O'Brien Greene & Co as of June 30, 2020
Portfolio Holdings for O'Brien Greene & Co
O'Brien Greene & Co holds 108 positions in its portfolio as reported in the June 2020 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Apple (AAPL) | 5.1 | $9.6M | 26k | 364.83 | |
Danaher Corporation (DHR) | 3.8 | $7.1M | 40k | 176.82 | |
S&p Global (SPGI) | 3.7 | $7.1M | 22k | 329.50 | |
Cisco Systems (CSCO) | 3.2 | $6.1M | 130k | 46.64 | |
Amgen (AMGN) | 3.1 | $5.8M | 25k | 235.84 | |
Ecolab (ECL) | 3.0 | $5.7M | 28k | 198.94 | |
Adobe Systems Incorporated (ADBE) | 2.9 | $5.5M | 13k | 435.30 | |
Lowe's Companies (LOW) | 2.8 | $5.4M | 40k | 135.13 | |
Nextera Energy (NEE) | 2.8 | $5.3M | 22k | 240.19 | |
Union Pacific Corporation (UNP) | 2.8 | $5.3M | 31k | 169.07 | |
Berkshire Hathaway (BRK.B) | 2.7 | $5.1M | 28k | 178.53 | |
Best Buy (BBY) | 2.6 | $4.9M | 57k | 87.26 | |
Becton, Dickinson and (BDX) | 2.5 | $4.7M | 20k | 239.27 | |
Johnson & Johnson (JNJ) | 2.4 | $4.5M | 32k | 140.62 | |
Dollar Tree (DLTR) | 2.3 | $4.3M | 47k | 92.68 | |
Franco-Nevada Corporation (FNV) | 2.3 | $4.3M | 31k | 139.63 | |
Starbucks Corporation (SBUX) | 2.1 | $4.0M | 55k | 73.59 | |
Wal-Mart Stores (WMT) | 2.1 | $4.0M | 34k | 119.79 | |
Digital Realty Trust (DLR) | 2.1 | $4.0M | 28k | 142.10 | |
Nutrien (NTR) | 2.1 | $3.9M | 123k | 32.10 | |
Broadridge Financial Solutions (BR) | 2.0 | $3.8M | 30k | 126.20 | |
Bunzl (BZLFY) | 1.9 | $3.5M | 132k | 26.76 | |
Ss&c Technologies Holding (SSNC) | 1.9 | $3.5M | 62k | 56.48 | |
Booking Holdings (BKNG) | 1.8 | $3.5M | 2.2k | 1592.52 | |
Ulta Salon, Cosmetics & Fragrance (ULTA) | 1.8 | $3.4M | 17k | 203.41 | |
Total (TTE) | 1.7 | $3.2M | 84k | 38.46 | |
Northern Trust Corporation (NTRS) | 1.6 | $3.1M | 39k | 79.35 | |
Fortive (FTV) | 1.5 | $2.9M | 43k | 67.66 | |
Automatic Data Processing (ADP) | 1.4 | $2.7M | 18k | 148.90 | |
FedEx Corporation (FDX) | 1.2 | $2.4M | 17k | 140.23 | |
iShares Russell 2000 Index (IWM) | 1.2 | $2.2M | 15k | 143.16 | |
Sprott Physical Gold Trust (PHYS) | 1.1 | $2.0M | 142k | 14.31 | |
Emerson Electric (EMR) | 0.8 | $1.6M | 26k | 62.05 | |
Aspen Group (ASPU) | 0.8 | $1.6M | 176k | 9.05 | |
EOG Resources (EOG) | 0.8 | $1.5M | 30k | 50.67 | |
Echostar Corporation (SATS) | 0.8 | $1.5M | 53k | 27.95 | |
Etsy (ETSY) | 0.8 | $1.4M | 14k | 106.22 | |
Microsoft Corporation (MSFT) | 0.8 | $1.4M | 7.0k | 203.54 | |
Abbvie (ABBV) | 0.7 | $1.4M | 14k | 98.17 | |
Axon Enterprise (AXON) | 0.7 | $1.3M | 13k | 98.15 | |
Coca-Cola Company (KO) | 0.7 | $1.2M | 28k | 44.67 | |
Costco Wholesale Corporation (COST) | 0.6 | $1.2M | 4.0k | 303.00 | |
3M Company (MMM) | 0.6 | $1.2M | 7.6k | 155.99 | |
Chevron Corporation (CVX) | 0.6 | $1.2M | 13k | 89.26 | |
Abbott Laboratories (ABT) | 0.6 | $1.1M | 12k | 91.39 | |
Paypal Holdings (PYPL) | 0.5 | $1.0M | 5.9k | 174.25 | |
Trupanion (TRUP) | 0.5 | $1.0M | 24k | 42.71 | |
iShares S&P 500 Index (IVV) | 0.5 | $991k | 3.2k | 309.69 | |
SYSCO Corporation (SYY) | 0.5 | $988k | 18k | 54.67 | |
Gci Liberty Incorporated | 0.5 | $925k | 13k | 71.15 | |
Medtronic (MDT) | 0.5 | $878k | 9.6k | 91.68 | |
Waste Management (WM) | 0.5 | $869k | 8.2k | 106.00 | |
Cummins (CMI) | 0.4 | $764k | 4.4k | 173.37 | |
Healthequity (HQY) | 0.4 | $756k | 13k | 58.63 | |
Quaker Chemical Corporation (KWR) | 0.4 | $751k | 4.0k | 185.57 | |
AFLAC Incorporated (AFL) | 0.4 | $725k | 20k | 36.05 | |
Essential Utils (WTRG) | 0.4 | $723k | 17k | 42.23 | |
Amer (UHAL) | 0.4 | $709k | 2.3k | 302.22 | |
B&m European Value-unsp (BMRRY) | 0.4 | $704k | 36k | 19.61 | |
Xcel Energy (XEL) | 0.4 | $669k | 11k | 62.49 | |
iShares S&P SmallCap 600 Index (IJR) | 0.3 | $648k | 9.5k | 68.33 | |
Sherwin-Williams Company (SHW) | 0.3 | $644k | 1.1k | 577.65 | |
Colgate-Palmolive Company (CL) | 0.3 | $622k | 8.5k | 73.20 | |
JPMorgan Chase & Co. (JPM) | 0.3 | $577k | 6.1k | 94.14 | |
Skyline Corporation (SKY) | 0.3 | $576k | 24k | 24.36 | |
Koninklijke Boskal (RBWNY) | 0.3 | $549k | 126k | 4.35 | |
Wizz Air Hldgs (WZZAF) | 0.3 | $536k | 13k | 40.43 | |
Joint (JYNT) | 0.3 | $527k | 35k | 15.28 | |
Alphabet Inc Class A cs (GOOGL) | 0.3 | $524k | 370.00 | 1416.67 | |
Comcast Corporation (CMCSA) | 0.3 | $515k | 13k | 38.95 | |
W.W. Grainger (GWW) | 0.3 | $510k | 1.6k | 314.00 | |
Cargurus (CARG) | 0.3 | $492k | 19k | 25.36 | |
Novartis (NVS) | 0.3 | $488k | 5.6k | 87.45 | |
Merck & Co (MRK) | 0.2 | $463k | 6.0k | 77.21 | |
Liberty Latin America (LILA) | 0.2 | $457k | 47k | 9.72 | |
Tree (TREE) | 0.2 | $434k | 1.5k | 289.33 | |
Spdr S&p 500 Etf (SPY) | 0.2 | $416k | 1.4k | 308.15 | |
SPDR S&P MidCap 400 ETF (MDY) | 0.2 | $412k | 1.3k | 324.67 | |
Vail Resorts (MTN) | 0.2 | $346k | 1.9k | 182.11 | |
eBay (EBAY) | 0.2 | $344k | 6.6k | 52.49 | |
Southern Company (SO) | 0.2 | $340k | 6.5k | 51.97 | |
Boeing Company (BA) | 0.2 | $338k | 1.8k | 183.49 | |
Linde | 0.2 | $328k | 1.6k | 211.43 | |
V.F. Corporation (VFC) | 0.2 | $317k | 5.2k | 60.95 | |
iShares Russell 2000 Value Index (IWN) | 0.2 | $300k | 3.1k | 97.56 | |
General Mills (GIS) | 0.2 | $300k | 4.9k | 61.73 | |
Schwab Govt Money Fund other assets (SNVXX) | 0.2 | $300k | 300k | 1.00 | |
At&t (T) | 0.2 | $297k | 9.8k | 30.23 | |
Lindblad Expeditions Hldgs I (LIND) | 0.1 | $270k | 35k | 7.71 | |
Verizon Communications (VZ) | 0.1 | $264k | 4.8k | 55.08 | |
Sharpspring Inc Com equity / small cap | 0.1 | $263k | 30k | 8.77 | |
Procter & Gamble Company (PG) | 0.1 | $252k | 2.1k | 119.36 | |
Norfolk Southern (NSC) | 0.1 | $247k | 1.4k | 175.80 | |
Pepsi (PEP) | 0.1 | $238k | 1.8k | 131.68 | |
Hershey Company (HSY) | 0.1 | $220k | 1.7k | 129.41 | |
International Business Machines (IBM) | 0.1 | $208k | 1.7k | 120.62 | |
iShares MSCI EAFE Index Fund (EFA) | 0.1 | $204k | 3.3k | 60.98 | |
iShares S&P MidCap 400 Index (IJH) | 0.1 | $202k | 1.1k | 177.50 | |
Sonos (SONO) | 0.1 | $146k | 10k | 14.60 | |
Calumet Specialty Products Partners, L.P | 0.1 | $134k | 59k | 2.28 | |
Vanguard Gnma Fd - Adm (VFIJX) | 0.1 | $130k | 12k | 10.83 | |
Theworks.co.uk (TWRKF) | 0.1 | $116k | 437k | 0.27 | |
Gamco Global Gold Natural Reso (GGN) | 0.1 | $103k | 30k | 3.43 | |
Western Midstream Partners (WES) | 0.1 | $100k | 10k | 10.00 | |
Gladstone Capital Corporation | 0.0 | $73k | 10k | 7.30 | |
Daseke | 0.0 | $67k | 17k | 3.94 | |
Oxford Lane Cap Corp (OXLC) | 0.0 | $41k | 10k | 4.10 | |
Daseke Warrants WT | 0.0 | $14k | 229k | 0.06 |