O'Brien Greene & Co as of Dec. 31, 2025
Portfolio Holdings for O'Brien Greene & Co
O'Brien Greene & Co holds 136 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sprott Physical Gold Trust (PHYS) | 5.5 | $19M | 566k | 33.02 | |
| Interactive Brokers (IBKR) | 5.0 | $17M | 259k | 64.31 | |
| Apple (AAPL) | 4.4 | $15M | 55k | 271.86 | |
| Berkshire Hathaway (BRK.B) | 4.2 | $14M | 28k | 502.66 | |
| Franklin Templeton Etf Tr ftse brazil (FLBR) | 3.6 | $12M | 635k | 19.05 | |
| Wal-Mart Stores (WMT) | 3.4 | $12M | 104k | 111.41 | |
| Cisco Systems (CSCO) | 3.1 | $10M | 134k | 77.03 | |
| Microsoft Corporation (MSFT) | 3.0 | $10M | 21k | 483.61 | |
| Franco-Nevada Corporation (FNV) | 3.0 | $10M | 49k | 207.28 | |
| Amgen (AMGN) | 2.9 | $9.7M | 30k | 327.31 | |
| Williams Companies (WMB) | 2.8 | $9.4M | 156k | 60.11 | |
| CBOE Holdings (CBOE) | 2.8 | $9.3M | 37k | 251.00 | |
| Union Pacific Corporation (UNP) | 2.7 | $9.2M | 40k | 231.32 | |
| Danaher Corporation (DHR) | 2.6 | $8.8M | 38k | 228.92 | |
| S&p Global (SPGI) | 2.6 | $8.6M | 16k | 522.59 | |
| EOG Resources (EOG) | 2.5 | $8.6M | 82k | 105.01 | |
| Valero Energy Corporation (VLO) | 2.4 | $8.0M | 49k | 162.79 | |
| Nutrien (NTR) | 2.3 | $7.8M | 126k | 61.72 | |
| Nextera Energy (NEE) | 2.2 | $7.3M | 92k | 80.28 | |
| Medpace Hldgs (MEDP) | 2.1 | $7.2M | 13k | 561.65 | |
| Broadridge Financial Solutions (BR) | 2.1 | $7.0M | 31k | 223.17 | |
| Curtiss-Wright (CW) | 2.1 | $7.0M | 13k | 551.28 | |
| Veralto Corp (VLTO) | 1.9 | $6.5M | 66k | 99.78 | |
| Sony Corporation (SONY) | 1.7 | $5.7M | 222k | 25.60 | |
| Talen Energy Corp (TLN) | 1.2 | $4.2M | 11k | 374.84 | |
| Automatic Data Processing (ADP) | 1.1 | $3.9M | 15k | 257.23 | |
| FedEx Corporation (FDX) | 1.1 | $3.9M | 13k | 288.86 | |
| Topicus.com (TOITF) | 1.1 | $3.6M | 39k | 92.49 | |
| Costco Wholesale Corporation (COST) | 0.9 | $3.0M | 3.4k | 862.34 | |
| Golar Lng (GLNG) | 0.9 | $2.9M | 78k | 37.21 | |
| JPMorgan Chase & Co. (JPM) | 0.8 | $2.8M | 8.7k | 322.22 | |
| Wise PLC Ord (WPLCF) | 0.8 | $2.7M | 230k | 11.71 | |
| Cummins (CMI) | 0.7 | $2.4M | 4.6k | 510.45 | |
| Chevron Corporation (CVX) | 0.7 | $2.3M | 15k | 152.41 | |
| Constellation Software (CNSWF) | 0.7 | $2.3M | 946.00 | 2399.74 | |
| Emerson Electric (EMR) | 0.6 | $2.1M | 15k | 132.72 | |
| Abbvie (ABBV) | 0.6 | $2.0M | 8.7k | 228.49 | |
| Stonex Group (SNEX) | 0.6 | $1.9M | 20k | 95.13 | |
| Waste Management (WM) | 0.5 | $1.8M | 8.2k | 219.71 | |
| W.W. Grainger (GWW) | 0.5 | $1.7M | 1.7k | 1009.05 | |
| iShares S&P SmallCap 600 Index (IJR) | 0.5 | $1.7M | 14k | 120.18 | |
| Coca-Cola Company (KO) | 0.5 | $1.6M | 23k | 69.91 | |
| Alphabet Inc Class A cs (GOOGL) | 0.4 | $1.4M | 4.5k | 313.00 | |
| Black Stone Minerals (BSM) | 0.4 | $1.3M | 100k | 13.29 | |
| Cameco Corporation (CCJ) | 0.4 | $1.3M | 14k | 91.49 | |
| eBay (EBAY) | 0.4 | $1.3M | 15k | 87.10 | |
| Johnson & Johnson (JNJ) | 0.4 | $1.3M | 6.3k | 206.95 | |
| Abbott Laboratories (ABT) | 0.4 | $1.3M | 10k | 125.29 | |
| Axon Enterprise (AXON) | 0.3 | $1.2M | 2.0k | 567.93 | |
| Skyline Corporation (SKY) | 0.3 | $1.1M | 13k | 84.50 | |
| Rio Tinto (RIO) | 0.3 | $1.1M | 14k | 80.03 | |
| Broadcom (AVGO) | 0.3 | $1000k | 2.9k | 346.10 | |
| Eli Lilly & Co. (LLY) | 0.3 | $967k | 900.00 | 1074.68 | |
| NVIDIA Corporation (NVDA) | 0.3 | $864k | 4.6k | 186.50 | |
| Sprott Physical Uraniumtr (SRUUF) | 0.3 | $848k | 44k | 19.47 | |
| British American Tobac (BTI) | 0.3 | $846k | 15k | 56.62 | |
| Ecolab (ECL) | 0.2 | $839k | 3.2k | 262.52 | |
| Bunge (BG) | 0.2 | $823k | 9.2k | 89.08 | |
| Sprott Physical Silver Tr tr unit (PSLV) | 0.2 | $797k | 34k | 23.65 | |
| Vaneck Vectors Junior Gold Miners Etf etf (GDXJ) | 0.2 | $797k | 7.0k | 113.78 | |
| Teck Resources Ltd cl b (TECK) | 0.2 | $788k | 17k | 47.89 | |
| Becton, Dickinson and (BDX) | 0.2 | $787k | 4.1k | 194.07 | |
| SYSCO Corporation (SYY) | 0.2 | $785k | 11k | 73.69 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.2 | $771k | 1.3k | 605.01 | |
| iShares Russell 2000 Index (IWM) | 0.2 | $732k | 3.0k | 246.16 | |
| Crocs (CROX) | 0.2 | $732k | 8.6k | 85.52 | |
| Martin Marietta Materials (MLM) | 0.2 | $721k | 1.2k | 622.75 | |
| Sherwin-Williams Company (SHW) | 0.2 | $701k | 2.2k | 324.03 | |
| Novartis (NVS) | 0.2 | $701k | 5.1k | 137.87 | |
| Ivanhoe Electric (IE) | 0.2 | $670k | 42k | 15.98 | |
| Grupo Aeroportuario del Centro Nort (OMAB) | 0.2 | $669k | 6.1k | 108.77 | |
| Lowe's Companies (LOW) | 0.2 | $656k | 2.7k | 241.19 | |
| Linde (LIN) | 0.2 | $644k | 1.5k | 426.39 | |
| Nintendo (NTDOY) | 0.2 | $642k | 38k | 16.86 | |
| Yellow Cake (YLLXF) | 0.2 | $635k | 75k | 8.47 | |
| Colgate-Palmolive Company (CL) | 0.2 | $607k | 7.7k | 79.02 | |
| Games Workshop Group (GMWKF) | 0.2 | $590k | 2.4k | 250.00 | |
| Hikari Tsushin (HKTGF) | 0.2 | $586k | 2.1k | 279.24 | |
| Fomento Economico Mexicano SAB (FMX) | 0.2 | $576k | 5.7k | 101.07 | |
| Amrize Ltd Ordinary Shares (AMRZ) | 0.2 | $572k | 11k | 54.08 | |
| Sprott (SII) | 0.2 | $555k | 5.7k | 97.92 | |
| Quaker Chemical Corporation (KWR) | 0.2 | $549k | 4.0k | 137.31 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $545k | 4.5k | 120.34 | |
| Alphamin Resources Corp (AFMJF) | 0.2 | $542k | 630k | 0.86 | |
| Vanguard Dividend Appreciation ETF (VIG) | 0.2 | $541k | 2.5k | 219.81 | |
| TowneBank (TOWN) | 0.2 | $535k | 16k | 33.37 | |
| Bank of New York Mellon Corporation (BK) | 0.2 | $510k | 4.4k | 116.09 | |
| Newmont Mining Corporation (NEM) | 0.1 | $499k | 5.0k | 99.85 | |
| Merck & Co (MRK) | 0.1 | $491k | 4.7k | 105.26 | |
| iShares S&P 500 Index (IVV) | 0.1 | $488k | 713.00 | 684.94 | |
| WisdomTree LargeCap Value Fund (WTV) | 0.1 | $471k | 5.1k | 93.30 | |
| AFLAC Incorporated (AFL) | 0.1 | $467k | 4.2k | 110.27 | |
| American Express Company (AXP) | 0.1 | $461k | 1.2k | 369.95 | |
| Sturm, Ruger & Company (RGR) | 0.1 | $457k | 14k | 32.65 | |
| Spdr S&p 500 Etf (SPY) | 0.1 | $433k | 634.00 | 682.32 | |
| Subsea 7 SA (SUBCY) | 0.1 | $432k | 21k | 20.17 | |
| Warsaw Stock Exchange (WSEWF) | 0.1 | $422k | 27k | 15.59 | |
| Procter & Gamble Company (PG) | 0.1 | $419k | 2.9k | 143.31 | |
| Core Natural Resources (CNR) | 0.1 | $417k | 4.7k | 88.51 | |
| Aon (AON) | 0.1 | $400k | 1.1k | 352.88 | |
| Viper Energy Inc Cl A (VNOM) | 0.1 | $393k | 10k | 38.63 | |
| Ss&c Technologies Holding (SSNC) | 0.1 | $383k | 4.4k | 87.42 | |
| Unilever (UL) | 0.1 | $377k | 5.8k | 65.40 | |
| Vanguard 500 Index - Adm (VFIAX) | 0.1 | $371k | 587.00 | 631.95 | |
| Norfolk Southern (NSC) | 0.1 | $367k | 1.3k | 288.72 | |
| Bj's Wholesale Club Holdings (BJ) | 0.1 | $360k | 4.0k | 90.03 | |
| Quanta Services (PWR) | 0.1 | $357k | 846.00 | 422.06 | |
| Comcast Corporation (CMCSA) | 0.1 | $341k | 11k | 29.89 | |
| Harsco Corporation (NVRI) | 0.1 | $341k | 19k | 17.92 | |
| Kddi Corp-unsp (KDDIY) | 0.1 | $340k | 20k | 17.29 | |
| Olin Corporation (OLN) | 0.1 | $333k | 16k | 20.83 | |
| Southern Company (SO) | 0.1 | $327k | 3.8k | 87.20 | |
| Bristol Myers Squibb (BMY) | 0.1 | $305k | 5.7k | 53.94 | |
| AmerisourceBergen (COR) | 0.1 | $302k | 894.00 | 337.75 | |
| Essential Utils (WTRG) | 0.1 | $296k | 7.7k | 38.36 | |
| Amazon (AMZN) | 0.1 | $286k | 1.2k | 230.82 | |
| SPDR S&P MidCap 400 ETF (MDY) | 0.1 | $278k | 460.00 | 603.28 | |
| Hershey Company (HSY) | 0.1 | $273k | 1.5k | 181.98 | |
| Mfs Institutional Trust-mfs In (MIEKX) | 0.1 | $246k | 6.1k | 40.53 | |
| Paypal Holdings (PYPL) | 0.1 | $244k | 4.2k | 58.38 | |
| Sandoz Group (SDZNY) | 0.1 | $243k | 3.3k | 72.78 | |
| Pepsi (PEP) | 0.1 | $235k | 1.6k | 143.52 | |
| Dorchester Minerals (DMLP) | 0.1 | $224k | 10k | 22.36 | |
| Seneca Foods Corporation (SENEA) | 0.1 | $221k | 2.0k | 110.63 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $213k | 1.2k | 183.40 | |
| iShares Russell 3000 Growth Index (IUSG) | 0.1 | $212k | 1.3k | 167.94 | |
| TJX Companies (TJX) | 0.1 | $209k | 1.4k | 153.61 | |
| Natural Resource Partners miscellaneous-ltd partnerships (NRP) | 0.1 | $209k | 2.0k | 104.40 | |
| International Business Machines (IBM) | 0.1 | $207k | 700.00 | 296.21 | |
| salesforce (CRM) | 0.1 | $204k | 768.00 | 264.91 | |
| Commscope Hldg | 0.1 | $199k | 11k | 18.13 | |
| Rbc Emerging Markets Eq-i open-end fund (REEIX) | 0.1 | $191k | 11k | 17.06 | |
| B3 SA - Brasil Bolsa Balcao (BOLSY) | 0.0 | $160k | 20k | 7.91 | |
| Ecopetrol (EC) | 0.0 | $100k | 10k | 10.02 | |
| Bgc Group Inc Cl A (BGC) | 0.0 | $89k | 10k | 8.93 | |
| Naked Wines Plc Ord Gbp0075 Isin Gb00b021f836 Sedol B021f83 (NWINF) | 0.0 | $18k | 19k | 0.95 |