O'Brien Greene & Co. Inc Diversified Active

CIK: 0001768635 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Aug 11, 2022

Total Value ($000): $264,815 (100.0% shares, 0.0% debt)

Holdings (131)

NTR NUTRIEN LTD 4.4%
Value ($000) $11,619 Shares 145,802 Est. Cost $37.32 Unrealized +131.6%
AAPL APPLE COMPUTER INC COM 4.1%
Value ($000) $10,988 Shares 80,367 Est. Cost $94.19 Unrealized +57.8%
EOG EOG RES INC COM 3.9%
Value ($000) $10,256 Shares 92,863 Est. Cost $57.67 Unrealized +83.4%
DHR DANAHER CORP DEL COM 3.7%
Value ($000) $9,702 Shares 38,273 Est. Cost $95.11 Unrealized +137.9%
BRK/B BERKSHIRE HATHAWAY INC CL B 3.5%
Value ($000) $9,149 Shares 33,509 Est. Cost $221.51 Unrealized +41.6%
VLO VALERO ENERGY CORP NEW COM 3.3%
Value ($000) $8,613 Shares 81,046 Est. Cost $59.67 Unrealized +77.5%
TOTALENERGIES ADR EACH REPRESE 3.0%
Value ($000) $7,860 Shares 149,307 Est. Cost $50.58 Unrealized
UNP UNION PACIFIC CORP 2.9%
Value ($000) $7,674 Shares 35,981 Est. Cost $137.10 Unrealized +52.3%
FNV FRANCO-NEVADA CORP 2.9%
Value ($000) $7,673 Shares 58,313 Est. Cost $127.65 Unrealized +12.0%
SPGI S&P GLOBAL INC COM 2.7%
Value ($000) $7,095 Shares 21,049 Est. Cost $178.78 Unrealized +93.3%
NEE NEXTERA ENERGY INC 2.5%
Value ($000) $6,731 Shares 86,899 Est. Cost $58.89 Unrealized +16.9%
MSFT MICROSOFT CORP 2.4%
Value ($000) $6,336 Shares 24,669 Est. Cost $232.39 Unrealized +13.4%
CSCO CISCO SYS INC COM 2.3%
Value ($000) $6,169 Shares 144,660 Est. Cost $37.56 Unrealized +14.0%
AMGN AMGEN INC 2.3%
Value ($000) $6,168 Shares 25,352 Est. Cost $158.57 Unrealized +37.9%
SPROTT PHYSICAL GOLD TRUST 2.2%
Value ($000) $5,892 Shares 415,523 Est. Cost $14.62 Unrealized
BDX BECTON DICKINSON & CO COM 2.2%
Value ($000) $5,850 Shares 23,730 Est. Cost $212.57 Unrealized +12.2%
NTRS NORTHERN TRUST COMPANY 2.1%
Value ($000) $5,692 Shares 58,994 Est. Cost $81.78 Unrealized +14.7%
BZLFY BUNZL PLC 2.1%
Value ($000) $5,525 Shares 167,339 Est. Cost $28.45 Unrealized
DLR DIGITAL REALTY TRUST INC 2.0%
Value ($000) $5,383 Shares 41,463 Est. Cost $101.01 Unrealized +19.8%
WMT WAL-MART STORES 2.0%
Value ($000) $5,208 Shares 42,836 Est. Cost $32.67 Unrealized +34.8%
BR BROADRIDGE FINL SOLUTI COM 2.0%
Value ($000) $5,180 Shares 36,334 Est. Cost $104.00 Unrealized +31.0%
MDT MEDTRONIC PLC 1.9%
Value ($000) $5,095 Shares 56,769 Est. Cost $103.89 Unrealized -13.0%
ADBE ADOBE SYS INC COM 1.8%
Value ($000) $4,761 Shares 13,004 Est. Cost $353.19 Unrealized +15.2%
GNRC GENERAC HOLDINGS INC 1.6%
Value ($000) $4,366 Shares 20,733 Est. Cost $296.43 Unrealized -17.0%
VNT VONTIER ORD SHS 1.6%
Value ($000) $4,234 Shares 184,139 Est. Cost $32.49 Unrealized -21.1%
SSNC SS&C TECHNOLOGY HOLDINGS INC. 1.6%
Value ($000) $4,128 Shares 71,087 Est. Cost $54.03 Unrealized +19.0%
LGIH LGI HOMES 1.5%
Value ($000) $3,975 Shares 45,739 Est. Cost $115.19 Unrealized -19.5%
BBY BEST BUY CO 1.5%
Value ($000) $3,955 Shares 60,676 Est. Cost $52.56 Unrealized +32.9%
FDX FEDEX CORP COM 1.5%
Value ($000) $3,853 Shares 16,997 Est. Cost $159.84 Unrealized +23.1%
ADP AUTOMATIC DATA PROCESS COM 1.4%
Value ($000) $3,768 Shares 17,940 Est. Cost $123.63 Unrealized +63.8%
FORTIVE CORPORATION 1.4%
Value ($000) $3,651 Shares 67,149 Est. Cost $69.29 Unrealized
LOW LOWES COS INC COM 1.3%
Value ($000) $3,375 Shares 19,326 Est. Cost $96.39 Unrealized +86.3%
ABBV ABBVIE INC. 1.2%
Value ($000) $3,098 Shares 20,226 Est. Cost $68.72 Unrealized +95.2%
IJR ISHARES CORE S&P SMALL-CAP ETF 1.0%
Value ($000) $2,728 Shares 29,524 Est. Cost $95.90 Unrealized
TPL TEXAS PACIFIC LAND ORD SHS 0.8%
Value ($000) $2,094 Shares 1,407 Est. Cost $71.76 Unrealized +117.5%
CVX CHEVRONTEXACO CORP 0.8%
Value ($000) $2,045 Shares 14,122 Est. Cost $81.62 Unrealized +74.8%
COST COSTCO WHSL CORP NEW COM 0.7%
Value ($000) $1,867 Shares 3,896 Est. Cost $201.98 Unrealized +140.1%
LUMN LUMEN TECHNOLOGIES ORD SHS 0.7%
Value ($000) $1,781 Shares 163,260 Est. Cost $11.57 Unrealized -6.5%
GLNG GOLAR LNG LTD 0.7%
Value ($000) $1,729 Shares 76,000 Est. Cost $12.29 Unrealized +76.6%
EMR EMERSON ELEC CO 0.6%
Value ($000) $1,719 Shares 21,615 Est. Cost $56.98 Unrealized +43.7%
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $1,598 Shares 9,003 Est. Cost $116.96 Unrealized +36.7%
BSM BLACK STONE MINERALS 0.6%
Value ($000) $1,506 Shares 110,000 Est. Cost $10.34 Unrealized
KO COCA COLA CO 0.6%
Value ($000) $1,474 Shares 23,426 Est. Cost $38.39 Unrealized +47.9%
WM WASTE MGMT INC DEL COM 0.5%
Value ($000) $1,258 Shares 8,224 Est. Cost $79.68 Unrealized +85.7%
ABT ABBOTT LABORATORIES 0.5%
Value ($000) $1,248 Shares 11,486 Est. Cost $63.12 Unrealized +68.1%
CMI CUMMINS INC COM 0.5%
Value ($000) $1,195 Shares 6,175 Est. Cost $146.76 Unrealized +24.7%
SKY SKYLINE CHAMPION CORP 0.4%
Value ($000) $1,121 Shares 23,650 Est. Cost $21.77 Unrealized +136.9%
SYY SYSCO CORP 0.4%
Value ($000) $1,094 Shares 12,915 Est. Cost $55.64 Unrealized +36.1%
3M COMPANY 0.4%
Value ($000) $1,046 Shares 8,085 Est. Cost $190.79 Unrealized
AVID TECHNOLOGY 0.4%
Value ($000) $1,018 Shares 39,225 Est. Cost $36.71 Unrealized
ATUSF ALTIUS MINERALS CORP 0.3%
Value ($000) $914 Shares 65,000 Est. Cost $13.89 Unrealized +11.3%
JPM J P MORGAN CHASE & CO COM 0.3%
Value ($000) $887 Shares 7,871 Est. Cost $91.15 Unrealized +24.0%
CL COLGATE PALMOLIVE CO COM 0.3%
Value ($000) $823 Shares 10,273 Est. Cost $56.32 Unrealized +27.5%
ATEX ANTERIX INC 0.3%
Value ($000) $789 Shares 19,200 Est. Cost $41.86 Unrealized +16.0%
GOOGL ALPHABET INC CLASS A 0.3%
Value ($000) $780 Shares 358 Est. Cost $59.64 Unrealized +95.9%
XEL XCEL ENERGY INC COM 0.3%
Value ($000) $765 Shares 10,813 Est. Cost $40.76 Unrealized +57.9%
WTRG ESSENTIAL UTILITIES ORD SHS 0.3%
Value ($000) $743 Shares 16,214 Est. Cost $47.18 Unrealized -1.6%
GWW GRAINGER W W INC COM 0.3%
Value ($000) $738 Shares 1,625 Est. Cost $270.51 Unrealized +73.5%
AXON AXON ENTERPRISE ORD SHS 0.3%
Value ($000) $715 Shares 7,675 Est. Cost $53.91 Unrealized +96.1%
SII SPROTT INC 0.3%
Value ($000) $711 Shares 20,500 Est. Cost $33.31 Unrealized +15.4%
RIO RIO TINTO PLC 0.3%
Value ($000) $685 Shares 11,235 Est. Cost $75.27 Unrealized
KWR QUAKER CHEMICAL 0.3%
Value ($000) $668 Shares 4,466 Est. Cost $198.11 Unrealized -21.9%
EBAY EBAY INC COM 0.2%
Value ($000) $647 Shares 15,520 Est. Cost $46.94 Unrealized -3.2%
COMT ISHARES GSCI COMMODITY DYNAMIC 0.2%
Value ($000) $647 Shares 15,790 Est. Cost $40.98 Unrealized
IWM ISHARES TR RUSSELL 2000 0.2%
Value ($000) $610 Shares 3,604 Est. Cost $133.94 Unrealized
BTI BRITISH AMERICAN TOBACCO ADR R 0.2%
Value ($000) $597 Shares 13,913 Est. Cost $38.64 Unrealized
BMY BRISTOL MYERS SQUIBB 0.2%
Value ($000) $583 Shares 7,576 Est. Cost $50.55 Unrealized +28.5%
TECK TECK RESOURCES LTD CL B 0.2%
Value ($000) $568 Shares 18,551 Est. Cost $21.68 Unrealized +82.0%
PFE PFIZER INC 0.2%
Value ($000) $557 Shares 10,614 Est. Cost $27.93 Unrealized +50.4%
SHW SHERWIN WILLIAMS 0.2%
Value ($000) $556 Shares 2,483 Est. Cost $213.71 Unrealized +16.1%
VERIZON COMMUNICAT 0.2%
Value ($000) $548 Shares 10,804 Est. Cost $57.55 Unrealized
ULTA ULTA SALON COSM & FRAG COM 0.2%
Value ($000) $540 Shares 1,400 Est. Cost $272.27 Unrealized +46.0%
CMCSA COMCAST CORP NEW CL A 0.2%
Value ($000) $532 Shares 13,562 Est. Cost $30.74 Unrealized +24.8%
AMT AMERICAN TOWER CORP CL A 0.2%
Value ($000) $527 Shares 2,062 Est. Cost $203.88 Unrealized +9.0%
BTU PEABODY ENERGY CORP 0.2%
Value ($000) $524 Shares 24,546 Est. Cost $13.25 Unrealized +78.1%
LEE LEE ENTERPRISES 0.2%
Value ($000) $522 Shares 27,500 Est. Cost $28.76 Unrealized -23.9%
B & M EUROPEAN VAL 0.2%
Value ($000) $514 Shares 28,900 Est. Cost $16.58 Unrealized
WMB WILLIAMS COS 0.2%
Value ($000) $513 Shares 16,459 Est. Cost $19.79 Unrealized +47.5%
MRK MERCK & CO NEW 0.2%
Value ($000) $508 Shares 5,574 Est. Cost $57.10 Unrealized +38.7%
CVS CVS CAREMARK CORP COM 0.2%
Value ($000) $507 Shares 5,477 Est. Cost $63.25 Unrealized +35.8%
ECL ECOLAB INC COM 0.2%
Value ($000) $506 Shares 3,294 Est. Cost $142.46 Unrealized +11.6%
PG PROCTER & GAMBLE CO 0.2%
Value ($000) $485 Shares 3,373 Est. Cost $98.21 Unrealized +39.8%
NVS NOVARTIS A G SPONSORED ADR 0.2%
Value ($000) $483 Shares 5,704 Est. Cost $85.79 Unrealized
SRUUF SPROTT PHYSICAL URANIUM UNITS 0.2%
Value ($000) $478 Shares 44,450 Est. Cost $11.98 Unrealized
Viper Energy Partners Units 0.2%
Value ($000) $459 Shares 17,199 Est. Cost $28.65 Unrealized
BUNGE LIMITED COM 0.2%
Value ($000) $455 Shares 5,015 Est. Cost $82.45 Unrealized
PCH POTLATCHDELTIC CORP 0.2%
Value ($000) $451 Shares 10,203 Est. Cost $53.04 Unrealized
LINDE PLC ORDINARY SHARE 0.2%
Value ($000) $445 Shares 1,548 Est. Cost $170.25 Unrealized
VIG VANGUARD DIV APPREC ETF 0.2%
Value ($000) $445 Shares 3,102 Est. Cost $154.65 Unrealized
TOWN TOWNE BANK 0.2%
Value ($000) $436 Shares 16,042 Est. Cost $17.78 Unrealized +60.5%
DEO DIAGEO P L C SPNSRD ADR NEW 0.2%
Value ($000) $434 Shares 2,491 Est. Cost $175.36 Unrealized
NEM NEWMONT MINING CORP COM 0.2%
Value ($000) $423 Shares 7,091 Est. Cost $52.33 Unrealized +20.9%
ETSY ETSY INC 0.2%
Value ($000) $421 Shares 5,754 Est. Cost $48.85 Unrealized +86.9%
OMAB GRUPO AEROPORTUARIO 0.2%
Value ($000) $406 Shares 7,932 Est. Cost $52.70 Unrealized
KDDIY KDDI CORP ADR 0.2%
Value ($000) $403 Shares 25,529 Est. Cost $15.57 Unrealized
PYPL PAYPAL HOLDINGS, INC. 0.1%
Value ($000) $397 Shares 5,686 Est. Cost $85.85 Unrealized +0.8%
SO SOUTHERN CO COM 0.1%
Value ($000) $397 Shares 5,561 Est. Cost $39.35 Unrealized +63.4%
NFE New Fortress Energy Ord Shs Cl 0.1%
Value ($000) $371 Shares 9,372 Est. Cost $27.49 Unrealized +56.8%
VCISY VINCI SA ADR 0.1%
Value ($000) $358 Shares 16,145 Est. Cost $25.77 Unrealized
AFL AFLAC INC COM 0.1%
Value ($000) $356 Shares 6,425 Est. Cost $37.59 Unrealized +44.6%
CFRUY COMPAGNIE FINANCIERE RICHEMONT 0.1%
Value ($000) $351 Shares 33,058 Est. Cost $10.72 Unrealized
CROWN CASTLE INTL CORP COM 0.1%
Value ($000) $350 Shares 2,078 Est. Cost $208.85 Unrealized
FMX FOMENTO ECONOMICO 0.1%
Value ($000) $347 Shares 5,134 Est. Cost $78.73 Unrealized
MLM MARTIN MARIETTA MAT 0.1%
Value ($000) $344 Shares 1,149 Est. Cost $328.39 Unrealized +1.5%
VB VANGUARD SMALLCAP INDEX FUND C 0.1%
Value ($000) $342 Shares 1,940 Est. Cost $225.32 Unrealized
AMRMX AMERICAN FUNDS AMERICAN MUTUAL 0.1%
Value ($000) $333 Shares 6,898 Est. Cost $48.27 Unrealized
NSC NORFOLK SOUTHERN 0.1%
Value ($000) $328 Shares 1,442 Est. Cost $145.80 Unrealized +55.3%
HSY HERSHEY FOODS CORP 0.1%
Value ($000) $324 Shares 1,508 Est. Cost $90.02 Unrealized +120.7%
GIS GENERAL MILLS INC COM 0.1%
Value ($000) $321 Shares 4,259 Est. Cost $37.25 Unrealized +66.0%
IVV ISHARES CORE S&P 500 0.1%
Value ($000) $321 Shares 846 Est. Cost $254.89 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $312 Shares 1,872 Est. Cost $94.05 Unrealized +59.3%
LLY LILLY ELI & CO 0.1%
Value ($000) $310 Shares 955 Est. Cost $194.95 Unrealized +49.2%
MDY SPDR S&P MIDCAP 400 ETF 0.1%
Value ($000) $298 Shares 720 Est. Cost $302.85 Unrealized
YLLXF YELLOW CAKE PLC 0.1%
Value ($000) $296 Shares 75,000 Est. Cost $4.38 Unrealized
UNILEVER ADR REPTG 1 ORD SHS 0.1%
Value ($000) $292 Shares 6,382 Est. Cost $60.08 Unrealized
SPY SPDR TR UNIT SER 1 0.1%
Value ($000) $292 Shares 775 Est. Cost $288.41 Unrealized
AON AON ORD SHS CLASS A 0.1%
Value ($000) $277 Shares 1,027 Est. Cost $193.42 Unrealized +44.7%
NTDOY NINTENDO 0.1%
Value ($000) $243 Shares 4,502 Est. Cost $68.09 Unrealized
WTV WT US QUALITY SHAREHOLDER YIEL 0.1%
Value ($000) $239 Shares 4,500 Est. Cost $63.33 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $229 Shares 2,677 Est. Cost $79.58 Unrealized 0.0%
VFIAX VANGUARD 500 INDEX FD ADMIRAL 0.1%
Value ($000) $224 Shares 640 Est. Cost $346.88 Unrealized
SPROTT PHYSICAL SILVER TRUST 0.1%
Value ($000) $219 Shares 31,700 Est. Cost $9.07 Unrealized
JYNT JOINT CORP 0.1%
Value ($000) $215 Shares 14,020 Est. Cost $14.32 Unrealized +56.0%
AVGO BROADCOM ORD SHS 0.1%
Value ($000) $215 Shares 442 Est. Cost $42.07 Unrealized +24.5%
ASPU ASPEN GROUP INC 0.1%
Value ($000) $166 Shares 169,463 Est. Cost $5.37 Unrealized -81.9%
ET ENERGY TRANSFER UNITS 0.0%
Value ($000) $106 Shares 10,668 Est. Cost $11.15 Unrealized
PLX PHARMA INC 0.0%
Value ($000) $54 Shares 22,340 Est. Cost $19.30 Unrealized
NWINF NAKED WINE ORD SHS 0.0%
Value ($000) $53 Shares 26,000 Est. Cost $11.31 Unrealized -63.0%
PTHRF Pantheon Resources Ord Shs 0.0%
Value ($000) $19 Shares 17,400 Est. Cost $1.31 Unrealized +13.1%
EMOTF Emerita Resources Ord Shs 0.0%
Value ($000) $16 Shares 17,000 Est. Cost $2.23 Unrealized -38.5%
Alligator Energy Ord Shs 0.0%
Value ($000) $9 Shares 269,300 Est. Cost $0.09 Unrealized