Terminal · Institutions

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 13F Holdings -- Portfolio & Top Positions (2026-06-30)

O'Brien Greene & Co. Inc (CIK 1768635) reported $362.4M across 140 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IBKR ($21.3M, 5.89%), PHYS ($17.8M, 4.92%), AAPL ($16.0M, 4.41%), BRKB ($13.9M, 3.85%), FLBR ($13.1M, 3.62%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1IBKRInteractive Brokers Group Inc$21.3M5.89%245,047Trimmed
2PHYSSprott Physical Gold Trust$17.8M4.92%591,138Added
3AAPLApple Computer Inc Com$16.0M4.41%55,288Trimmed
4BRKBBerkshire Hathaway Inc Cl B$13.9M3.85%27,856Added
5FLBRFranklin Ftse Brazil Etf$13.1M3.62%613,424Added
6VLOValero Energy Corp New Com$12.7M3.49%48,626Trimmed
7WMBWilliams Cos$11.7M3.22%157,164Added
8WMTWal-Mart Stores$11.5M3.17%101,511Trimmed
9UNPUnion Pacific Corp$11.2M3.08%41,065Added
10EOGEog Res Inc Com$10.8M2.99%83,607Added
11AMGNAmgen Inc$10.8M2.99%29,941Added
12FNVFranco-Nevada Corp$10.1M2.79%48,541Trimmed
13CWCurtiss Wright Corp$9.8M2.72%12,992Added
14ABBNYAbb Ltd Sponsored Adr$9.6M2.66%88,747Added
15CSCOCisco Sys Inc Com$9.6M2.66%82,155Trimmed
16CBOECboe Global Markets Inc$9.2M2.55%38,093Added
17NTRNutrien Ltd$8.4M2.31%133,187Added
18MSFTMicrosoft Corp$8.2M2.26%21,930Trimmed
19NEENextera Energy Inc$8.1M2.24%92,579Trimmed
20DHRDanaher Corp Del Com$7.7M2.12%40,413Added
21SPGIS&P Global Inc Com$6.9M1.90%16,914Trimmed
22CNSWFConstellation Software Ord Shs$6.4M1.78%3,411Added
23VLTOVeralto Ord Shs$6.1M1.69%68,913Added
24HONAHoneywell Aerospace Inc$5.8M1.59%26,135New
25SONYSony Group Corporation Sponsor$5.1M1.41%254,368Added

Source: SEC Form 13F filings · as of 2026-06-30