O'Brien Greene & Co. Inc Portfolio Holdings

O'Brien Greene & Co. Inc

  • $291 Million
  • Q4 2024

O'Brien Greene & Co. Inc has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $291 Million distributed in 203 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $14.8M, Berkshire Hathaway Inc Class B with a value of $14M, Interactive Brokers Group, Inc. with a value of $13.4M, Walmart Inc. with a value of $10.9M, and Eog Resources Inc with a value of $9.84M.

Examining the 13F form we can see an decrease of $13.4M in the current position value, from $305M to 291M.

O'Brien Greene & Co. Inc is based out at Media, PA

Below you can find more details about O'Brien Greene & Co. Inc portfolio as well as his latest detailed transactions.

Portfolio value $291 Million
Technology: $63.9 Million
Financial Services: $61.3 Million
Energy: $35.4 Million
Healthcare: $30.5 Million
Industrials: $28 Million
Consumer Defensive: $27.5 Million
Basic Materials: $16.6 Million
Consumer Cyclical: $11.6 Million
Other: $16.4 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$165M
$1.54 Million 0.53% of portfolio
144,620
Q4 2024 Added 20.9%
$80.1M
$0 0.0% of portfolio
-
Q1 2024 Reduced 7.69%

Summary

  • Portfolio
  • No. of Stocks 203
  • Current Value $291 Million
  • Prior Value $305 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 03, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 7 stocks
  • Additional Purchases 67 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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