Position in BKR
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$375,274
-$54,760 QoQ
Shares Held
6,147
-34.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BKR Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Mar 31, 2026OneDigital Investment Advisors LLC holds $5,871,732 across 7 Oil & Gas Equipment & Services names. BKR ranks #5 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LB |
LandBridge Co LLC
|
35,439 | $2,447,062 | |
| 2 | HAL |
Halliburton Co
|
37,508 | $1,462,436 | |
| 3 | NOA |
North American Construction Group Ltd.
|
40,648 | $547,935 | |
| 4 | SLB |
Slb Limited/Nv
|
9,714 | $499,202 | |
| 5 | BKR |
Baker Hughes Co
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|
6,147 | $375,274 | |
| 6 | HLX |
Helix Energy Solutions Group Inc
|
28,226 | $279,155 | |
| 7 | AESI |
Atlas Energy Solutions Inc.
|
19,868 | $260,668 |
All Filings in BKR
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $375,274 | 6,147 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $430,034 | 9,443 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $454,557 | 9,330 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $365,955 | 9,545 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $575,788 | 13,101 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $394,407 | 9,615 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $222,864 | 6,165 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $211,125 | 6,003 | Shares | Sole | 2024-08-02 | |
| 2021-12-31 | $265,790 | 11,047 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $277,124 | 11,206 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $252,644 | 11,047 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $236,975 | 10,966 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $228,641 | 10,966 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $143,173 | 10,773 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $154,869 | 10,063 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $105,325 | 10,031 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||