Sponsored

The Analysis of O'Brien Greene & Co. Inc's Holdings & P&L

Currently, O'Brien Greene & Co. Inc holds 133 types of securities in its portfolio with a total value $353.3M. In the most recent quarter, they have increased their positions in LYB (+84.6K shares, valued at $6.8M), ABBNY (+83.4K shares, valued at $6.7M), BSX (+83.4K shares, valued at $5.2M); decreased their positions in FDX (-12.3K shares, valued at $4.4M), TLN (-6.5K shares, valued at $2.1M), ADP (-5.4K shares, valued at $1.1M); initiated new positions in LYB (+84.6K shares, valued at $6.8M), ABBNY (+83.4K shares, valued at $6.7M), BSX (+83.4K shares, valued at $5.2M).

1M P&L

+6.4M+2.12%

3M P&L

+11.2M+3.74%

HY P&L

+38.7M+14.26%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A48.5M

15.0%

2Capital Markets20.0M

6.2%

3Consumer Electronics18.9M

5.9%

Top Industries by Stock Count

1N/A13 stocks

12.3%

2Drug Manufacturers - General6 stocks

5.7%

3Aerospace & Defense4 stocks

3.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

PHYS Sprott Physical Gold Trust581.4K shares2.79%2026-03-312026-05-06

IBKR Interactive Brokers Group Inc252.7K shares-2.53%2026-03-312026-05-06

FLBR Franklin Ftse Brazil Etf609.3K shares-3.98%2026-03-312026-05-06

AAPL Apple Computer Inc Com55.3K shares0.90%2026-03-312026-05-06

Berkshire Hathaway Inc Cl B Berkshire Hathaway Inc Cl B27.8K shares-0.30%2026-03-312026-05-06

WMT Wal-Mart Stores102.2K shares-1.84%2026-03-312026-05-06

VLO Valero Energy Corp New Com50.6K shares2.42%2026-03-312026-05-06

EOG Eog Res Inc Com83.4K shares2.34%2026-03-312026-05-06

Sponsored

FNV Franco-Nevada Corp48.6K shares0.01%2026-03-312026-05-06

WMB Williams Cos155.2K shares-0.30%2026-03-312026-05-06

CBOE Cboe Global Markets Inc37.9K shares2.11%2026-03-312026-05-06

AMGN Amgen Inc29.6K shares-0.12%2026-03-312026-05-06

CSCO Cisco Sys Inc Com130.5K shares-2.32%2026-03-312026-05-06

NTR Nutrien Ltd131.6K shares4.11%2026-03-312026-05-06

UNP Union Pacific Corp40.8K shares2.54%2026-03-312026-05-06

CW Curtiss Wright Corp12.9K shares2.64%2026-03-312026-05-06

Sponsored

NEE Nextera Energy Inc92.7K shares1.28%2026-03-312026-05-06

MSFT Microsoft Corp22.0K shares3.95%2026-03-312026-05-06

DHR Danaher Corp Del Com40.3K shares5.10%2026-03-312026-05-06

SPGI S&P Global Inc Com17.1K shares3.97%2026-03-312026-05-06

LYB Lyondellbasell Industries Ord84.6K sharesnew addition2026-03-312026-05-06

ABBNY Abb Ltd Sponsored Adr83.4K sharesnew addition2026-03-312026-05-06

VLTO Veralto Ord Shs68.9K shares5.05%2026-03-312026-05-06

BSX Boston Scientific83.4K sharesnew addition2026-03-312026-05-06

Sponsored

SONY Sony Group Corporation Sponsor235.2K shares6.00%2026-03-312026-05-06

GLNG Golar Lng Ltd78.2K shares0.00%2026-03-312026-05-06

COST Costco Whsl Corp New Com3.4K shares-0.61%2026-03-312026-05-06

CVX Chevrontexaco Corp15.2K shares0.00%2026-03-312026-05-06

Wise Plc Wise Plc230.0K shares0.00%2026-03-312026-05-06

JPM J P Morgan Chase & Co Com8.6K shares-0.43%2026-03-312026-05-06

CMI Cummins Inc Com4.5K shares-2.06%2026-03-312026-05-06

SNEX Stonex Group29.5K shares49.99%2026-03-312026-05-06

Sponsored

EMR Emerson Elec Co16.6K shares7.77%2026-03-312026-05-06

ADP Automatic Data Process Com9.6K shares-35.87%2026-03-312026-05-06

WM Waste Mgmt Inc Del Com8.2K shares0.00%2026-03-312026-05-06

ABBV Abbvie Inc Com8.6K shares-1.78%2026-03-312026-05-06

GWW Grainger W W Inc Com1.7K shares-1.76%2026-03-312026-05-06

KO Coca Cola Co22.9K shares0.00%2026-03-312026-05-06

IJR Ishares Core S&P Small Cap Etf13.8K shares-0.90%2026-03-312026-05-06

Constellation Software Ord Shs Constellation Software Ord Shs963 shares1.80%2026-03-312026-05-06

Sponsored

JNJ Johnson & Johnson6.3K shares0.00%2026-03-312026-05-06

BSM Black Stone Minerals100.0K shares0.00%2026-03-312026-05-06

TLN Talen Energy Corp4.5K shares-58.96%2026-03-312026-05-06

RIO Rio Tinto Plc15.1K shares9.01%2026-03-312026-05-06

EBAY Ebay Inc Com15.3K shares0.99%2026-03-312026-05-06

Alphabet Inc Class A Alphabet Inc Class A4.5K shares-1.55%2026-03-312026-05-06

B3 Sa Brasil Bolsa Balcao B3 Sa Brasil Bolsa Balcao117.9K shares483.66%2026-03-312026-05-06

Bunge Global Sa Bunge Global Sa8.8K shares-4.44%2026-03-312026-05-06

Sponsored

ABT Abbott Laboratories10.3K shares0.00%2026-03-312026-05-06

SKY Champion Homes Inc13.8K shares3.77%2026-03-312026-05-06

CCJ Cameco Corp Com9.2K shares-36.11%2026-03-312026-05-06

RGR Sturm Ruger & Co Inc24.0K shares71.43%2026-03-312026-05-06

EC Ecopetrol Sa Sp Ads64.0K shares540.00%2026-03-312026-05-06

BTI British American Tobacco Adr R15.9K shares6.69%2026-03-312026-05-06

Broadcom Ord Shs Broadcom Ord Shs2.9K shares0.00%2026-03-312026-05-06

Sprott Physical Uranium Trust Sprott Physical Uranium Trust43.9K shares0.86%2026-03-312026-05-06

Sponsored

AXON Axon Enterprise Ord Shs2.0K shares0.00%2026-03-312026-05-06

TECK Teck Resources Ltd Cl B16.7K shares1.46%2026-03-312026-05-06

ECL Ecolab Inc Com3.2K shares0.00%2026-03-312026-05-06

LLY Lilly Eli & Co900 shares0.00%2026-03-312026-05-06

NVDA Nvidia Corp Com4.6K shares0.00%2026-03-312026-05-06

KWR Quaker Houghton6.3K shares57.12%2026-03-312026-05-06

NVS Novartis A G Sponsored Adr5.1K shares0.00%2026-03-312026-05-06

XOM Exxon Mobil Corp4.5K shares0.00%2026-03-312026-05-06

Sponsored

AMRZ Amrize Ltd13.7K shares29.58%2026-03-312026-05-06

SYY Sysco Corp10.6K shares0.00%2026-03-312026-05-06

GDXJ Vaneck Junior Gold Miners Etf6.3K shares-10.00%2026-03-312026-05-06

Linde Ord Shs Linde Ord Shs1.5K shares0.00%2026-03-312026-05-06

SII Sprott Inc5.2K shares-8.83%2026-03-312026-05-06

IWM Ishares Tr Russell 20003.0K shares-0.84%2026-03-312026-05-06

PSLV Sprott Physical Silver Trust29.7K shares-11.87%2026-03-312026-05-06

CF Cf Industries Holdings Inc5.6K sharesnew addition2026-03-312026-05-06

Sponsored

OMAB Grupo Aeroportuario6.2K shares0.98%2026-03-312026-05-06

FMX Fomento Economico6.3K shares10.88%2026-03-312026-05-06

MLM Martin Marietta Mat1.2K shares0.86%2026-03-312026-05-06

SHW Sherwin Williams2.1K shares-1.16%2026-03-312026-05-06

ULTA Ulta Salon Cosm & Frag Com1.3K shares0.00%2026-03-312026-05-06

SUBCY Subsea 7 S.A.21.4K shares0.00%2026-03-312026-05-06

VIRT Virtu Financial Inc Cl A15.0K sharesnew addition2026-03-312026-05-06

Core Natural Resources Inc Core Natural Resources Inc6.3K shares33.64%2026-03-312026-05-06

Sponsored

CL Colgate Palmolive Co Com7.7K shares0.00%2026-03-312026-05-06

LOW Lowes Cos Inc Com2.7K shares0.00%2026-03-312026-05-06

Yellow Cake Plc Yellow Cake Plc75.0K shares0.00%2026-03-312026-05-06

Nintendo Nintendo40.6K shares6.83%2026-03-312026-05-06

BDX Becton Dickinson & Co Com3.5K shares-14.05%2026-03-312026-05-06

Merck & Co New Merck & Co New4.5K shares-2.96%2026-03-312026-05-06

NRP Natural Resource Partners L.P.4.5K shares125.00%2026-03-312026-05-06

NEM Newmont Mining Corp Com5.0K shares0.00%2026-03-312026-05-06

Sponsored

TOWN Towne Bank16.0K shares0.00%2026-03-312026-05-06

IE Ivanhoe Electric Ord Shs44.3K shares5.79%2026-03-312026-05-06

BK Banknew York Mellon Corp4.4K shares0.00%2026-03-312026-05-06

VIG Vanguard Div Apprec Etf2.3K shares-5.73%2026-03-312026-05-06

Warsaw Stock Exchange Warsaw Stock Exchange27.1K shares0.00%2026-03-312026-05-06

Viper Energy Inc Cl A Viper Energy Inc Cl A10.2K shares0.00%2026-03-312026-05-06

IVV Ishares Core S&P 500 Etf713 shares0.00%2026-03-312026-05-06

AFL Aflac Inc Com4.2K shares0.00%2026-03-312026-05-06

Sponsored

PWR Quanta Services Ord Shs846 shares0.00%2026-03-312026-05-06

OLN Olin Corp15.0K shares-6.25%2026-03-312026-05-06

PG Procter & Gamble Co2.9K shares0.00%2026-03-312026-05-06

SPY Spdr S&P 500 Etf Tr Tr Unit634 shares0.00%2026-03-312026-05-06

WTV Wisdom Tree U.S. Value Fund4.3K shares-14.42%2026-03-312026-05-06

BJ Bj's Wholesale Club Holdings I4.0K shares0.00%2026-03-312026-05-06

FDX Fedex Corp Com1.1K shares-92.13%2026-03-312026-05-06

AXP American Express Corp1.2K shares-2.25%2026-03-312026-05-06

Sponsored

Aon Ord Shs Class A Aon Ord Shs Class A1.1K shares0.00%2026-03-312026-05-06

NSC Norfolk Southern1.3K shares0.00%2026-03-312026-05-06

SO Southern Co Com3.8K shares0.00%2026-03-312026-05-06

Vanguard 500 Index Fd Admiral Vanguard 500 Index Fd Admiral587 shares0.00%2026-03-312026-05-06

BMY Bristol Myers Squibb5.7K shares0.00%2026-03-312026-05-06

Kddi Corp Adr Kddi Corp Adr19.9K shares1.27%2026-03-312026-05-06

Unilever Plc Sp Adr New Unilever Plc Sp Adr New5.8K shares0.00%2026-03-312026-05-06

DMLP Dorchester Minerals12.0K shares20.00%2026-03-312026-05-06

Sponsored

HSY Hershey Foods Corp1.5K shares0.00%2026-03-312026-05-06

WTRG Essential Utilities Ord Shs7.7K shares0.00%2026-03-312026-05-06

MDY State Str Spdr S&P Midcap 400460 shares0.00%2026-03-312026-05-06

CMCSA Comcast Corp New Cl A9.8K shares-14.04%2026-03-312026-05-06

Cencora Inc Com Cencora Inc Com894 shares0.00%2026-03-312026-05-06

GLW Corning Inc2.0K sharesnew addition2026-03-312026-05-06

Solstice Advanced Materials In Solstice Advanced Materials In3.5K sharesnew addition2026-03-312026-05-06

Sandoz Group Adr Sandoz Group Adr3.3K shares0.00%2026-03-312026-05-06

Sponsored

AMZN Amazon Com Inc Com1.2K shares0.00%2026-03-312026-05-06

ALX Alexanders Inc1.1K sharesnew addition2026-03-312026-05-06

SSNC Ss&C Technology Holdings Inc.3.8K shares-13.71%2026-03-312026-05-06

PEP Pepsico Inc1.6K shares0.00%2026-03-312026-05-06

TDW Tidewater Inc3.0K sharesnew addition2026-03-312026-05-06

Mfs Series Trust Xvii Intl Equ Mfs Series Trust Xvii Intl Equ6.1K shares0.00%2026-03-312026-05-06

Sprott Nickel Miners Etf Sprott Nickel Miners Etf14.7K sharesnew addition2026-03-312026-05-06

CUBE Cubesmart6.3K sharesnew addition2026-03-312026-05-06

Sponsored

RTX Raytheon Technologies Ord Shs1.2K shares0.00%2026-03-312026-05-06

TJX Tjx Companies Inc1.4K shares0.00%2026-03-312026-05-06

Rbc Funds Tr Emerg Mkt Equity Rbc Funds Tr Emerg Mkt Equity11.2K shares0.00%2026-03-312026-05-06

Alphamin Resources Corp Alphamin Resources Corp160.0K shares-74.60%2026-03-312026-05-06

Naked Wine Ord Shs Naked Wine Ord Shs19.0K shares0.00%2026-03-312026-05-06

PHYS

Sprott Physical Gold Trust

2.79%

Shares581.4K

Event2026-03-31

Filed2026-05-06

IBKR

Interactive Brokers Group Inc

-2.53%

Shares252.7K

Event2026-03-31

Filed2026-05-06

FLBR

Franklin Ftse Brazil Etf

-3.98%

Shares609.3K

Event2026-03-31

Filed2026-05-06

AAPL

Apple Computer Inc Com

0.90%

Shares55.3K

Event2026-03-31

Filed2026-05-06

Berkshire Hathaway Inc Cl B

-0.30%

Shares27.8K

Event2026-03-31

Filed2026-05-06

WMT

Wal-Mart Stores

-1.84%

Shares102.2K

Event2026-03-31

Filed2026-05-06

VLO

Valero Energy Corp New Com

2.42%

Shares50.6K

Event2026-03-31

Filed2026-05-06

EOG

Eog Res Inc Com

2.34%

Shares83.4K

Event2026-03-31

Filed2026-05-06

FNV

Franco-Nevada Corp

0.01%

Shares48.6K

Event2026-03-31

Filed2026-05-06

WMB

Williams Cos

-0.30%

Shares155.2K

Event2026-03-31

Filed2026-05-06

CBOE

Cboe Global Markets Inc

2.11%

Shares37.9K

Event2026-03-31

Filed2026-05-06

AMGN

Amgen Inc

-0.12%

Shares29.6K

Event2026-03-31

Filed2026-05-06

CSCO

Cisco Sys Inc Com

-2.32%

Shares130.5K

Event2026-03-31

Filed2026-05-06

NTR

Nutrien Ltd

4.11%

Shares131.6K

Event2026-03-31

Filed2026-05-06

UNP

Union Pacific Corp

2.54%

Shares40.8K

Event2026-03-31

Filed2026-05-06

Curtiss Wright Corp

2.64%

Shares12.9K

Event2026-03-31

Filed2026-05-06

NEE

Nextera Energy Inc

1.28%

Shares92.7K

Event2026-03-31

Filed2026-05-06

MSFT

Microsoft Corp

3.95%

Shares22.0K

Event2026-03-31

Filed2026-05-06

DHR

Danaher Corp Del Com

5.10%

Shares40.3K

Event2026-03-31

Filed2026-05-06

SPGI

S&P Global Inc Com

3.97%

Shares17.1K

Event2026-03-31

Filed2026-05-06

LYB

Lyondellbasell Industries Ord

New

Shares84.6K

Event2026-03-31

Filed2026-05-06

ABBNY

Abb Ltd Sponsored Adr

New

Shares83.4K

Event2026-03-31

Filed2026-05-06

VLTO

Veralto Ord Shs

5.05%

Shares68.9K

Event2026-03-31

Filed2026-05-06

BSX

Boston Scientific

New

Shares83.4K

Event2026-03-31

Filed2026-05-06

SONY

Sony Group Corporation Sponsor

6.00%

Shares235.2K

Event2026-03-31

Filed2026-05-06

GLNG

Golar Lng Ltd

0.00%

Shares78.2K

Event2026-03-31

Filed2026-05-06

COST

Costco Whsl Corp New Com

-0.61%

Shares3.4K

Event2026-03-31

Filed2026-05-06

CVX

Chevrontexaco Corp

0.00%

Shares15.2K

Event2026-03-31

Filed2026-05-06

Wise Plc

0.00%

Shares230.0K

Event2026-03-31

Filed2026-05-06

JPM

J P Morgan Chase & Co Com

-0.43%

Shares8.6K

Event2026-03-31

Filed2026-05-06

CMI

Cummins Inc Com

-2.06%

Shares4.5K

Event2026-03-31

Filed2026-05-06

SNEX

Stonex Group

49.99%

Shares29.5K

Event2026-03-31

Filed2026-05-06

EMR

Emerson Elec Co

7.77%

Shares16.6K

Event2026-03-31

Filed2026-05-06

ADP

Automatic Data Process Com

-35.87%

Shares9.6K

Event2026-03-31

Filed2026-05-06

Waste Mgmt Inc Del Com

0.00%

Shares8.2K

Event2026-03-31

Filed2026-05-06

ABBV

Abbvie Inc Com

-1.78%

Shares8.6K

Event2026-03-31

Filed2026-05-06

GWW

Grainger W W Inc Com

-1.76%

Shares1.7K

Event2026-03-31

Filed2026-05-06

Coca Cola Co

0.00%

Shares22.9K

Event2026-03-31

Filed2026-05-06

IJR

Ishares Core S&P Small Cap Etf

-0.90%

Shares13.8K

Event2026-03-31

Filed2026-05-06

Constellation Software Ord Shs

1.80%

Shares963

Event2026-03-31

Filed2026-05-06

JNJ

Johnson & Johnson

0.00%

Shares6.3K

Event2026-03-31

Filed2026-05-06

BSM

Black Stone Minerals

0.00%

Shares100.0K

Event2026-03-31

Filed2026-05-06

TLN

Talen Energy Corp

-58.96%

Shares4.5K

Event2026-03-31

Filed2026-05-06

RIO

Rio Tinto Plc

9.01%

Shares15.1K

Event2026-03-31

Filed2026-05-06

EBAY

Ebay Inc Com

0.99%

Shares15.3K

Event2026-03-31

Filed2026-05-06

Alphabet Inc Class A

-1.55%

Shares4.5K

Event2026-03-31

Filed2026-05-06

B3 Sa Brasil Bolsa Balcao

483.66%

Shares117.9K

Event2026-03-31

Filed2026-05-06

Bunge Global Sa

-4.44%

Shares8.8K

Event2026-03-31

Filed2026-05-06

ABT

Abbott Laboratories

0.00%

Shares10.3K

Event2026-03-31

Filed2026-05-06

SKY

Champion Homes Inc

3.77%

Shares13.8K

Event2026-03-31

Filed2026-05-06

CCJ

Cameco Corp Com

-36.11%

Shares9.2K

Event2026-03-31

Filed2026-05-06

RGR

Sturm Ruger & Co Inc

71.43%

Shares24.0K

Event2026-03-31

Filed2026-05-06

Ecopetrol Sa Sp Ads

540.00%

Shares64.0K

Event2026-03-31

Filed2026-05-06

BTI

British American Tobacco Adr R

6.69%

Shares15.9K

Event2026-03-31

Filed2026-05-06

Broadcom Ord Shs

0.00%

Shares2.9K

Event2026-03-31

Filed2026-05-06

Sprott Physical Uranium Trust

0.86%

Shares43.9K

Event2026-03-31

Filed2026-05-06

AXON

Axon Enterprise Ord Shs

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-06

TECK

Teck Resources Ltd Cl B

1.46%

Shares16.7K

Event2026-03-31

Filed2026-05-06

ECL

Ecolab Inc Com

0.00%

Shares3.2K

Event2026-03-31

Filed2026-05-06

LLY

Lilly Eli & Co

0.00%

Shares900

Event2026-03-31

Filed2026-05-06

NVDA

Nvidia Corp Com

0.00%

Shares4.6K

Event2026-03-31

Filed2026-05-06

KWR

Quaker Houghton

57.12%

Shares6.3K

Event2026-03-31

Filed2026-05-06

NVS

Novartis A G Sponsored Adr

0.00%

Shares5.1K

Event2026-03-31

Filed2026-05-06

XOM

Exxon Mobil Corp

0.00%

Shares4.5K

Event2026-03-31

Filed2026-05-06

AMRZ

Amrize Ltd

29.58%

Shares13.7K

Event2026-03-31

Filed2026-05-06

SYY

Sysco Corp

0.00%

Shares10.6K

Event2026-03-31

Filed2026-05-06

GDXJ

Vaneck Junior Gold Miners Etf

-10.00%

Shares6.3K

Event2026-03-31

Filed2026-05-06

Linde Ord Shs

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-06

SII

Sprott Inc

-8.83%

Shares5.2K

Event2026-03-31

Filed2026-05-06

IWM

Ishares Tr Russell 2000

-0.84%

Shares3.0K

Event2026-03-31

Filed2026-05-06

PSLV

Sprott Physical Silver Trust

-11.87%

Shares29.7K

Event2026-03-31

Filed2026-05-06

Cf Industries Holdings Inc

New

Shares5.6K

Event2026-03-31

Filed2026-05-06

OMAB

Grupo Aeroportuario

0.98%

Shares6.2K

Event2026-03-31

Filed2026-05-06

FMX

Fomento Economico

10.88%

Shares6.3K

Event2026-03-31

Filed2026-05-06

MLM

Martin Marietta Mat

0.86%

Shares1.2K

Event2026-03-31

Filed2026-05-06

SHW

Sherwin Williams

-1.16%

Shares2.1K

Event2026-03-31

Filed2026-05-06

ULTA

Ulta Salon Cosm & Frag Com

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-06

SUBCY

Subsea 7 S.A.

0.00%

Shares21.4K

Event2026-03-31

Filed2026-05-06

VIRT

Virtu Financial Inc Cl A

New

Shares15.0K

Event2026-03-31

Filed2026-05-06

Core Natural Resources Inc

33.64%

Shares6.3K

Event2026-03-31

Filed2026-05-06

Colgate Palmolive Co Com

0.00%

Shares7.7K

Event2026-03-31

Filed2026-05-06

LOW

Lowes Cos Inc Com

0.00%

Shares2.7K

Event2026-03-31

Filed2026-05-06

Yellow Cake Plc

0.00%

Shares75.0K

Event2026-03-31

Filed2026-05-06

Nintendo

6.83%

Shares40.6K

Event2026-03-31

Filed2026-05-06

BDX

Becton Dickinson & Co Com

-14.05%

Shares3.5K

Event2026-03-31

Filed2026-05-06

Merck & Co New

-2.96%

Shares4.5K

Event2026-03-31

Filed2026-05-06

NRP

Natural Resource Partners L.P.

125.00%

Shares4.5K

Event2026-03-31

Filed2026-05-06

NEM

Newmont Mining Corp Com

0.00%

Shares5.0K

Event2026-03-31

Filed2026-05-06

TOWN

Towne Bank

0.00%

Shares16.0K

Event2026-03-31

Filed2026-05-06

Ivanhoe Electric Ord Shs

5.79%

Shares44.3K

Event2026-03-31

Filed2026-05-06

Banknew York Mellon Corp

0.00%

Shares4.4K

Event2026-03-31

Filed2026-05-06

VIG

Vanguard Div Apprec Etf

-5.73%

Shares2.3K

Event2026-03-31

Filed2026-05-06

Warsaw Stock Exchange

0.00%

Shares27.1K

Event2026-03-31

Filed2026-05-06

Viper Energy Inc Cl A

0.00%

Shares10.2K

Event2026-03-31

Filed2026-05-06

IVV

Ishares Core S&P 500 Etf

0.00%

Shares713

Event2026-03-31

Filed2026-05-06

AFL

Aflac Inc Com

0.00%

Shares4.2K

Event2026-03-31

Filed2026-05-06

PWR

Quanta Services Ord Shs

0.00%

Shares846

Event2026-03-31

Filed2026-05-06

OLN

Olin Corp

-6.25%

Shares15.0K

Event2026-03-31

Filed2026-05-06

Procter & Gamble Co

0.00%

Shares2.9K

Event2026-03-31

Filed2026-05-06

SPY

Spdr S&P 500 Etf Tr Tr Unit

0.00%

Shares634

Event2026-03-31

Filed2026-05-06

WTV

Wisdom Tree U.S. Value Fund

-14.42%

Shares4.3K

Event2026-03-31

Filed2026-05-06

Bj's Wholesale Club Holdings I

0.00%

Shares4.0K

Event2026-03-31

Filed2026-05-06

FDX

Fedex Corp Com

-92.13%

Shares1.1K

Event2026-03-31

Filed2026-05-06

AXP

American Express Corp

-2.25%

Shares1.2K

Event2026-03-31

Filed2026-05-06

Aon Ord Shs Class A

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-06

NSC

Norfolk Southern

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-06

Southern Co Com

0.00%

Shares3.8K

Event2026-03-31

Filed2026-05-06

Vanguard 500 Index Fd Admiral

0.00%

Shares587

Event2026-03-31

Filed2026-05-06

BMY

Bristol Myers Squibb

0.00%

Shares5.7K

Event2026-03-31

Filed2026-05-06

Kddi Corp Adr

1.27%

Shares19.9K

Event2026-03-31

Filed2026-05-06

Unilever Plc Sp Adr New

0.00%

Shares5.8K

Event2026-03-31

Filed2026-05-06

DMLP

Dorchester Minerals

20.00%

Shares12.0K

Event2026-03-31

Filed2026-05-06

HSY

Hershey Foods Corp

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-06

WTRG

Essential Utilities Ord Shs

0.00%

Shares7.7K

Event2026-03-31

Filed2026-05-06

MDY

State Str Spdr S&P Midcap 400

0.00%

Shares460

Event2026-03-31

Filed2026-05-06

CMCSA

Comcast Corp New Cl A

-14.04%

Shares9.8K

Event2026-03-31

Filed2026-05-06

Cencora Inc Com

0.00%

Shares894

Event2026-03-31

Filed2026-05-06

GLW

Corning Inc

New

Shares2.0K

Event2026-03-31

Filed2026-05-06

Solstice Advanced Materials In

New

Shares3.5K

Event2026-03-31

Filed2026-05-06

Sandoz Group Adr

0.00%

Shares3.3K

Event2026-03-31

Filed2026-05-06

AMZN

Amazon Com Inc Com

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-06

ALX

Alexanders Inc

New

Shares1.1K

Event2026-03-31

Filed2026-05-06

SSNC

Ss&C Technology Holdings Inc.

-13.71%

Shares3.8K

Event2026-03-31

Filed2026-05-06

PEP

Pepsico Inc

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-06

TDW

Tidewater Inc

New

Shares3.0K

Event2026-03-31

Filed2026-05-06

Mfs Series Trust Xvii Intl Equ

0.00%

Shares6.1K

Event2026-03-31

Filed2026-05-06

Sprott Nickel Miners Etf

New

Shares14.7K

Event2026-03-31

Filed2026-05-06

CUBE

Cubesmart

New

Shares6.3K

Event2026-03-31

Filed2026-05-06

RTX

Raytheon Technologies Ord Shs

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-06

TJX

Tjx Companies Inc

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-06

Rbc Funds Tr Emerg Mkt Equity

0.00%

Shares11.2K

Event2026-03-31

Filed2026-05-06

Alphamin Resources Corp

-74.60%

Shares160.0K

Event2026-03-31

Filed2026-05-06

Naked Wine Ord Shs

0.00%

Shares19.0K

Event2026-03-31

Filed2026-05-06

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available