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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 4 of 8  ·  141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 NVDA Nvidia Corp Com Technology 4,635.0 $927K 0.26% $200.09 +8.7%
62 ABT Abbott Laboratories Healthcare 10,184.0 $924K 0.26% -90.0 -0.9% $90.74 +23.9%
63 Sprott Physical Uranium Trust 50,216.0 $924K 0.26% +6K +14.3% $18.40
64 KWR Quaker Houghton Basic Materials 5,749.0 $913K 0.25% -528.0 -8.4% $158.87 +4.4%
65 SYY Sysco Corp Consumer Defensive 10,649.0 $890K 0.25% $83.58 -2.0%
66 ECL Ecolab Inc Com Basic Materials 3,194.0 $890K 0.25% $278.61 +2.9%
67 IWM Ishares Tr Russell 2000 2,950.0 $886K 0.24% $300.45 -1.6%
68 FMX Fomento Economico Consumer Defensive 6,317.0 $808K 0.22% $127.90 -6.1%
69 NVS Novartis A G Sponsored Adr Healthcare 5,081.0 $796K 0.22% $156.72 -1.9%
70 LIN Linde Ord Shs Basic Materials 1,511.0 $784K 0.22% $518.94 -5.7%
71 SHW Sherwin Williams Basic Materials 2,139.0 $737K 0.20% $344.32 +0.2%
72 Subsea 7 S.A. 21,400.0 $733K 0.20% $34.26
73 Amrize Ltd 13,711.0 $731K 0.20% $53.30
74 CL Colgate Palmolive Co Com Consumer Defensive 7,675.0 $704K 0.19% $91.68 -1.0%
75 OMAB Grupo Aeroportuario Industrials 6,207.0 $702K 0.19% $113.09 -11.0%
76 MLM Martin Marietta Mat Basic Materials 1,168.0 $674K 0.19% $576.79 -7.9%
77 PCB Pcb Bancorp Financial Services 23,538.0 $668K 0.18% NEW $28.37 -3.1%
78 NEXT Nextdecade Ord Shs Energy 87,968.0 $663K 0.18% NEW $7.54 -2.5%
79 BK Banknew York Mellon Corp Financial Services 4,391.0 $635K 0.17% $144.61 -1.9%
80 AVAL Grupo Aval Acciones Y Valores Financial Services 125,000.0 $629K 0.17% NEW $5.03 +4.4%
Page 4 of 8  ·  141 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%