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O'NEIL GLOBAL ADVISORS, INC. 13F portfolio summary

O'NEIL GLOBAL ADVISORS, INC. of O'NEIL GLOBAL ADVISORS, INC. has 62 current stock holdings with a reported portfolio value of $447.1M. The portfolio 1 year return is +38.88%. Top holdings include LLY (21.37%), GOOGL (15.21%), TSLA (7.72%), FTAI (4.23%), CRWD (4.13%).

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O'NEIL GLOBAL ADVISORS, INC.

O'NEIL GLOBAL ADVISORS, INC.
Latest filing: 2026-06-30

O'NEIL GLOBAL ADVISORS, INC. runs O'NEIL GLOBAL ADVISORS, INC. and currently holds 62 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $447.11M. Their top holdings are LLY, GOOGL, TSLA, FTAI, CRWD. The top five represent 52.7% of reported portfolio weight. O'NEIL GLOBAL ADVISORS, INC. ranks #20 out of 1000 investors tracked by Alpha Score. In the most recent quarter, O'NEIL GLOBAL ADVISORS, INC. initiated 43 new positions. They added to 18 existing positions. They trimmed 1 position. Their current best-performing preview position is CAT with returns of +50.31%.

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Top 5 Holdings
LLY21.4%
GOOGL15.2%
TSLA7.7%
FTAI4.2%
CRWD4.1%
Top 5: 52.7%
Portfolio Returns
1 Year
+38.88%
#240/1000
3 Year
+311.31%
#29/1000
5 Year
+473.38%
#15/1000

Portfolio Value

$447.11M

Alpha Score

292.6

#20 of 1000

Holdings

62

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62 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
LLY
Eli Lilly & Co
21.37%$1,199.43$1,254.77+4.61%
Added
+100.00%
GOOGL
Alphabet Inc Cl A
15.21%$357.37$344.82-3.51%
Added
+100.00%
TSLA
Tesla Inc
7.72%$420.60$362.86-13.73%
Added
+100.00%
FTAI
FTAI Aviation Ltd
4.23%$270.53$209.70-22.49%
New Buy
CRWD
Crowdstrike Holdings A
4.13%$190.79$191.95+0.61%
New Buy
IRM
Iron Mountain Inc
3.20%$126.31$121.99-3.42%
New Buy
SNOW
Snowflake Inc Cl A
2.95%$254.50$332.55+30.67%
New Buy
AMZN
Amazon.com Inc
2.73%$238.34$258.63+8.51%
Added
+100.00%
INTC
Intel Corp
2.50%$139.63$90.07-35.49%
New Buy
MXL
Maxlinear Inc
2.28%$128.03$66.61-47.97%
New Buy

Showing 1-10 of 62