Omc-Financial-Services
AI_NATIVE detailed information: This accession holds the following tickers:[ "SNOW", "ABBV", "GOOGL", "CAT", "LOW", "BDJ", "DUK", "GD", "HD", "MCD", "UNP", "ITW", "META", "KMI", "MA", "MSFT", "BX", "DOW", "AAPL", "NVDA", "LMT", "PG", "VZ", "AMGN", "DGX", null, "NOW", "O", "RTX", "GLD", "SBUX", "NEM", "TOL", "AMD", "F", "VIGI", "AMZN", "VYMI", "V", "VST", "WMT", "SCHD", "SCHG", "SO", "CRM", "CVX", "KO", "CL", "GLW", "CRWD", "DVN", "MAR", "DIS", "GOOG", "XOM", "JNJ", "TSLA", "NFLX", "PM", "MO", "JPM", "ZTS" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-30
- Total Holdings
- 62
- Total Value
- 222790249
- Accession Number
- 0002063364-25-000071
- Form Type
- 13F-HR
- Manager Name
- Omc-Financial-Services
Data Enrichment
98% identified61 identified1 unidentified
Holdings
62 positions • $222.8M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
2.9K | QoQ NEW(+2.9K) YoY 0.00% (+0) | All Managers (Combined) | $267.0K | 0.1% ($267.0K/$222.8M) | QoQ NEW(+$267.0K) | |
CATERPILLAR INC(CATcusip149123101) | 655 | QoQ NEW(+655) YoY 0.00% (+0) | All Managers (Combined) | $216.0K | 0.1% ($216.0K/$222.8M) | QoQ NEW(+$216.0K) |