Omc Financial Services LTD has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $265 Million distributed in 67 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $35.4M, Apple Inc. with a value of $30.8M, Mastercard Inc with a value of $19.9M, Visa Inc. with a value of $17.8M, and Microsoft Corp with a value of $12.5M.

Examining the 13F form we can see an increase of $23.9M in the current position value, from $242M to 265M.

Omc Financial Services LTD is based out at Dewitt, NY

Below you can find more details about Omc Financial Services LTD portfolio as well as his latest detailed transactions.

Portfolio value $265 Million
Technology: $107 Million
Financial Services: $43.5 Million
Consumer Cyclical: $27.9 Million
ETFs: $23.6 Million
Communication Services: $20.5 Million
Healthcare: $16.9 Million
Industrials: $8.41 Million
Utilities: $5.76 Million
Other: $11.5 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 67
  • Current Value $265 Million
  • Prior Value $242 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 21, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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