OV Management LLC

data from 30/09/2025

Capitalization

$ 117.915 M -1.21 %

Average holding period

6 ans

Performance

$ 31.498 M 22.39 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in OV Management LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 PSBD Palmer Square Capital BDC Inc 38.81% 45.768 M $ 3730065 2024/09/30 -6.304 M $ -12.11 %
2025/09/30 NVDA Nvidia Corporation 5.54% 6.530 M $ 34998 2023/12/31 1.003 M $ 18.10 %
2025/09/30 MSFT Microsoft Corp 4.95% 5.839 M $ 11274 2023/12/31 224.296 K $ 4.13 %
2025/09/30 AAPL Apple Inc 3.88% 4.571 M $ 17952 2023/12/31 880.833 K $ 24.11 %
2025/09/30 GOOGL Alphabet Inc 3.14% 3.702 M $ 15227 2023/12/31 972.022 K $ 37.94 %
2025/09/30 AMZN Amazon Com Inc 2.59% 3.053 M $ 13904 2023/12/31 2.215 K $ 0.08 %
2025/09/30 META Meta Platforms Inc 2.49% 2.935 M $ 3996 2023/12/31 -14.687 K $ -0.50 %
2025/09/30 V Visa Inc 1.73% 2.045 M $ 5990 2023/12/31 -84.302 K $ -3.85 %
2025/09/30 AVGO Broadcom Inc 1.53% 1.802 M $ 5461 2023/12/31 271.571 K $ 19.68 %
2025/09/30 TXN Texas Instrs Inc 1.27% 1.497 M $ 8147 2023/12/31 -193.317 K $ -11.51 %
2025/09/30 PSTG Pure Storage Inc 1.24% 1.464 M $ 17465 2024/06/30 236.515 K $ 45.55 %
2025/09/30 NOW Servicenow Inc 1.20% 1.420 M $ 1543 2023/12/31 -140.032 K $ -10.49 %
2025/09/30 MS MORGAN STANLEY COM STK USD0.01 1.16% 1.365 M $ 8586 2025/06/30 154.429 K $ 12.85 %
2025/09/30 IBM International Business Machs 1.06% 1.250 M $ 4430 2023/12/31 -56.158 K $ -4.28 %
2025/09/30 JNJ Johnson & Johnson 1.03% 1.212 M $ 6539 2023/12/31 212.910 K $ 21.39 %
2025/09/30 HSY Hershey Co 0.99% 1.168 M $ 6244 2023/12/31 131.579 K $ 12.71 %
2025/09/30 TJX TJX Cos Inc New 0.98% 1.159 M $ 8021 2023/12/31 169.431 K $ 17.05 %
2025/09/30 ABT Abbott Labs 0.97% 1.140 M $ 8509 2023/12/31 -17.568 K $ -1.52 %
2025/09/30 WEC WEC ENERGY GROUP INC 0.95% 1.116 M $ 9742 2024/09/30 100.731 K $ 9.97 %
2025/09/30 ROL ROLLINS INC 0.94% 1.104 M $ 18787 2025/09/30 0.000 $ 0.00 %
2025/09/30 ALL Allstate Corp 0.93% 1.101 M $ 5128 2024/03/31 68.407 K $ 6.63 %
2025/09/30 DAL Delta Air Lines Inc 0.93% 1.099 M $ 19359 2024/03/31 145.525 K $ 15.39 %
2025/09/30 INTU INTUIT 0.92% 1.080 M $ 1582 2025/03/31 -164.200 K $ -13.30 %
2025/09/30 MDT Medtronic Plc 0.90% 1.059 M $ 11124 2023/12/31 89.544 K $ 9.26 %
2025/09/30 FANG Diamondback Energy Inc 0.89% 1.044 M $ 7299 2023/12/31 41.376 K $ 4.15 %
2025/09/30 MCD McDonalds Corp 0.89% 1.044 M $ 3436 2023/12/31 40.070 K $ 4.01 %
2025/09/30 HD Home Depot Inc 0.86% 1.012 M $ 2498 2023/12/31 95.950 K $ 10.51 %
2025/09/30 MA Mastercard Incorporated 0.86% 1.010 M $ 1775 2023/12/31 12.936 K $ 1.22 %
2025/09/30 NTAP NETAPP INC 0.85% 1.005 M $ 8486 2024/09/30 100.818 K $ 11.18 %
2025/09/30 PG PROCTER & GAMBLE CO 0.85% 1.005 M $ 6540 2025/09/30 0.000 $ 0.00 %
2025/09/30 DE Deere & Co 0.82% 971.678 K $ 2125 2023/12/31 -109.478 K $ -10.07 %
2025/09/30 MRK Merck & Co Inc 0.80% 943.289 K $ 11239 2023/12/31 53.285 K $ 6.03 %
2025/09/30 COST Costco WHSL Corp 0.80% 940.440 K $ 1016 2024/03/31 -64.953 K $ -6.50 %
2025/09/30 SPGI S P Global Inc 0.80% 939.837 K $ 1931 2023/12/31 -78.441 K $ -7.70 %
2025/09/30 CRM Salesforce Inc 0.79% 926.196 K $ 3908 2023/12/31 -138.155 K $ -13.09 %
2025/09/30 LPLA LPL FINL HLDGS INC 0.78% 923.880 K $ 2777 2025/03/31 -117.411 K $ -11.28 %
2025/09/30 AXON Axon Enterprises Inc 0.78% 915.709 K $ 1276 2024/03/31 -139.198 K $ -13.32 %
2025/09/30 AMD Advanced Micro Devices Inc 0.78% 914.599 K $ 5653 2023/12/31 111.344 K $ 14.02 %
2025/09/30 ZTS Zoetis Inc 0.77% 913.622 K $ 6244 2024/06/30 -59.888 K $ -6.18 %
2025/09/30 VRSK Verisk Analytics Inc 0.74% 873.997 K $ 3475 2023/12/31 -207.505 K $ -19.26 %
2025/09/30 NFLX Netflix Inc 0.66% 779.298 K $ 650 2023/12/31 -69.403 K $ -10.47 %
2025/09/30 PANW Palo Alto Networks Inc 0.57% 668.281 K $ 3282 2023/12/31 -2.538 K $ -0.50 %
2025/09/30 NET Cloudflare Inc 0.56% 657.075 K $ 3062 2023/12/31 56.880 K $ 9.58 %
2025/09/30 UPS United Parcel Service Inc 0.53% 619.375 K $ 7415 2023/12/31 -128.851 K $ -17.25 %
2025/09/30 CRWD Crowdstrike Hldgs Inc 0.52% 611.504 K $ 1247 2023/12/31 -19.800 K $ -3.72 %
2025/09/30 CALX Calix Inc 0.48% 560.983 K $ 9141 2023/12/31 74.053 K $ 15.38 %
2025/09/30 NTNX NUTANIX INC 0.47% 553.313 K $ 7438 2025/03/31 -12.722 K $ -2.68 %
2025/09/30 XYZ BLOCK INC 0.46% 539.496 K $ 7465 2025/03/31 32.081 K $ 6.39 %
2025/09/30 ADSK Autodesk Inc 0.44% 517.167 K $ 1628 2023/12/31 21.173 K $ 2.62 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR MFG CO LTD 0.40% 474.234 K $ 1698 2025/09/30 0.000 $ 0.00 %
2025/09/30 SNOW Snowflake Inc 0.37% 433.507 K $ 1922 2023/12/31 2.338 K $ 0.80 %
2025/09/30 DDOG Datadog Inc 0.35% 416.520 K $ 2925 2023/12/31 15.881 K $ 6.01 %
2025/09/30 VEEV Veeva Sys Inc 0.35% 409.328 K $ 1374 2023/12/31 27.079 K $ 3.45 %
2025/09/30 WDAY Workday Inc 0.29% 343.522 K $ 1427 2023/12/31 1.816 K $ 0.30 %
2025/09/30 ACN Accenture PLC Ireland 0.25% 291.728 K $ 1183 2023/12/31 -61.283 K $ -17.49 %
2025/09/30 ADBE Adobe Inc 0.15% 178.139 K $ 505 2023/12/31 -28.873 K $ -8.82 %
2025/09/30 RSPT MFC INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT TECHNOLOGY ETF 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 SBUX Starbucks Corp 0.00% 0.000 $ 0 2023/12/31 0.000 $ 0.00 %
2025/09/30 UNH Unitedhealth Group Inc 0.00% 0.000 $ 0 2023/12/31 0.000 $ 0.00 %