca-cola Co/the | — | NEW | New buy |
| 40 | GWW | Ww Grainger Inc | — | NEW | New buy |
| 41 | CMI | Cummins Inc | — | NEW | New buy |
| 42 | JYNT | Joint Corp/the | — | NEW | New buy |
| 43 | BSM | Black Stone Minerals LP | — | NEW | New buy |
| 44 | SNEX | Stonex Group Inc | — | NEW | New buy |
| 45 | ABT | Abbott Laboratories | — | NEW | New buy |
| 46 | BDX | Becton Dickinson And Co | — | NEW | New buy |
| 47 | SKY | Champion Homes Inc | — | NEW | New buy |
| 48 | AXON | Axon Enterprise Inc | — | NEW | New buy |
| 49 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 50 | EBAY | Ebay Inc | — | NEW | New buy |
According to official SEC Form 13F filings, O'Brien Greene & Co. Inc reported a total U.S. public equity portfolio value of $362.4M across 136 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BRK-B, AAPL, PHYS) accounted for 17.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
BRK-B
市值: $15.7M
During Q1 2025, O'Brien Greene & Co. Inc's top holdings by market value included BRK-B (5.3%)、AAPL (4.3%)、PHYS (4.1%). The largest single position, BRK-B, represented 5.3% of total portfolio value.
In Q1 2025, O'Brien Greene & Co. Inc made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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