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Portfolio (Quarterly) Guide ↗

O'Brien Greene & Co. Inc

· CIK 0001768635
13F Portfolio $362M AUM 199 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 16 New 26 Added 27 Reduced 8 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 Honeywell Aerospace Inc 26,135.0 $5.8M 1.59% NEW $221.08
2 Wise Group Plc Class A 145,000.0 $1.7M 0.48% NEW $11.91
3 EVC Entravision Communications Cp Communication Services 80,000.0 $1.0M 0.29% NEW $13.04 -38.1%
4 PCB Pcb Bancorp Financial Services 23,538.0 $668K 0.18% NEW $28.37 -3.1%
5 NEXT Nextdecade Ord Shs Energy 87,968.0 $663K 0.18% NEW $7.54 -2.5%
6 AVAL Grupo Aval Acciones Y Valores Financial Services 125,000.0 $629K 0.17% NEW $5.03 +4.4%
7 Games Workshop Group Gbp 1,061.0 $310K 0.09% NEW $291.94
8 ET Energy Transfer Units Energy 13,771.0 $263K 0.07% NEW $19.12 +11.5%
9 ADI Analog Devices Ord Shs Technology 600.0 $238K 0.07% NEW $397.17 -8.9%
10 ETN Eaton Ord Shs Industrials 539.0 $230K 0.06% NEW $426.12 -5.5%
11 IWR Ishares Tr Russell Midcap 2,000.0 $221K 0.06% NEW $110.32 +1.8%
12 Schmid Group Nv Euro Cl A 35,000.0 $219K 0.06% NEW $6.26
13 IUSG Ishares Core S&P U.S. Growth E 1,100.0 $207K 0.06% NEW $188.09 +1.7%
14 KOS Kosmos Energy Ord Shs Energy 90,000.0 $190K 0.05% NEW $2.11 +30.8%
15 PPLT Abrdn Physical Platinum Shares Financial Services 11,160.0 $158K 0.04% NEW $14.13 +16.7%
16 Ameramex Intl Inc New 10,000.0 $2K NEW $0.17

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 23.2%
Energy 16.2%
Industrials 14.6%
Technology 14.3%
Healthcare 10.2%
Basic Materials 8.7%
Consumer Defensive 7.0%
Utilities 3.3%
Consumer Cyclical 1.5%
Communication Services 0.8%