O'Connor Financial Group LLC
Filing Date
Global Rank
#7,393
/ 8,232
▲ 184
Top Industry
Semiconductors
23.4%
3Y Alpha vs SPY
+2.5%
Period ended 2 months ago
Filed Apr 23, 2026 · 52d
13 quarters · since Mar 2023
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+87.5%
SPY
+76.3%
Annualised alpha
+2.5%
Max drawdown
−22.8%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
17 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
56.0%
+1.2 pts
Top 5
78.0%
+0.2 pts
Top 10
91.1%
+1.4 pts
HHI
3,309
Highly concentrated+129
Portfolio Trend
13 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 56.0% | $10,754,017 |
| Technology | 22.3% | $4,286,770 |
| Consumer Cyclical | 5.4% | $1,039,756 |
| Communication Services | 5.1% | $981,496 |
| Financial Services | 3.3% | $638,068 |
| Energy | 3.1% | $596,015 |
| Industrials | 2.3% | $437,497 |
| Healthcare | 1.3% | $251,097 |
| Consumer Defensive | 1.2% | $232,776 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
14 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| QQQ | Invesco Qqq Trust, Series 1 | +228 | 18,632 | $10,754,017 | |
| WMT | Walmart Inc. | +106 | 1,873 | $232,776 | |
| NVDA | Nvidia Corp | +76 | 8,470 | $1,477,168 | |
| GOOGL | Alphabet Inc. | +56 | 1,919 | $551,827 | |
| AMZN | Amazon Com Inc | +41 | 3,327 | $692,914 | |
| BRK-B | Berkshire Hathaway Inc | +28 | 617 | $295,666 | |
| JPM | Jpmorgan Chase & Co | +25 | 1,164 | $342,402 | |
| XOM | Exxon Mobil Corp | +23 | 3,513 | $596,015 | |
| AAPL | Apple Inc. | +21 | 4,340 | $1,101,448 | |
| AVGO | Broadcom Inc. | +16 | 1,627 | $503,572 | |
| RTX | RTX Corp | +15 | 2,268 | $437,497 | |
| TSLA | Tesla, Inc. | +6 | 933 | $346,842 | |
| LLY | ELI LILLY & Co | +5 | 273 | $251,097 | |
| META | Meta Platforms, Inc. | +3 | 751 | $429,669 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SPY | Spdr S&P 500 ETF Trust | 401 | $273,449 | |
| No positions match the current search. | ||||
1 positions ·
$232,776 total
· Consumer Defensive only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 1,873 | $232,776 | 100.00% |