O'Brien Greene & Co. Inc
Annual return '25
+13.5%
SPY '25
+17.7%
Alpha
-4.2ptsvs SPY
Invested
$353.3M
Holdings
131
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$PHYS
Sprott Physical Gold Trust
Q4 2025: Exited (was 6.0k shares)
5.8%
02
$IBKR
Interactive Brokers Group Inc
Q1 2026: New position (82 shares)
4.8%
03
$FLBR
Franklin Ftse Brazil Etf
Q4 2025: Exited (was 53.4k shares)
4.1%
04
$AAPL
Apple Computer Inc Com
Q1 2026: Sold 22.8% (36.6k → 28.3k shares)
4.0%
05
$BRK/B
Berkshire Hathaway Inc Cl B
Q1 2026: Increased +95.3% (107 → 209 shares)
3.8%
06
$WMT
Wal-Mart Stores
Q1 2026: Increased +9.9% (16.0k → 17.6k shares)
3.6%
07
$VLO
Valero Energy Corp New Com
Q1 2026: Increased +68200.0% (2 → 1.4k shares)
3.5%
08
$EOG
Eog Res Inc Com
Q1 2026: Increased +55750.0% (4 → 2.2k shares)
3.4%
09
$FNV
Franco-Nevada Corp
Q4 2025: Exited (was 3.6k shares)
3.4%
10
$WMB
Williams Cos
Q4 2025: Sold 97.0% (3.2k → 97 shares)
3.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:22 UTC.