O'Connor Financial Group LLC

O'Connor Financial Group LLC reported 69 holdings worth US$283M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 17, 2026

O'Connor Financial Group LLC reported 69 holdings worth US$283M as of Jun 30, 2026. Largest: Nvidia Corporation, Apple Inc and Alphabet Inc (google) Class C. Filed Jul 17, 2026 (Form 13F).

Holdings
69
Value as reported
US$283M

The filing in full

CompanySharesValue as reported% of portfolio
Nvidia Corporation9,376US$1.88M0.66%
Apple Inc5,491US$1.59M0.56%
Alphabet Inc (google) Class C3,952US$1.41M0.50%
Microsoft Corp.2,820US$1.05M0.37%
Amazon.com, Inc.3,730US$889K0.31%
Broadcom Inc.1,788US$675K0.24%
Micron Technology, Inc.441US$509K0.18%
Meta Platforms, Inc.826US$465K0.16%
Rtx Corporation2,301US$437K0.15%
Tesla, Inc.1,029US$433K0.15%
Jp Morgan Chase & Co.1,235US$404K0.14%
Advanced Micro Devices Inc648US$376K0.13%
Eli Lilly And Company299US$359K0.13%
Berkshire Hathaway Inc.662US$331K0.12%
Taiwan Semiconductor Manufacturing Co., Ltd.638US$305K0.11%
International Business Machines Corporation870US$245K0.09%
Intel Corporation1,721US$240K0.08%
Walmart Inc.1,931US$219K0.08%
Lam Research Corporation493US$214K0.08%
Applied Materials, Inc.294US$213K0.08%
Johnson & Johnson796US$202K0.07%
Visa Inc.583US$200K0.07%
Kopin Corporation20,252US$90,7280.03%
Wipro Limited10,329US$23,240<0.01%
Exxon Mobil Corporation0US$00.00%

Source

View original at SEC

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