O'Neil Global Advisors, Inc.

All 13F Filings

Location
Los Angeles, CA
Most recent 13F
Q2 2026
Holdings value ($000)
447,108
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/10/2026 62 447,108 13F-HR O'Neil Global Advisors, Inc.
Q1 2026 5/11/2026 12 14,433 13F-HR O'Neil Global Advisors, Inc.
Q4 2025 2/10/2026 45 290,612 13F-HR O'Neil Global Advisors, Inc.
Q3 2025 11/10/2025 60 542,976 13F-HR O'Neil Global Advisors, Inc.
Q2 2025 8/11/2025 57 434,586 13F-HR O'Neil Global Advisors, Inc.
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 438.4 K 98.1% 425 K 0 425 K
ETFs 8.692 K 1.9% 7.635 K 0 7.635 K
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Fund Snapshot

Q2 2026
Latest filed
8/10/2026
Total value ($000)
447,108
Holdings
62
QoQ value change ($000)
432,675 (2997.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.