O'neil Global Advisors, Inc. Top Holdings and 13F Report (2026) About O'neil Global Advisors, Inc.Investment ActivityO'neil Global Advisors, Inc. has $14.43 million in total holdings as of March 31, 2026.O'neil Global Advisors, Inc. owns shares of 12 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 74.17% of the portfolio was purchased this quarter.About 2,014.76% of the portfolio was sold this quarter.This quarter, O'neil Global Advisors, Inc. has purchased 45 new stocks and bought additional shares in 0 stocks.O'neil Global Advisors, Inc. sold shares of 4 stocks and completely divested from 41 stocks this quarter.Largest Holdings Viavi Solutions $4,823,370CNX Resources $1,601,945Ciena $1,294,359Lumentum $1,186,962Invesco QQQ $1,056,817 Largest New Holdings this Quarter 925550105 - Viavi Solutions $4,823,370 Holding12653C108 - CNX Resources $1,601,945 Holding46090E103 - Invesco QQQ $1,056,817 Holding294821608 - Ericsson $992,842 Holding49338L103 - Keysight Technologies $884,948 Holding Largest Purchases this Quarter Viavi Solutions 144,933 shares (about $4.82M)CNX Resources 41,555 shares (about $1.60M)Invesco QQQ 1,831 shares (about $1.06M)Ericsson 88,096 shares (about $992.84K)Keysight Technologies 3,134 shares (about $884.95K) Largest Sales this Quarter Ciena 10,805 shares (about $4.19M)Pan American Silver 49,010 shares (about $2.68M)GE Vernova Inc 2,607 shares (about $2.28M)Lumentum 950 shares (about $667.62K) Sector Allocation Over TimeMap of 500 Largest Holdings ofO'neil Global Advisors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVIAVViavi Solutions$4,823,370$4,823,370 â–²New Holding144,93333.4%Computer and TechnologyCNXCNX Resources$1,601,945$1,601,945 â–²New Holding41,55511.1%EnergyCIENCiena$1,294,359$4,194,826 â–¼-76.4%3,3349.0%Computer and TechnologyLITELumentum$1,186,962$667,622 â–¼-36.0%1,6898.2%Computer and TechnologyQQQInvesco QQQ$1,056,817$1,056,817 â–²New Holding1,8317.3%FinanceERICEricsson$992,842$992,842 â–²New Holding88,0966.9%Computer and TechnologyPAASPan American Silver$891,835$2,677,417 â–¼-75.0%16,3256.2%Basic MaterialsKEYSKeysight Technologies$884,948$884,948 â–²New Holding3,1346.1%Computer and TechnologyFIGSFIGS$864,075$864,075 â–²New Holding58,5026.0%Retail/WholesaleCATCaterpillar$436,411$436,411 â–²New Holding6163.0%IndustrialsGE Vernova Inc$354,397$2,275,648 â–¼-86.5%4062.5%COMBFLYButterfly Network$45,248$45,248 â–²New Holding11,2000.3%MedicalTSLATesla$0$45,726,180 â–¼-100.0%00.0%Auto/Tires/TrucksLLYEli Lilly and Company$0$43,256,945 â–¼-100.0%00.0%MedicalReddit Inc Cl A$0$32,288,230 â–¼-100.0%00.0%COMGOOGLAlphabet$0$32,083,752 â–¼-100.0%00.0%Computer and TechnologyNVDANVIDIA$0$19,492,234 â–¼-100.0%00.0%Computer and TechnologyRocket Lab Corporation$0$13,967,068 â–¼-100.0%00.0%COMZeta Global Holdings ClA$0$12,485,315 â–¼-100.0%00.0%COMTWLOTwilio$0$12,301,911 â–¼-100.0%00.0%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$0$7,692,368 â–¼-100.0%00.0%Computer and TechnologyFSLRFirst Solar$0$6,593,968 â–¼-100.0%00.0%EnergyCRSCarpenter Technology$0$6,058,466 â–¼-100.0%00.0%Basic MaterialsShopify Inc Cl A$0$4,405,749 â–¼-100.0%00.0%COMGSThe Goldman Sachs Group$0$3,951,984 â–¼-100.0%00.0%FinanceLam Research Corp$0$3,681,568 â–¼-100.0%00.0%COMMUMicron Technology$0$3,530,236 â–¼-100.0%00.0%Computer and TechnologyKGCKinross Gold$0$3,067,103 â–¼-100.0%00.0%Basic MaterialsNEMNewmont$0$3,059,903 â–¼-100.0%00.0%Basic MaterialsMDGLMadrigal Pharmaceuticals$0$2,946,640 â–¼-100.0%00.0%MedicalAAPLApple$0$2,645,198 â–¼-100.0%00.0%Computer and TechnologyTVTXTravere Therapeutics$0$1,956,008 â–¼-100.0%00.0%MedicalTDToronto Dominion Bank$0$1,760,410 â–¼-100.0%00.0%FinanceINCYIncyte$0$1,459,623 â–¼-100.0%00.0%MedicalCOMMCommScope$0$1,455,821 â–¼-100.0%00.0%Computer and TechnologyJPMJPMorgan Chase & Co.$0$1,438,390 â–¼-100.0%00.0%FinanceUUnity Software$0$1,422,583 â–¼-100.0%00.0%Computer and TechnologyApplovin Corp Cl A$0$1,392,786 â–¼-100.0%00.0%COMPalantir TechnologiesClA$0$1,369,564 â–¼-100.0%00.0%COMDYDycom Industries$0$1,191,435 â–¼-100.0%00.0%ConstructionCENXCentury Aluminum$0$1,126,072 â–¼-100.0%00.0%IndustrialsEQXEquinox Gold$0$871,631 â–¼-100.0%00.0%Basic MaterialsBarrick Mining Corp$0$863,466 â–¼-100.0%00.0%COMREALRealReal$0$857,817 â–¼-100.0%00.0%Consumer DiscretionaryARWRArrowhead Pharmaceuticals$0$799,136 â–¼-100.0%00.0%MedicalAMZNAmazon.com$0$711,849 â–¼-100.0%00.0%Retail/WholesaleSTXSeagate Technology$0$567,303 â–¼-100.0%00.0%Computer and TechnologyTTMITTM Technologies$0$541,305 â–¼-100.0%00.0%Computer and TechnologyFIXComfort Systems USA$0$531,975 â–¼-100.0%00.0%ConstructionMSMorgan Stanley$0$426,072 â–¼-100.0%00.0%FinanceSolaris Energy Infra Inc$0$350,016 â–¼-100.0%00.0%COMISRGIntuitive Surgical$0$339,816 â–¼-100.0%00.0%MedicalCelestica Inc$0$310,982 â–¼-100.0%00.0%COMShowing 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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