Omc Financial Services LTD has filed its 13F form on January 06, 2026 for Q4 2025 where it was disclosed a total value porftolio of $272 Million distributed in 66 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $33.2M, Apple Inc. with a value of $30.8M, Mastercard Inc with a value of $18.5M, Visa Inc. with a value of $16.7M, and Service Now, Inc. with a value of $13.1M.

Examining the 13F form we can see an increase of $6.27M in the current position value, from $265M to 272M.

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 $272 Million
Technology: $120 Million
Financial Services: $38.9 Million
Consumer Cyclical: $27.6 Million
ETFs: $24.3 Million
Communication Services: $19.9 Million
Healthcare: $16.9 Million
Industrials: $8.09 Million
Consumer Defensive: $5.58 Million
Other: $10.9 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 66
  • Current Value $272 Million
  • Prior Value $265 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 06, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 2 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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