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Home > Institutional Investor > O'brien Greene & Co. Inc > Profile

Instuitional Investor - O'brien Greene & Co. Inc

Fund Profile
Filing Period:
Fund Name: O'brien Greene & Co. Inc
Portfolio Value $305,726,416
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Interactive Brokers Group Inc.
 IBKR 281,689 $15,608,394 5.11%
2.
Berkshire Hathaway Inc
 BRK.A 28,812 $13,996,171 4.58%
3.
Sprott Physical Gold Trust
 PHYS 540,386 $13,698,785 4.48%
4.
Apple Inc.
 AAPL 57,188 $11,733,165 3.84%
5.
Walmart Inc.
 WMT 110,434 $10,798,219 3.53%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)