O'SHAUGHNESSY ASSET MANAGEMENT, LLC

CIK
1423442
City
Stamford
State / Country
CT

Top Portfolio Positions

1,655 positions · $17,692,602,334 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
AAPL
Apple Inc.
Technology
3,642,049 $924,315,615 5.22%
NVDA
Nvidia Corp
Technology
4,736,345 $826,018,568 4.67%
MSFT
Microsoft Corp
Technology
1,315,133 $486,822,782 2.75%
GOOGL
Alphabet Inc.
Communication Services
1,325,067 $381,036,266 2.15%
AMZN
Amazon Com Inc
Consumer Cyclical
1,750,877 $364,655,152 2.06%
AVGO
Broadcom Inc.
Technology
978,167 $302,752,468 1.71%
SPY
Spdr S&P 500 Etf Trust
370,140 $240,716,847 1.36%
META
Meta Platforms, Inc.
Communication Services
412,642 $236,084,867 1.33%
XOM
Exxon Mobil Corp
Energy
1,295,791 $219,843,900 1.24%
JPM
Jpmorgan Chase & Co
Financial Services
733,161 $215,666,639 1.22%

Portfolio Trend

43 quarters · across all stocks

Holdings in AIG

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Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $42,850,058 569,436
2025-12-31 $46,100,156 538,868
2025-09-30 $42,276,275 538,277
2025-06-30 $55,299,013 646,092
2025-03-31 $59,431,314 683,590
2024-12-31 $48,491,351 666,090
2024-09-30 $50,076,943 683,831
2024-06-30 $48,380,796 651,681
2024-03-31 $54,452,439 696,590
2023-12-31 $59,824,468 883,018
2023-09-30 $63,784,954 1,052,557
2023-06-30 $73,843,612 1,283,344
2023-03-31 $67,475,449 1,339,862
2022-12-31 $76,131,978 1,203,858
2022-09-30 $42,984,260 905,313
2022-06-30 $22,405,369 438,204
2022-03-31 $10,021,920 159,661
2021-12-31 $3,900,596 68,600
2021-09-30 $1,458,317 26,568
2021-06-30 $210,249 4,417
2021-03-31 $181,004 3,917
2020-12-31 $90,485 2,390
2020-09-30 $51,233 1,861
2020-06-30 $89,018 2,855
2020-03-31 $4,098 169