O'Neil Global Advisors, Inc. 13F Portfolio

EntityCategoryQoQ AUM ChangeAUM (13F)# of HoldingsPerformance RankEquities Trend
OG
O'Neil Global Advisors, Inc.
Institutional Filer 95.03%$14.4M12

Current Portfolio Holdings

Showing all 12 reported positions by value

#StockCompany NameSectorShares HeldMarket Value% of Portfolio
1VIAVViavi Solutions Inc.Technology145K$4.8M33.42%
2CNXCNX Resources CorporationEnergy42K$1.6M11.10%
3CIENCiena CorporationTechnology3K$1.3M8.97%
4LITELumentum Holdings Inc.Technology2K$1.2M8.22%
5QQQInvesco QQQ Trust2K$1.1M7.32%
6ERICTelefonaktiebolaget LM Ericsson (publ)Technology88K$993K6.88%
7PAASPan American Silver Corp.Basic Materials16K$892K6.18%
8KEYSKeysight Technologies, Inc.Technology3K$885K6.13%
9FIGSFIGS, Inc.Consumer Cyclical59K$864K5.99%
10CATCaterpillar Inc.Industrials616$436K3.02%
11GEVGE Vernova Inc.Utilities406$354K2.46%
12BFLYButterfly Network, Inc.Healthcare11K$45K0.31%
Showing 1 to 12 of 12 holdings
O'Neil Global Advisors, Inc. 13F Portfolio Holdings & Trades (Q1 2026) | VCP Scanner