OV Management LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 27, 2026, for the 2025 Q4 period, OV Management LLC held in its portfolio 55 assets valued at $115,459,869 (i.e. $115.46M).
The most valuable assets in the portfolio included: Palmer Square Capital BDC Inc ($45.47M), Nvidia Corporation ($6.43M), and Microsoft Corp ($5.39M).
The chart below shows the top 10 valuable assets, and the table below shows the top 55 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
OV Management LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| Palmer Square Capital BDC Inc | 3730065 | 45469492 | COM |
| Nvidia Corporation | 34462 | 6427163 | COM |
| Microsoft Corp | 11135 | 5385109 | COM |
| Apple Inc | 17448 | 4743413 | COM |
| Alphabet Inc | 14994 | 4693122 | CAP STK CL A |
| Amazon Com Inc | 13694 | 3160849 | COM |
| Meta Platforms Inc | 3937 | 2598774 | CL A |
| Visa Inc | 5945 | 2084971 | COM CL A |
| Broadcom Inc | 5377 | 1860980 | COM |
| Texas Instrs Inc | 8104 | 1405963 | COM |
| Johnson & Johnson | 6539 | 1353246 | COM |
| TJX Cos Inc New | 8021 | 1232106 | COM |
| Advanced Micro Devices Inc | 5567 | 1192229 | COM |
| MORGAN STANLEY COM STK USD0.01 | 6686 | 1186966 | COM |
| Merck & Co Inc | 11239 | 1183017 | COM |
| Servicenow Inc | 7585 | 1161946 | COM |
| Pure Storage Inc | 17195 | 1152237 | COM CL A |
| Hershey Co | 6244 | 1136283 | COM |
| Delta Air Lines Inc | 16359 | 1135315 | COM |
| ROLLINS INC | 18787 | 1127596 | COM |
| Diamondback Energy Inc | 7299 | 1097259 | COM |
| Medtronic Plc | 11124 | 1068571 | COM |
| Allstate Corp | 5128 | 1067393 | COM |
| Abbott Labs | 8509 | 1066093 | COM |
| McDonalds Corp | 3436 | 1050145 | COM |
| INTUIT | 1582 | 1047948 | COM |
| WEC ENERGY GROUP INC | 9742 | 1027391 | COM |
| Salesforce Inc | 3850 | 1019904 | COM |
| S P Global Inc | 1931 | 1009121 | COM |
| Mastercard Incorporated | 1750 | 999040 | CL A |
| LPL FINL HLDGS INC | 2777 | 991861 | CL A |
| Deere & Co | 2125 | 989336 | COM |
| PROCTER & GAMBLE CO | 6540 | 937247 | COM |
| NETAPP INC | 8486 | 908766 | COM |
| International Business Machs | 3030 | 897516 | COM |
| Costco WHSL Corp | 1016 | 876137 | COM |
| Home Depot Inc | 2498 | 859562 | COM |
| Zoetis Inc | 6244 | 785620 | COM |
| Verisk Analytics Inc | 3475 | 777323 | COM |
| Axon Enterprises Inc | 1258 | 714456 | COM |
| Netflix Inc | 6403 | 600345 | COM |
| Palo Alto Networks Inc | 3235 | 595887 | COM |
| Cloudflare Inc | 3015 | 594407 | CL A COM |
| Crowdstrike Hldgs Inc | 1227 | 575169 | CL A |
| TAIWAN SEMICONDUCTOR MFG CO LTD | 1671 | 507800 | COM |
| BLOCK INC | 7351 | 478477 | COM CL A |
| Calix Inc | 9003 | 476529 | COM |
| Autodesk Inc | 1603 | 474504 | COM |
| Snowflake Inc | 1892 | 415029 | CL A |
| Datadog Inc | 2879 | 391515 | CL A COM |
| NUTANIX INC | 7321 | 378422 | COM CL A |
| Accenture PLC Ireland | 1165 | 312570 | SHS CLASS A |
| Veeva Sys Inc | 1354 | 302253 | CL A COM |
| Workday Inc | 1404 | 301551 | CL A |
| Adobe Inc | 497 | 173945 | COM |
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