Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

OV Management LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

OV Management LLC (CIK 2010766) reported $49.0M across 53 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: PSBD ($36.4M, 74.34%), NVDA ($889,614, 1.81%), AAPL ($715,180, 1.46%), MSFT ($657,422, 1.34%), GOOGL ($591,223, 1.21%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1PSBDPalmer Square Capital BDC Inc$36.4M74.34%3.7MHold
2NVDANvidia Corporation$889,6141.81%5,101Trimmed
3AAPLApple Inc$715,1801.46%2,818Trimmed
4MSFTMicrosoft Corp$657,4221.34%1,776Trimmed
5GOOGLAlphabet Inc$591,2231.21%2,056Trimmed
6AMZNAmazon Com Inc$422,1630.86%2,027Trimmed
7FANGDiamondback Energy Inc$362,7470.74%1,834Trimmed
8MRKMerck & Co Inc$330,9180.68%2,751Trimmed
9METAMeta Platforms Inc$333,5520.68%583Trimmed
10TXNTexas Instrs Inc$318,5840.65%1,641Trimmed
11HSYHershey Co$317,8640.65%1,529Trimmed
12TJXTJX Cos Inc New$317,3240.65%1,987Trimmed
13VVisa Inc$308,5870.63%1,021Trimmed
14JNJJohnson & Johnson$308,7280.63%1,263Trimmed
15COSTCostco WHSL Corp$304,9080.62%306Trimmed
16NOWServicenow Inc$302,7770.62%2,896Trimmed
17WECWEC ENERGY GROUP INC$300,7700.61%2,598Trimmed
18DEDeere & Co$296,2960.60%526Trimmed
19MCDMcDonalds Corp$285,3050.58%918Trimmed
20DALDelta Air Lines Inc$263,7930.54%3,968Trimmed
21ALLAllstate Corp$258,1380.53%1,245Trimmed
22MSMORGAN STANLEY COM STK USD0.01$261,9950.53%1,592Trimmed
23AVGOBroadcom Inc$246,3700.50%796Trimmed
24PGPROCTER & GAMBLE CO$244,1040.50%1,690Trimmed
25MDTMedtronic Plc$238,3740.49%2,751Trimmed

Source: SEC Form 13F filings · as of 2026-03-31