O'brien Greene & Co. Inc Top Holdings and 13F Report (2025) About O'brien Greene & Co. IncInvestment ActivityO'brien Greene & Co. Inc has $298.09 million in total holdings as of March 31, 2025.O'brien Greene & Co. Inc owns shares of 144 different stocks, but just 35 companies or ETFs make up 80% of its holdings.Approximately 5.14% of the portfolio was purchased this quarter.About 5.51% of the portfolio was sold this quarter.This quarter, O'brien Greene & Co. Inc has purchased 142 new stocks and bought additional shares in 19 stocks.O'brien Greene & Co. Inc sold shares of 72 stocks and completely divested from 5 stocks this quarter.Largest Holdings Berkshire Hathaway $15,749,637Apple $12,940,015Sprott Physical Gold Trust $12,279,550Interactive Brokers Group $12,043,022EOG Resources $10,186,448 Largest New Holdings this Quarter 13321L108 - Cameco $428,064 Holding651639106 - Newmont $243,042 Holding22822V101 - Crown Castle $214,818 HoldingM98068105 - Wix.com $213,374 Holding55262C100 - MBIA $199,200 Holding Largest Purchases this Quarter S&P Global 13,493 shares (about $6.86M)iShares Core S&P Small-Cap ETF 19,199 shares (about $2.01M)JPMorgan Chase & Co. 6,914 shares (about $1.70M)Johnson & Johnson 6,058 shares (about $1.00M)Sprott Physical Gold Trust 30,181 shares (about $726.15K) Largest Sales this Quarter Despegar.com 67,000 shares (about $1.26M)FedEx 3,211 shares (about $782.77K)Berkshire Hathaway 1,328 shares (about $707.27K)Interactive Brokers Group 3,183 shares (about $527.07K)Walmart 5,011 shares (about $439.92K) 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 PortfolioSectorBRK.BBerkshire Hathaway$15,749,637$707,274 ▼-4.3%29,5725.3%FinanceAAPLApple$12,940,015$200,362 ▼-1.5%58,2544.3%Computer and TechnologySprott Physical Gold Trust$12,279,550$726,155 ▲6.3%510,3724.1%COMIBKRInteractive Brokers Group$12,043,022$527,073 ▼-4.2%72,7284.0%FinanceEOGEOG Resources$10,186,448$110,671 ▼-1.1%79,4333.4%EnergyWMTWalmart$10,143,273$439,916 ▼-4.2%115,5403.4%Retail/WholesaleWMBWilliams Companies$9,663,407$73,385 ▼-0.8%161,7043.2%EnergyAMGNAmgen$9,618,761$156,709 ▼-1.6%30,8743.2%MedicalUNPUnion Pacific$9,050,713$37,798 ▼-0.4%38,3123.0%TransportationCBOECboe Global Markets$8,984,963$219,725 ▼-2.4%39,7063.0%Financial ServicesCSCOCisco Systems$8,682,345$17,032 ▼-0.2%140,6962.9%Computer and TechnologyMSFTMicrosoft$8,001,091$141,898 ▼-1.7%21,3142.7%Computer and TechnologyFNVFranco-Nevada$7,994,293$123,370 ▼-1.5%50,7382.7%Basic MaterialsBRBroadridge Financial Solutions$7,772,236$281,979 ▼-3.5%32,0562.6%Business ServicesSPGIS&P Global$7,770,325$6,855,751 ▲749.6%15,2932.6%Business ServicesDHRDanaher$7,454,178$31,365 ▲0.4%36,3622.5%MedicalVLOValero Energy$6,853,771$27,603 ▼-0.4%51,8952.3%EnergyNTRNutrien$6,482,008$11,971 ▼-0.2%130,5012.2%Basic MaterialsNEENextEra Energy$6,400,986$114,487 ▼-1.8%90,2952.1%UtilitiesBZLFYBunzl$6,161,187$42,743 ▼-0.7%321,7332.1%Multi-Sector ConglomeratesVeralto Ord Shs$5,637,907$1,949 ▲0.0%57,8541.9%COMFTVFortive$5,483,646$73,619 ▼-1.3%74,9341.8%Computer and TechnologyVNTVontier$5,226,922$31,175 ▼-0.6%159,1151.8%Business ServicesADPAutomatic Data Processing$4,839,5950.0%15,8401.6%Business ServicesBBYBest Buy$4,501,203$225,837 ▼-4.8%61,1491.5%Retail/WholesaleADBEAdobe$4,040,105$9,588 ▼-0.2%10,5341.4%Computer and TechnologyMEDPMedpace$3,770,539$140,767 ▼-3.6%12,3751.3%MedicalFDXFedEx$3,492,349$782,768 ▼-18.3%14,3261.2%TransportationCOSTCostco Wholesale$3,374,543$17,024 ▼-0.5%3,5681.1%Retail/WholesaleWPLCFWise$2,575,000$112,500 ▲4.6%206,0000.9%Computer and TechnologyCVXChevron$2,551,674$502 ▼0.0%15,2530.9%EnergyTalen Energy Corp$2,484,8930.0%12,4450.8%COMABBVAbbVie$2,257,578$39,599 ▼-1.7%10,7750.8%MedicalGLNGGolar LNG$2,245,931$722 ▲0.0%59,1190.8%TransportationIJRiShares Core S&P Small-Cap ETF$2,018,085$2,007,628 ▲19,199.0%19,2990.7%ETFWMWaste Management$1,903,9380.0%8,2240.6%Business ServicesJPMJPMorgan Chase & Co.$1,830,919$1,696,004 ▲1,257.1%7,4640.6%FinanceEMREmerson Electric$1,806,662$9,319 ▼-0.5%16,4780.6%IndustrialsKOCoca-Cola$1,751,6970.0%24,4580.6%Consumer StaplesGWWW.W. Grainger$1,708,9460.0%1,7300.6%IndustrialsCMICummins$1,569,708$12,538 ▼-0.8%5,0080.5%Auto/Tires/TrucksJYNTJoint$1,556,504$249,800 ▼-13.8%124,6200.5%MedicalBSMBlack Stone Minerals$1,527,0000.0%100,0000.5%EnergySNEXStoneX Group$1,523,781$355,167 ▲30.4%19,9500.5%FinanceABTAbbott Laboratories$1,479,444$796 ▼-0.1%11,1530.5%MedicalSKYSkyline Champion$1,258,0340.0%13,2760.4%ConstructionAXONAxon Enterprise$1,179,1800.0%2,2420.4%AerospaceJNJJohnson & Johnson$1,070,995$1,004,659 ▲1,514.5%6,4580.4%MedicalEBAYeBay$1,034,057$50,731 ▼-4.7%15,2670.3%Retail/WholesaleLazard Inc$980,918$188,182 ▼-16.1%22,6540.3%COMDMLPDorchester Minerals$951,069$150,400 ▼-13.7%31,6180.3%EnergySPGIS&P Global$914,5800.0%1,8000.3%Business ServicesRIORio Tinto Group$847,729$33,044 ▼-3.8%14,1100.3%Basic MaterialsCLColgate-Palmolive$847,2350.0%9,0420.3%Consumer StaplesBDXBecton, Dickinson and Company$838,000$322,554 ▲62.6%3,6580.3%MedicalSYYSysco$837,8210.0%11,1650.3%Consumer StaplesECLEcolab$831,546$507 ▼-0.1%3,2800.3%Basic MaterialsSHWSherwin-Williams$829,8350.0%2,3760.3%Basic MaterialsLLYEli Lilly and Company$811,044$826 ▼-0.1%9820.3%MedicalGOOGLAlphabet$759,746$131,444 ▼-14.7%4,9130.3%Computer and TechnologyLinde Ord Shs$718,017$1,863 ▼-0.3%1,5420.2%COMLOWLowe's Companies$674,970$466 ▼-0.1%2,8940.2%Retail/WholesaleSRUUFSprott Physical Uranium Trust Fund$653,234$437,703 ▼-40.1%45,8410.2%EnergyIWMiShares Russell 2000 ETF$645,749$11,969 ▼-1.8%3,2370.2%FinanceNTDOYNintendo$644,648$34,340 ▲5.6%37,5450.2%Consumer DiscretionaryNVDANVIDIA$642,585$4,552 ▼-0.7%5,9290.2%Computer and TechnologyDESPDespegar.com$638,860$1,258,930 ▼-66.3%34,0000.2%TransportationNVSNovartis$635,2130.0%5,6980.2%MedicalBTIBritish American Tobacco$621,667$44,969 ▼-6.7%15,0270.2%Consumer StaplesTECKTeck Resources$599,638$39,199 ▼-6.1%16,4600.2%Basic MaterialsMLMMartin Marietta Materials$556,150$40,169 ▲7.8%1,1630.2%ConstructionTOWNTowneBank$548,4760.0%16,0420.2%FinanceAVGOBroadcom$541,134$3,349 ▼-0.6%3,2320.2%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$536,867$27,940 ▼-4.9%2,7670.2%ETFBDXBecton, Dickinson and Company$515,3850.0%2,2500.2%MedicalKWRQuaker Chemical$515,2350.0%4,1680.2%Basic MaterialsAMTAmerican Tower$494,170$32,858 ▼-6.2%2,2710.2%FinanceCMCSAComcast$492,467$3,690 ▼-0.7%13,3460.2%Consumer DiscretionaryAFLAflac$476,4490.0%4,2850.2%FinanceFMXFomento Económico Mexicano$472,970$62,256 ▼-11.6%4,8470.2%Consumer StaplesOMABGrupo Aeroportuario del Centro Norte$467,613$92,390 ▼-16.5%5,9470.2%TransportationAONAON$459,3530.0%1,1510.2%FinanceXOMExxon Mobil$444,441$3,687 ▼-0.8%3,7370.1%EnergyCFRUYCompagnie Financière Richemont$434,756$43,375 ▼-9.1%25,0580.1%Retail/WholesaleCCJCameco$428,064$428,064 ▲New Holding10,4000.1%Basic MaterialsYLLXFYellow Cake$415,1250.0%75,0000.1%EnergyWTVWisdomTree U.S. Value Fund$402,633$24,651 ▲6.5%4,9000.1%FinanceBGCGeneral Cable$401,527$27,510 ▼-6.4%43,7870.1%FinanceIVViShares Core S&P 500 ETF$400,6350.0%7130.1%ETFBJBJ's Wholesale Club$399,3500.0%3,5000.1%Consumer DiscretionaryULUnilever$396,0070.0%6,6500.1%Consumer StaplesSSNCSS&C Technologies$382,826$501 ▼-0.1%4,5830.1%Computer and TechnologyBunge Global Sa$377,286$30,644 ▼-7.5%4,9370.1%COMULTAUlta Beauty$375,703$237,884 ▲172.6%1,0250.1%Retail/WholesaleViper Energy Inc Cl A$373,6160.0%8,2750.1%COMBKBank of New York Mellon$368,2730.0%4,3910.1%FinanceBURBurford Capital$364,596$107,001 ▲41.5%27,6000.1%FinanceSPYSPDR S&P 500 ETF Trust$361,575$23,508 ▼-6.1%6460.1%FinanceSOSouthern$351,3410.0%3,8210.1%UtilitiesPGProcter & Gamble$346,293$167,352 ▲93.5%2,0320.1%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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