Fund Holdings

O'Keefe Stevens Advisory, Inc.

Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
CORNING INC(GLW)179,167153,868-25,29924,361,31939,302,5448.06%+14,941,225
SOTERA HEALTH CO(SHC)0800,396+800,396014,207,0292.91%+14,207,029
SPHERE ENTERTAINMENT CO(SPHR)168,745169,033+28819,810,66329,247,7806.00%+9,437,117
NVIDIA CORPORATION(NVDA)364,526361,379-3,14763,573,38272,308,22614.83%+8,734,844
CALLAWAY GOLF CO(CALY)1,175,1641,188,723+13,55916,311,27622,336,1054.58%+6,024,829
COMPASS MINERALS INTL INC(CMP)610,462631,272+20,81014,254,28019,651,4874.03%+5,397,207
BAXTER INTL INC564,440672,101+107,6619,482,59914,329,2032.94%+4,846,604
QUALCOMM INC(QCOM)146,342126,261-20,08118,845,96723,331,7434.78%+4,485,776
FIVE POINT HOLDINGS LLC2,497,0502,771,620+274,57012,085,72414,606,4403.00%+2,520,716
AERCAP HOLDINGS NV(AER)146,850153,702+6,85220,144,88122,406,6724.59%+2,261,791
BGC GROUP INC1,805,7891,833,931+28,14217,660,61519,604,7284.02%+1,944,113
UNION PAC CORP(UNP)32,03335,341+3,3087,771,8879,612,6481.97%+1,840,761
M & T BK CORP(MTB)47,76448,367+6039,873,67611,511,7382.36%+1,638,062
BERKSHIRE HATHAWAY INC DEL30,01131,830+1,81914,381,27115,927,4143.27%+1,546,143
LOEWS CORP(L)168,203171,820+3,61717,953,97219,451,7573.99%+1,497,785
STEPAN CO(SCL)85,02195,560+10,5394,249,3365,324,5891.09%+1,075,253
WEYERHAEUSER CO(WY)585,347634,302+48,95514,300,02215,185,1833.11%+885,161
PERRIGO CO PLC(PRGO)733,294835,655+102,3617,875,5758,682,4561.78%+806,881
ISHARES TR6,2686,257-114,094,3204,685,8050.96%+591,485
AMGEN INC(AMGN)51,78151,752-2918,219,04018,740,5353.84%+521,495
SPDR SERIES TRUST07,830+7,8300475,9860.10%+475,986
OCTAVE INTELLIGENCE PLC028,261+28,2610460,6540.09%+460,654
JPMORGAN CHASE & CO(JPM)10,61510,776+1613,122,4633,527,1980.72%+404,735
APPLIED MATLS INC0500+5000361,5000.07%+361,500
SEAPORT ENTMT GROUP INC47,67049,085+1,4151,023,9521,305,6610.27%+281,709
SPDR SERIES TRUST02,925+2,9250277,4360.06%+277,436
GE VERNOVA INC(GEV)0226+2260265,6630.05%+265,663
ARCOS DORADOS HLDGS INC(ARCO)631,729676,719+44,9905,211,7685,454,3561.12%+242,588
STARBUCKS CORP(SBUX)14,11314,634+5211,264,4281,495,4260.31%+230,998
MICRON TECHNOLOGY INC(MU)0200+2000230,8580.05%+230,858
VANGUARD INDEX FDS0321+3210220,3300.05%+220,330
ROCKWELL AUTOMATION INC(ROK)1,6001,6000574,208792,1280.16%+217,920
EBAY INC.(EBAY)01,809+1,8090202,1560.04%+202,156
GENERAL DYNAMICS CORP(GD)0567+5670200,8540.04%+200,854
APPLE INC(AAPL)5,0195,020+11,273,7631,452,6310.30%+178,868
UNITED PARCEL SVCS INC(UPS)12,61813,143+5251,241,3451,412,8830.29%+171,538
GENUINE PARTS CO(GPC)10,25410,602+3481,084,3611,250,8510.26%+166,490
COCA COLA CO(KO)18,44318,929+4861,402,5901,538,3210.32%+135,731
ISHARES TR5,0995,0990633,857756,2330.16%+122,376
ISHARES INC9,0669,010-56632,354746,3880.15%+114,034
ISHARES TR11,43211,4320772,003881,5220.18%+109,519
ALPHABET INC(GOOG)1,5311,5310439,183540,9480.11%+101,765
ISHARES TR15,15115,15101,371,6201,463,2840.30%+91,664
SOUTHWEST GAS HLDGS INC(SWX)21,99022,572+5821,910,9422,001,7050.41%+90,763
GE AEROSPACE(GE)923924+1261,963345,2800.07%+83,317
BANK OF NY MELLON CORP3,1543,1540374,159456,1000.09%+81,941
HOME DEPOT INC(HD)2,2672,321+54745,679818,4450.17%+72,766
WILLIAMS COS INC(WMB)21,99922,409+4101,601,0631,665,8960.34%+64,833
AIR PRODUCTS AND CHEMICALS I5,1195,274+1551,487,0181,546,1150.32%+59,097
PAYCHEX INC(PAYX)8,7228,7220803,471857,6340.18%+54,163
ANALOG DEVICES INC(ADI)6736730214,108267,2950.05%+53,187
TKO GROUP HOLDINGS INC(TKO)9,81910,095+2761,979,9882,032,2450.42%+52,257
ASTRONICS CORP3,5843,5840239,160291,2360.06%+52,076
ENBRIDGE INC(ENB)36,19337,048+8551,959,4712,008,3560.41%+48,885
BLACKROCK INC(BLK)1,4861,532+461,428,7071,472,9350.30%+44,228
BROADSTONE NET LEASE INC(BNL)16,12816,1280294,659333,3660.07%+38,707
JOHNSON & JOHNSON(JNJ)3,7123,7120907,361942,7370.19%+35,376
QUEST DIAGNOSTICS INC(DGX)1,8751,8750367,463397,4060.08%+29,943
PHILIP MORRIS INTL INC(PM)1,5241,5240251,978275,7070.06%+23,729
CALUMET INC(CLMT)28,43528,975+5401,020,8171,043,6800.21%+22,863
MERCK & CO INC(MRK)2,5442,5440305,958326,8400.07%+20,882
ILLINOIS TOOL WKS INC(ITW)9409400244,673254,2420.05%+9,569
PROCTER & GAMBLE CO(PG)2,7782,7780401,254407,3660.08%+6,112
ISHARES TR4,2914,240-51319,036324,5720.07%+5,536
NOVARTIS AG(NVS)1,3731,3730209,726215,1770.04%+5,451
MICROSOFT CORP(MSFT)1,3711,3710507,503511,4100.10%+3,907
DISNEY WALT CO(DIS)2,4492,4490236,035235,7160.05%-319
DUKE ENERGY CORP NEW(DUK)11,61611,998+3821,521,0221,518,7090.31%-2,313
SCHWAB CHARLES CORP(SCHW)2,6652,6650250,457245,9000.05%-4,557
BRISTOL-MYERS SQUIBB CO(BMY)4,1704,1700252,911240,2750.05%-12,636
OMNICOM GROUP INC(OMC)13,67313,956+2831,029,7141,016,4370.21%-13,277
MCDONALDS CORP(MCD)1,3001,3000404,027351,4030.07%-52,624
CHEVRON CORPORATION(CVX)1,3371,3370276,625221,6210.05%-55,004
MEDTRONIC PLC(MDT)13,21213,724+5121,144,8201,073,6220.22%-71,198
PHILLIPS 66(PSX)25,28426,568+1,2844,606,2524,491,3360.92%-114,916
LOCKHEED MARTIN CORP(LMT)2,1982,277+791,328,5291,160,2610.24%-168,268
RTX CORPORATION(RTX)1,1290-1,129217,7840-217,784
SPDR SERIES TRUST2,9250-2,925249,0640-249,064
APA CORPORATION(APA)31,77231,776+41,348,4191,034,9330.21%-313,486
ALIBABA GROUP HLDG LTD(BABA)2,8800-2,880361,3250-361,325
PFIZER INC(PFE)83,17980,568-2,6112,335,6731,940,0880.40%-395,585
SPDR SERIES TRUST7,8300-7,830443,0210-443,021
HUNTINGTON INGALLS INDS INC(HII)6,3586,603+2452,415,4851,848,2010.38%-567,284
ROKU INC(ROKU)7,2140-7,214682,5890-682,589
EXXON MOBIL CORP30,93030,281-6495,247,5704,140,0560.85%-1,107,514
WARRIOR MET COAL INC(HCC)292,604290,569-2,03527,256,05723,582,6044.84%-3,673,453
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