StockDriftsStockDriftsTop 50 O'Brien Greene & Co. Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IBKR | Interactive Brokers Group Inc | 5.89% | 245.0K | $21.3M | -3.04%(-7.69K) | $18.30(+415.02%) | 2026-06-30 | |
| PHYS | Sprott Physical Gold Trust | 4.92% | 591.1K | $17.8M | +1.67%(+9.72K) | $17.05(+96.03%) | 2026-06-30 | |
| AAPL | Apple Computer Inc Com | 4.41% | 55.3K | $16.0M | -0.01%(-7) | $115.50(+164.40%) | 2026-06-30 | |
| BRK.B | Berkshire Hathaway Inc Cl B | 3.85% | 27.9K | $13.9M | +0.08%(+22) | $261.42(+91.77%) | 2026-06-30 | |
| FLBR | Franklin Ftse Brazil Etf | 3.62% | 613.4K | $13.1M | +0.67%(+4.10K) | $17.52(+18.94%) | 2026-06-30 | |
| VLO | Valero Energy Corp New Com | 3.49% | 48.6K | $12.7M | -3.87%(-1.96K) | $100.50(+245.72%) | 2026-06-30 | |
| WMB | Williams Cos | 3.22% | 157.2K | $11.7M | +1.29%(+2.00K) | $32.81(+126.43%) | 2026-06-30 | |
| WMT | Wal-Mart Stores | 3.17% | 101.5K | $11.5M | -0.69%(-702) | $37.16(+209.22%) | 2026-06-30 | |
| UNP | Union Pacific Corp | 3.08% | 41.1K | $11.2M | +0.67%(+272) | $196.64(+52.16%) | 2026-06-30 | |
| EOG | Eog Res Inc Com | 2.99% | 83.6K | $10.8M | +0.24%(+203) | $101.68(+40.26%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.99% | +48.13% | +7.58% | +44.07% |
| Top 20 Holdings Unweighted | +13.93% | +47.90% | +7.63% | +44.42% |
O'Brien Greene & Co. Inc reports $362.40M in US-listed equity holdings across 141 positions in its most recent 13F filing. Its largest disclosed positions are IBKR (5.9%), PHYS (4.9%) and AAPL (4.4%). The top 20 holdings account for 63.94% of reported assets. Its disclosed equity book has returned +48.13% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from O'Brien Greene & Co. Inc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1768635). View O'Brien Greene & Co. Inc’s 13F filings on SEC