O'SHAUGHNESSY ASSET MANAGEMENT, LLC

CIK
0001423442
City
STAMFORD
State / Country
CT

Top Portfolio Positions

1,496 positions · $15,284,590,428 total · as of Dec 31, 2025
Ticker Company Shares Value (USD) % of Portfolio
NVDA
Nvidia Corp
3,754,851 $700,279,711 4.58%
AAPL
Apple Inc.
2,491,090 $677,227,727 4.43%
MSFT
Microsoft Corp
1,186,581 $573,854,303 3.75%
AMZN
Amazon Com Inc
1,493,168 $344,653,037 2.25%
GOOGL
Alphabet Inc.
1,089,808 $341,109,904 2.23%
AVGO
Broadcom Inc.
820,412 $283,944,593 1.86%
JPM
Jpmorgan Chase & Co
679,313 $218,888,234 1.43%
META
Meta Platforms, Inc.
319,960 $211,202,396 1.38%
TSLA
Tesla, Inc.
405,458 $182,342,571 1.19%
WMT
Walmart Inc.
1,369,583 $152,585,242 1.00%

Portfolio Trend

42 quarters · across all stocks

Holdings in OCFC

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Shares Held

Position Value (USD)

6 of 6 shown
Report Date Value (USD) Shares
2025-12-31 $2,552,669 142,210
2025-09-30 $2,618,386 149,026
2025-06-30 $3,762,957 213,683
2025-03-31 $2,688,838 158,074
2024-12-31 $2,546,036 140,665
2024-09-30 $2,050,328 110,292