OV Management LLC

data from 31/03/2026

Capitalization

$ 49.019 M

-57.55%

Performance

$ 15.636 M

8.68%

Average holding period

8 years

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 (%)
2026/03/31 PSBD Palmer Square Capital BDC Inc 74.34% 36.443 M $ 3730065 2024/09/30 -9.027 M $ -19.85 %
2026/03/31 NVDA Nvidia Corporation 1.81% 889.614 K $ 5101 2023/12/31 -416.990 K $ -6.49 %
2026/03/31 AAPL Apple Inc 1.46% 715.180 K $ 2818 2023/12/31 -315.285 K $ -6.65 %
2026/03/31 MSFT Microsoft Corp 1.34% 657.422 K $ 1776 2023/12/31 -1.263 M $ -23.46 %
2026/03/31 GOOGL Alphabet Inc 1.21% 591.223 K $ 2056 2023/12/31 -381.447 K $ -8.13 %
2026/03/31 AMZN Amazon Com Inc 0.86% 422.163 K $ 2027 2023/12/31 -308.799 K $ -9.77 %
2026/03/31 FANG Diamondback Energy Inc 0.74% 362.747 K $ 1834 2023/12/31 346.410 K $ 31.57 %
2026/03/31 META Meta Platforms Inc 0.68% 333.552 K $ 583 2023/12/31 -346.298 K $ -13.33 %
2026/03/31 MRK Merck & Co Inc 0.68% 330.918 K $ 2751 2023/12/31 168.922 K $ 14.28 %
2026/03/31 TXN Texas Instrs Inc 0.65% 318.584 K $ 1641 2023/12/31 167.347 K $ 11.90 %
2026/03/31 HSY Hershey Co 0.65% 317.864 K $ 1529 2023/12/31 161.782 K $ 14.24 %
2026/03/31 TJX TJX Cos Inc New 0.65% 317.324 K $ 1987 2023/12/31 48.847 K $ 3.96 %
2026/03/31 JNJ Johnson & Johnson 0.63% 308.728 K $ 1263 2023/12/31 245.147 K $ 18.12 %
2026/03/31 V Visa Inc 0.63% 308.587 K $ 1021 2023/12/31 -288.154 K $ -13.82 %
2026/03/31 COST Costco WHSL Corp 0.62% 304.908 K $ 306 2024/03/31 136.235 K $ 15.55 %
2026/03/31 NOW Servicenow Inc 0.62% 302.777 K $ 2896 2023/12/31 -368.934 K $ -31.75 %
2026/03/31 WEC WEC ENERGY GROUP INC 0.61% 300.770 K $ 2598 2024/09/30 100.440 K $ 9.78 %
2026/03/31 DE Deere & Co 0.60% 296.296 K $ 526 2023/12/31 207.676 K $ 20.99 %
2026/03/31 MCD McDonalds Corp 0.58% 285.305 K $ 918 2023/12/31 17.729 K $ 1.69 %
2026/03/31 DAL Delta Air Lines Inc 0.54% 263.793 K $ 3968 2024/03/31 -47.768 K $ -4.21 %
2026/03/31 MS MORGAN STANLEY COM STK USD0.01 0.53% 261.995 K $ 1592 2025/06/30 -86.650 K $ -7.30 %
2026/03/31 ALL Allstate Corp 0.53% 258.138 K $ 1245 2024/03/31 -4.153 K $ -0.39 %
2026/03/31 AVGO Broadcom Inc 0.50% 246.370 K $ 796 2023/12/31 -196.744 K $ -10.57 %
2026/03/31 PG PROCTER & GAMBLE CO 0.50% 244.104 K $ 1690 2025/09/30 7.390 K $ 0.79 %
2026/03/31 ROL ROLLINS INC 0.49% 242.481 K $ 4540 2025/09/30 -124.182 K $ -11.01 %
2026/03/31 MDT Medtronic Plc 0.49% 238.374 K $ 2751 2023/12/31 -104.676 K $ -9.80 %
2026/03/31 NTAP NETAPP INC 0.48% 234.473 K $ 2290 2024/09/30 -39.884 K $ -4.39 %
2026/03/31 ZTS Zoetis Inc 0.45% 222.944 K $ 1886 2024/06/30 -47.516 K $ -6.05 %
2026/03/31 ABT Abbott Labs 0.45% 219.714 K $ 2140 2023/12/31 -192.473 K $ -18.05 %
2026/03/31 HD Home Depot Inc 0.43% 213.121 K $ 648 2023/12/31 -37.994 K $ -4.42 %
2026/03/31 VRSK Verisk Analytics Inc 0.41% 202.843 K $ 1069 2023/12/31 -117.941 K $ -15.17 %
2026/03/31 LPLA LPL FINL HLDGS INC 0.41% 202.759 K $ 674 2025/03/31 -156.456 K $ -15.77 %
2026/03/31 SPGI S P Global Inc 0.41% 199.059 K $ 468 2023/12/31 -187.789 K $ -18.61 %
2026/03/31 INTU INTUIT 0.40% 198.462 K $ 459 2025/03/31 -363.923 K $ -34.73 %
2026/03/31 IBM International Business Machs 0.38% 186.640 K $ 770 2023/12/31 -163.074 K $ -18.17 %
2026/03/31 AMD Advanced Micro Devices Inc 0.34% 167.626 K $ 824 2023/12/31 -59.733 K $ -5.01 %
2026/03/31 CRM Salesforce Inc 0.31% 150.269 K $ 805 2023/12/31 -301.224 K $ -29.53 %
2026/03/31 PSTG EVERPURE INC 0.31% 150.257 K $ 2545 2024/06/30 -137.044 K $ -11.89 %
2026/03/31 NET Cloudflare Inc 0.19% 92.028 K $ 446 2023/12/31 27.707 K $ 4.66 %
2026/03/31 NFLX Netflix Inc 0.19% 91.150 K $ 948 2023/12/31 15.303 K $ 2.55 %
2026/03/31 PANW Palo Alto Networks Inc 0.18% 88.016 K $ 549 2023/12/31 -77.251 K $ -12.96 %
2026/03/31 TSM TAIWAN SEMICONDUCTOR MFG CO LTD 0.17% 83.474 K $ 247 2025/09/30 56.914 K $ 11.21 %
2026/03/31 CRWD Crowdstrike Hldgs Inc 0.17% 81.596 K $ 209 2023/12/31 -96.135 K $ -16.71 %
2026/03/31 CALX Calix Inc 0.17% 81.470 K $ 1663 2023/12/31 -35.471 K $ -7.44 %
2026/03/31 CDNS CADENCE DESIGN SYS INC 0.17% 80.860 K $ 291 2026/03/31 0.000 $ 0.00 %
2026/03/31 AXON Axon Enterprises Inc 0.16% 78.992 K $ 186 2024/03/31 -180.195 K $ -25.22 %
2026/03/31 MA Mastercard Incorporated 0.15% 75.449 K $ 151 2023/12/31 -124.634 K $ -12.48 %
2026/03/31 MU MICRON TECHNOLOGY INC 0.15% 71.960 K $ 213 2026/03/31 0.000 $ 0.00 %
2026/03/31 NTNX NUTANIX INC 0.14% 67.962 K $ 1788 2025/03/31 -100.151 K $ -26.47 %
2026/03/31 XYZ BLOCK INC 0.13% 65.476 K $ 1088 2025/03/31 -36.093 K $ -7.54 %
2026/03/31 HOOD ROBINHOOD MKTS INC 0.12% 57.450 K $ 829 2026/03/31 0.000 $ 0.00 %
2026/03/31 DDOG Datadog Inc 0.10% 50.289 K $ 426 2023/12/31 -51.649 K $ -13.19 %
2026/03/31 SNOW Snowflake Inc 0.09% 42.230 K $ 280 2023/12/31 -129.677 K $ -31.25 %
2026/03/31 VEEV Veeva Sys Inc 0.00% 0.000 $ 0 2023/12/31 0.000 $ 0.00 %
2026/03/31 WDAY Workday Inc 0.00% 0.000 $ 0 2023/12/31 0.000 $ 0.00 %
2026/03/31 ACN Accenture PLC Ireland 0.00% 0.000 $ 0 2023/12/31 0.000 $ 0.00 %
2026/03/31 ADBE Adobe Inc 0.00% 0.000 $ 0 2023/12/31 0.000 $ 0.00 %
2026/03/31 ADSK Autodesk Inc 0.00% 0.000 $ 0 2023/12/31 0.000 $ 0.00 %