Omega Financial Group, LLC
Top Portfolio Positions
28 positions ·
$40,248,323 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
42,846 | $10,873,886 | 27.02% | |
| AFRM |
Affirm Holdings, Inc.
Financial Services
|
103,627 | $4,748,189 | 11.80% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
7,649 | $4,414,849 | 10.97% | |
| SPY |
Spdr S&P 500 ETF Trust
|
5,147 | $3,347,299 | 8.32% | |
| NFLX |
Netflix Inc
Communication Services
|
24,840 | $2,388,366 | 5.93% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
11,606 | $1,697,725 | 4.22% | |
| APH |
Amphenol Corp /De/
Technology
|
13,300 | $1,680,455 | 4.18% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
4,022 | $1,495,178 | 3.71% | |
| V |
Visa Inc.
Financial Services
|
4,566 | $1,380,027 | 3.43% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
1,016 | $1,012,372 | 2.52% |
Portfolio Trend
25 quarters · across all stocks
Holdings in ATMP
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $240,216 | 6,981 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $200,843 | 6,981 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $201,052 | 6,981 | Shares | Sole | 2025-11-12 | |
| No 13F history on record for this holder in this stock. | ||||||