O'Brien Greene & Co. Inc
•CIK: 1768635•Filing: Q4 2025
O'Brien Greene & Co. Inc. manages $337M across a diversified portfolio of 136 positions. The fund exhibits notable concentration in technology and financial infrastructure, with top holdings including PHYS/U ($18.7M) and IBKR ($16.7M). Significant allocations are also maintained in mega-cap technology names such as AAPL ($14.9M) and MSFT ($10.2M), alongside defensive staples like BRK/B ($14.0M). This positioning suggests a tactical approach balancing high-growth exposure with established market anchors.
Total AUM
$336.8M
QoQ Performance
+3.6%
Positions
136
Top 10 Concentration
38.1%
Latest Filing
Q4 2025
Top Holdings Allocation
PHYS/U
PHYS/U5.5%
IBKR5.0%
AAPL4.4%
BRK/B4.2%
FLBR3.6%
WMT3.4%
CSCO3.1%
MSFT3.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other58.3%
Technology11.6%
Healthcare7.4%
Financial5.3%
Energy5.1%
Consumer4.6%
Industrial3.9%
Utilities2.3%
🚪 Exited Positionssold since Q3 2025
—
Hikari Tsushin Inc Npv
SOLD
$419.3K
+5 more exited positions
Changes from Q3 2025
NEW18 new positions
↑37 increased
↓31 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023