Fund HoldingsO'SHAUGHNESSY ASSET MANAGEMENT, LLC

Total Portfolio Value
$21.46B
Total Bought
$2.36B
Total Sold
$2.63B
Net Transaction
-$267.69M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
APPLE INC(AAPL)3,561,2494,011,581+450,332903,8091,160,7915.41%+256,982
MICRON TECHNOLOGY INC(MU)219,555225,571+6,01674,174260,3741.21%+186,200
ADVANCED MICRO DEVICES INC(AMD)266,231246,489-19,74254,159143,1880.67%+89,029
WESTERN DIGITAL CORP(WDC)211,887222,713+10,82657,313142,2510.66%+84,938
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
136,102127,194-8,90853,319122,7420.57%+69,423
LAM RESEARCH CORP(LRCX)313,563297,425-16,13866,996128,8830.60%+61,887
INTEL CORP(INTC)541,705553,537+11,83223,90577,2900.36%+53,385
KLA CORP(KLAC)38,846363,574+324,72857,197109,6940.51%+52,497
TAIWAN SEMICONDUCTOR MANUFAC(TSM)409,370399,158-10,212138,347190,6260.89%+52,279
APPLIED MATLS INC171,304150,414-20,89058,550108,7490.51%+50,199
CISCO SYS INC(CSCO)1,134,9021,130,286-4,61688,057132,7630.62%+44,706
SANDISK CORP(SNDK)25,05026,247+1,19715,91559,6790.28%+43,763
ELI LILLY & CO(LLY)187,547172,997-14,550172,500207,4980.97%+34,998
CATERPILLAR INC(CAT)137,539124,100-13,43997,441132,1540.62%+34,713
CITIGROUP INC(C)965,4421,020,350+54,908109,491142,8080.67%+33,317
ALPHABET INC(GOOG)962,551875,230-87,321276,117309,2451.44%+33,128
UNITEDHEALTH GROUP INC(UNH)122,294157,877+35,58333,09265,6180.31%+32,527
D R HORTON INC(DHI)450,978572,626+121,64861,88393,2690.43%+31,386
BANK OF AMER CORP2,032,9052,249,701+216,79699,104128,1880.60%+29,084
ALPHABET INC(GOOG)1,315,4671,139,780-175,687378,276407,3231.90%+29,047
ASML HLDG NV
N Y REGISTRY SHS
37,05639,105+2,04948,94577,7970.36%+28,852
INTUITIVE SURGICAL INC11,49268,919+57,42763427,4080.13%+26,773
DELL TECHNOLOGIES INC(DELL)106,928102,248-4,68017,55044,1160.21%+26,566
M & T BK CORP(MTB)244,555323,058+78,50350,55476,8910.36%+26,337
MARVELL TECHNOLOGY INC(MRVL)98,748113,636+14,8889,78133,8510.16%+24,070
JOHNSON CONTROLS INTERNATION
SHS
220,648349,401+128,75328,89451,0510.24%+22,157
AMAZON COM INC(AMZN)1,738,7771,612,220-126,557362,135384,2571.79%+22,121
DOLLAR TREE INC(DLTR)261,295405,847+144,55228,61449,0870.23%+20,473
PALO ALTO NETWORKS INC(PANW)148,939129,721-19,21823,87844,2370.21%+20,360
ASE TECHNOLOGY HLDG CO LTD(ASX)449,237641,375+192,1389,73928,9390.13%+19,199
STATE STR SPDR S&P 500 ETF T(SPY)178,440180,784+2,344116,047135,0040.63%+18,957
REGIONS FINANCIAL CORP NEW(RF)853,5901,359,360+505,77022,29641,0530.19%+18,757
UNITED PARCEL SVCS INC(UPS)355,932492,789+136,85735,01752,9750.25%+17,958
FLEX LTD(FLEX)182,355181,081-1,27411,93729,3480.14%+17,411
PRICE T ROWE GROUP INC(TROW)52,134194,432+142,2984,69922,1050.10%+17,406
SYNCHRONY FINANCIAL(SYF)1,501,2871,568,000+66,713102,118119,2460.56%+17,129
JABIL INC(JBL)284,246240,209-44,03775,50492,5960.43%+17,092
ALTRIA GROUP INC(MO)2,219,1782,267,459+48,281146,444163,1440.76%+16,700
HSBC HLDGS PLC(HSBC)633,809716,556+82,74752,28368,1370.32%+15,854
CARRIER GLOBAL CORPORATION(CARR)373,325502,415+129,09021,02236,8520.17%+15,830
STATE STR CORP(STT)320,586324,904+4,31840,57355,1040.26%+14,530
GE AEROSPACE(GE)215,356202,243-13,11361,11275,5840.35%+14,473
TEXAS INSTRS INC(TXN)153,969148,217-5,75229,89244,1790.21%+14,287
CORNING INC(GLW)135,656127,951-7,70518,44532,6830.15%+14,237
KROGER CO(KR)609,4841,036,077+426,59344,10257,5330.27%+13,431
CROWDSTRIKE HLDGS INC(CRWD)52,40644,257-8,14920,46033,7740.16%+13,314
PRINCIPAL FINANCIAL GROUP IN(PFG)416,864468,554+51,69037,56450,5010.24%+12,937
TWILIO INC(TWLO)210,031190,245-19,78626,42639,2530.18%+12,827
BROADCOM INC(AVGO)978,167835,057-143,110302,752315,4431.47%+12,690
GENERAL MTRS CO(GM)1,318,1431,435,261+117,11898,202110,6300.52%+12,428
CIENA CORP(CIEN)37,87255,180+17,30814,70327,0690.13%+12,366
VISA INC(V)477,922456,758-21,164144,447156,7090.73%+12,262
DELTA AIR LINES INC(DAL)185,821261,598+75,77712,35324,5010.11%+12,148
HONEYWELL INTL INC054,130+54,130012,1200.06%+12,120
MORGAN STANLEY(MS)345,234329,520-15,71456,81568,8830.32%+12,068
HONEYWELL AEROSPACE INC054,032+54,032011,9450.06%+11,945
ISHARES TR652,281753,693+101,41269,24081,1120.38%+11,873
GE VERNOVA INC(GEV)66,11958,385-7,73457,71568,5940.32%+10,879
VANGUARD TAX-MANAGED FDS503,446597,337+93,89132,26142,5600.20%+10,299
UNITED MICROELECTRONICS CORP(UMC)426,641516,370+89,7293,83114,0500.07%+10,219
AUTOMATIC DATA PROCESSING IN106,791140,960+34,16921,69831,5680.15%+9,870
AMPHENOL CORP286,619261,273-25,34636,21446,0680.21%+9,853
PULTE GROUP INC(PHM)342,547364,813+22,26640,28750,0560.23%+9,769
ALLSTATE CORP(ALL)102,589130,439+27,85021,27131,0370.14%+9,766
BRISTOL-MYERS SQUIBB CO(BMY)600,279797,026+196,74736,40745,9250.21%+9,518
METLIFE INC(MET)1,013,643956,951-56,69271,68580,9680.38%+9,283
QUALCOMM INC(QCOM)166,738165,106-1,63221,47330,5100.14%+9,037
AMERIPRISE FINL INC(AMP)35,09953,587+18,48815,59824,5840.11%+8,986
ROYAL BK CDA(RY)136,380149,993+13,61322,06431,0440.14%+8,980
COMFORT SYS USA INC(FIX)11,53012,491+96115,90024,7570.12%+8,857
TRAVELERS COMPANIES INC(TRV)165,031172,186+7,15548,13656,8420.26%+8,706
UNITED RENTALS INC(URI)23,91422,807-1,10717,42325,8380.12%+8,415
CUMMINS INC(CMI)50,10349,440-66326,95635,2610.16%+8,305
CHIPMOS TECHNOLOGIES INC(IMOS)79,723172,425+92,7022,85211,0780.05%+8,226
CONSTELLATION BRANDS INC(STZ)16,94977,114+60,1652,54210,7260.05%+8,183
MSCI INC(MSCI)28,48341,965+13,48215,35323,5020.11%+8,149
TOLL BROTHERS INC(TOL)70,830107,253+36,4239,66617,6700.08%+8,004
VANGUARD BD INDEX FDS176,675282,821+106,14613,01020,7620.10%+7,752
BREAD FINANCIAL HOLDINGS INC94,320135,865+41,5457,06414,7210.07%+7,657
VANGUARD INDEX FDS118,617123,311+4,69438,05445,6300.21%+7,576
ISHARES INC
CORE MSCI EMKT
417,910442,044+24,13429,14936,6190.17%+7,470
ARISTA NETWORKS INC(ANET)233,488212,289-21,19928,66836,0640.17%+7,396
SELECT SECTOR SPDR TR
ST STR TECHN ETF
269,386226,331-43,05535,80143,1210.20%+7,319
GARRETT MOTION INC(GTX)557,763480,656-77,10710,13517,4140.08%+7,280
BHP BILLITON LIMITED242,134298,700+56,56617,61324,8850.12%+7,272
FORTINET INC(FTNT)128,175115,321-12,85410,47417,7160.08%+7,241
CVS HEALTH CORP(CVS)266,645253,852-12,79319,15026,2610.12%+7,111
BANCO SANTANDER SA(SAN)1,938,7312,095,514+156,78321,86928,9180.13%+7,049
HEWLETT PACKARD ENTERPRISE C(HPE)436,934385,478-51,45610,40317,3890.08%+6,986
INVESCO QQQ TR51,68349,831-1,85229,83036,6960.17%+6,865
CELESTICA INC(CLS)94,39491,694-2,70026,58933,4500.16%+6,861
UBS GROUP AG(UBS)464,525504,607+40,08218,14925,0080.12%+6,859
VERTIV HOLDINGS CO(VRT)36,60247,062+10,4609,17215,7570.07%+6,586
KRAFT HEINZ CO(KHC)2,923,9493,062,075+138,12665,76072,3260.34%+6,567
HUMANA INC(HUM)9,14320,371+11,2281,5858,0920.04%+6,506
ZOOM COMMUNICATIONS INC(ZM)20,22793,154+72,9271,6268,0400.04%+6,414
MARRIOTT INTL INC NEW(MAR)68,63377,730+9,09722,44828,8060.13%+6,358
FOX CORP(FOX)291,610447,680+156,07017,03023,3510.11%+6,321
PHILIP MORRIS INTL INC(PM)413,502412,658-84468,36874,6540.35%+6,286
ISHARES TR2,533,5532,603,807+70,254251,506257,7251.20%+6,219
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