O'Neil Global Advisors, Inc.

All 13F Filings

Location
Los Angeles, CA
Most recent 13F
Q1 2026
Holdings value ($000)
14,433
Description
Website
Founded
Chairman
CEO
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
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 13.38 K 92.7% 0 277.2 K -277.2 K
ETFs 1.057 K 7.3% 1.057 K 0 1.057 K
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Fund Snapshot

Q1 2026
Latest filed
5/11/2026
Total value ($000)
14,433
Holdings
12
QoQ value change ($000)
-276,179 (-95.0%)
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.