O'Brien Greene & Co. Inc Portfolio Holdings

O'Brien Greene & Co. Inc

  • $283 Million
  • Q1 2025

O'Brien Greene & Co. Inc has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $283 Million distributed in 197 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $15.7M, Apple Inc. with a value of $12.9M, Sprott Physical Gold Trust with a value of $12.3M, Interactive Brokers Group, Inc. with a value of $12M, and Eog Resources Inc with a value of $10.2M.

Examining the 13F form we can see an decrease of $7.91M in the current position value, from $291M to 283M.

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 $283 Million
Financial Services: $64.3 Million
Technology: $53.9 Million
Energy: $36.4 Million
Healthcare: $31.5 Million
Industrials: $26.5 Million
Consumer Defensive: $26.5 Million
Basic Materials: $19.2 Million
Consumer Cyclical: $9.29 Million
Other: $15.6 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$12.3 Million 4.33% of portfolio
510,372
Q1 2025 Added 6.29%
$0
$653,000 0.23% of portfolio
45,841
Q1 2025 Reduced 40.12%
$0
$288,000 0.1% of portfolio
24,864
Q1 2025 Reduced 0.72%
$0
$95,000 0.03% of portfolio
11,348
Q4 2024 New
$0
$0 0.0% of portfolio
27,000
Q3 2023 Added 22.73%

Summary

  • Portfolio
  • No. of Stocks 197
  • Current Value $283 Million
  • Prior Value $291 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 78 stocks
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