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Holdings (Monthly) Guide ↗

Old Westbury Large Cap Strategies Fund

· Old Westbury Funds Inc
Monthly Holdings $25.5B AUM 68 positions Period Jul 2026 Filed Sep 22, 2026 EDGAR ↗ ← All Funds
All 322 New 32 Added 68 Reduced 19 Exited · Jul 2026 vs Jan 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 ALPHABET INC GOOG Apr 2024 2,861,487 -706,726 $1.02B -15.5% 4.01% EC
2 BROADCOM INC AVGO Apr 2024 1,367,673 -465,424 $532.4M -12.3% 2.09% EC
3 JP MORGAN CHASE & COMPANY JPM Apr 2024 1,379,438 -107,705 $485.3M +6.7% 1.90% EC
4 CHEVRON CORP CVX Apr 2024 1,536,336 -95,732 $302.4M +4.7% 1.19% EC
5 Money Market Obligations Trust UTPXX Apr 2024 284,808,529 -200,776,492 $284.8M -41.3% 1.12% STIV
6 CISCO SYSTEMS INC CSCO Apr 2024 1,751,028 -151,284 $203.1M +36.3% 0.80% EC
7 CITIGROUP INC C Apr 2024 1,337,082 -171,812 $177.1M +1.4% 0.70% EC
8 PROLOGIS INC PLD Jan 2026 1,007,395 -16,604 $145.7M +9.0% 0.57% EC
9 MICRON TECHNOLOGY INC MU Jan 2026 169,152 -6,376 $139.2M +91.2% 0.55% EC
10 HOWMET AEROSPACE INC HWM Apr 2024 486,341 -6,916 $137.3M +33.7% 0.54% EC
11 KINDER MORGAN INC KMI Jan 2026 4,230,328 -61,131 $136.1M +4.0% 0.53% EC
12 MORGAN STANLEY MS Apr 2024 615,195 -168,559 $129.4M -9.6% 0.51% EC
13 TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY LTD TSM Jan 2026 314,123 -15,222 $127.0M +16.6% 0.50% EC
14 BANK OF AMERICA CORP BAC Apr 2024 1,973,894 -28,276 $122.3M +14.8% 0.48% EC
15 ABBVIE INC ABBV Apr 2024 457,061 -116,325 $114.7M -10.3% 0.45% EC
16 METLIFE INC MET Apr 2024 1,183,159 -16,901 $113.7M +20.2% 0.45% EC
17 WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP WAB Apr 2024 385,019 -217,093 $112.0M -19.2% 0.44% EC
18 KENVUE INC KVUE Apr 2024 4,858,769 -616,710 $93.5M -1.9% 0.37% EC
19 PHILIP MORRIS INTERNATIONAL INC PM Apr 2024 479,309 -3,200 $91.5M +5.6% 0.36% EC
20 UNION PACIFIC CORP UNP Apr 2024 304,739 -62,515 $89.0M +3.1% 0.35% EC
21 HOME DEPOT INC (THE) HD Apr 2024 260,937 -33,078 $86.6M -21.4% 0.34% EC
22 AMETEK INC AME Apr 2024 334,179 -4,453 $80.8M +6.5% 0.32% EC
23 QUANTA SERVICES INC PWR Apr 2024 119,289 -37,694 $79.6M +6.8% 0.31% EC
24 WEC ENERGY GROUP INC WEC Apr 2024 701,614 -9,861 $76.8M -2.5% 0.30% EC
25 MERCK & COMPANY INC MRK Apr 2024 569,028 -711,086 $74.1M -47.5% 0.29% EC
26 COCA-COLA COMPANY (THE) KO Apr 2024 826,221 -11,271 $72.4M +15.5% 0.28% EC
27 WALMART INC WMT Apr 2024 648,348 -8,963 $72.1M -7.9% 0.28% EC
28 J.B. HUNT TRANSPORT SERVICES INC JBHT Jan 2026 260,791 -304,141 $70.9M -38.1% 0.28% EC
29 DUKE ENERGY CORP DUK Apr 2024 533,491 -207,412 $66.9M -25.6% 0.26% EC
30 AXON ENTERPRISE INC AXON Apr 2024 118,756 -13,000 $62.7M -1.6% 0.25% EC
31 TORONTO DOMINION BANK (THE) TD Apr 2024 485,307 -29,000 $58.2M +21.0% 0.23% EC
32 VISA INC V Apr 2024 153,962 -343,058 $56.4M -64.8% 0.22% EC
33 MERCADOLIBRE INC MELI Apr 2024 27,367 -6,493 $51.4M -29.3% 0.20% EC
34 SHOPIFY INC SHOP Apr 2024 437,107 -46,200 $51.2M -19.3% 0.20% EC
35 PROCTER & GAMBLE COMPANY (THE) PG Apr 2024 352,297 -37,392 $50.9M -13.9% 0.20% EC
36 JOHNSON & JOHNSON JNJ Apr 2024 194,661 -173,736 $49.9M -40.4% 0.20% EC
37 INTUITIVE SURGICAL INC ISRG Apr 2024 123,687 -45,157 $43.7M -48.7% 0.17% EC
38 DEERE & COMPANY DE Apr 2024 72,452 -33,144 $42.9M -23.0% 0.17% EC
39 TC ENERGY CORP TRP Apr 2024 615,772 -2,733 $41.5M +14.3% 0.16% EC
40 CARLISLE COMPANIES INC CSL Jan 2026 106,196 -11,500 $38.2M -4.7% 0.15% EC
41 SAMSARA INC IOT Jan 2026 976,131 -100,500 $36.4M +20.5% 0.14% EC
42 UNITED RENTALS INC URI Apr 2024 33,286 -62,437 $35.9M -52.0% 0.14% EC
43 INTERCONTINENTAL EXCHANGE INC ICE Jan 2026 225,843 -24,800 $34.4M -20.9% 0.14% EC
44 DOLLARAMA INC DOL Jan 2026 247,948 -27,239 $33.8M -8.9% 0.13% EC
45 QUEBECOR INC QBR/B Apr 2024 709,391 -128,344 $32.8M +7.4% 0.13% EC
46 LOBLAW COMPANIES LTD L Apr 2024 694,205 -125,596 $32.6M -11.7% 0.13% EC
47 AGILENT TECHNOLOGIES INC A Apr 2024 218,071 -337,328 $30.2M -59.4% 0.12% EC
48 APPLOVIN CORP APP Jan 2026 64,015 -6,900 $25.3M -24.5% 0.10% EC
49 TRUIST FINANCIAL CORP TFC Apr 2024 484,862 -600,521 $25.1M -55.0% 0.10% EC
50 BELL CANADA ENTERPRISES INC BCE Apr 2024 1,123,435 -203,253 $24.4M -28.9% 0.10% EC
51 BUILDERS FIRSTSOURCE INC BLDR Apr 2024 302,152 -33,300 $20.1M -47.7% 0.08% EC
52 PRUDENTIAL FINANCIAL INC PRU Apr 2024 125,129 -370,303 $15.3M -72.2% 0.06% EC
53 WASTE MANAGEMENT INC WM Apr 2024 60,429 -267,054 $13.7M -81.2% 0.05% EC
54 AMERICAN TOWER CORP AMT Apr 2024 62,236 -97,322 $10.8M -62.3% 0.04% EC
55 L3HARRIS TECHNOLOGIES INC LHX Apr 2024 31,625 -277,177 $8.8M -91.7% 0.03% EC
56 SERVICENOW INC NOW Apr 2024 43,849 -282,391 $4.9M -87.2% 0.02% EC
57 MOTOROLA SOLUTIONS INC MSI Apr 2024 9,285 -85,332 $4.0M -89.4% 0.02% EC
58 FORTINET INC FTNT Apr 2024 24,877 -892,186 $4.0M -94.6% 0.02% EC
59 BOEING COMPANY (THE) BA Jan 2026 16,555 -587,332 $3.6M -97.5% 0.01% EC
60 BLACKSTONE INC BX Apr 2024 19,405 -379,000 $2.5M -95.6% 0.01% EC
61 QUALCOMM INC QCOM Apr 2024 15,263 -589,431 $2.3M -97.5% 0.01% EC
62 NATIONAL BANK OF CANADA NA Apr 2024 12,951 -1,439 $2.1M +22.2% 0.01% EC
63 HERSHEY COMPANY (THE) HSY Apr 2024 11,315 -100,071 $2.0M -90.9% 0.01% EC
64 GREAT-WEST LIFECO INC GWO Apr 2024 29,088 -3,232 $1.9M +27.5% 0.01% EC
65 FAIRFAX FINANCIAL HOLDINGS LTD FFH Apr 2024 994 -111 $1.7M -8.7% 0.01% EC
66 VOLVO AB VOLVA Apr 2024 33,444 -3,716 $1.3M -5.1% 0.01% EC
67 TELEFONICA SA TEF Apr 2024 221,062 -24,563 $913K -8.2% 0.00% EC
68 INTACT FINANCIAL CORP IFC Apr 2024 3,348 -372 $657K -2.9% 0.00% EC