StockDriftsStockDriftsTop 12 O'Neil Global Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VIAV | Viavi Solutions Inc | 33.42% | 144.9K | $4.8M | new | $25.55(+63.05%) | 2026-03-31 | |
| CNX | CNX Resources Corp | 11.1% | 41.6K | $1.6M | new | $37.66(-10.14%) | 2026-03-31 | |
| CIEN | Ciena Corporation | 8.97% | 3.3K | $1.3M | -76.42%(-10.80K) | $132.78(+218.17%) | 2026-03-31 | |
| LITE | Lumentum Holdings Inc | 8.22% | 1.7K | $1.2M | -36.00%(-950) | $128.89(+465.09%) | 2026-03-31 | |
| QQQ | Invesco Qqq Trust Sr 1 | 7.32% | 1.8K | $1.1M | new | $578.65(+23.15%) | 2026-03-31 | |
| ERIC | Ericsson L M Tel Adr | 6.88% | 88.1K | $993K | new | $10.46(+3.15%) | 2026-03-31 | |
| PAAS | Pan American Silver Corp | 6.18% | 16.3K | $892K | -75.01%(-49.01K) | $45.27(+2.25%) | 2026-03-31 | |
| KEYS | Keysight Technologies | 6.13% | 3.1K | $885K | new | $242.78(+29.28%) | 2026-03-31 | |
| FIGS | Figs Inc Cl A | 5.99% | 58.5K | $864K | new | $13.07(-23.54%) | 2026-03-31 | |
| CAT | Caterpillar Inc | 3.02% | 616 | $436K | new | $640.67(+50.40%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +40.73% | +178.72% |
| Top 20 Holdings Unweighted | +24.96% | +95.12% |
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