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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
Page 2 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AVGO Broadcom Ord Shs Technology 1,389.0 $525K 0.14% -2K -51.9% $377.75 -2.4%
22 MRK Merck & Co New Healthcare 3,944.0 $507K 0.14% -586.0 -12.9% $128.50 +15.4%
23 XOM Exxon Mobil Corp Energy 3,629.0 $496K 0.14% -900.0 -19.9% $136.72 +14.6%
24 SPY Spdr S&P 500 Etf Tr Tr Unit Financial Services 626.0 $468K 0.13% -8.0 -1.3% $747.22 +3.0%
25 FDX Fedex Corp Com Industrials 900.0 $282K 0.08% -150.0 -14.3% $313.13 +5.7%
26 Cencora Inc Com 839.0 $237K 0.07% -55.0 -6.2% $282.98
27 AXP American Express Corp Financial Services 675.0 $228K 0.06% -542.0 -44.5% $338.25 -1.5%
Page 2 of 2  ·  27 positions

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%