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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
Page 3 of 4  ·  61 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AMZN AMAZON COM Consumer Cyclical 5,010.0 $1.2M 0.95% -4K -44.0% $238.34 +7.5%
42 NVDA NVIDIA CORP Technology 5,775.0 $1.2M 0.92% -1K -18.8% $200.09 +13.9%
43 MSFT MICROSOFT CORP Technology 2,834.0 $1.1M 0.84% -1K -31.9% $373.01 +35.4%
44 HII HUNTINGTON INGALLS Industrials 3,615.0 $1.0M 0.81% NEW $279.89 +6.2%
45 AEM AGNICO-EAGLE Basic Materials 6,122.0 $950K 0.76% NEW $155.13 +38.9%
46 MDLZ MONDELEZ INTERNATIONAL Consumer Defensive 5,000.0 $289K 0.23% $57.84 +7.9%
47 GSK GSK PLC Healthcare 4,490.0 $235K 0.19% -25K -84.8% $52.42 -4.1%
48 WEC WEC ENERGY Utilities 2,000.0 $234K 0.19% NEW $116.77 -9.0%
49 BKH BLACK HILLS Utilities 3,105.0 $231K 0.18% NEW $74.40 -1.3%
50 DUK DUKE ENERGY Utilities 1,814.0 $230K 0.18% +2K +4673.7% $126.58 -4.5%
51 VZ VERIZON COMMUNICATIONS Communication Services 4,808.0 $204K 0.16% -46K -90.6% $42.34 +16.7%
52 RSP INVESCO S&P 377.0 $80K 0.06% NEW $212.77 +4.1%
53 AEP AMERICAN ELECTRIC Utilities 273.0 $37K 0.03% $136.81 -10.3%
54 KHC KRAFT HEINZ Consumer Defensive 1,425.0 $34K 0.03% $23.62 +6.4%
55 PG PROCTER & GAMBLE Consumer Defensive 200.0 $29K 0.02% -9.0 -4.3% $146.64 -2.4%
56 AMGN AMGEN INC Healthcare 64.0 $23K 0.02% $362.12 +20.7%
57 DGRO ISHARES CORE 219.0 $17K 0.01% NEW $75.79 +4.6%
58 QQQ INVESCO QQQ Financial Services 16.0 $12K 0.01% NEW $736.00 -2.0%
59 PRU PRUDENTIAL FINANCIAL Financial Services 82.0 $9K 0.01% $107.93 +11.5%
60 HONEYWELL INTL 29.0 $6K 0.01% NEW $223.90
Page 3 of 4  ·  61 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
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%