O'brien Greene & Co. Inc Top Holdings and 13F Report (2025) About O'brien Greene & Co. IncInvestment ActivityO'brien Greene & Co. Inc has $308.00 million in total holdings as of December 31, 2024.O'brien Greene & Co. Inc owns shares of 142 different stocks, but just 38 companies or ETFs make up 80% of its holdings.Approximately 8.39% of the portfolio was purchased this quarter.About 4.98% of the portfolio was sold this quarter.This quarter, O'brien Greene & Co. Inc has purchased 144 new stocks and bought additional shares in 72 stocks.O'brien Greene & Co. Inc sold shares of 32 stocks and completely divested from 10 stocks this quarter.Largest Holdings Apple $14,813,845Berkshire Hathaway $14,006,506Interactive Brokers Group $13,411,134Walmart $10,891,785EOG Resources $9,842,633 Largest New Holdings this Quarter Medpace $4,264,837 HoldingEnergy Transfer $318,690 HoldingAmazon.com $271,166 HoldingBurford Capital $248,625 HoldingAmerican Express $213,986 Holding Largest Purchases this Quarter S&P Global 14,102 shares (about $7.02M)Medpace 12,837 shares (about $4.26M)Bunzl 160,848 shares (about $3.34M)iShares Core S&P Small-Cap ETF 20,249 shares (about $2.33M)JPMorgan Chase & Co. 6,931 shares (about $1.66M) Largest Sales this Quarter Interactive Brokers Group 5,807 shares (about $1.03M)General Cable 102,000 shares (about $924.12K)Axon Enterprise 1,343 shares (about $798.17K)Western Digital 8,950 shares (about $533.69K)Williams Companies 8,377 shares (about $453.36K) Sector Allocation Over TimeMap of 500 Largest Holdings ofO'brien Greene & Co. Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$14,813,845$201,338 ▲1.4%59,1564.8%Computer and TechnologyBRK.BBerkshire Hathaway$14,006,506$315,940 ▼-2.2%30,9004.5%FinanceIBKRInteractive Brokers Group$13,411,134$1,025,918 ▼-7.1%75,9114.4%FinanceWMTWalmart$10,891,785$352,998 ▼-3.1%120,5513.5%Retail/WholesaleEOGEOG Resources$9,842,633$57,367 ▼-0.6%80,2963.2%Oils/EnergySprott Physical Gold Trust$9,671,047$393,495 ▲4.2%480,1913.1%COMMSFTMicrosoft$9,143,141$75,870 ▲0.8%21,6923.0%Computer and TechnologyWMBWilliams Companies$8,817,864$453,362 ▼-4.9%162,9322.9%Oils/EnergyUNPUnion Pacific$8,773,110$19,611 ▼-0.2%38,4722.8%TransportationCSCOCisco Systems$8,345,515$99,041 ▼-1.2%140,9722.7%Computer and TechnologyDHRDanaher$8,311,673$42,237 ▲0.5%36,2092.7%MedicalAMGNAmgen$8,178,132$19,027 ▲0.2%31,3772.7%MedicalCBOECboe Global Markets$7,948,306$139,907 ▲1.8%40,6772.6%Financial ServicesSPGIS&P Global$7,919,517$7,023,081 ▲783.4%15,9022.6%Business ServicesBRBroadridge Financial Solutions$7,510,509$53,584 ▼-0.7%33,2192.4%Business ServicesBZLFYBunzl$6,725,513$3,339,204 ▲98.6%323,9652.2%Multi-Sector ConglomeratesNEENextEra Energy$6,589,018$26,023 ▲0.4%91,9102.1%UtilitiesVLOValero Energy$6,387,452$176,162 ▲2.8%52,1042.1%Oils/EnergyFNVFranco-Nevada$6,058,397$76,199 ▼-1.2%51,5212.0%Basic MaterialsWDCWestern Digital$5,943,441$533,688 ▼-8.2%99,6721.9%Computer and TechnologyVeralto Ord Shs$5,890,410$14,768 ▲0.3%57,8341.9%COMNTRNutrien$5,850,693$80,550 ▼-1.4%130,7421.9%Basic MaterialsVNTVontier$5,837,534$34,610 ▼-0.6%160,0641.9%Business ServicesFTVFortive$5,695,499$47,775 ▼-0.8%75,9401.8%Computer and TechnologyBBYBest Buy$5,509,819$340,111 ▼-5.8%64,2171.8%Retail/WholesaleFDXFedEx$4,933,823$42,763 ▲0.9%17,5371.6%TransportationADBEAdobe$4,695,376$81,376 ▼-1.7%10,5591.5%Computer and TechnologyADPAutomatic Data Processing$4,636,843$286,875 ▼-5.8%15,8401.5%Business ServicesMEDPMedpace$4,264,837$4,264,837 ▲New Holding12,8371.4%MedicalCOSTCostco Wholesale$3,285,745$104,455 ▼-3.1%3,5861.1%Retail/WholesaleWPLCFWise$2,662,849$1,027,292 ▲62.8%197,0000.9%Computer and TechnologyTalen Energy Corp$2,507,2940.0%12,4450.8%COMGLNGGolar LNG$2,501,1120.0%59,1000.8%TransportationIJRiShares Core S&P Small-Cap ETF$2,344,599$2,333,077 ▲20,249.0%20,3490.8%ETFCVXChevron$2,209,679$290 ▼0.0%15,2560.7%Oils/EnergyEMREmerson Electric$2,052,623$37,426 ▲1.9%16,5630.7%Industrial ProductsABBVAbbVie$1,948,303$17,592 ▲0.9%10,9640.6%MedicalDESPDespegar.com$1,944,2500.0%101,0000.6%TransportationGWWW.W. Grainger$1,823,5060.0%1,7300.6%Industrial ProductsJPMJPMorgan Chase & Co.$1,793,271$1,661,430 ▲1,260.2%7,4810.6%FinanceCMICummins$1,759,733$9,412 ▲0.5%5,0480.6%Auto/Tires/TrucksWMWaste Management$1,659,521$4,843 ▲0.3%8,2240.5%Business ServicesJYNTJoint$1,537,311$265,750 ▲20.9%144,6200.5%MedicalKOCoca-Cola$1,522,768$6,413 ▲0.4%24,4580.5%Consumer StaplesSNEXStoneX Group$1,498,9410.0%15,3000.5%FinanceBSMBlack Stone Minerals$1,460,0000.0%100,0000.5%Oils/EnergyLazard Inc$1,389,960$25,740 ▲1.9%27,0000.5%COMAXONAxon Enterprise$1,332,465$798,171 ▼-37.5%2,2420.4%AerospaceSRUUFSprott Physical Uranium Trust Fund$1,322,905$484,203 ▲57.7%76,5570.4%EnergyABTAbbott Laboratories$1,262,193$2,488 ▲0.2%11,1590.4%MedicalDMLPDorchester Minerals$1,220,4780.0%36,6180.4%Oils/EnergyHoward Hughes Holdings Inc$1,215,721$115,380 ▲10.5%15,8050.4%COMSKYSkyline Champion$1,169,6160.0%13,2760.4%ConstructionSIISprott$1,139,223$337,360 ▲42.1%27,0150.4%FinanceGOOGLAlphabet$1,090,936$153,901 ▲16.4%5,7630.4%Computer and TechnologyEBAYeBay$992,186$20,691 ▲2.1%16,0160.3%Retail/WholesaleJNJJohnson & Johnson$941,187$883,339 ▲1,527.0%6,5080.3%MedicalSPGIS&P Global$896,4540.0%1,8000.3%Business ServicesRIORio Tinto Group$862,154$1,705 ▲0.2%14,6600.3%Basic MaterialsSYYSysco$853,676$18,350 ▼-2.1%11,1650.3%Consumer StaplesBDXBecton, Dickinson and Company$832,249$299,047 ▲56.1%3,6680.3%MedicalCLColgate-Palmolive$822,008$3,818 ▲0.5%9,0420.3%Consumer StaplesSHWSherwin-Williams$807,732$4,079 ▲0.5%2,3760.3%Basic MaterialsNVDANVIDIA$801,846$173,368 ▲27.6%5,9710.3%Computer and TechnologyECLEcolab$769,038$7,498 ▲1.0%3,2820.2%Basic MaterialsLLYEli Lilly and Company$758,876$60,988 ▲8.7%9830.2%MedicalAVGOBroadcom$753,944$58,424 ▲8.4%3,2520.2%Computer and TechnologyIWMiShares Russell 2000 ETF$728,505$3,756 ▲0.5%3,2970.2%FinanceLOWLowe's Companies$714,724$10,365 ▲1.5%2,8960.2%Retail/WholesaleTECKTeck Resources$710,751$3,040 ▼-0.4%17,5360.2%Basic MaterialsLinde Ord Shs$647,263$14,653 ▲2.3%1,5460.2%COMKWRQuaker Chemical$586,683$68,690 ▲13.3%4,1680.2%Basic MaterialsBTIBritish American Tobacco$585,260$2,579 ▲0.4%16,1140.2%Consumer StaplesVIGVanguard Dividend Appreciation ETF$569,991$4,308 ▲0.8%2,9110.2%ETFMLMMartin Marietta Materials$557,394$517 ▲0.1%1,0790.2%ConstructionNVSNovartis$554,472$12,066 ▲2.2%5,6980.2%MedicalTOWNTowneBank$546,3910.0%16,0420.2%FinanceBTUPeabody Energy$538,912$68,893 ▼-11.3%25,7360.2%Oils/EnergyNTDOYNintendo$520,023$1,390 ▲0.3%35,5450.2%Consumer DiscretionaryBDXBecton, Dickinson and Company$510,457$22,687 ▼-4.3%2,2500.2%MedicalCMCSAComcast$504,628$8,106 ▲1.6%13,4460.2%Consumer DiscretionaryOMABGrupo Aeroportuario del Centro Norte$488,876$3,226 ▼-0.7%7,1220.2%TransportationFMXFomento Económico Mexicano$468,9380.0%5,4850.2%Consumer StaplesYLLXFYellow Cake$468,7500.0%75,0000.2%EnergyULTAUlta Beauty$445,803$282,704 ▲173.3%1,0250.1%Retail/WholesaleAMTAmerican Tower$444,134$4,401 ▼-1.0%2,4220.1%FinanceAFLAflac$443,240$24,826 ▼-5.3%4,2850.1%FinanceBGCGeneral Cable$423,890$924,120 ▼-68.6%46,7870.1%FinanceIVViShares Core S&P 500 ETF$419,729$16,483 ▼-3.8%7130.1%ETFCFRUYCompagnie Financière Richemont$418,330$11,066 ▲2.7%27,5580.1%Retail/WholesaleBunge Global Sa$415,1130.0%5,3380.1%COMAONAON$413,393$6,106 ▲1.5%1,1510.1%FinanceViper Energy Inc Cl A$406,054$62,564 ▲18.2%8,2750.1%COMXOMExxon Mobil$405,324$21,406 ▲5.6%3,7680.1%Oils/EnergySPYSPDR S&P 500 ETF Trust$403,442$36,357 ▲9.9%6880.1%FinanceWTVWisdomTree U.S. Value Fund$384,4680.0%4,6000.1%FinanceULUnilever$377,055$9,696 ▲2.6%6,6500.1%Consumer StaplesPYPLPayPal$366,066$1,195 ▲0.3%4,2890.1%Computer and TechnologyUNHUnitedHealth Group$365,737$30,857 ▲9.2%7230.1%MedicalFMCFMC$353,929$4,861 ▲1.4%7,2810.1%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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