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O'KEEFE STEVENS ADVISORY, INC. 13F portfolio summary

O'KEEFE STEVENS ADVISORY, INC. of O'KEEFE STEVENS ADVISORY, INC. has 75 current stock holdings with a reported portfolio value of $404.7M. The portfolio 1 year return is +35.61%. Top holdings include UPS (0.00%), NVDA (16.42%), HCC (7.04%), GLW (6.29%), AER (5.20%).

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O'KEEFE STEVENS ADVISORY, INC.

O'KEEFE STEVENS ADVISORY, INC.
Latest filing: 2026-03-31

O'KEEFE STEVENS ADVISORY, INC. runs O'KEEFE STEVENS ADVISORY, INC. and currently holds 75 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $404.74M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. O'KEEFE STEVENS ADVISORY, INC. ranks #110 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, O'KEEFE STEVENS ADVISORY, INC.'s portfolio at O'KEEFE STEVENS ADVISORY, INC. has delivered returns of +35.61%. Their 3-year annualized return is +130.76%. Looking at the 5-year horizon, O'KEEFE STEVENS ADVISORY, INC. has achieved +161.16% annualized returns at O'KEEFE STEVENS ADVISORY, INC..

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+35.61%
#296/1000
3 Year
+130.76%
#141/1000
5 Year
+161.16%
#87/1000

Portfolio Value

$404.74M

Alpha Score

111.3

#110 of 1000

Holdings

75

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change