Fund Holdings

O'Keefe Stevens Advisory, Inc.

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
BAXTER INTL INC0564,440+564,44009,482,5992.34%+9,482,599
WEYERHAEUSER CO(WY)0585,347+585,347014,300,0223.53%+14,300,022
PERRIGO CO PLC(PRGO)0733,294+733,29407,875,5751.95%+7,875,575
ISHARES TR06,268+6,26804,094,3201.01%+4,094,320
SPHERE ENTERTAINMENT CO(SPHR)0168,745+168,745019,810,6634.89%+19,810,663
BGC GROUP INC01,805,789+1,805,789017,660,6154.36%+17,660,615
CALLAWAY GOLF CO(CALY)01,175,164+1,175,164016,311,2764.03%+16,311,276
COMPASS MINERALS INTL INC(CMP)0610,462+610,462014,254,2803.52%+14,254,280
AMGEN INC(AMGN)051,781+51,781018,219,0404.50%+18,219,040
EXXON MOBIL CORP(XOM)030,930+30,93005,247,5701.30%+5,247,570
WARRIOR MET COAL INC(HCC)0292,604+292,604027,256,0576.73%+27,256,057
UNION PAC CORP(UNP)032,033+32,03307,771,8871.92%+7,771,887
PHILLIPS 66(PSX)025,284+25,28404,606,2521.14%+4,606,252
ISHARES TR015,151+15,15101,371,6200.34%+1,371,620
ARCOS DORADOS HLDGS INC(ARCO)0631,729+631,72905,211,7681.29%+5,211,768
STEPAN CO(SCL)085,021+85,02104,249,3361.05%+4,249,336
ISHARES TR011,432+11,4320772,0030.19%+772,003
HOME DEPOT INC(HD)02,267+2,2670745,6790.18%+745,679
SEAPORT ENTMT GROUP INC047,670+47,67001,023,9520.25%+1,023,952
ISHARES TR05,099+5,0990633,8570.16%+633,857
ISHARES INC09,066+9,0660632,3540.16%+632,354
APA CORPORATION(APA)031,772+31,77201,348,4190.33%+1,348,419
CALUMET INC(CLMT)028,435+28,43501,020,8170.25%+1,020,817
M & T BK CORP(MTB)047,764+47,76409,873,6762.44%+9,873,676
SPDR SERIES TRUST07,830+7,8300443,0210.11%+443,021
AIR PRODUCTS AND CHEMICALS I05,119+5,11901,487,0180.37%+1,487,018
LOCKHEED MARTIN CORP(LMT)02,198+2,19801,328,5290.33%+1,328,529
PFIZER INC(PFE)083,179+83,17902,335,6730.58%+2,335,673
WILLIAMS COS INC(WMB)021,999+21,99901,601,0630.40%+1,601,063
ENBRIDGE INC(ENB)036,193+36,19301,959,4710.48%+1,959,471
HUNTINGTON INGALLS INDS INC(HII)06,358+6,35802,415,4850.60%+2,415,485
ISHARES TR04,291+4,2910319,0360.08%+319,036
LOEWS CORP(L)0168,203+168,203017,953,9724.44%+17,953,972
DUKE ENERGY CORP NEW(DUK)011,616+11,61601,521,0220.38%+1,521,022
SOUTHWEST GAS HLDGS INC(SWX)021,990+21,99001,910,9420.47%+1,910,942
SPDR SERIES TRUST02,925+2,9250249,0640.06%+249,064
STARBUCKS CORP(SBUX)014,113+14,11301,264,4280.31%+1,264,428
ASTRONICS CORP03,584+3,5840239,1600.06%+239,160
COCA COLA CO(KO)018,443+18,44301,402,5900.35%+1,402,590
ANALOG DEVICES INC(ADI)0673+6730214,1080.05%+214,108
NOVARTIS AG(NVS)01,373+1,3730209,7260.05%+209,726
UNITED PARCEL SVCS INC(UPS)012,618+12,61801,241,3450.31%+1,241,345
JOHNSON & JOHNSON(JNJ)03,712+3,7120907,3610.22%+907,361
OMNICOM GROUP INC(OMC)013,673+13,67301,029,7140.25%+1,029,714
BERKSHIRE HATHAWAY INC DEL030,011+30,011014,381,2713.55%+14,381,271
TKO GROUP HOLDINGS INC(TKO)09,819+9,81901,979,9880.49%+1,979,988
CHEVRON CORPORATION(CVX)01,337+1,3370276,6250.07%+276,625
QUEST DIAGNOSTICS INC(DGX)01,875+1,8750367,4630.09%+367,463
MERCK & CO INC(MRK)02,544+2,5440305,9580.08%+305,958
GENUINE PARTS CO(GPC)010,254+10,25401,084,3610.27%+1,084,361
BRISTOL-MYERS SQUIBB CO(BMY)04,170+4,1700252,9110.06%+252,911
BROADSTONE NET LEASE INC(BNL)016,128+16,1280294,6590.07%+294,659
ILLINOIS TOOL WKS INC(ITW)0940+9400244,6730.06%+244,673
RTX CORPORATION(RTX)01,129+1,1290217,7840.05%+217,784
BANK NEW YORK MELLON CORP03,154+3,1540374,1590.09%+374,159
MCDONALDS CORP(MCD)01,300+1,3000404,0270.10%+404,027
PROCTER & GAMBLE CO(PG)02,778+2,7780401,2540.10%+401,254
BLACKROCK INC(BLK)01,486+1,48601,428,7070.35%+1,428,707
SCHWAB CHARLES CORP(SCHW)02,665+2,6650250,4570.06%+250,457
MEDTRONIC PLC(MDT)013,212+13,21201,144,8200.28%+1,144,820
ROKU INC(ROKU)07,214+7,2140682,5890.17%+682,589
GE AEROSPACE(GE)0923+9230261,9630.06%+261,963
PHILIP MORRIS INTL INC(PM)01,524+1,5240251,9780.06%+251,978
ALPHABET INC(GOOG)01,531+1,5310439,1830.11%+439,183
ROCKWELL AUTOMATION INC(ROK)01,600+1,6000574,2080.14%+574,208
AERCAP HOLDINGS NV(AER)0146,850+146,850020,144,8814.98%+20,144,881
DISNEY WALT CO(DIS)02,449+2,4490236,0350.06%+236,035
APPLE INC(AAPL)05,019+5,01901,273,7630.31%+1,273,763
JPMORGAN CHASE & CO(JPM)010,615+10,61503,122,4630.77%+3,122,463
MICROSOFT CORP(MSFT)01,371+1,3710507,5030.13%+507,503
PAYCHEX INC(PAYX)08,722+8,7220803,4710.20%+803,471
ABBOTT LABS000000
APPLIED MATLS INC000000
FIVE POINT HOLDINGS LLC02,497,050+2,497,050012,085,7242.99%+12,085,724
CORNING INC(GLW)0179,167+179,167024,361,3196.02%+24,361,319
NVIDIA CORPORATION(NVDA)0364,526+364,526063,573,38215.71%+63,573,382
QUALCOMM INC(QCOM)0146,342+146,342018,845,9674.66%+18,845,967
ALIBABA GROUP HLDG LTD(BABA)02,880+2,8800361,3250.09%+361,325
TRI POINTE HOMES INC000000
Page 1 of 1