Ota Financial Group L.P. Portfolio Holdings

Ota Financial Group L.P.

  • $143 Million
  • Q2 2023

Ota Financial Group L.P. has filed its 13F form on August 17, 2023 for Q2 2023 where it was disclosed a total value porftolio of $143 Million distributed in 7 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Occidental Pete Corp Wt Exp 08 with a value of $64.7M, Booking Holdings Inc. with a value of $45.9M, Berkshire Hathaway Inc Class B with a value of $20.5M, Scilex Holding CO with a value of $5.76M, and Alphabet Inc. with a value of $5.09M.

Examining the 13F form we can see an increase of $29.6M in the current position value, from $114M to 143M.

Below you can find more details about Ota Financial Group L.P. portfolio as well as his latest detailed transactions.

Portfolio value $143 Million
Consumer Cyclical: $45.9 Million
Financial Services: $20.5 Million
Communication Services: $5.94 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$200B
$45.9 Million 32.06% of portfolio
17,000
Q2 2023 New
$590B
$20.5 Million 14.29% of portfolio
60,000
Q2 2023 New
$1.14T
$5.09 Million 3.56% of portfolio
42,543
Q2 2023 New

Summary

  • Portfolio
  • No. of Stocks 7
  • Current Value $143 Million
  • Prior Value $114 Million
  • Filing
  • Period Q2 2023
  • Filing Date August 17, 2023
  • Form Type 13F-HR
  • Activity in Q2 2023
  • New Purchases 3 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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