OB
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O'Brien Greene & Co. Inc13F | |
| O'Brien Greene & Co. Inc | |
| Last update 2025-05-12 | 133 Stocks (6 new) |
| Value $297.00 Mil | Turnover 1 % |
O'Brien Greene & Co. Inc Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRK.B | Berkshire Hathaway Inc | 29,572 | 15,749.6 | -4.30% | 5.290 | -0.20% | 0.000 | -8.27% | +6.62% | 1,041,200.7 | Insurance | |
AAPL | Apple Inc | 58,254 | 12,940.0 | -1.52% | 4.350 | -0.07% | 0.000 | +4.98% | -14.13% | 3,203,884.0 | Hardware | |
PHYS | Sprott Physical Gold Trust | 510,372 | 12,279.5 | +6.29% | 4.130 | +0.24% | 0.110 | +3.87% | +29.20% | 23,223.5 | Asset Management | |
IBKR | Interactive Brokers Group Inc | 290,912 | 12,043.0 | -4.19% | 4.050 | -0.18% | 0.070 | +55.87% | +42.85% | 27,422.8 | Capital Markets | |
EOG | EOG Resources Inc | 79,433 | 10,186.5 | -1.07% | 3.420 | -0.03% | 0.010 | +7.55% | -0.51% | 64,954.1 | Oil & Gas | |
WMT | Walmart Inc | 115,540 | 10,143.3 | -4.16% | 3.410 | -0.15% | 0.000 | +0.86% | +6.30% | 762,529.0 | Retail - Defensive | |
WMB | Williams Companies Inc | 161,704 | 9,663.4 | -0.75% | 3.250 | -0.02% | 0.010 | -0.79% | +8.16% | 70,250.6 | Oil & Gas | |
AMGN | Amgen Inc | 30,874 | 9,618.8 | -1.60% | 3.230 | -0.04% | 0.010 | +11.85% | +20.22% | 165,672.6 | Drug Manufacturers | |
UNP | Union Pacific Corp | 38,312 | 9,050.7 | -0.42% | 3.040 | -0.01% | 0.010 | +5.33% | +2.07% | 137,473.2 | Transportation | |
CBOE | Cboe Global Markets Inc | 39,706 | 8,985.0 | -2.39% | 3.020 | -0.06% | 0.040 | +14.80% | +24.59% | 25,343.8 | Capital Markets |
O'Brien Greene & Co. Inc's Historical Top Holdings Breakdowns
O'Brien Greene & Co. Inc's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
WDC | Western Digital Corp | 2025-03-31 | Sold Out Sold Out | -1.93% | 40.43 ($47.42) 54.41 | $69.41 | 46.37% | Sold Out | 0 | -99,672 | |
| DESP Unlock Delisted | Despegar.com Corp | 2025-03-31 | Reduce Reduce | -0.42% | 18.51 ($19.19) 19.36 | $19.50 | 1.62% | Reduce -66.34% | 34,000 | -67,000 | |
HHH | Howard Hughes Holdings Inc | 2025-03-31 | Sold Out Sold Out | -0.40% | 71.78 ($75.49) 80.6 | $70.06 | -7.19% | Sold Out | 0 | -15,805 | |
SII | Sprott Inc | 2025-03-31 | Sold Out Sold Out | -0.37% | 39.75 ($43.08) 45.18 | $71.98 | 67.08% | Sold Out | 0 | -27,015 | |
FDX | FedEx Corp | 2025-03-31 | Reduce Reduce | -0.29% | 230.33 ($259.24) 281.53 | $238.88 | -7.85% | Reduce -18.31% | 14,326 | -3,211 | |
PHYS | Sprott Physical Gold Trust | 2025-03-31 | Add Add | +0.24% | 20.27 ($22.17) 24.06 | $26.02 | 17.37% | Add 6.29% | 510,372 | 30,181 | |
BRK.B | Berkshire Hathaway Inc | 2025-03-31 | Reduce Reduce | -0.20% | 442.66 ($486.15) 534.52 | $483.26 | -0.59% | Reduce -4.3% | 29,572 | -1,328 | |
IBKR | Interactive Brokers Group Inc | 2025-03-31 | Reduce Reduce | -0.18% | 40.26 ($49.55) 58.88 | $62.92 | 26.98% | Reduce -4.19% | 290,912 | -3,183 | |
SRUUF | Sprott Physical Uranium Trust | 2025-03-31 | Reduce Reduce | -0.17% | 13.64 ($15.39) 17.9 | $16.27 | 5.72% | Reduce -40.12% | 45,841 | -30,716 | |
WMT | Walmart Inc | 2025-03-31 | Reduce Reduce | -0.15% | 84.5 ($93.81) 105.05 | $95.55 | 1.85% | Reduce -4.16% | 115,540 | -5,011 |
O'Brien Greene & Co. Inc Total Holding History ($B)
O'Brien Greene & Co. Inc's Asset Allocation
O'Brien Greene & Co. Inc Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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O'Brien Greene & Co. Inc's Hypothetical Growth since 2025-03-31
O'Brien Greene & Co. Inc's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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O'Brien Greene & Co. Inc's Holdings Heat Map
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O'Brien Greene & Co. Inc's Holdings Bubble Chart
O'Brien Greene & Co. Inc News
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