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Latest OMC Financial Services LTD Stock Portfolio

OMC Financial Services LTD Performance:
2026 Q1: -4.64%YTD: -4.64%2025: 19.2%
Performance for 2026 Q1 is -4.64%, and YTD is -4.64%, and 2025 is 19.2%.

About OMC Financial Services LTD and 13F Hedge Fund Stock Holdings

On 2026-04-30, the fund reported it's updated stock portfolio. In the 13F Holdings report, OMC Financial Services LTD reported an equity portfolio of $258 Millions as of 31 Mar, 2026.

The top stock holdings of OMC Financial Services LTD are NVDA, AAPL, MA. The fund has invested 11.9% of it's portfolio in NVIDIA CORPORATION and 10.5% of portfolio in APPLE INC.

The fund managers got completely rid off INTERNATIONAL BUSINESS MACHS (IBM) and DISNEY WALT CO (DIS) stocks. They significantly reduced their stock positions in APPLE INC (AAPL), MASTERCARD INCORPORATED (MA) and NEWMONT CORP (NEM). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD WHITEHALL FDS (VIGI), PALO ALTO NETWORKS INC (PANW) and CROWDSTRIKE HLDGS INC (CRWD).

OMC Financial Services LTD Annual Return Estimates Vs S&P 500

Our best estimate is that OMC Financial Services LTD made a return of -4.64% in the last quarter. In trailing 12 months, it's portfolio return was 18.57%.
  • Performance
  • S&P 500

New Buys

No new stocks were added by OMC Financial Services LTD

Additions

Ticker% Inc.
vanguard whitehall fds76.39
vanguard whitehall fds64.15
palo alto networks inc11.83
crowdstrike hldgs inc10.65
jpmorgan chase & co9.95
general dynamics corp9.73
abbvie inc5.56
schwab strategic tr4.64
Additions to existing portfolio by OMC Financial Services LTD

Reductions

Ticker% Reduced
apple inc-7.08
mastercard incorporated-4.32
newmont corp-2.79
verizon communications inc-1.62
nvidia corporation-1.46
kinder morgan inc del-1.26
realty income corp-0.71
ford mtr co-0.7
OMC Financial Services LTD reduced stake in above stock

Sold off

Ticker$ Sold
disney walt co-337,777
international business machs-429,505
OMC Financial Services LTD got rid off the above stocks

Sector Distribution

OMC Financial Services LTD has about 36.4% of it's holdings in Technology sector.

Sector%
Technology36.4
Others13.9
Financial Services13.7
Consumer Cyclical10.9
Communication Services7.7
Healthcare6.8
Industrials3.7
Consumer Defensive2.5
Utilities1.8
Energy1.3

Market Cap. Distribution

OMC Financial Services LTD has about 86.1% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
MEGA-CAP66.3
LARGE-CAP19.8
UNALLOCATED13.9

Stocks belong to which Index?

About 81% of the stocks held by OMC Financial Services LTD either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50081
Others19
Top 5 Winners (%)%
GLW
corning inc
55.3 %
XOM
exxon mobil corp
41.0 %
CVX
chevron corporation
35.8 %
ge vernova inc
33.5 %
LMT
lockheed martin corp
24.9 %
Top 5 Winners ($)$
ge vernova inc
1.3 M
GLD
spdr gold tr
1.2 M
GLW
corning inc
0.9 M
LMT
lockheed martin corp
0.8 M
JNJ
johnson & johnson
0.5 M
Top 5 Losers (%)%
NOW
servicenow inc
-31.8 %
SNOW
snowflake inc
-31.3 %
CRM
salesforce inc
-29.4 %
MSFT
microsoft corp
-23.1 %
TSLA
tesla inc
-17.3 %
Top 5 Losers ($)$
MSFT
microsoft corp
-2.8 M
V
visa inc
-2.5 M
MA
mastercard incorporated
-2.4 M
NVDA
nvidia corporation
-2.1 M
AAPL
apple inc
-2.0 M

OMC Financial Services LTD Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of OMC Financial Services LTD

OMC Financial Services LTD has 64 stocks in it's portfolio. About 58.8% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. was the most profitable stock for OMC Financial Services LTD last quarter.

Last Reported on: 30 Apr, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions