Filed: 5/11/2026ACC: 0001861159-26-000002
π What this filing means
O'NEIL GLOBAL ADVISORS, INC. filed this quarterly 13FβHR report disclosing 12 equity positions with a total reported market value of $14.43M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
12
Positions
$14.43M
Total AUM (reported)
371.62K
Total Shares
Allocation by class
COM$14.43M100.0%
Portfolio Concentration
Top 3$7.72M53.5%
4β10$6.31M43.7%
11β25$399.6K2.8%
Top 3 weight
53.5%
Top 10 weight
97.2%
Voting Authority Distribution
Total shares with voting rights: 371.62K
Sole
Full voting authority
371.62K
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole12
Shared0
Other0
Dominant voting typeSole Β· 100.0% of voting shares
Institutional Holdings12
Rows:
Viavi Solutions Inc
SOLEShares144.93K
TypeSH
Market value$4.82M
33.42%
Sole
144.93K
Shared
0.00
None
0.00
CNX Resources Corp
SOLEShares41.55K
TypeSH
Market value$1.60M
11.10%
Sole
41.55K
Shared
0.00
None
0.00
Ciena Corporation
SOLEShares3.33K
TypeSH
Market value$1.29M
8.97%
Sole
3.33K
Shared
0.00
None
0.00
Lumentum Holdings Inc
SOLEShares1.69K
TypeSH
Market value$1.19M
8.22%
Sole
1.69K
Shared
0.00
None
0.00
Invesco Qqq Trust Sr 1
SOLEShares1.83K
TypeSH
Market value$1.06M
7.32%
Sole
1.83K
Shared
0.00
None
0.00
Ericsson L M Tel Adr
SOLEShares88.10K
TypeSH
Market value$992.8K
6.88%
Sole
88.10K
Shared
0.00
None
0.00
Pan American Silver Corp
SOLEShares16.32K
TypeSH
Market value$891.8K
6.18%
Sole
16.32K
Shared
0.00
None
0.00
Keysight Technologies
SOLEShares3.13K
TypeSH
Market value$884.9K
6.13%
Sole
3.13K
Shared
0.00
None
0.00
Figs Inc Cl A
SOLEShares58.50K
TypeSH
Market value$864.1K
5.99%
Sole
58.50K
Shared
0.00
None
0.00
Caterpillar Inc
SOLEShares616.00
TypeSH
Market value$436.4K
3.02%
Sole
616.00
Shared
0.00
None
0.00
GE Vernova Inc
SOLEShares406.00
TypeSH
Market value$354.4K
2.46%
Sole
406.00
Shared
0.00
None
0.00
Butterfly Network Cl A
SOLEShares11.20K
TypeSH
Market value$45.2K
0.31%
Sole
11.20K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting β Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Viavi Solutions IncSOLE | COM | 144.93K | SH | $4.82M 33.42% | 144.93K | 0.00 | 0.00 |
CNX Resources CorpSOLE | COM | 41.55K | SH | $1.60M 11.10% | 41.55K | 0.00 | 0.00 |
Ciena CorporationSOLE | COM | 3.33K | SH | $1.29M 8.97% | 3.33K | 0.00 | 0.00 |
Lumentum Holdings IncSOLE | COM | 1.69K | SH | $1.19M 8.22% | 1.69K | 0.00 | 0.00 |
Invesco Qqq Trust Sr 1SOLE | COM | 1.83K | SH | $1.06M 7.32% | 1.83K | 0.00 | 0.00 |
Ericsson L M Tel AdrSOLE | COM | 88.10K | SH | $992.8K 6.88% | 88.10K | 0.00 | 0.00 |
Pan American Silver CorpSOLE | COM | 16.32K | SH | $891.8K 6.18% | 16.32K | 0.00 | 0.00 |
Keysight TechnologiesSOLE | COM | 3.13K | SH | $884.9K 6.13% | 3.13K | 0.00 | 0.00 |
Figs Inc Cl ASOLE | COM | 58.50K | SH | $864.1K 5.99% | 58.50K | 0.00 | 0.00 |
Caterpillar IncSOLE | COM | 616.00 | SH | $436.4K 3.02% | 616.00 | 0.00 | 0.00 |
GE Vernova IncSOLE | COM | 406.00 | SH | $354.4K 2.46% | 406.00 | 0.00 | 0.00 |
Butterfly Network Cl ASOLE | COM | 11.20K | SH | $45.2K 0.31% | 11.20K | 0.00 | 0.00 |