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 MPC

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Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $67,638,592 277,003
2025-12-31 $44,956,785 276,436
2025-09-30 $54,248,407 281,459
2025-06-30 $51,478,485 309,906
2025-03-31 $52,072,373 357,419
2024-12-31 $61,055,244 437,672
2024-09-30 $78,315,235 480,727
2024-06-30 $83,654,310 482,213
2024-03-31 $102,675,332 509,555
2023-12-31 $74,376,872 501,327
2023-09-30 $87,584,542 578,727
2023-06-30 $84,393,330 723,785
2023-03-31 $114,575,702 849,779
2022-12-31 $99,096,888 851,421
2022-09-30 $79,652,526 801,898
2022-06-30 $53,852,563 655,061
2022-03-31 $32,658,349 381,969
2021-12-31 $9,779,654 152,831
2021-09-30 $7,263,725 117,517
2021-06-30 $291,526 4,825
2021-03-31 $190,049 3,553
2020-12-31 $149,805 3,622
2020-09-30 $31,833 1,085
2020-06-30 $34,314 918
2020-03-31 $9,613 407