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O'Brien Greene & Co. Inc
RIA/Wealth
O'Brien Greene & Co. Inc is a RIA/Wealth based in Media, PA led by Mark Bennett Obrien, reporting $416.8M in AUM as of Q3 2025 with IBKR as the largest holding (6% allocation).
ChairmanMark Bennett Obrien
- Portfolio Value
- $312.3M
- Positions
- 113
- Top Holding
- IBKR at 5.91%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in O'Brien Greene & Co. Inc's portfolio (39.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Financial - Capital Markets Financial Services | $18.5M | 5.91% | -$932.7K Sold | 0.06% 268.1K shares | |
Unknown Unknown | $15.8M | 5.06% | -$192.1K Sold | — 533.9K shares | |
Insurance - Diversified Financial Services | $14.2M | 4.56% | -$252.9K Sold | 0.00% 28.3K shares | |
Consumer Electronics Technology | $14.0M | 4.49% | -$548.7K Sold | 0.00% 55.0K shares | |
ETF ETF | $11.1M | 3.55% | +$693.1K Bought | — 582.2K shares | |
Discount Stores Consumer Defensive | $10.9M | 3.49% | -$475.5K Sold | 0.00% 105.8K shares | |
Gold Basic Materials | $10.7M | 3.43% | -$724.2K Sold | 0.02% 48.1K shares | |
Software - Infrastructure Technology | $10.6M | 3.38% | -$338.2K Sold | 0.00% 20.4K shares | |
Oil & Gas Midstream Energy | $9.8M | 3.14% | -$110.2K Sold | 0.01% 154.6K shares | |
Communication Equipment Technology | $9.1M | 2.93% | -$208.8K Sold | 0.00% 133.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in O'Brien Greene & Co. Inc's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for O'Brien Greene & Co. Inc
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