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Portfolio (Quarterly) Guide ↗

O'Domhnaill Enterprises, Inc.

· CIK 0002020582
13F Portfolio $125M AUM 61 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 20 New 16 Added 20 Reduced 18 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 PM PHILIP MORRIS Consumer Defensive 27,630.0 $5.0M 4.00% -4K -11.9% $180.91 +5.3%
2 SLV ISHARES SILVER Financial Services 78,899.0 $4.2M 3.37% -60K -43.2% $53.47 +17.4%
3 MPC MARATHON PETROLEUM Energy 15,367.0 $3.9M 3.14% -2K -11.4% $255.67 +42.2%
4 MO ALTRIA GROUP Consumer Defensive 54,272.0 $3.9M 3.12% -9K -14.9% $71.95 -5.9%
5 XOM EXXON MOBIL Energy 26,205.0 $3.6M 2.86% -824.0 -3.0% $136.72 +14.4%
6 WPM WHEATON PRECIOUS Basic Materials 31,030.0 $3.5M 2.79% -559.0 -1.8% $112.32 +40.7%
7 NEM NEWMONT CORP Basic Materials 36,918.0 $3.4M 2.76% -8K -18.0% $93.40 +41.6%
8 CCJ CAMECO CORP Energy 32,355.0 $3.3M 2.63% -3K -8.5% $101.86 +4.4%
9 CAT CATERPILLAR INC Industrials 3,087.0 $3.3M 2.63% -2K -34.0% $1064.92 -23.3%
10 AG FIRST MAJESTIC Basic Materials 193,521.0 $3.3M 2.62% -115K -37.2% $16.96 +28.2%
11 PAAS PAN AMERICAN Basic Materials 72,773.0 $3.3M 2.60% -21K -22.2% $44.79 +22.5%
12 PANW PALO ALTO Technology 4,406.0 $1.5M 1.20% -4K -49.4% $341.01 +12.3%
13 GS GOLDMAN SACHS Financial Services 1,395.0 $1.4M 1.13% -2K -52.8% $1011.35 +2.9%
14 V VISA INC Financial Services 3,994.0 $1.4M 1.09% -2K -32.6% $343.09 +10.7%
15 AMZN AMAZON COM Consumer Cyclical 5,010.0 $1.2M 0.95% -4K -44.0% $238.34 +7.5%
16 NVDA NVIDIA CORP Technology 5,775.0 $1.2M 0.92% -1K -18.8% $200.09 +13.9%
17 MSFT MICROSOFT CORP Technology 2,834.0 $1.1M 0.84% -1K -31.9% $373.01 +35.4%
18 GSK GSK PLC Healthcare 4,490.0 $235K 0.19% -25K -84.8% $52.42 -4.1%
19 VZ VERIZON COMMUNICATIONS Communication Services 4,808.0 $204K 0.16% -46K -90.6% $42.34 +16.7%
20 PG PROCTER & GAMBLE Consumer Defensive 200.0 $29K 0.02% -9.0 -4.3% $146.64 -2.4%

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
Energy 18.9%
Consumer Defensive 18.7%
Industrials 17.1%
Financial Services 15.7%
Basic Materials 14.3%
Technology 9.6%
Healthcare 2.3%
Communication Services 1.4%
Consumer Cyclical 1.2%
Utilities 0.7%