Fund Holdings — O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Total Portfolio Value
$17.03B
Total Bought
$2.94B
Total Sold
$755.88M
Net Transaction
+$2.18B
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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APPLE INC(AAPL)1,907,4122,234,360+326,948391,344568,9353.34%+177,591
NVIDIA CORPORATION(NVDA)3,144,8423,539,477+394,635496,854660,3963.88%+163,542
ALPHABET INC(GOOG)847,202978,676+131,474149,302237,9161.40%+88,614
MICROSOFT CORP(MSFT)1,070,1671,180,790+110,623532,312611,5903.59%+79,278
ALPHABET INC(GOOG)625,807707,014+81,207111,012172,1931.01%+61,181
BROADCOM INC(AVGO)707,139773,167+66,028194,923255,0761.50%+60,153
TESLA INC(TSLA)332,831368,951+36,120105,727164,0800.96%+58,353
TAPESTRY INC(TPR)528,382765,887+237,50546,39786,7140.51%+40,317
AMAZON COM INC(AMZN)1,199,5751,365,574+165,999263,175299,8391.76%+36,664
GENERAL MTRS CO(GM)975,3981,331,748+356,35047,99981,1970.48%+33,197
HCA HEALTHCARE INC(HCA)147,587209,467+61,88056,54189,2750.52%+32,734
ISHARES TR2,001,4392,270,873+269,434198,543227,6551.34%+29,112
D R HORTON INC(DHI)60,371213,846+153,4757,78336,2400.21%+28,457
ORACLE CORP(ORCL)313,864339,624+25,76068,62095,5160.56%+26,896
JABIL INC(JBL)212,747336,647+123,90046,40073,1100.43%+26,710
ALTRIA GROUP INC(MO)1,972,2132,137,368+165,155115,631141,1950.83%+25,564
META PLATFORMS INC(META)297,330333,129+35,799219,456244,6431.44%+25,187
TAIWAN SEMICONDUCTOR MFG LTD(TSM)358,466373,354+14,88881,189104,2740.61%+23,085
JPMORGAN CHASE & CO.(JPM)644,950664,924+19,974186,977209,7371.23%+22,760
INTUITIVE SURGICAL INC11,43752,161+40,72461723,3280.14%+22,711
EBAY INC.(EBAY)818,821913,403+94,58260,96983,0740.49%+22,105
JOHNSON & JOHNSON(JNJ)707,594694,689-12,905108,085128,8090.76%+20,724
ABBVIE INC(ABBV)282,336315,394+33,05852,40773,0260.43%+20,619
CHEVRON CORP NEW(CVX)456,508549,721+93,21365,36785,3660.50%+19,999
PALANTIR TECHNOLOGIES INC(PLTR)299,933332,306+32,37340,88760,6190.36%+19,732
KRAFT HEINZ CO(KHC)692,2161,442,318+750,10217,87337,5580.22%+19,685
BANK AMERICA CORP1,246,6121,516,007+269,39558,99078,2110.46%+19,221
NORTHERN TR CORP(NTRS)458,040558,698+100,65858,07575,2010.44%+17,126
CITIGROUP INC(C)567,200643,421+76,22148,28065,3070.38%+17,027
METLIFE INC(MET)992,9401,174,419+181,47979,85296,7370.57%+16,885
HOME DEPOT INC(HD)208,562229,960+21,39876,46793,1770.55%+16,710
ALIBABA GROUP HLDG LTD(BABA)225,952236,055+10,10325,62542,1900.25%+16,565
APPLOVIN CORP(APP)82,92063,337-19,58329,02945,5100.27%+16,482
CATERPILLAR INC(CAT)227,708219,537-8,17188,399104,7520.62%+16,354
MEDTRONIC PLC(MDT)891,063982,781+91,71877,67493,6000.55%+15,926
VANGUARD INDEX FDS90,276109,266+18,99051,27966,9120.39%+15,633
PFIZER INC(PFE)1,256,0081,782,212+526,20430,44645,4110.27%+14,965
PEPSICO INC(PEP)151,864248,732+96,86820,05234,9320.21%+14,880
WALMART INC(WMT)1,251,6961,328,619+76,923122,391136,9270.80%+14,537
EXPEDIA GROUP INC(EXPE)261,863273,642+11,77944,17158,4910.34%+14,320
TRUIST FINL CORP(TFC)568,975827,914+258,93924,46037,8520.22%+13,392
SYNCHRONY FINANCIAL(SYF)1,232,6941,339,388+106,69482,27095,1640.56%+12,894
UNITEDHEALTH GROUP INC(UNH)106,804131,631+24,82733,32045,4520.27%+12,133
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
62,20288,127+25,9258,97820,8030.12%+11,826
SELECT SECTOR SPDR TR
ST STR CARE ETF
17,80995,555+77,7462,40013,2980.08%+10,898
SHOPIFY INC(SHOP)150,584189,833+39,24917,37428,2030.17%+10,829
NEWMONT CORP(NEM)183,956255,284+71,32810,71721,5230.13%+10,806
MICRON TECHNOLOGY INC(MU)111,119141,977+30,85813,69523,7560.14%+10,060
THERMO FISHER SCIENTIFIC INC(TMO)28,60144,366+15,76511,59721,5180.13%+9,922
EXXON MOBIL CORP650,707708,505+57,79870,14679,8840.47%+9,738
HP INC(HPQ)879,1471,146,365+267,21821,50431,2160.18%+9,712
DILLARDS INC(DDS)15,80526,535+10,7306,60416,3050.10%+9,701
HSBC HLDGS PLC(HSBC)469,659538,238+68,57928,55138,2040.22%+9,654
CELESTICA INC(CLS)142,704129,614-13,09022,27831,9290.19%+9,651
ISHARES TR
0-5 YR TIPS ETF
986,9331,075,411+88,478101,565111,1540.65%+9,589
BARRICK MNG CORP(B)53,360320,835+267,4751,11110,5300.06%+9,419
VERISIGN INC57,62993,197+35,56816,64326,0550.15%+9,412
M & T BK CORP(MTB)37,49083,870+46,3807,27316,5740.10%+9,302
ISHARES TR295,612376,398+80,78630,88640,0830.24%+9,197
TJX COS INC NEW(TJX)255,219281,217+25,99831,51740,6470.24%+9,130
FASTENAL CO(FAST)373,565504,506+130,94115,69024,7410.15%+9,051
L3HARRIS TECHNOLOGIES INC(LHX)35,10758,282+23,1758,80617,8000.10%+8,994
MASTERCARD INCORPORATED(MA)152,058166,007+13,94985,44794,4260.55%+8,979
LAM RESEARCH CORP(LRCX)159,564182,060+22,49615,53224,3780.14%+8,846
PULTE GROUP INC(PHM)246,954262,563+15,60926,04434,6920.20%+8,649
CENOVUS ENERGY INC(CVE)330,555773,590+443,0354,50013,1330.08%+8,632
CISCO SYS INC(CSCO)932,0871,071,195+139,10864,66873,2910.43%+8,623
GE AEROSPACE(GE)177,239180,230+2,99145,62054,2170.32%+8,597
IDEXX LABS INC(IDXX)10,17421,987+11,8135,45714,0470.08%+8,591
AGNICO EAGLE MINES LTD(AEM)112,942130,682+17,74013,45322,0140.13%+8,561
ADVANCED MICRO DEVICES INC(AMD)159,963191,919+31,95622,69931,0510.18%+8,352
ARISTA NETWORKS INC(ANET)117,016139,387+22,37111,97220,3100.12%+8,338
MORGAN STANLEY(MS)249,540273,173+23,63335,15043,4240.26%+8,273
BERKSHIRE HATHAWAY INC DEL269,705276,927+7,222131,015139,2220.82%+8,208
SCHWAB CHARLES CORP(SCHW)217,472293,085+75,61319,84227,9810.16%+8,139
SPDR S&P 500 ETF TR(SPY)42,06351,225+9,16225,98934,1250.20%+8,136
LOWES COS INC(LOW)144,527159,785+15,25832,06640,1560.24%+8,089
ROBINHOOD MKTS INC(HOOD)93,205116,949+23,7448,72716,7450.10%+8,018
APTIV PLC(APTV)9,36898,380+89,0126398,4820.05%+7,843
OREILLY AUTOMOTIVE INC(ORLY)218,662255,375+36,71319,70827,5320.16%+7,824
ISHARES TR385,977448,783+62,80642,30750,0260.29%+7,719
PHILLIPS 66(PSX)116,675158,679+42,00413,91921,5840.13%+7,664
FREEPORT-MCMORAN INC(FCX)190,240400,825+210,5858,24715,7200.09%+7,473
AMPHENOL CORP NEW210,997227,550+16,55320,83628,1590.17%+7,323
ISHARES TR261,634325,337+63,70328,89035,9460.21%+7,057
GILEAD SCIENCES INC(GILD)495,552557,510+61,95854,94261,8840.36%+6,942
CITIZENS FINL GROUP INC(CFG)119,699231,152+111,4535,35712,2880.07%+6,932
C H ROBINSON WORLDWIDE INC(CHRW)17,87664,383+46,5071,7158,5240.05%+6,809
INTERDIGITAL INC(IDCC)59,58458,144-1,44013,36120,0730.12%+6,713
MERCK & CO INC(MRK)314,139375,942+61,80324,86731,5530.19%+6,686
US BANCORP DEL(USB)451,713558,811+107,09820,44027,0070.16%+6,567
KLA CORP(KLAC)28,05229,380+1,32825,12731,6890.19%+6,562
VALE S A1,847,5032,251,730+404,22717,93924,4540.14%+6,515
FOX CORP(FOX)484,786533,002+48,21627,16733,6110.20%+6,444
ENERFLEX LTD(EFXT)1,377,0941,598,311+221,21710,87417,2330.10%+6,359
TORONTO DOMINION BK ONT(TD)312,010364,280+52,27022,95329,1220.17%+6,169
GENERAL DYNAMICS CORP(GD)74,65481,751+7,09721,77427,8770.16%+6,104
ISHARES TR205,980256,070+50,09024,53030,6030.18%+6,073
BANCO BILBAO VIZCAYA ARGENTA(BBVA)1,373,5951,409,506+35,91121,11227,1330.16%+6,021
ASML HOLDING N V
N Y REGISTRY SHS
24,60326,500+1,89719,71725,6540.15%+5,938
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O'SHAUGHNESSY ASSET MANAGEMENT, LLC — 13F Holdings — Q3 2025 | TickerTrail