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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 5 of 8  ·  141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GDXJ Vaneck Junior Gold Miners Etf 6,300.0 $619K 0.17% $98.25 +31.1%
82 PWR Quanta Services Ord Shs Industrials 846.0 $609K 0.17% $720.04 -16.3%
83 Warsaw Stock Exchange 27,069.0 $605K 0.17% $22.35
84 LOW Lowes Cos Inc Com Consumer Cyclical 2,720.0 $600K 0.17% $220.51 -5.7%
85 TOWN Towne Bank Financial Services 16,042.0 $581K 0.16% $36.24 +3.3%
86 ULTA Ulta Salon Cosm & Frag Com Consumer Cyclical 1,275.0 $575K 0.16% $450.98 +14.8%
87 CNR Core Natural Resources Inc Energy 7,153.0 $572K 0.16% +857.0 +13.6% $80.02 +26.2%
88 PSLV Sprott Physical Silver Trust Financial Services 29,688.0 $560K 0.15% $18.87 +15.7%
89 VIG Vanguard Div Apprec Etf 2,329.0 $551K 0.15% $236.64 +2.7%
90 IVV Ishares Core S&P 500 Etf 713.0 $534K 0.15% $748.89 +3.2%
91 BDX Becton Dickinson & Co Com Healthcare 3,486.0 $528K 0.15% $151.33 +25.2%
92 AVGO Broadcom Ord Shs Technology 1,389.0 $525K 0.14% -2K -51.9% $377.75 -2.4%
93 MRK Merck & Co New Healthcare 3,944.0 $507K 0.14% -586.0 -12.9% $128.50 +15.4%
94 Yellow Cake Plc 75,000.0 $506K 0.14% $6.75
95 VNOM Viper Energy Inc Cl A Energy 11,800.0 $500K 0.14% +2K +16.0% $42.40 +4.2%
96 AFL Aflac Inc Com Financial Services 4,235.0 $497K 0.14% $117.25 -0.6%
97 XOM Exxon Mobil Corp Energy 3,629.0 $496K 0.14% -900.0 -19.9% $136.72 +14.6%
98 SPY Spdr S&P 500 Etf Tr Tr Unit Financial Services 626.0 $468K 0.13% -8.0 -1.3% $747.22 +3.0%
99 NEM Newmont Mining Corp Com Basic Materials 5,000.0 $467K 0.13% $93.40 +37.0%
100 WTV Wisdom Tree U.S. Value Fund 4,322.0 $440K 0.12% $101.72 +6.9%
Page 5 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%