O'Neil Global Advisors as of June 30, 2026
Portfolio Holdings for O'Neil Global Advisors
O'Neil Global Advisors holds 62 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Eli Lilly & Co. (LLY) | 21.4 | $96M | 80k | 1199.43 | |
| Alphabet Inc Class A cs (GOOGL) | 15.2 | $68M | 190k | 357.37 | |
| Tesla Motors (TSLA) | 7.7 | $35M | 82k | 420.60 | |
| Ftai Aviation (FTAI) | 4.2 | $19M | 70k | 270.53 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 4.1 | $19M | 24k | 763.14 | |
| Iron Mountain (IRM) | 3.2 | $14M | 113k | 126.31 | |
| Snowflake Inc Cl A (SNOW) | 2.9 | $13M | 52k | 254.50 | |
| Amazon (AMZN) | 2.7 | $12M | 51k | 238.34 | |
| Intel Corporation (INTC) | 2.5 | $11M | 80k | 139.63 | |
| MaxLinear (MXL) | 2.3 | $10M | 80k | 128.03 | |
| Alignment Healthcare (ALHC) | 2.0 | $8.9M | 373k | 23.81 | |
| Invesco Qqq Trust Series 1 (QQQ) | 1.9 | $8.7M | 12k | 736.40 | |
| Incyte Corporation (INCY) | 1.9 | $8.6M | 76k | 113.36 | |
| Goldman Sachs (GS) | 1.9 | $8.6M | 8.5k | 1011.37 | |
| Corcept Therapeutics Incorporated (CORT) | 1.9 | $8.6M | 98k | 86.95 | |
| Flywire Corporation (FLYW) | 1.6 | $7.1M | 402k | 17.57 | |
| Bloom Energy Corp (BE) | 1.6 | $7.0M | 23k | 302.70 | |
| Ralph Lauren Corp (RL) | 1.4 | $6.3M | 16k | 401.41 | |
| NVIDIA Corporation (NVDA) | 1.3 | $5.7M | 28k | 200.09 | |
| Proshares Tr (SQQQ) | 1.1 | $5.0M | 138k | 36.31 | |
| Ge Vernova (GEV) | 1.1 | $4.9M | 4.2k | 1174.86 | |
| Square Inc cl a (XYZ) | 1.1 | $4.9M | 65k | 76.00 | |
| General Electric (GE) | 1.1 | $4.8M | 13k | 373.73 | |
| M/a (MTSI) | 1.0 | $4.4M | 12k | 380.37 | |
| Lam Research (LRCX) | 0.9 | $3.9M | 8.9k | 433.33 | |
| Abbvie (ABBV) | 0.8 | $3.4M | 14k | 251.64 | |
| Solaris Oilfield Infrstr (SEI) | 0.7 | $3.2M | 40k | 80.46 | |
| Micron Technology (MU) | 0.7 | $3.0M | 2.6k | 1154.29 | |
| Comfort Systems USA (FIX) | 0.7 | $2.9M | 1.5k | 1981.95 | |
| Morgan Stanley (MS) | 0.6 | $2.8M | 14k | 209.04 | |
| Caterpillar (CAT) | 0.6 | $2.8M | 2.7k | 1064.90 | |
| TTM Technologies (TTMI) | 0.5 | $2.4M | 13k | 187.02 | |
| Amphenol Corporation (APH) | 0.5 | $2.3M | 13k | 176.32 | |
| Element Solutions (ESI) | 0.5 | $2.2M | 46k | 47.75 | |
| Amkor Technology (AMKR) | 0.5 | $2.2M | 25k | 86.23 | |
| Affirm Hldgs (AFRM) | 0.5 | $2.2M | 27k | 81.55 | |
| MKS Instruments (MKSI) | 0.3 | $1.5M | 3.4k | 444.80 | |
| Modine Manufacturing (MOD) | 0.3 | $1.4M | 5.3k | 267.02 | |
| STMicroelectronics (STM) | 0.3 | $1.3M | 18k | 74.89 | |
| Keysight Technologies (KEYS) | 0.3 | $1.3M | 3.6k | 350.07 | |
| FormFactor (FORM) | 0.3 | $1.3M | 7.8k | 159.93 | |
| Robinhood Mkts (HOOD) | 0.3 | $1.2M | 12k | 100.28 | |
| Everus Constr Group (ECG) | 0.3 | $1.2M | 7.3k | 165.95 | |
| Silicon Motion Technology (SIMO) | 0.3 | $1.2M | 3.6k | 333.33 | |
| Lattice Semiconductor (LSCC) | 0.3 | $1.2M | 7.7k | 152.96 | |
| Teradyne (TER) | 0.3 | $1.1M | 2.4k | 483.84 | |
| Cognex Corporation (CGNX) | 0.3 | $1.1M | 16k | 72.42 | |
| Howmet Aerospace (HWM) | 0.2 | $1.1M | 4.0k | 268.86 | |
| Seagate Technology (STX) | 0.2 | $1.0M | 1.1k | 965.00 | |
| Marvell Technology (MRVL) | 0.2 | $1.0M | 3.4k | 297.89 | |
| Analog Devices (ADI) | 0.2 | $926k | 2.3k | 397.17 | |
| Viavi Solutions Inc equities (VIAV) | 0.2 | $826k | 17k | 47.75 | |
| Cardinal Health (CAH) | 0.2 | $796k | 3.4k | 237.56 | |
| KLA-Tencor Corporation (KLAC) | 0.2 | $756k | 2.5k | 301.71 | |
| Citigroup (C) | 0.1 | $637k | 4.6k | 139.96 | |
| Virtu Financial Inc Class A (VIRT) | 0.1 | $541k | 9.1k | 59.57 | |
| Argenx Se (ARGX) | 0.1 | $531k | 572.00 | 927.77 | |
| Sandisk Corp (SNDK) | 0.1 | $530k | 233.00 | 2273.73 | |
| Dell Technologies (DELL) | 0.1 | $528k | 1.2k | 431.46 | |
| Asml Holding (ASML) | 0.1 | $509k | 256.00 | 1989.44 | |
| Network Associates Inc cl a (NET) | 0.1 | $261k | 1.1k | 245.28 | |
| ACCO Brands Corporation (ACCO) | 0.0 | $67k | 16k | 4.16 |
