O'Domhnaill Enterprises, Inc. holds a diversified book of 61 reported positions worth $125.1M as of Q2 2026 (disclosed Jul 30, 2026, a ~30-day 13F lag). This quarter Space Exploration Techn-CL A first appears in 13F filings (one of 2 new listings in the book), a listing rather than a purchase; they opened Palo Alto Networks Inc and trimmed Vanguard Short-Term Treasury. Their largest long position is Ishares 0-3 Month Treasury B at 11% of the reported non-option book. Cloning the disclosed picks since 2026 would be +2% (+3.5%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +8.2%, a 6.2-point gap that is the cost of the ~30-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning O'Domhnaill Enterprises, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~30 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
82% mapped to company sectors
+3 sectors below the cut, 3% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as O'Domhnaill Enterprises, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Hoffman, Alan N Investment Management | 6 / 61 | $148.3M |
| 9823 Capital, L.P. | 6 / 61 | $120.1M |
| Independent Investors Inc | 16 / 61 | $378.1M |
| AdviceOne Advisory Services, LLC | 13 / 61 | $126.9M |
| Hoey Investments, Inc | 40 / 61 | $525.3M |
| Ketron Financial | 10 / 61 | $214.2M |
| V. M. Manning & Co., Inc. | 18 / 61 | $74.2M |
| Ables, Iannone, Moore & Associates, Inc. | 17 / 61 | $118.9M |
Ranked by the share of each fund's own book sitting in the names it shares with O'Domhnaill Enterprises, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares 0-3 MF Closed and MF Open | $13.3M | 131.7K | 10.6% | ▲+6.2% Added · +8K sh | |
| 2 | SPDR Gold Common Stock | $5.9M | 16.0K | 4.7% | ▲+2.7% Added · +428 sh | |
| 3 | Vanguard Short MF Closed and MF Open | $5.3M | 90.5K | 4.2% | ▼−64% Reduced · −161K sh | |
| 4 | Philip Morris Common Stock | $5.0M | 27.6K | 4.0% | ▼−2.5% Reduced · −717 sh | |
| 5 | Ishares Silver Common Stock | $4.2M | 78.9K | 3.4% | ▼−2.3% Reduced · −2K sh | |
| 6 | Marathon Petroleum Common Stock | $3.9M | 15.4K | 3.1% | ▼−8.3% Reduced · −1K sh | |
| 7 | Altria Group Common Stock | $3.9M | 54.3K | 3.1% | ▼−4.7% Reduced · −3K sh | |
| 8 | Exxon Mobil Common Stock | $3.6M | 26.2K | 2.9% | ▲+9.4% Added · +2K sh | |
| 9 | Wheaton Precious Common Stock | $3.5M | 31.0K | 2.8% | ▼−2.1% Reduced · −660 sh | |
| 10 | Newmont Corp Common Stock | $3.4M | 36.9K | 2.8% | ▼−3.7% Reduced · −1K sh | |
| 11 | Cameco Corp Common Stock | $3.3M | 32.4K | 2.6% | ▼−5.7% Reduced · −2K sh | |
| 12 | Caterpillar Inc Common Stock | $3.3M | 3.1K | 2.6% | ▼−18% Reduced · −696 sh | |
| 13 | First Majestic Common Stock | $3.3M | 193.5K | 2.6% | ▼−3.0% Reduced · −6K sh | |
| 14 | Pan American Common Stock | $3.3M | 72.8K | 2.6% | ▼−6.5% Reduced · −5K sh | |
| 15 | Apple Inc Common Stock | $3.0M | 10.5K | 2.4% | ▲+106% Added · +5K sh | |
| 16 | Williams Cos Common Stock | $2.9M | 39.6K | 2.4% | ▲+5.2% Added · +2K sh | |
| 17 | Kimberly Clark Common Stock | $2.9M | 26.8K | 2.4% | ▲+6.3% Added · +2K sh | |
| 18 | Intl Business Common Stock | $2.9M | 10.4K | 2.3% | ▲+108% Added · +5K sh | |
| 19 | JPMorgan Chase Common Stock | $2.8M | 8.6K | 2.3% | ▲+81% Added · +4K sh | |
| 20 | RTX Corp Common Stock | $2.8M | 14.7K | 2.2% | ▲+13% Added · +2K sh | |
| 21 | Coca Cola Company Common Stock | $2.7M | 33.4K | 2.2% | ▼−0.5% Reduced · −165 sh | |
| 22 | Waste Management Common Stock | $2.7M | 12.1K | 2.2% | ▲+9.3% Added · +1K sh | |
| 23 | Lockheed Martin Common Stock | $2.6M | 5.0K | 2.0% | ▲+21% Added · +859 sh | |
| 24 | Hershey Company Common Stock | $2.5M | 14.0K | 2.0% | ▲+19% Added · +2K sh | |
| 25 | Chevron Corp Common Stock | $2.3M | 13.9K | 1.8% | ▲+15% Added · +2K sh | |
| 26 | BWX Technologies Common Stock | $2.2M | 11.5K | 1.8% | ▲+15% Added · +1K sh | |
| 27 | Gilead Sciences Common Stock | $2.1M | 16.6K | 1.7% | ▲+9.1% Added · +1K sh | |
| 28 | Ishares Short MF Closed and MF Open | $1.9M | 17.9K | 1.5% | ▼−55% Reduced · −22K sh | |
| 29 | Space Exploration Common Stock | $1.6M | 9.6K | 1.3% | →Listed Newly reportable | |
| 30 | Texas Pacific Common Stock | $1.6M | 3.6K | 1.3% | ▲21× Added · +3K sh | |
| 31 | Palo Alto Common Stock | $1.5M | 4.4K | 1.2% | ▲New New position | |
| 32 | Goldman Sachs Common Stock | $1.4M | 1.4K | 1.1% | ▼−21% Reduced · −360 sh | |
| 33 | Clorox Company Common Stock | $1.4M | 14.5K | 1.1% | ▲+24% Added · +3K sh | |
| 34 | Valero Energy Common Stock | $1.4M | 5.3K | 1.1% | ▲New New position | |
| 35 | Visa Inc Common Stock | $1.4M | 4.0K | 1.1% | ▲New New position | |
| 36 | General Dynamics Common Stock | $1.4M | 3.9K | 1.1% | ▲+5.2% Added · +191 sh | |
| 37 | Northrop Grumman Common Stock | $1.2M | 2.4K | 1.0% | ▲+25% Added · +480 sh | |
| 38 | Alphabet Inc Common Stock | $1.2M | 3.5K | 1.0% | ▲New New position | |
| 39 | Ishares Ibonds MF Closed and MF Open | $1.2M | 47.6K | 1.0% | ▲+7.6% Added · +3K sh | |
| 40 | Ishares Ibonds MF Closed and MF Open | $1.2M | 47.1K | 1.0% | ▲+7.2% Added · +3K sh | |
| 41 | Amazon Com Common Stock | $1.2M | 5.0K | 1.0% | ▲New New position | |
| 42 | Nvidia Corp Common Stock | $1.2M | 5.8K | 0.9% | ▲New New position | |
| 43 | Microsoft Corp Common Stock | $1.1M | 2.8K | 0.8% | ▲New New position | |
| 44 | Huntington Ingalls Common Stock | $1.0M | 3.6K | 0.8% | ▲+34% Added · +910 sh | |
| 45 | Agnico-Eagle Common Stock | $950K | 6.1K | 0.8% | ▲+7.5% Added · +430 sh | |
| 46 | Mondelez International Common Stock | $289K | 5.0K | 0.2% | —Held | |
| 47 | GSK PLC Common Stock | $235K | 4.5K | 0.2% | ▲+7.9% Added · +328 sh | |
| 48 | Wec Energy Common Stock | $234K | 2.0K | 0.2% | ▲+4.6% Added · +88 sh | |
| 49 | Black Hills Common Stock | $231K | 3.1K | 0.2% | ▲+1.3% Added · +40 sh | |
| 50 | Duke Energy Common Stock | $230K | 1.8K | 0.2% | ▲+7.3% Added · +123 sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show O'Domhnaill Enterprises, Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.