O'Keefe Stevens Advisory as of Sept. 30, 2025
Portfolio Holdings for O'Keefe Stevens Advisory
O'Keefe Stevens Advisory holds 67 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 19.5 | $72M | 386k | 186.58 | |
| Corning Incorporated (GLW) | 7.0 | $26M | 315k | 82.03 | |
| Qualcomm (QCOM) | 6.5 | $24M | 143k | 166.36 | |
| Warrior Met Coal (HCC) | 5.0 | $19M | 291k | 63.64 | |
| Aercap Holdings Nv SHS (AER) | 4.6 | $17M | 139k | 121.00 | |
| Loews Corporation (L) | 4.5 | $17M | 167k | 100.39 | |
| Bgc Group Cl A (BGC) | 4.5 | $17M | 1.7M | 9.46 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 4.1 | $15M | 84k | 178.73 | |
| Tri Pointe Homes (TPH) | 4.0 | $15M | 434k | 33.97 | |
| Five Point Holdings Com Cl A (FPH) | 3.9 | $14M | 2.3M | 6.13 | |
| Amgen (AMGN) | 3.9 | $14M | 51k | 282.20 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.8 | $14M | 28k | 502.74 | |
| Sphere Entertainment Cl A (SPHR) | 3.5 | $13M | 207k | 62.12 | |
| Compass Minerals International (CMP) | 3.0 | $11M | 570k | 19.20 | |
| M&T Bank Corporation (MTB) | 2.5 | $9.2M | 46k | 197.62 | |
| Weyerhaeuser Co Mtn Be Com New (WY) | 2.5 | $9.1M | 368k | 24.79 | |
| Union Pacific Corporation (UNP) | 1.7 | $6.4M | 27k | 236.37 | |
| Perrigo SHS (PRGO) | 1.4 | $5.0M | 224k | 22.27 | |
| Stepan Company (SCL) | 1.0 | $3.7M | 78k | 47.70 | |
| Arcos Dorados Holdings Shs Class -a - (ARCO) | 0.9 | $3.5M | 517k | 6.75 | |
| Phillips 66 (PSX) | 0.9 | $3.4M | 25k | 136.02 | |
| Exxon Mobil Corporation (XOM) | 0.9 | $3.3M | 30k | 112.75 | |
| Callaway Golf Company (MODG) | 0.9 | $3.3M | 347k | 9.50 | |
| JPMorgan Chase & Co. (JPM) | 0.8 | $3.1M | 9.8k | 315.44 | |
| Pfizer (PFE) | 0.6 | $2.4M | 93k | 25.48 | |
| Tko Group Holdings Cl A (TKO) | 0.5 | $1.7M | 8.5k | 201.95 | |
| Huntington Ingalls Inds (HII) | 0.4 | $1.7M | 5.8k | 287.91 | |
| Enbridge (ENB) | 0.4 | $1.6M | 31k | 50.46 | |
| Blackrock (BLK) | 0.4 | $1.5M | 1.3k | 1166.18 | |
| Southwest Gas Corporation (SWX) | 0.4 | $1.5M | 19k | 78.34 | |
| Apple (AAPL) | 0.3 | $1.3M | 5.0k | 254.61 | |
| Williams Companies (WMB) | 0.3 | $1.2M | 20k | 63.35 | |
| Duke Energy Corp Com New (DUK) | 0.3 | $1.2M | 9.9k | 123.75 | |
| Genuine Parts Company (GPC) | 0.3 | $1.1M | 8.2k | 138.60 | |
| Air Products & Chemicals (APD) | 0.3 | $1.1M | 4.1k | 272.72 | |
| Paychex (PAYX) | 0.3 | $1.1M | 8.7k | 126.76 | |
| Medtronic SHS (MDT) | 0.3 | $1.1M | 11k | 95.24 | |
| Coca-Cola Company (KO) | 0.3 | $1.0M | 16k | 66.32 | |
| Starbucks Corporation (SBUX) | 0.3 | $1.0M | 12k | 84.60 | |
| Lockheed Martin Corporation (LMT) | 0.3 | $962k | 1.9k | 499.10 | |
| Omni (OMC) | 0.2 | $910k | 11k | 81.53 | |
| United Parcel Service CL B (UPS) | 0.2 | $837k | 10k | 83.53 | |
| Apa Corporation (APA) | 0.2 | $717k | 30k | 24.28 | |
| Microsoft Corporation (MSFT) | 0.2 | $710k | 1.4k | 517.95 | |
| Johnson & Johnson (JNJ) | 0.2 | $665k | 3.6k | 185.42 | |
| Applied Materials (AMAT) | 0.2 | $662k | 3.2k | 204.74 | |
| Roku Com Cl A (ROKU) | 0.2 | $624k | 6.2k | 100.13 | |
| Rockwell Automation (ROK) | 0.2 | $559k | 1.6k | 349.53 | |
| Calumet (CLMT) | 0.1 | $500k | 27k | 18.25 | |
| Procter & Gamble Company (PG) | 0.1 | $427k | 2.8k | 153.65 | |
| McDonald's Corporation (MCD) | 0.1 | $395k | 1.3k | 303.89 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $373k | 1.5k | 243.55 | |
| Quest Diagnostics Incorporated (DGX) | 0.1 | $357k | 1.9k | 190.58 | |
| Bank of New York Mellon Corporation (BK) | 0.1 | $344k | 3.2k | 108.96 | |
| Walt Disney Company (DIS) | 0.1 | $303k | 2.6k | 114.50 | |
| Oracle Corporation (ORCL) | 0.1 | $302k | 1.1k | 281.24 | |
| Seaport Entmt Group Common Stock (SEG) | 0.1 | $299k | 13k | 22.92 | |
| Philip Morris International (PM) | 0.1 | $289k | 1.8k | 162.20 | |
| Broadstone Net Lease (BNL) | 0.1 | $288k | 16k | 17.87 | |
| Ge Aerospace Com New (GE) | 0.1 | $285k | 947.00 | 300.86 | |
| Charles Schwab Corporation (SCHW) | 0.1 | $254k | 2.7k | 95.47 | |
| Illinois Tool Works (ITW) | 0.1 | $245k | 940.00 | 260.76 | |
| Abbott Laboratories (ABT) | 0.1 | $216k | 1.6k | 133.94 | |
| Merck & Co (MRK) | 0.1 | $214k | 2.5k | 83.91 | |
| Meta Platforms Cl A (META) | 0.1 | $213k | 290.00 | 734.38 | |
| Chevron Corporation (CVX) | 0.1 | $208k | 1.3k | 155.29 | |
| Donnelley Finl Solutions (DFIN) | 0.1 | $204k | 4.0k | 51.43 |