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Portfolio (Quarterly) Guide ↗

O'Connor Financial Group LLC

· CIK 0001973783
13F Portfolio $283M AUM 69 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 69 New
Page 3 of 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ACWX ISHARES MSCI ACWI EX U.S. ETF 6,805.0 $518K 0.18% NEW $76.12 +3.1%
42 MU MICRON TECHNOLOGY INC COM Technology 441.0 $509K 0.18% NEW $1154.29 -11.9%
43 EXXONMOBIL HOLDINGS CORP COM SHS 3,622.0 $495K 0.17% NEW $136.75
44 META META PLATFORMS INC CL A Communication Services 826.0 $465K 0.17% NEW $563.29 +9.5%
45 SMMD ISHARES RUSSELL 2500 ETF 5,046.0 $462K 0.16% NEW $91.64 -1.1%
46 RTX RTX CORPORATION COM Industrials 2,301.0 $437K 0.15% NEW $189.80 +5.8%
47 TSLA TESLA INC COM Consumer Cyclical 1,029.0 $433K 0.15% NEW $420.60 -15.8%
48 VEA VANGUARD FTSE DEVELOPED MARKETS ETF 6,040.0 $430K 0.15% NEW $71.25 +3.5%
49 QQQM INVESCO NASDAQ 100 ETF 1,336.0 $405K 0.14% NEW $302.98 -2.3%
50 JPM JPMORGAN CHASE & CO COM Financial Services 1,235.0 $404K 0.14% NEW $327.33 +9.6%
51 UJAN INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - JANUARY 8,909.0 $404K 0.14% NEW $45.33 +2.3%
52 AMD ADVANCED MICRO DEVICES INC COM Technology 648.0 $376K 0.13% NEW $580.91 -17.8%
53 LLY ELI LILLY & CO COM Healthcare 299.0 $359K 0.13% NEW $1199.43 -4.3%
54 BERKSHIRE HATHAWAY INC DEL CL B NEW 662.0 $331K 0.12% NEW $500.39
55 PNOV INNOVATOR U.S. EQUITY POWER BUFFER ETF - NOVEMBER 7,197.0 $319K 0.11% NEW $44.35 +2.7%
56 TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS Technology 638.0 $305K 0.11% NEW $477.57 -10.2%
57 UDEC INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - DECEMBER 7,232.0 $301K 0.11% NEW $41.68 +2.6%
58 BALT INNOVATOR DEFINED WEALTH SHIELD ETF 8,634.0 $296K 0.10% NEW $34.27 +1.6%
59 IBM INTERNATIONAL BUSINESS MACHS COM Technology 870.0 $245K 0.09% NEW $281.21 -16.5%
60 INTC INTEL CORP COM Technology 1,721.0 $240K 0.09% NEW $139.63 -31.4%
Page 3 of 4  ·  69 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 55.0%
Technology 29.8%
Consumer Cyclical 5.3%
Communication Services 5.0%
Healthcare 2.3%
Industrials 1.8%
Consumer Defensive 0.9%