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Institutional Investor · CIK 0001973783

O'CONNOR FINANCIAL GROUP LLC

Portfolio data for the last 6 months — sourced from SEC 13F filings

Stocks Held

63

Total Value

$275.53M

Total Shares

3.96M

Latest Filing

Jul 17, 2026

CIK

0001973783

Current Holdings

Company↕Sector↕IndustryPeriod↕Filed↓Shares↕Value ($)↕Ownership↕TypeP/C/SSEC Filing
Financial ServicesAsset Management2026-06-302026-07-1744,893$30.83M0.0018%SH—View
Financial ServicesAsset Management - Bonds2026-06-302026-07-17331,895$30.60M0.3614%SH—View
Financial ServicesAsset Management - Bonds2026-06-302026-07-17202,851$19.39M1.9189%SH—View
Financial ServicesAsset Management - Bonds2026-06-302026-07-17680,796$18.05M0.1209%SH—View
Financial ServicesAsset Management2026-06-302026-07-17121,866$15.20M0.0525%SH—View
Financial ServicesAsset Management2026-06-302026-07-17496,003$15.20M8.4811%SH—View
Financial ServicesAsset Management - Global2026-06-302026-07-17286,052$14.41M0.0357%SH—View
Financial ServicesAsset Management2026-06-302026-07-1717,442$12.84M0.0024%SH—View
Financial ServicesAsset Management2026-06-302026-07-17156,498$12.69M0.0518%SH—View
Financial ServicesAsset Management - Global2026-06-302026-07-17328,274$12.25M5.0871%SH—View
Financial ServicesAsset Management2026-06-302026-07-17138,964$11.20M0.0050%SH—View
Financial ServicesAsset Management - Bonds2026-06-302026-07-17161,674$8.18M0.0202%SH—View
Financial ServicesAsset Management - Global2026-06-302026-07-17200,190$8.14M0.0827%SH—View
Financial ServicesAsset Management - Global2026-06-302026-07-1788,038$7.91M0.0815%SH—View
Financial ServicesAsset Management - Income2026-06-302026-07-17122,017$7.90M0.4199%SH—View
Financial ServicesAsset Management2026-06-302026-07-17153,956$7.39M2.0569%SH—View
Financial ServicesAsset Management - Income2026-06-302026-07-17190,542$6.26M3.5193%SH—View
Financial ServicesAsset Management - Global2026-06-302026-07-176,700$5.02M0.0006%SH—View
Financial ServicesAsset Management - Global2026-06-302026-07-1718,914$4.29M0.0089%SH—View
Financial ServicesAsset Management2026-06-302026-07-177,014$2.13M0.0011%SH—View
TechnologySemiconductors2026-06-302026-07-179,376$1.88M0.0000%SH—View
Financial ServicesAsset Management2026-06-302026-07-1736,327$1.83M0.6001%SH—View
Financial ServicesAsset Management2026-06-302026-07-176,756$1.64M0.0024%SH—View
Financial ServicesAsset Management2026-06-302026-07-1732,465$1.62M0.0253%SH—View
Apple Inc.(APC.DE)
TechnologyConsumer Electronics2026-06-302026-07-175,491$1.59M0.0000%SH—View
TechnologySoftware - Infrastructure2026-06-302026-07-172,820$1.05M0.0000%SH—View
Financial ServicesAsset Management - Global2026-06-302026-07-179,984$1.04M0.0014%SH—View
Financial ServicesAsset Management2026-06-302026-07-174,670$1.02M0.0004%SH—View
Financial ServicesAsset Management - Global2026-06-302026-07-172,554$945.21K0.0000%SH—View
Consumer CyclicalSpecialty Retail2026-06-302026-07-173,730$889.01K0.0000%SH—View
Alphabet Inc.(ABEA.DE)
Communication ServicesInternet Content & Information2026-06-302026-07-172,140$764.77K0.0000%SH—View
Financial ServicesAsset Management - Income2026-06-302026-07-1717,812$753.09K0.2192%SH—View
TechnologySemiconductors2026-06-302026-07-171,788$675.42K0.0000%SH—View
Alphabet Inc.(ABEC.DE)
Communication ServicesInternet Content & Information2026-06-302026-07-171,833$647.65K0.0000%SH—View
Financial ServicesAsset Management - Global2026-06-302026-07-174,243$583.54K0.0008%SH—View
Financial ServicesAsset Management - Global2026-06-302026-07-176,805$517.98K0.0044%SH—View
TechnologySemiconductors2026-06-302026-07-17441$509.04K0.0000%SH—View
TechnologySemiconductors2026-06-302026-07-17441$509.04K0.0000%SH—View
EnergyOil & Gas Integrated2026-06-302026-07-173,622$495.30K0.0001%SH—View
Communication ServicesInternet Content & Information2026-06-302026-07-17826$465.28K0.0000%SH—View
IndustrialsAerospace & Defense2026-06-302026-07-172,301$436.73K0.0002%SH—View
Tesla, Inc.(TL0.DE)
Consumer CyclicalAuto - Manufacturers2026-06-302026-07-171,029$432.80K0.0000%SH—View
Financial ServicesAsset Management2026-06-302026-07-176,040$430.35K0.0001%SH—View
Financial ServicesAsset Management2026-06-302026-07-171,336$404.78K0.0005%SH—View
Financial ServicesBanks2026-06-302026-07-171,235$404.25K0.0000%SH—View
TechnologySemiconductors2026-06-302026-07-17648$376.43K0.0000%SH—View
HealthcareDrug Manufacturers - General2026-06-302026-07-17299$358.63K0.0000%SH—View
Financial ServicesInsurance - Diversified2026-06-302026-07-17662$331.26K0.0000%SH—View
TechnologySemiconductors2026-06-302026-07-17638$304.69K0.0000%SH—View
TechnologyInformation Technology Services2026-06-302026-07-17870$244.65K0.0001%SH—View
TechnologyInformation Technology Services2026-06-302026-07-17870$244.65K0.0001%SH—View
TechnologySemiconductors2026-06-302026-07-171,721$240.30K0.0000%SH—View
Financial ServicesAsset Management2026-06-302026-07-17297$222.11K0.0000%SH—View
Walmart Inc.(WMT.DE)
Consumer DefensiveDiscount Stores2026-06-302026-07-171,931$218.71K0.0000%SH—View
Consumer DefensiveDiscount Stores2026-06-302026-07-171,931$218.71K0.0000%SH—View
TechnologySemiconductors2026-06-302026-07-17493$213.63K0.0000%SH—View
IndustrialsIndustrial - Machinery2026-06-302026-07-17493$213.63K0.0000%SH—View
IndustrialsIndustrial - Machinery2026-06-302026-07-17294$212.56K0.0000%SH—View
Financial ServicesAsset Management - Global2026-06-302026-07-17521$205.25K0.0014%SH—View
HealthcareDrug Manufacturers - General2026-06-302026-07-17796$202.16K0.0000%SH—View
Visa Inc.(3V64.DE)
Financial ServicesFinancial - Credit Services2026-06-302026-07-17583$200.02K0.0000%SH—View
TechnologySemiconductors2026-06-302026-07-1720,252$90.73K0.0109%SH—View
Basic MaterialsPaper, Lumber & Forest Products2026-06-302026-07-1710,329$23.24K0.1217%SH—View
Showing 1 to 63 of 63 results
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