OMC Financial Services as of Dec. 31, 2025
Portfolio Holdings for OMC Financial Services
OMC Financial Services holds 66 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 |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 12.4 | $33M | 178k | 186.50 | |
| Apple (AAPL) | 11.7 | $31M | 115k | 271.86 | |
| Mastercard Incorporated Cl A (MA) | 7.3 | $20M | 34k | 570.88 | |
| Visa Com Cl A (V) | 6.7 | $18M | 51k | 350.71 | |
| Spdr Gold Tr Gold Shs (GLD) | 5.0 | $14M | 34k | 396.31 | |
| Microsoft Corporation (MSFT) | 4.4 | $12M | 24k | 483.62 | |
| Abbvie (ABBV) | 4.3 | $12M | 51k | 228.49 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.0 | $11M | 34k | 313.00 | |
| Advanced Micro Devices (AMD) | 3.7 | $10M | 47k | 214.16 | |
| Meta Platforms Cl A (META) | 2.4 | $6.5M | 9.8k | 660.07 | |
| McDonald's Corporation (MCD) | 2.2 | $5.8M | 19k | 305.64 | |
| Marriott Intl Cl A (MAR) | 2.2 | $5.8M | 19k | 310.24 | |
| Amazon (AMZN) | 1.9 | $5.2M | 23k | 230.82 | |
| Crowdstrike Hldgs Cl A (CRWD) | 1.9 | $5.0M | 11k | 468.76 | |
| Schwab Strategic Tr Internl Divid (SCHY) | 1.8 | $4.7M | 159k | 29.82 | |
| Lowe's Companies (LOW) | 1.7 | $4.5M | 19k | 241.16 | |
| Ge Vernova (GEV) | 1.5 | $3.9M | 6.0k | 653.59 | |
| Palo Alto Networks (PANW) | 1.5 | $3.9M | 21k | 184.20 | |
| Vistra Energy (VST) | 1.4 | $3.7M | 23k | 161.33 | |
| Snowflake Com Shs (SNOW) | 1.4 | $3.7M | 17k | 219.36 | |
| Wal-Mart Stores (WMT) | 1.3 | $3.4M | 31k | 111.41 | |
| JPMorgan Chase & Co. (JPM) | 1.2 | $3.4M | 10k | 322.22 | |
| Lockheed Martin Corporation (LMT) | 1.1 | $3.0M | 6.3k | 483.67 | |
| salesforce (CRM) | 1.0 | $2.8M | 11k | 264.92 | |
| Johnson & Johnson (JNJ) | 1.0 | $2.8M | 13k | 206.95 | |
| Toll Brothers (TOL) | 1.0 | $2.6M | 19k | 135.22 | |
| Home Depot (HD) | 0.9 | $2.4M | 7.0k | 344.09 | |
| Servicenow (NOW) | 0.9 | $2.4M | 16k | 153.19 | |
| Realty Income (O) | 0.9 | $2.4M | 42k | 56.37 | |
| Union Pacific Corporation (UNP) | 0.8 | $2.2M | 9.6k | 231.32 | |
| Netflix (NFLX) | 0.8 | $2.1M | 23k | 93.76 | |
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.8 | $2.1M | 23k | 90.00 | |
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.7 | $1.9M | 20k | 91.45 | |
| Amgen (AMGN) | 0.7 | $1.7M | 5.3k | 327.31 | |
| Corning Incorporated (GLW) | 0.6 | $1.7M | 19k | 87.56 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $1.4M | 4.4k | 313.79 | |
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.5 | $1.3M | 55k | 23.37 | |
| Tesla Motors (TSLA) | 0.4 | $1.1M | 2.5k | 449.72 | |
| Chevron Corporation (CVX) | 0.4 | $1.0M | 6.6k | 152.41 | |
| Ford Motor Company (F) | 0.4 | $955k | 73k | 13.12 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.3 | $922k | 28k | 32.62 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $900k | 7.5k | 120.34 | |
| Newmont Mining Corporation (NEM) | 0.3 | $895k | 9.0k | 99.85 | |
| General Dynamics Corporation (GD) | 0.3 | $796k | 2.4k | 336.66 | |
| Coca-Cola Company (KO) | 0.3 | $771k | 11k | 69.91 | |
| Procter & Gamble Company (PG) | 0.3 | $765k | 5.3k | 143.31 | |
| Raytheon Technologies Corp (RTX) | 0.3 | $756k | 4.1k | 183.40 | |
| Kinder Morgan (KMI) | 0.2 | $656k | 24k | 27.49 | |
| BlackRock Enhanced Dividend Achievers Tr (BDJ) | 0.2 | $631k | 67k | 9.48 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $586k | 21k | 27.43 | |
| Quest Diagnostics Incorporated (DGX) | 0.2 | $569k | 3.3k | 173.53 | |
| Illinois Tool Works (ITW) | 0.2 | $530k | 2.2k | 246.30 | |
| Southern Company (SO) | 0.2 | $512k | 5.9k | 87.20 | |
| Verizon Communications (VZ) | 0.2 | $502k | 12k | 40.73 | |
| International Business Machines (IBM) | 0.2 | $430k | 1.5k | 296.21 | |
| Duke Energy Corp Com New (DUK) | 0.1 | $397k | 3.4k | 117.22 | |
| Ge Aerospace Com New (GE) | 0.1 | $395k | 1.3k | 307.98 | |
| Caterpillar (CAT) | 0.1 | $375k | 655.00 | 572.87 | |
| Philip Morris International (PM) | 0.1 | $341k | 2.1k | 160.40 | |
| Walt Disney Company (DIS) | 0.1 | $338k | 3.0k | 113.77 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $307k | 500.00 | 614.31 | |
| Altria (MO) | 0.1 | $296k | 5.1k | 57.66 | |
| Colgate-Palmolive Company (CL) | 0.1 | $225k | 2.9k | 79.02 | |
| Honeywell International (HON) | 0.1 | $205k | 1.1k | 195.09 | |
| Wec Energy Group (WEC) | 0.1 | $203k | 1.9k | 105.46 | |
| Putnam Etf Trust Franklin Ny Muni (FTNY) | 0.0 | $79k | 10k | 7.84 |