Omega Financial Group, LLC reported 91 holdings worth US$329M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 21, 2026
Omega Financial Group, LLC reported 91 holdings worth US$329M as of Jun 30, 2026. Largest: Affirm Holdings, Inc., Apple Inc and Amphenol Corporation. Filed Jul 21, 2026 (Form 13F).
- Holdings
- 91
- Value as reported
- US$329M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Affirm Holdings, Inc. | 104K | US$8.45M | 2.6% |
| Apple Inc | 9,316 | US$2.7M | 0.82% |
| Amphenol Corporation | 13,261 | US$2.34M | 0.71% |
| Alphabet Inc (google) Class C | 6,337 | US$2.26M | 0.69% |
| Visa Inc. | 4,545 | US$1.56M | 0.47% |
| Costco Wholesale Corporation | 1,016 | US$951K | 0.29% |
| Tesla, Inc. | 1,846 | US$776K | 0.24% |
| Nvidia Corporation | 3,536 | US$707K | 0.22% |
| Palantir Technologies Inc. | 5,506 | US$642K | 0.20% |
| Netflix, Inc. | 7,376 | US$527K | 0.16% |
| Ecolab Inc. | 1,531 | US$427K | 0.13% |
| Amazon.com, Inc. | 1,769 | US$422K | 0.13% |
| American Express Company | 1,200 | US$406K | 0.12% |
| Microsoft Corp. | 884 | US$330K | 0.10% |
| Northrop Grumman Corporation | 593 | US$302K | 0.09% |
| Berkshire Hathaway Inc. | 594 | US$297K | 0.09% |
| Qualcomm Incorporated | 1,453 | US$269K | 0.08% |
| Ross Stores, Inc. | 1,048 | US$223K | 0.07% |
| Rtx Corporation | 1,138 | US$216K | 0.07% |
| Applied Digital Corporation | 5,734 | US$214K | 0.07% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| Guidewire Software, Inc. | 0 | US$0 | 0.00% |
| Honeywell International Inc. | 0 | US$0 | 0.00% |