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O'brien Greene & Co. Inc.
O'Brien Greene & Co. Inc is a long-established investment advisory firm headquartered in Media, Pennsylvania. Founded in 1969 by G. Davis Greene, the firm was later taken over by Mark O'Brien in 1987 and continues to be led by him. The firm specializes in fiduciary investment management and financial planning, serving a broad range of individual and institutional clients with a personalized approach. It operates with a small team of around 4 employees.
Investment Strategy
O'Brien Greene & Co. Inc utilizes a fiduciary, client-focused approach to investment management and financial planning. The firm emphasizes direct and tailored strategies for both individuals and institutions, based on long-term portfolio management and prudent asset allocation. Their philosophy centers on aligning investment solutions with client goals, risk profiles, and time horizons, with a commitment to transparency, discipline, and careful stewardship of client assets.
Latest 13F Filing Activity
O'brien Greene & Co. Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 124 equity positions with a total 13F market value of $306M. The fund increased holdings in Franklin Ftse Brazil Etf, Topicus Com Ord SHS, Interactive Brokers Group Inc. among other positions. O'brien Greene & Co. Inc. reduced exposure to Fortive Corporation, Vontier Ord SHS, Adobe SYS Inc. Com among others.
Top Holdings
Equity Positions (124)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IBKR | Interactive Brokers Group Inc | 5.11% | $15.6M | 281,689 | $60.84 | $55.41 | +$3.6M |
| Berkshire Hathaway Inc Cl B | 4.58% | $14.0M | 28,812 | $257.86 | $485.77 | -$1.8M | |
P PHYS | Sprott Physical Gold Trust | 4.48% | $13.7M | 540,386 | $15.26 | $25.35 | +$1.4M |
A AAPL | Apple Computer Inc Com | 3.84% | $11.7M | 57,188 | $113.50 | $205.17 | -$1.2M |
W WMT | Wal-Mart Stores | 3.53% | $10.8M | 110,434 | $41.44 | $97.78 | +$654.9K |
Industry Allocation
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