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Asset Manager ← All Institutions

O'Neil Global Advisors, Inc.

Q1 2026 · Filed 2026-02-10
Market Value
$0
-100.0%
Holdings
45
-39
New Purchases
0
Added To
0
Closed
45
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 14 $0 0%
Large Cap 24 $0 0%
Mid Cap 7 $0 0%

Portfolio Analytics

Avg Market Cap
$596.3B
Median Market Cap
$73.7B
Avg P/E
66.6
Median P/E
37.1
Avg Dividend Yield
0.02%
Avg Beta
1.50
# Stocks
45
# ETFs / Funds
0

Top Holdings (45 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 DY —% -$1M -3,526 -100.0% SOLD
2 LLY —% -$43M -40,251 -100.0% SOLD
3 B —% -$863K -19,827 -100.0% SOLD
4 TWLO —% -$12M -86,487 -100.0% SOLD
5 MS —% -$426K -2,400 -100.0% SOLD
6 GS —% -$4M -4,496 -100.0% SOLD
7 GEV —% -$2M -3,013 -100.0% SOLD
8 JPM —% -$1M -4,464 -100.0% SOLD
9 KGC —% -$3M -108,917 -100.0% SOLD
10 SEI —% -$350K -7,614 -100.0% SOLD
11 PAAS —% -$3M -65,335 -100.0% SOLD
12 CIEN —% -$3M -14,139 -100.0% SOLD
13 COMM —% -$1M -80,299 -100.0% SOLD
14 NEM —% -$3M -30,645 -100.0% SOLD
15 CLS —% -$311K -1,052 -100.0% SOLD
16 CRS —% -$6M -19,243 -100.0% SOLD
17 U —% -$1M -32,207 -100.0% SOLD
18 TD —% -$2M -18,688 -100.0% SOLD
19 ZETA —% -$12M -613,529 -100.0% SOLD
20 RDDT —% -$32M -140,463 -100.0% SOLD
21 TSM —% -$8M -25,313 -100.0% SOLD
22 LRCX —% -$4M -21,507 -100.0% SOLD
23 APP —% -$1M -2,067 -100.0% SOLD
24 SHOP —% -$4M -27,370 -100.0% SOLD
25 ARWR —% -$799K -12,037 -100.0% SOLD
26 MDGL —% -$3M -5,060 -100.0% SOLD
27 CENX —% -$1M -28,741 -100.0% SOLD
28 AAPL —% -$3M -9,730 -100.0% SOLD
29 ISRG —% -$340K -600 -100.0% SOLD
30 FSLR —% -$7M -25,242 -100.0% SOLD
31 INCY —% -$1M -14,778 -100.0% SOLD
32 EQX —% -$872K -62,082 -100.0% SOLD
33 MU —% -$4M -12,369 -100.0% SOLD
34 LITE —% -$973K -2,639 -100.0% SOLD
35 REAL —% -$858K -54,361 -100.0% SOLD
36 AMZN —% -$712K -3,084 -100.0% SOLD
37 TVTX —% -$2M -51,191 -100.0% SOLD
38 GOOGL —% -$32M -102,504 -100.0% SOLD
39 NVDA —% -$19M -104,516 -100.0% SOLD
40 RKLB —% -$14M -200,216 -100.0% SOLD
41 TSLA —% -$46M -101,677 -100.0% SOLD
42 TTMI —% -$541K -7,845 -100.0% SOLD
43 STX —% -$567K -2,060 -100.0% SOLD
44 FIX —% -$532K -570 -100.0% SOLD
45 PLTR —% -$1M -7,705 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
DY —%
B —%
TWLO —%
MS —%
GS —%
GEV —%
JPM —%
KGC —%
SEI —%
PAAS —%
CIEN —%
LLY —%
NEM —%
CLS —%
CRS —%
View SEC EDGAR Filings for O'Neil Global Advisors, Inc. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms