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O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Q2 2026 13F filing

Updated 28 days ago

2,929 disclosed positions worth $21.7B

Portfolio value
$21.7B
Total holdings
2,929
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-13

Full holdings

Every line item disclosed in Q2 2026

A

APPLE INC

Value
$1.2B
Shares
4.01M
% Port
5.35%
N

NVIDIA CORPORATION

Value
$820.9M
Shares
4.10M
% Port
3.78%
M

MICROSOFT CORP

Value
$440.5M
Shares
1.18M
% Port
2.03%
G

ALPHABET INC

Value
$407.3M
Shares
1.14M
% Port
1.88%
A

AMAZON COM INC

Value
$384.3M
Shares
1.61M
% Port
1.77%
A

BROADCOM INC

Value
$315.4M
Shares
835.0K
% Port
1.45%
G

ALPHABET INC

Value
$305M
Shares
863.2K
% Port
1.41%
M
8.MU

MICRON TECHNOLOGY INC

Value
$260.3M
Shares
225.5K
% Port
1.20%
E

ISHARES TR

Value
$257.7M
Shares
2.60M
% Port
1.19%
J

JPMORGAN CHASE & CO

Value
$219.3M
Shares
670.0K
% Port
1.01%
L
11.LLY

ELI LILLY & CO

Value
$207.5M
Shares
173.0K
% Port
0.96%
T

TAIWAN SEMICONDUCTOR MANUFAC

Value
$190.6M
Shares
399.2K
% Port
0.88%
T
13.TSLA

TESLA INC

Value
$181.6M
Shares
431.7K
% Port
0.84%
M
14.META

META PLATFORMS INC

Value
$180.2M
Shares
319.8K
% Port
0.83%
W
15.WMT

WALMART INC

Value
$168.8M
Shares
1.49M
% Port
0.78%
J
16.JNJ

JOHNSON & JOHNSON

Value
$162.6M
Shares
640.3K
% Port
0.75%
X
17.XOM

EXXON MOBIL CORP

Value
$162.4M
Shares
1.19M
% Port
0.75%
M
18.MO

ALTRIA GROUP INC

Value
$157.6M
Shares
2.19M
% Port
0.73%
V
19.V

VISA INC

Value
$156.7M
Shares
456.7K
% Port
0.72%
B

BERKSHIRE HATHAWAY INC DEL

Value
$152.6M
Shares
304.9K
% Port
0.70%
S
21.SPY

STATE STR SPDR S&P 500 ETF T

Value
$146M
Shares
195.5K
% Port
0.67%
A
22.AMD

ADVANCED MICRO DEVICES INC

Value
$143.2M
Shares
246.5K
% Port
0.66%
W
23.WDC

WESTERN DIGITAL CORP

Value
$142.3M
Shares
222.7K
% Port
0.66%
C
24.C-PR

CITIGROUP INC

Value
$140.3M
Shares
1.00M
% Port
0.65%
S
25.SPY

STATE STR SPDR S&P 500 ETF T

Value
$135M
Shares
180.8K
% Port
0.62%
C
26.CSCO

CISCO SYS INC

Value
$132.8M
Shares
1.13M
% Port
0.61%
C
27.CAT

CATERPILLAR INC

Value
$132.1M
Shares
124.1K
% Port
0.61%
L
28.LRCX

LAM RESEARCH CORP

Value
$128.9M
Shares
297.4K
% Port
0.59%
B

BANK OF AMER CORP

Value
$125.8M
Shares
2.21M
% Port
0.58%
E
30.ETHA

ISHARES TR

Value
$124M
Shares
1.21M
% Port
0.57%
S
31.STX

SEAGATE TECHNOLOGY HLDNGS PL

Value
$122.7M
Shares
127.2K
% Port
0.57%
S

SYNCHRONY FINANCIAL

Value
$110.7M
Shares
1.46M
% Port
0.51%
K
33.KLAC

KLA CORP

Value
$109.7M
Shares
363.5K
% Port
0.51%
A
34.AMAT

APPLIED MATLS INC

Value
$108.7M
Shares
150.4K
% Port
0.50%
G
35.GM

GENERAL MTRS CO

Value
$105.7M
Shares
1.37M
% Port
0.49%
E
36.EBAY

EBAY INC.

Value
$99M
Shares
885.7K
% Port
0.46%
C
37.COST

COSTCO WHOLESALE CORPORATION

Value
$98.9M
Shares
105.7K
% Port
0.46%
H
38.HCA

HCA HEALTHCARE INC

Value
$97M
Shares
248.9K
% Port
0.45%
T
39.TPR

TAPESTRY INC

Value
$97M
Shares
662.6K
% Port
0.45%
J
40.JBL

JABIL INC

Value
$89.1M
Shares
231.2K
% Port
0.41%
H
41.HD

HOME DEPOT INC

Value
$87.6M
Shares
248.5K
% Port
0.40%
A
42.ABBV

ABBVIE INC

Value
$87.4M
Shares
347.2K
% Port
0.40%
D
43.DNP

D R HORTON INC

Value
$87.3M
Shares
535.8K
% Port
0.40%
M
44.MA

MASTERCARD INCORPORATED

Value
$83.1M
Shares
161.8K
% Port
0.38%
E
45.ETHA

ISHARES TR

Value
$81.1M
Shares
753.7K
% Port
0.37%
V
46.VGES

VANGUARD INDEX FDS

Value
$79.8M
Shares
116.2K
% Port
0.37%
E
47.ETHA

ISHARES TR

Value
$79.6M
Shares
1.52M
% Port
0.37%
A

ASML HLDG NV

Value
$77.8M
Shares
39.1K
% Port
0.36%
I
49.INTC

INTEL CORP

Value
$77.3M
Shares
553.5K
% Port
0.36%
V
50.VZ

VERIZON COMMUNICATIONS INC

Value
$77M
Shares
1.82M
% Port
0.35%