Omc Financial Services LTD has filed its 13F form on October 28, 2024 for Q3 2024 where it was disclosed a total value porftolio of $212 Million distributed in 61 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $33.8M, Apple Inc. with a value of $30.4M, Mastercard Inc with a value of $16.5M, Visa Inc. with a value of $14.6M, and Microsoft Corp with a value of $10.8M.

Examining the 13F form we can see an decrease of $722K in the current position value, from $212M to 212M.

Omc Financial Services LTD is based out at Dewitt, NY

Below you can find more details about Omc Financial Services LTD portfolio as well as his latest detailed transactions.

Portfolio value $212 Million
Technology: $95.2 Million
Financial Services: $33.7 Million
Consumer Cyclical: $25.5 Million
ETFs: $13.7 Million
Communication Services: $13.4 Million
Healthcare: $11.7 Million
Industrials: $6.97 Million
Consumer Defensive: $4.46 Million
Other: $6.84 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 61
  • Current Value $212 Million
  • Prior Value $212 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 28, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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