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%

Holdings in WABC

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Report Date Value (USD) Shares
2026-03-31 $558,995 10,719