Fund HoldingsO'Brien Greene & Co. Inc

Total Portfolio Value
$353.32M
Total Bought
$53.32M
Total Sold
$40.13M
Net Transaction
+$13.19M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
Lyondellbasell Industries Ord
SHS - A -
084,621+84,62106,8171.93%+6,817
Abb Ltd Sponsored Adr083,442+83,44206,7151.90%+6,715
Boston Scientific(BSX)083,406+83,40605,2341.48%+5,234
Valero Energy Corp New Com(VLO)050,586+50,586012,4993.54%+12,499
Eog Res Inc Com(EOG)81,49483,404+1,9108,55812,0583.41%+3,500
Franklin Ftse Brazil Etf
FTSE BRAZIL
634,591609,320-25,27112,08914,5574.12%+2,468
Nutrien Ltd(NTR)126,363131,555+5,1927,7999,9272.81%+2,128
Williams Cos(WMB)0155,167+155,167011,2933.20%+11,293
Franco-Nevada Corp(FNV)048,594+48,594012,0053.40%+12,005
Sprott Physical Gold Trust(PHYS)565,616581,416+15,80018,67720,6055.83%+1,929
Curtiss Wright Corp(CW)12,60812,941+3336,9518,8142.49%+1,864
Cboe Global Markets Inc(CBOE)37,09137,875+7849,31010,6453.01%+1,336
Golar Lng Ltd
SHS
078,200+78,20004,2311.20%+4,231
Nextera Energy Inc(NEE)91,49992,670+1,1717,3468,6072.44%+1,262
B3 Sa Brasil Bolsa Balcao20,200117,900+97,7001601,2710.36%+1,111
Wal-Mart Stores(WMT)104,131102,213-1,91811,60112,7033.60%+1,102
Ecopetrol Sa Sp Ads(EC)10,00064,000+54,0001009590.27%+859
Chevrontexaco Corp(CVX)015,172+15,17203,1390.89%+3,139
Cf Industries Holdings Inc(CF)05,564+5,56407220.20%+722
Amgen Inc(AMGN)29,67129,635-369,71210,4272.95%+715
Union Pacific Corp(UNP)39,78340,793+1,0109,2039,8972.80%+694
Virtu Financial Inc Cl A(VIRT)015,000+15,00006600.19%+660
Stonex Group(SNEX)029,474+29,47402,3770.67%+2,377
Sturm Ruger & Co Inc14,00024,000+10,0004579620.27%+505
Costco Whsl Corp New Com(COST)03,424+3,42403,4120.97%+3,412
Natural Resource Partners L.P.(NRP)2,0004,500+2,5002095450.15%+336
Rio Tinto Plc(RIO)13,87015,120+1,2501,1101,4110.40%+301
Bunge Global Sa(BG)9,2438,833-4108231,1240.32%+300
Interactive Brokers Group Inc(IBKR)0252,741+252,741016,9514.80%+16,951
Corning Inc(GLW)01,983+1,98302700.08%+270
Solstice Advanced Materials In(SOLS)03,500+3,50002670.08%+267
Alexanders Inc01,083+1,08302560.07%+256
Tidewater Inc(TDW)02,961+2,96102470.07%+247
Core Natural Resources Inc(CNR)4,7116,296+1,5854176590.19%+242
Johnson & Johnson(JNJ)6,2966,29601,3031,5390.44%+236
Sprott Nickel Miners Etf
NICKE MINER ETF
014,693+14,69302350.07%+235
Quaker Houghton(KWR)3,9956,277+2,2825497800.22%+231
Cubesmart(CUBE)06,304+6,30402310.07%+231
Subsea 7 S.A.21,40021,40004326610.19%+229
Exxon Mobil Corp4,5294,52905457680.22%+223
Amrize Ltd(AMRZ)10,58113,711+3,1305727680.22%+196
Sprott Inc(SII)5,6655,165-5005557380.21%+183
Black Stone Minerals(BSM)100,000100,00001,3291,5120.43%+183
Coca Cola Co(KO)22,91122,91101,6021,7420.49%+141
Emerson Elec Co(EMR)15,44916,649+1,2002,0502,1810.62%+131
Fomento Economico(FMX)5,6976,317+6205767020.20%+126
Olin Corp(OLN)015,000+15,00004460.13%+446
Quanta Services Ord Shs84684603574640.13%+107
Grainger W W Inc Com(GWW)1,7051,675-301,7201,8270.52%+107
Linde Ord Shs(LIN)01,511+1,51107490.21%+749
Dorchester Minerals(DMLP)012,000+12,00003250.09%+325
British American Tobacco Adr R(BTI)14,94315,943+1,0008469320.26%+86
Viper Energy Inc Cl A(VNOM)10,17510,17503934780.14%+85
Waste Mgmt Inc Del Com(WM)8,2008,20001,8021,8840.53%+83
Teck Resources Ltd Cl B(TECK)16,46016,700+2407888640.24%+76
Cummins Inc Com(CMI)4,6084,513-952,3522,4280.69%+76
Novartis A G Sponsored Adr(NVS)5,0815,08107017760.22%+76
Ebay Inc Com(EBAY)015,266+15,26601,3900.39%+1,390
Warsaw Stock Exchange27,06927,06904224890.14%+67
Merck & Co New(MRK)4,6684,530-1384915450.15%+54
Colgate Palmolive Co Com(CL)07,675+7,67506540.19%+654
Grupo Aeroportuario(OMAB)6,1476,207+606697120.20%+44
Newmont Mining Corp Com(NEM)5,0005,00004995410.15%+42
Ishares Core S&P Small Cap Etf013,801+13,80101,7160.49%+1,716
Sprott Physical Uranium Trust43,54143,916+3758488870.25%+39
Hershey Foods Corp(HSY)1,5001,50002733120.09%+39
Bristol Myers Squibb(BMY)5,6605,66003053430.10%+38
Southern Co Com(SO)3,7503,75003273620.10%+35
Bj's Wholesale Club Holdings I(BJ)4,0004,00003603940.11%+34
Wise Plc0230,000+230,00002,7140.77%+2,714
Pepsico Inc(PEP)1,6341,63402352540.07%+19
Sandoz Group Adr3,3333,33302432610.07%+18
Essential Utilities Ord Shs(WTRG)7,7147,71402963110.09%+15
Ecolab Inc Com(ECL)03,194+3,19408500.24%+850
Banknew York Mellon Corp4,3914,39105105210.15%+11
Raytheon Technologies Ord Shs(RTX)1,1591,15902132240.06%+11
Tjx Companies Inc(TJX)1,3621,36202092180.06%+8
State Str Spdr S&P Midcap 400(MDY)46046002782840.08%+6
Towne Bank
COM
16,04216,04205355400.15%+5
Procter & Gamble Co(PG)02,925+2,92504220.12%+422
Naked Wine Ord Shs19,00019,000018180.01%0
Rbc Funds Tr Emerg Mkt Equity11,20811,20801911910.05%-0
Ishares Tr Russell 200002,950+2,95007320.21%+732
Norfolk Southern(NSC)1,2701,27003673640.10%-2
Aflac Inc Com(AFL)4,2354,23504674650.13%-2
Kddi Corp Adr(KDDIF)19,67519,925+2503403340.09%-6
Mfs Series Trust Xvii Intl Equ6,0596,05902462360.07%-10
Lowes Cos Inc Com(LOW)02,720+2,72006430.18%+643
Sherwin Williams(SHW)02,139+2,13906860.19%+686
Vanguard 500 Index Fd Admiral58758703713540.10%-17
Spdr S&P 500 Etf Tr Tr Unit(SPY)63463404334130.12%-20
Cencora Inc Com89489403022810.08%-21
Ishares Core S&P 500 Etf71371304884660.13%-23
Sysco Corp(SYY)010,649+10,64907600.21%+760
Yellow Cake Plc75,00075,00006356080.17%-28
Amazon Com Inc Com(AMZN)1,2391,23902862580.07%-28
Martin Marietta Mat(MLM)01,168+1,16806880.19%+688
Aon Ord Shs Class A(AON)1,1341,13404003660.10%-34
Vaneck Junior Gold Miners Etf
JUNIOR GOLD MINE
7,0006,300-7007967560.21%-40
Vanguard Div Apprec Etf2,4602,319-1415414990.14%-42
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