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Portfolio (Quarterly) Guide ↗

O'Domhnaill Enterprises, Inc.

· CIK 0002020582
13F Portfolio $107M AUM 59 positions Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q4 2025 · All 59 New
Page 3 of 3  ·  59 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TPL TEXAS PACIFIC Energy 189.0 $54K 0.05% NEW $287.22 +36.1%
42 SPYV STATE STREET 761.0 $43K 0.04% NEW $56.81 +6.0%
43 SPYG STATE STREET 350.0 $37K 0.04% NEW $106.70 +9.6%
44 KHC KRAFT HEINZ Consumer Defensive 1,425.0 $35K 0.03% NEW $24.25 -3.9%
45 AEP AMERICAN ELECTRIC Utilities 273.0 $31K 0.03% NEW $115.31 +11.8%
46 PG PROCTER & GAMBLE Consumer Defensive 209.0 $30K 0.03% NEW $143.31 -1.0%
47 O REALTY INCOME Real Estate 390.0 $22K 0.02% NEW $56.37 +10.6%
48 AMGN AMGEN INC Healthcare 64.0 $21K 0.02% NEW $327.31 +0.9%
49 TSCO TRACTOR SUPPLY Consumer Cyclical 252.0 $13K 0.01% NEW $50.01 -36.8%
50 HON HONEYWELL INTL Industrials 58.0 $11K 0.01% NEW $195.09 +11.7%
51 PRU PRUDENTIAL FINANCIAL Financial Services 82.0 $9K 0.01% NEW $112.88 -10.1%
52 CEG CONSTELLATION ENERGY Utilities 19.0 $7K 0.01% NEW $353.26 -26.8%
53 DUK DUKE ENERGY Utilities 38.0 $4K 0.00% NEW $117.21 +6.1%
54 THOMSON REUTERS 23.0 $3K 0.00% NEW $131.87
55 EXC EXELON CORP Utilities 55.0 $2K 0.00% NEW $43.58 +2.3%
56 PPTA PERPETUA RESOURCES Basic Materials 58.0 $1K 0.00% NEW $24.21 +3.6%
57 SO SOUTHERN COMPANY Utilities 15.0 $1K 0.00% NEW $87.20 +8.8%
58 TSLA TESLA INC Consumer Cyclical 2.0 $899.0 0.00% NEW $449.50 -10.6%
59 SOLS SOLSTICE ADVANCED Basic Materials 14.0 $680.0 0.00% NEW $48.57 +66.2%
Page 3 of 3  ·  59 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 27.6%
Basic Materials 18.9%
Consumer Defensive 14.8%
Energy 12.0%
Industrials 10.5%
Technology 8.0%
Consumer Cyclical 3.2%
Healthcare 2.7%
Communication Services 2.2%
Utilities 0.0%