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Home > Institutional Investor > O'shaughnessy Asset Management, Llc > Profile

Instuitional Investor - O'shaughnessy Asset Management, Llc

Fund Profile
Filing Period:
Fund Name: O'shaughnessy Asset Management, Llc
Portfolio Value $21,693,502,145
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 4,011,581 $1,160,791,078 5.35%
2.
Nvidia Corp
 NVDA 4,105,300 $821,429,477 3.79%
3.
Microsoft Corp
 MSFT 1,180,794 $440,459,778 2.03%
4.
Alphabet Inc.
 GOOGL 1,139,780 $407,323,178 1.88%
5.
Amazon Com Inc
 AMZN 1,612,220 $384,256,515 1.77%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.