O'SHAUGHNESSY ASSET MANAGEMENT, LLC

PrivateCIK: 1423442
Location

STAMFORD, CT

2624
Positions
$20.12B
Total AUM (reported)
224.35M
Total Shares

Allocation by class

TOTAL AUM$20.12B2624 positions
COM$13.18B65.5%
CL A$771.36M3.8%
COM NEW$726.91M3.6%
SPONSORED ADR$451.52M2.2%
CAP STK CL A$381.04M1.9%
SPONSORED ADS$315.95M1.6%
CAP STK CL C$283.03M1.4%

Portfolio Concentration

Top 311.1%4–1010.2%11–2511.7%Rest67.0%TOP 1021.4%0%100%
Top 3$2.24B11.1%
4–10$2.06B10.2%
11–25$2.35B11.7%
Rest$13.47B67.0%

Top 3 weight

11.1%

Top 10 weight

21.4%

Voting Authority Distribution

Total shares with voting rights: 224.35M

Sole

Full voting authority

224.09M

shares

% of voting shares99.9%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

260.67K

shares

% of voting shares0.1%

Investment Discretion (by position count)

Sole2497
Shared0
Other127
Dominant voting typeSole · 99.9% of voting shares
Institutional Holdings2624
Rows:

APPLE INC

SOLE
COM
Shares3.64M
TypeSH
Market value$924.32M
4.59%
Sole
3.64M
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares4.74M
TypeSH
Market value$826.02M
4.10%
Sole
4.73M
Shared
0.00
None
6.09K

MICROSOFT CORP

SOLE
COM
Shares1.32M
TypeSH
Market value$486.82M
2.42%
Sole
1.32M
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares1.33M
TypeSH
Market value$381.04M
1.89%
Sole
1.33M
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares1.75M
TypeSH
Market value$364.66M
1.81%
Sole
1.75M
Shared
0.00
None
0.00

BROADCOM INC

SOLE
COM
Shares978.17K
TypeSH
Market value$302.75M
1.50%
Sole
978.17K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL C
Shares986.65K
TypeSH
Market value$283.03M
1.41%
Sole
956.65K
Shared
0.00
None
30K

ISHARES TR

SOLE
CORE US AGGBD ET
Shares2.53M
TypeSH
Market value$251.51M
1.25%
Sole
2.53M
Shared
0.00
None
0.00

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares370.14K
TypeSH
Market value$240.72M
1.20%
Sole
370.14K
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
CL A
Shares412.64K
TypeSH
Market value$236.08M
1.17%
Sole
412.64K
Shared
0.00
None
0.00

EXXON MOBIL CORP

OTR
COM
Shares1.30M
TypeSH
Market value$219.84M
1.09%
Sole
1.30M
Shared
0.00
None
0.00

JPMORGAN CHASE & CO

SOLE
COM
Shares733.16K
TypeSH
Market value$215.67M
1.07%
Sole
733.16K
Shared
0.00
None
0.00

WALMART INC

OTR
COM
Shares1.56M
TypeSH
Market value$193.74M
0.96%
Sole
1.55M
Shared
0.00
None
10.03K

TESLA INC

SOLE
COM
Shares506.13K
TypeSH
Market value$188.15M
0.94%
Sole
506.13K
Shared
0.00
None
0.00

ELI LILLY & CO

SOLE
COM
Shares187.55K
TypeSH
Market value$172.50M
0.86%
Sole
187.55K
Shared
0.00
None
0.00

JOHNSON & JOHNSON

OTR
COM
Shares690.96K
TypeSH
Market value$168.90M
0.84%
Sole
690.96K
Shared
0.00
None
0.00

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares317.44K
TypeSH
Market value$152.12M
0.76%
Sole
317.44K
Shared
0.00
None
0.00

ALTRIA GROUP INC

OTR
COM
Shares2.22M
TypeSH
Market value$146.44M
0.73%
Sole
2.22M
Shared
0.00
None
0.00

VISA INC

SOLE
COM CL A
Shares477.92K
TypeSH
Market value$144.45M
0.72%
Sole
477.92K
Shared
0.00
None
0.00

TAIWAN SEMICONDUCTOR MANUFAC

SOLE
SPONSORED ADS
Shares409.37K
TypeSH
Market value$138.35M
0.69%
Sole
409.37K
Shared
0.00
None
0.00

HCA HEALTHCARE INC

OTR
COM
Shares277.83K
TypeSH
Market value$131.48M
0.65%
Sole
277.83K
Shared
0.00
None
0.00

COSTCO WHOLESALE CORPORATION

SOLE
COM
Shares123.16K
TypeSH
Market value$122.72M
0.61%
Sole
123.16K
Shared
0.00
None
0.00

TAPESTRY INC

OTR
COM
Shares861.95K
TypeSH
Market value$121.63M
0.60%
Sole
861.95K
Shared
0.00
None
0.00

ISHARES TR

SOLE
0-5 YR TIPS ETF
Shares1.16M
TypeSH
Market value$120.32M
0.60%
Sole
1.16M
Shared
0.00
None
0.00

CHEVRON CORPORATION

OTR
COM
Shares560.37K
TypeSH
Market value$115.94M
0.58%
Sole
560.37K
Shared
0.00
None
0.00
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