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CIK: 0002026391
Total reported value
$301.8M
$301.8M
65 檔
36.1%
According to the latest 13F quarterly dataset, OMC Financial Services LTD managed an equity portfolio of $301.8M at the end of Q2 2025, spanning 65 distinct U.S. exchange-listed positions.
During Q2 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 | NVDA | Nvidia CORP | Stock-Tech | 13.54% | -1.54% | -11.42% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 10.22% | -0.45% | -4.59% | |
| 3 | MA | Mastercard Inc - A | Stock-Financials | 8.17% | -0.82% | -2.63% | |
| 4 | V | Visa Inc-class A Shares | Stock-Financials | 7.66% | -0.24% | -3.50% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 4.89% | -0.51% | -2.23% | |
| 6 | GLD | Spdr Gold Shares | ETF-Commodities | 4.36% | -1.57% | -14.31% | |
| 7 | ABBV | Abbvie Inc | Stock-Healthcare | 3.91% | -0.07% | -0.91% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.87% | -0.35% | -0.10% | |
| 9 | AMD | Advanced Micro Devices | Stock-Tech | 2.82% | +4.67% | +3.54% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.41% | +0.13% | +1.20% | |
| 11 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.32% | -0.65% | -1.41% | |
| 12 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 2.24% | +1.19% | -1.91% | |
| 13 | MAR | Marriott International -cl A | Stock-Consumer Disc | 2.17% | -0.10% | -0.66% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.08% | -0.12% | -3.40% | |
| 15 | VST | Vistra CORP | Stock-Utilities | 1.82% | -0.13% | +1.10% | |
| 16 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.72% | -0.36% | -2.60% | |
| 17 | SNOW | Snowflake Inc | Stock-Tech | 1.60% | +0.43% | -2.91% | |
| 18 | NFLX | Netflix Inc | Stock-Comm Services | 1.32% | -0.75% | -2.02% | |
| 19 | NOW | Servicenow Inc | Stock-Tech | 1.30% | -0.12% | +2.01% | |
| 20 | WMT | Walmart Inc | Stock-Consumer Staples | 1.27% | -0.37% | -2.08% | |
| 21 | CRM | Salesforce Inc | Stock-Tech | 1.25% | -0.24% | -0.99% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.24% | -0.06% | -0.14% | |
| 23 | GEV | GE Vernova Inc | Stock-Industrials | 1.21% | +0.24% | — | |
| 24 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.19% | -0.41% | -1.88% | |
| 25 | SCHY | Schwab International Dvd ETF | ETF-Other | 1.04% | -0.28% | — | |
| 26 | HD | Home Depot Inc | Stock-Consumer Disc | 0.96% | -0.07% | +4.87% | |
| 27 | O | Realty Income CORP | Stock-Real Estate | 0.93% | -0.13% | -0.60% | |
| 28 | UNP | Union Pacific CORP | Stock-Industrials | 0.92% | -0.04% | -0.36% | |
| 29 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.86% | — | -1.61% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.84% | -0.15% | -0.31% | |
| 31 | TOL | Toll Brothers Inc | Stock-Consumer Disc | 0.82% | +0.03% | -4.09% | |
| 32 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.69% | -0.14% | -0.24% | |
| 33 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.67% | -0.12% | — | |
| 34 | AMGN | Amgen Inc | Stock-Healthcare | 0.59% | -0.09% | +82.51% | |
| 35 | BX | Blackstone Inc | Stock-Financials | 0.56% | — | +1.12% | |
| 36 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.54% | -0.08% | -4.62% | |
| 37 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.46% | -0.01% | -27.32% | |
| 38 | GLW | Corning Inc | Stock-Tech | 0.41% | +2.66% | — | |
| 39 | CVX | Chevron CORP | Stock-Energy | 0.39% | -0.17% | -9.68% | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.36% | -0.15% | -0.24% | |
| 41 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.35% | -0.04% | +0.04% | |
| 42 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.34% | -0.01% | -0.24% | |
| 43 | F | Ford Motor Co | Stock-Consumer Disc | 0.33% | +0.01% | -5.52% | |
| 44 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.32% | -0.02% | -1.78% | |
| 45 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.29% | -0.06% | -0.82% | |
| 46 | GD | General Dynamics CORP | Stock-Industrials | 0.28% | -0.05% | — | |
| 47 | RTX | Rtx CORP | Stock-Industrials | 0.25% | +0.57% | -6.84% | |
| 48 | BDJ | Blackrock Enhanced Eqty Dvd | Stock-Other | 0.24% | -0.01% | -1.33% | |
| 49 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.24% | -0.09% | +0.12% | |
| 50 | ZTS | Zoetis Inc | Stock-Healthcare | 0.24% | — | -3.81% |
According to official SEC Form 13F filings, OMC Financial Services LTD reported a total U.S. public equity portfolio value of $301.8M across 65 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, MA) accounted for 36.1% of total reported equity market value during Q2 2025.
During Q2 2025, OMC Financial Services LTD's top holdings by market value included NVDA (13.5%)、AAPL (10.2%)、MA (8.2%). The largest single position, NVDA, represented 13.5% of total portfolio value.
In Q2 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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