Arkolith/Funds/OMC Financial Services LTD

OMC Financial Services LTD

CIK 2026391
Holdings as of Jun 30, 2026·disclosed Aug 6, 2026·~37-day 13F lag·13F-HR
Active Filer

OMC Financial Services LTD holds a focused book of 61 stocks worth $301.8M as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter they opened Berkshire Hathaway Inc-CL B and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 10% of the equity book.

Opened
9
bought for the first time
Added to
14
already held, bought more
Trimmed
31
sold some, still holds it
Sold out
4
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
40%
Top 10 holdings
60%
Top 20 holdings
80%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

95% mapped to company sectors

Information Technology
49%
Financials
17%
Consumer Discretionary
10%
Health Care
6%
ETF / fund or unclassified
5%
Industrials
5%
Materials
4%
Utilities
2%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as OMC Financial Services LTD

Manager / fundShared namesTheir $ in those
MORGAN STANLEY73 / 61$562.9B
BANK OF AMERICA CORP /DE/73 / 61$330.1B
GOLDMAN SACHS GROUP INC73 / 61$240.0B
ROYAL BANK OF CANADA73 / 61$154.5B
WELLS FARGO & COMPANY/MN73 / 61$139.1B
UBS Group AG73 / 61$138.5B
RAYMOND JAMES FINANCIAL INC73 / 61$79.6B
LPL Financial LLC73 / 61$60.0B

Ranked by the share of each fund's own book sitting in the names it shares with OMC Financial Services LTD: 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.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

61 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corporation
COM
$31.2M155.7K
10.3%
−11%
Reduced · −20K sh
2Apple Inc
COM
$30.4M105.0K
10.1%
−1.8%
Reduced · −2K sh
3Advanced Micro Devices Inc
COM
$25.3M43.5K
8.4%
−7.2%
Reduced · −3K sh
4Visa Inc
COM CL A
$17.5M51.0K
5.8%
−1.0%
Reduced · −524 sh
5Mastercard Incorporated
CL A
$16.8M32.7K
5.6%
−0.7%
Reduced · −223 sh
6Abbvie Inc
COM
$13.5M53.8K
4.5%
−0.3%
Reduced · −151 sh
7SPDR Gold TR
GOLD SHS
$12.8M34.7K
4.2%
−0.3%
Reduced · −104 sh
8Alphabet Inc
CAP STK CL A
$12.3M34.4K
4.1%
−2.8%
Reduced · −989 sh
9Corning Inc
COM
$11.1M43.4K
3.7%
+125%
Added · +24K sh
10Microsoft Corp
COM
$9.5M25.4K
3.1%
+0.1%
Added · +13 sh
11Crowdstrike Hldgs Inc
CL A
$9.0M11.8K
3.0%
~0%
Reduced · −5 sh
12Palo Alto Networks Inc
COM
$8.1M23.7K
2.7%
Held
13Marriott Intl Inc New
CL A
$6.9M18.5K
2.3%
−1.1%
Reduced · −202 sh
14Ge Vernova Inc
COM
$6.8M5.8K
2.3%
−2.8%
Reduced · −170 sh
15Meta Platforms Inc
CL A
$5.5M9.7K
1.8%
−0.4%
Reduced · −44 sh
16Amazon Com Inc
COM
$5.3M22.3K
1.8%
−4.0%
Reduced · −921 sh
17Schwab Strategic TR
INTERNL DIVID
$5.3M167.4K
1.8%
+0.6%
Added · +1K sh
18McDonalds Corp
COM
$5.0M18.6K
1.7%
−3.1%
Reduced · −599 sh
19Snowflake Inc
COM SHS
$4.3M16.8K
1.4%
Held
20Lowes Cos Inc
COM
$4.1M18.7K
1.4%
−0.5%
Reduced · −101 sh
21JPMorgan Chase & Co
COM
$3.7M11.4K
1.2%
+0.1%
Added · +15 sh
22Vanguard Whitehall FDS
INTL HIGH ETF
$3.7M38.0K
1.2%
+0.3%
Added · +136 sh
23Vistra Corp
COM
$3.6M22.8K
1.2%
Held
24Walmart Inc
COM
$3.4M30.0K
1.1%
−3.0%
Reduced · −927 sh
25Johnson & Johnson
COM
$3.4M13.4K
1.1%
−0.5%
Reduced · −66 sh
26Vanguard Whitehall FDS
INTL DVD ETF
$3.3M35.7K
1.1%
−0.1%
Reduced · −49 sh
27Lockheed Martin Corp
COM
$3.2M6.2K
1.1%
Held
28Toll Brothers Inc
COM
$3.1M18.9K
1.0%
−0.2%
Reduced · −40 sh
29RTX Corporation
COM
$2.6M13.9K
0.9%
+238%
Added · +10K sh
30Union Pac Corp
COM
$2.6M9.6K
0.9%
Held
31Realty Income Corp
COM
$2.6M41.8K
0.9%
+0.1%
Added · +50 sh
32Home Depot Inc
COM
$2.5M7.1K
0.8%
+0.5%
Added · +33 sh
33Amgen Inc
COM
$2.0M5.5K
0.7%
+0.2%
Added · +10 sh
34Salesforce Inc
COM
$1.6M9.9K
0.5%
−5.9%
Reduced · −626 sh
35Servicenow Inc
COM
$1.5M15.5K
0.5%
−0.8%
Reduced · −125 sh
36Schwab Strategic TR
US AGGREGATE B
$1.3M55.0K
0.4%
−0.5%
Reduced · −250 sh
37Alphabet Inc
CAP STK CL C
$1.2M3.4K
0.4%
−23%
Reduced · −998 sh
38Chevron Corporation
COM
$1.1M6.6K
0.4%
−0.3%
Reduced · −17 sh
39Tesla Inc
COM
$1.1M2.6K
0.4%
Held
40Exxon Mobil Corp
COM
$1.0M7.4K
0.3%
−0.9%
Reduced · −65 sh
41Ford MTR Co
COM
$991K71.3K
0.3%
−1.4%
Reduced · −998 sh
42Schwab Strategic TR
US LCAP GR ETF
$966K28.6K
0.3%
−1.1%
Reduced · −309 sh
43General Dynamics Corp
COM
$919K2.6K
0.3%
Held
44Coca Cola Co
COM
$892K11.0K
0.3%
Held
45Newmont Corp
COM
$804K8.6K
0.3%
−1.1%
Reduced · −99 sh
46Procter & Gamble Co
COM
$787K5.4K
0.3%
+0.5%
Added · +25 sh
47Kinder Morgan Inc Del
COM
$753K23.5K
0.2%
Held
48Quest Diagnostics Inc
COM
$695K3.3K
0.2%
Held
49Schwab Strategic TR
US DIVIDEND EQ
$691K21.8K
0.2%
−1.5%
Reduced · −332 sh
50BlackRock Enhanced Equity Di
COM
$637K66.6K
0.2%
Held
Showing 50 of 61 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 6, 202661$301.8M13F-HR
Q1 2026Mar 31, 2026Apr 30, 202664$257.9M13F-HR
Q4 2025Dec 31, 2025Jan 6, 202666$268.3M13F-HR
Q3 2025Sep 30, 2025Oct 21, 202567$269.5M13F-HR
Q2 2025Jun 30, 2025Jul 30, 202565$244.7M13F-HR
Q1 2025Mar 31, 2025Apr 30, 202562$222.8M13F-HR
Q4 2024Dec 31, 2024Jan 28, 202563$235.2M13F-HR
Q3 2024Sep 30, 2024Oct 28, 202461$211.6M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.