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CIK: 0002026391
Total reported value
$301.8M
$301.8M
62 檔
34.8%
The Q1 2025 SEC filing reveals that OMC Financial Services LTD held a total portfolio value of $301.8M, covering 62 public equity positions.
During Q1 2025, OMC Financial Services LTD's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 12.74% | -0.45% | -7.28% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 11.52% | -1.54% | -6.11% | |
| 3 | MA | Mastercard Inc - A | Stock-Financials | 8.99% | -0.82% | -2.53% | |
| 4 | V | Visa Inc-class A Shares | Stock-Financials | 8.60% | -0.24% | -2.97% | |
| 5 | GLD | Spdr Gold Shares | ETF-Commodities | 5.29% | -1.57% | -1.21% | |
| 6 | ABBV | Abbvie Inc | Stock-Healthcare | 4.89% | -0.07% | -0.06% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 4.15% | -0.51% | -0.12% | |
| 8 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.76% | -0.65% | -0.12% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.46% | -0.35% | -2.86% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.29% | +0.13% | +1.96% | |
| 11 | AMD | Advanced Micro Devices | Stock-Tech | 2.17% | +4.67% | -1.30% | |
| 12 | MAR | Marriott International -cl A | Stock-Consumer Disc | 2.10% | -0.10% | -0.22% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.05% | -0.12% | +1.87% | |
| 14 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 2.04% | -0.36% | +8.78% | |
| 15 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.74% | +1.19% | -0.53% | |
| 16 | CRM | Salesforce Inc | Stock-Tech | 1.36% | -0.24% | -0.54% | |
| 17 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.28% | -0.41% | -0.78% | |
| 18 | WMT | Walmart Inc | Stock-Consumer Staples | 1.28% | -0.37% | -0.09% | |
| 19 | VST | Vistra CORP | Stock-Utilities | 1.20% | -0.13% | — | |
| 20 | SNOW | Snowflake Inc | Stock-Tech | 1.19% | +0.43% | -0.14% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.15% | -0.06% | +33.42% | |
| 22 | NOW | Servicenow Inc | Stock-Tech | 1.08% | -0.12% | -0.16% | |
| 23 | O | Realty Income CORP | Stock-Real Estate | 1.04% | -0.13% | -0.10% | |
| 24 | UNP | Union Pacific CORP | Stock-Industrials | 1.04% | -0.04% | +1.40% | |
| 25 | NFLX | Netflix Inc | Stock-Comm Services | 1.03% | -0.75% | -0.84% | |
| 26 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.02% | — | -0.21% | |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 1.01% | -0.07% | +19.24% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.00% | -0.15% | +0.19% | |
| 29 | TOL | Toll Brothers Inc | Stock-Consumer Disc | 0.87% | +0.03% | -0.64% | |
| 30 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.70% | -0.14% | — | |
| 31 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.68% | -0.12% | — | |
| 32 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.62% | -0.08% | -0.34% | |
| 33 | BX | Blackstone Inc | Stock-Financials | 0.57% | — | +36.94% | |
| 34 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.57% | -0.01% | -7.07% | |
| 35 | CVX | Chevron CORP | Stock-Energy | 0.55% | -0.17% | — | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.44% | -0.15% | — | |
| 37 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.41% | -0.04% | +0.02% | |
| 38 | AMGN | Amgen Inc | Stock-Healthcare | 0.40% | -0.09% | +1.07% | |
| 39 | GLW | Corning Inc | Stock-Tech | 0.40% | +2.66% | — | |
| 40 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.36% | -0.02% | — | |
| 41 | F | Ford Motor Co | Stock-Consumer Disc | 0.36% | +0.01% | +0.25% | |
| 42 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.32% | -0.01% | -1.16% | |
| 43 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.31% | -0.06% | — | |
| 44 | ZTS | Zoetis Inc | Stock-Healthcare | 0.29% | — | — | |
| 45 | GD | General Dynamics CORP | Stock-Industrials | 0.29% | -0.05% | — | |
| 46 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.28% | -0.03% | +4.81% | |
| 47 | RTX | Rtx CORP | Stock-Industrials | 0.27% | +0.57% | +1.68% | |
| 48 | BDJ | Blackrock Enhanced Eqty Dvd | Stock-Other | 0.26% | -0.01% | — | |
| 49 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.26% | -0.07% | -2.93% | |
| 50 | DGX | Quest Diagnostics Inc | Stock-Healthcare | 0.25% | -0.02% | — |
According to official SEC Form 13F filings, OMC Financial Services LTD reported a total U.S. public equity portfolio value of $301.8M across 62 disclosed positions in Q1 2025.
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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 AAPL, NVDA, MA) accounted for 34.8% of total reported equity market value during Q1 2025.
During Q1 2025, OMC Financial Services LTD's top holdings by market value included AAPL (12.7%)、NVDA (11.5%)、MA (9.0%). The largest single position, AAPL, represented 12.7% of total portfolio value.
In Q1 2025, OMC Financial Services LTD made 0 total portfolio adjustments, initiating 0 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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