StockDriftsStockDriftsTop 50 O'Domhnaill Enterprises, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SGOV | ISHARES 0-3 | 10.6% | 131.7K | $13.3M | +6.17%(+7.66K) | $100.53(+0.04%) | 2026-06-30 | |
| GLD | SPDR GOLD | 4.72% | 16.0K | $5.9M | +2.74%(+428) | $376.31(+7.41%) | 2026-06-30 | |
| VGSH | VANGUARD SHORT | 4.21% | 90.5K | $5.3M | -63.97%(-160.65K) | $58.69(-0.91%) | 2026-06-30 | |
| PM | PHILIP MORRIS | 4% | 27.6K | $5.0M | -2.53%(-717) | $161.30(+16.35%) | 2026-06-30 | |
| SLV | ISHARES SILVER | 3.37% | 78.9K | $4.2M | -2.30%(-1.86K) | $53.39(+12.41%) | 2026-06-30 | |
| MPC | MARATHON PETROLEUM | 3.14% | 15.4K | $3.9M | -8.30%(-1.39K) | $177.69(+100.03%) | 2026-06-30 | |
| MO | ALTRIA GROUP | 3.12% | 54.3K | $3.9M | -4.70%(-2.67K) | $61.86(+3.56%) | 2026-06-30 | |
| XOM | EXXON MOBIL | 2.86% | 26.2K | $3.6M | +9.43%(+2.26K) | $119.78(+34.27%) | 2026-06-30 | |
| WPM | WHEATON PRECIOUS | 2.79% | 31.0K | $3.5M | -2.08%(-660) | $114.71(+17.00%) | 2026-06-30 | |
| NEM | NEWMONT CORP | 2.76% | 36.9K | $3.4M | -3.74%(-1.43K) | $92.08(+30.48%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +6.45% |
| Top 20 Holdings Unweighted | — | — | — | — | +8.21% |
O'Domhnaill Enterprises, Inc. reports $125.12M in US-listed equity holdings across 61 positions in its most recent 13F filing. Its largest disclosed positions are SGOV (10.6%), GLD (4.7%) and VGSH (4.2%). The top 20 holdings account for 66.01% of reported assets. Its disclosed equity book has returned +6.45% cumulatively over 2 quarters. 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'Domhnaill Enterprises, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2020582). View O'Domhnaill Enterprises, Inc.’s 13F filings on SEC