Fund HoldingsO'Brien Greene & Co. Inc

Total Portfolio Value
$305.73M
Total Bought
$28.13M
Total Sold
$35.52M
Net Transaction
-$7.39M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
Franklin Ftse Brazil Etf
FTSE BRAZIL
0545,787+545,78709,8023.21%+9,802
Topicus Com Ord Shs037,442+37,44204,6761.53%+4,676
Interactive Brokers Group Inc(IBKR)0281,689+281,689015,6085.11%+15,608
Microsoft Corp(MSFT)021,042+21,042010,4673.42%+10,467
Sprott Physical Gold Trust(PHYS)510,372540,386+30,01412,28013,6994.48%+1,419
Talen Energy Corp(TLN)12,44512,945+5002,4853,7641.23%+1,279
Nutrien Ltd(NTR)130,501126,805-3,6966,4827,3852.42%+903
Golar Lng Ltd
SHS
076,200+76,20003,1391.03%+3,139
Cisco Sys Inc Com(CSCO)140,696136,631-4,0658,6829,4793.10%+797
Wix.Com Ltd
SHS
1,3066,006+4,7002139520.31%+738
Wal-Mart Stores(WMT)0110,434+110,434010,7983.53%+10,798
Axon Enterprise Ord Shs(AXON)02,144+2,14401,7750.58%+1,775
Cameco Corp Com(CCJ)10,40013,400+3,0004289950.33%+567
Vaneck Junior Gold Miners Etf
JUNIOR GOLD MINE
07,000+7,00004730.15%+473
Franco-Nevada Corp(FNV)50,73851,369+6317,9948,4202.75%+426
Chapters Group Ag08,262+8,26204060.13%+406
Warsaw Stock Exchange027,069+27,06903840.13%+384
Emerson Elec Co(EMR)016,432+16,43202,1910.72%+2,191
Wise Plc0210,000+210,00002,9460.96%+2,946
Joint Corp124,620166,460+41,8401,5571,9210.63%+364
J P Morgan Chase & Co Com(JPM)8,0148,01401,9662,3230.76%+358
Broadcom Ord Shs(AVGO)03,102+3,10208550.28%+855
Sprott Inc(SII)04,515+4,51503120.10%+312
Nvidia Corp Com(NVDA)05,918+5,91809350.31%+935
Sprott Physical Uranium Trust049,841+49,84109340.31%+934
Stonex Group(SNEX)19,95019,650-3001,5241,7910.59%+267
Nintendo37,54537,54506459020.29%+257
Medpace Holdings Inc(MEDP)012,772+12,77204,0091.31%+4,009
American Express Corp(AXP)0695+69502220.07%+222
International Bus Mach(IBM)0744+74402190.07%+219
Sandoz Group Adr03,905+3,90502130.07%+213
Seneca Foods Corp Cl A(SENEA)02,000+2,00002030.07%+203
Dorchester Minerals(DMLP)040,618+40,61801,1320.37%+1,132
Grupo Aeroportuario(OMAB)5,9475,94704686270.21%+160
Williams Cos(WMB)161,704156,369-5,3359,6639,8223.21%+158
Ulta Salon Cosm & Frag Com(ULTA)01,402+1,40206560.21%+656
Martin Marietta Mat(MLM)1,1631,264+1015566940.23%+138
Yellow Cake Plc75,00075,00004155410.18%+126
Costco Whsl Corp New Com(COST)3,5683,519-493,3753,4841.14%+109
Quanta Services Ord Shs846852+62153220.11%+107
Ebay Inc Com(EBAY)15,26715,26701,0341,1370.37%+103
Grainger W W Inc Com(GWW)01,730+1,73001,8000.59%+1,800
British American Tobacco Adr R(BTI)15,02715,038+116227120.23%+90
Alphabet Inc Class A(GOOG)04,808+4,80808470.28%+847
Sprott Physical Silver Trust(PSLV)24,86429,864+5,0002883660.12%+77
Veralto Ord Shs(VLTO)056,523+56,52305,7061.87%+5,706
Teck Resources Ltd Cl B(TECK)016,460+16,46006650.22%+665
S&P Global Inc Com(SPGI)016,594+16,59408,7502.86%+8,750
Vox Royalty Corp015,000+15,0000650.02%+65
Ishares Core S&P Small Cap Etf019,126+19,12602,0900.68%+2,090
Viper Energy Inc Cl A(VNOM)8,27511,292+3,0173744310.14%+57
Subsea 7 S.A.21,40021,40003413980.13%+57
Novartis A G Sponsored Adr(NVS)5,6985,69806356900.23%+54
Ecolab Inc Com(ECL)3,2803,28008328840.29%+52
Newmont Mining Corp Com(NEM)5,0345,03402432930.10%+50
Ishares Core S&P 500 Etf71371304014430.14%+42
Ishares Tr Russell 20003,2373,187-506466880.22%+42
Paypal Holdings, Inc.(PYPL)04,289+4,28903190.10%+319
Spdr Tr Unit Ser 1(SPY)64664603623990.13%+38
Automatic Data Process Com15,84015,815-254,8404,8771.60%+38
Compagnie Financiere Richemont25,05825,05804354720.15%+37
Amazon Com Inc Com(AMZN)1,2361,23602352710.09%+36
Abbott Laboratories11,15311,113-401,4791,5110.49%+32
Banknew York Mellon Corp4,3914,39103684000.13%+32
Acurx Pharmaceuticals Inc060,000+60,0000310.01%+31
Vanguard Div Apprec Etf2,7672,76705375660.19%+30
Vanguard 500 Index Fd Admiral51551502672950.10%+28
Kddi Corp Adr(KDDIF)19,89419,89403133400.11%+27
Sibanye Stillwater Ltd Sp Adr(SBSW)10,00010,000046720.02%+26
Fomento Economico(FMX)4,8474,84704734990.16%+26
Norfolk Southern(NSC)1,3011,30103083330.11%+25
Mfs Series Trust Xvii Intl Equ6,0056,00502162380.08%+22
Wt Us Quality Shareholder Yiel(WT)4,9004,90004034230.14%+21
Rbc Funds Tr Emerg Mkt Equity11,20811,20801521700.06%+18
Powershares Etf Trust Water Re
WATER RES ETF
3,2003,20002062240.07%+17
Cencora Inc Com913901-122542700.09%+16
Spdr S&P Midcap 400 Etf Trust(MDY)46046002452610.09%+15
Bunge Global Sa(BG)4,9374,887-503773920.13%+15
Unilever Adr Reptg 1 Ord Shs(UL)6,6506,65003964070.13%+11
Sysco Corp(SYY)11,16511,16508388460.28%+8
American Tower Corp Cl A(AMT)2,2712,27104945020.16%+8
Linde Ord Shs(LIN)1,5421,54207187230.24%+5
Public Svc Enterprise(PEG)2,5072,50702062110.07%+5
Plx Pharma Inc27,00027,0000000
Towne Bank
COM
16,04216,04205485480.18%-0
Alligator Energy Ord Shs269,300269,3000440.00%-0
Southern Co Com(SO)3,8213,82103513510.11%-0
Aberdeen Total Dynamic Dividen
COM SH BEN INT
11,34810,677-67195950.03%-1
Naked Wine Ord Shs24,00024,000026250.01%-1
Crown Castle Intl Corp Com(CCI)2,0612,066+52152120.07%-3
F M C Corp Com New(FMC)6,6636,641-222812770.09%-4
Ss&C Technology Holdings Inc.(SSNC)4,5834,559-243833770.12%-5
Ishares Gsci Commodity Dynamic
GSCI CMDTY STGY
9,8109,81002602540.08%-6
Energy Transfer Units(ET)15,26815,26802842770.09%-7
Hershey Foods Corp(HSY)1,5081,50802582500.08%-8
Diageo P L C Spnsrd Adr New(DEO)02,423+2,42302440.08%+244
Sherwin Williams(SHW)2,3762,377+18308160.27%-14
Comcast Corp New Cl A(CCZ)13,34613,34604924760.16%-16
Essential Utilities Ord Shs(WTRG)8,1148,11403213010.10%-19
Bj's Wholesale Club Holdings I(BJ)3,5003,50003993770.12%-22
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