Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
O'Brien Greene & Co. Inc (CIK 1768635) reported $353.3M across 131 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: PHYS ($20.6M, 5.83%), IBKR ($17.0M, 4.80%), FLBR ($14.6M, 4.12%), AAPL ($14.0M, 3.97%), BRK/B ($13.3M, 3.78%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PHYS | Sprott Physical Gold Trust | $20.6M | 5.83% | 581,416 | Added |
| 2 | IBKR | Interactive Brokers Group Inc | $17.0M | 4.80% | 252,741 | Trimmed |
| 3 | FLBR | Franklin Ftse Brazil Etf | $14.6M | 4.12% | 609,320 | Trimmed |
| 4 | AAPL | Apple Computer Inc Com | $14.0M | 3.97% | 55,295 | Added |
| 5 | BRK/B | Berkshire Hathaway Inc Cl B | $13.3M | 3.78% | 27,834 | Trimmed |
| 6 | WMT | Wal-Mart Stores | $12.7M | 3.60% | 102,213 | Trimmed |
| 7 | VLO | Valero Energy Corp New Com | $12.5M | 3.54% | 50,586 | Added |
| 8 | EOG | Eog Res Inc Com | $12.1M | 3.41% | 83,404 | Added |
| 9 | FNV | Franco-Nevada Corp | $12.0M | 3.40% | 48,594 | Added |
| 10 | WMB | Williams Cos | $11.3M | 3.20% | 155,167 | Trimmed |
| 11 | CBOE | Cboe Global Markets Inc | $10.6M | 3.01% | 37,875 | Added |
| 12 | AMGN | Amgen Inc | $10.4M | 2.95% | 29,635 | Trimmed |
| 13 | CSCO | Cisco Sys Inc Com | $10.1M | 2.87% | 130,486 | Trimmed |
| 14 | NTR | Nutrien Ltd | $9.9M | 2.81% | 131,555 | Added |
| 15 | UNP | Union Pacific Corp | $9.9M | 2.80% | 40,793 | Added |
| 16 | CW | Curtiss Wright Corp | $8.8M | 2.49% | 12,941 | Added |
| 17 | NEE | Nextera Energy Inc | $8.6M | 2.44% | 92,670 | Added |
| 18 | MSFT | Microsoft Corp | $8.1M | 2.31% | 22,004 | Added |
| 19 | DHR | Danaher Corp Del Com | $7.6M | 2.16% | 40,285 | Added |
| 20 | SPGI | S&P Global Inc Com | $7.3M | 2.06% | 17,091 | Added |
| 21 | LYB | Lyondellbasell Industries Ord | $6.8M | 1.93% | 84,621 | New |
| 22 | ABB | Abb Ltd Sponsored Adr | $6.7M | 1.90% | 83,442 | New |
| 23 | VLTO | Veralto Ord Shs | $6.1M | 1.72% | 68,865 | Added |
| 24 | BSX | Boston Scientific | $5.2M | 1.48% | 83,406 | New |
| 25 | SONY | Sony Group Corporation Sponsor | $4.9M | 1.38% | 235,162 | Added |
Source: SEC Form 13F filings · as of 2026-03-31