OMC Financial Services LTD

Est. AUM

$257.9M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	NVIDIA CORPORATION	COM	$30.6M	175435	11.86%	SOLE
2	APPLE INC	COM	$27.1M	106872	10.51%	SOLE
3	MASTERCARD INCORPORATED	CL A	$16.4M	32922	6.38%	SOLE
4	VISA INC	COM CL A	$15.6M	51510	6.04%	SOLE
5	SPDR GOLD TR	GOLD SHS	$15.0M	34804	5.81%	SOLE
6	ABBVIE INC	COM	$11.7M	53921	4.55%	SOLE
7	ALPHABET INC	CAP STK CL A	$10.2M	35354	3.94%	SOLE
8	ADVANCED MICRO DEVICES INC	COM	$9.5M	46875	3.70%	SOLE
9	MICROSOFT CORP	COM	$9.4M	25340	3.64%	SOLE
10	MARRIOTT INTL INC NEW	CL A	$6.1M	18734	2.38%	SOLE
11	MCDONALDS CORP	COM	$6.0M	19158	2.31%	SOLE
12	META PLATFORMS INC	CL A	$5.6M	9778	2.17%	SOLE
13	SCHWAB STRATEGIC TR	INTERNL DIVID	$5.3M	166350	2.04%	SOLE
14	GE VERNOVA INC	COM	$5.2M	5991	2.03%	SOLE
15	AMAZON COM INC	COM	$4.8M	23260	1.88%	SOLE
16	CROWDSTRIKE HLDGS INC	CL A	$4.6M	11809	1.79%	SOLE
17	LOWES COS INC	COM	$4.4M	18756	1.72%	SOLE
18	WALMART INC	COM	$3.8M	30902	1.49%	SOLE
19	PALO ALTO NETWORKS INC	COM	$3.8M	23680	1.47%	SOLE
20	LOCKHEED MARTIN CORP	COM	$3.8M	6235	1.46%	SOLE
21	VANGUARD WHITEHALL FDS	INTL HIGH ETF	$3.6M	37821	1.38%	SOLE
22	VISTRA CORP	COM	$3.4M	22805	1.33%	SOLE
23	JPMORGAN CHASE & CO	COM	$3.4M	11435	1.30%	SOLE
24	JOHNSON & JOHNSON	COM	$3.3M	13428	1.27%	SOLE
25	VANGUARD WHITEHALL FDS	INTL DVD ETF	$3.2M	35789	1.23%	SOLE
26	CORNING INC	COM	$2.6M	19240	1.01%	SOLE
27	TOLL BROTHERS INC	COM	$2.6M	18918	1.00%	SOLE
28	REALTY INCOME CORP	COM	$2.6M	41732	0.99%	SOLE
29	SNOWFLAKE INC	COM SHS	$2.5M	16751	0.98%	SOLE
30	UNION PAC CORP	COM	$2.3M	9649	0.91%	SOLE
31	HOME DEPOT INC	COM	$2.3M	7032	0.90%	SOLE
32	NETFLIX INC.	COM	$2.2M	22825	0.85%	SOLE
33	SALESFORCE INC	COM	$2.0M	10561	0.76%	SOLE
34	AMGEN INC	COM	$1.9M	5465	0.75%	SOLE
35	SERVICENOW INC	COM	$1.6M	15643	0.63%	SOLE
36	CHEVRON CORPORATION	COM	$1.4M	6600	0.53%	SOLE
37	SCHWAB STRATEGIC TR	US AGGREGATE B	$1.3M	55300	0.50%	SOLE
38	ALPHABET INC	CAP STK CL C	$1.3M	4430	0.49%	SOLE
39	EXXON MOBIL CORP	COM	$1.3M	7482	0.49%	SOLE
40	TESLA INC	COM	$952K	2562	0.37%	SOLE
41	NEWMONT CORP	COM	$943K	8712	0.37%	SOLE
42	GENERAL DYNAMICS CORP	COM	$891K	2595	0.35%	SOLE
43	SCHWAB STRATEGIC TR	US LCAP GR ETF	$841K	28859	0.33%	SOLE
44	COCA COLA CO	COM	$835K	10979	0.32%	SOLE
45	FORD MTR CO	COM	$834K	72311	0.32%	SOLE
46	RTX CORPORATION	COM	$795K	4123	0.31%	SOLE
47	KINDER MORGAN INC DEL	COM	$790K	23548	0.31%	SOLE
48	PROCTER & GAMBLE CO	COM	$771K	5339	0.30%	SOLE
49	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$678K	22115	0.26%	SOLE
50	QUEST DIAGNOSTICS INC	COM	$643K	3279	0.25%	SOLE

1–50 of 64

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.