O'SHAUGHNESSY ASSET MANAGEMENT, LLC Q3 2023 Filing

Filed November 13, 2023

Portfolio Value

$6.7B

Holdings

1,613

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (1,613 positions)

StockValue
MSFTMICROSOFT CORP
$169.7M
AAPLAPPLE INC
$153.1M
MPCMARATHON PETE CORP
$87.6M
MOALTRIA GROUP INC
$80.7M
CMCSACOMCAST CORP NEW
$75.0M
BLDRBUILDERS FIRSTSOURCE INC
$73.4M
AIGAMERICAN INTL GROUP INC
$63.8M
KLACKLA CORP
$61.0M
NVDANVIDIA CORPORATION
$60.9M
SHVISHARES TR
$60.4M
DOWDOW INC
$57.6M
LLYELI LILLY & CO
$57.5M
BRK/BBERKSHIRE HATHAWAY INC DEL
$56.6M
MMM3M CO
$56.1M
VLOVALERO ENERGY CORP
$55.9M
AMZNAMAZON COM INC
$54.4M
PGPROCTER AND GAMBLE CO
$54.0M
AGGISHARES TR
$53.9M
CAHCARDINAL HEALTH INC
$53.9M
GOOGLALPHABET INC
$53.5M
FICOFAIR ISAAC CORP
$50.3M
STIPISHARES TR
$49.1M
IGSBISHARES TR
$48.9M
CITHE CIGNA GROUP
$48.2M
VVISA INC
$47.7M
HIGHARTFORD FINL SVCS GROUP INC
$46.8M
LOWLOWES COS INC
$44.8M
XOMEXXON MOBIL CORP
$44.4M
MCKMCKESSON CORP
$44.3M
CHRWC H ROBINSON WORLDWIDE INC
$43.6M
EQHEQUITABLE HLDGS INC
$42.5M
JNJJOHNSON & JOHNSON
$41.9M
UNHUNITEDHEALTH GROUP INC
$41.5M
CTRACOTERRA ENERGY INC
$39.3M
CSCOCISCO SYS INC
$38.8M
AMGNAMGEN INC
$37.7M
JPMJPMORGAN CHASE & CO
$37.6M
WMTWALMART INC
$37.6M
SYFSYNCHRONY FINANCIAL
$37.3M
GOOGALPHABET INC
$36.6M
PEPPEPSICO INC
$36.2M
STLDSTEEL DYNAMICS INC
$35.8M
COPCONOCOPHILLIPS
$35.6M
CVXCHEVRON CORP NEW
$35.3M
METAMETA PLATFORMS INC
$33.6M
HDHOME DEPOT INC
$33.3M
ADBEADOBE INC
$32.9M
7HPHP INC
$32.0M
BKNGBOOKING HOLDINGS INC
$31.9M
HSTHOST HOTELS & RESORTS INC
$31.5M
HONHONEYWELL INTL INC
$30.8M
CATCATERPILLAR INC
$30.4M
MRKMERCK & CO INC
$30.4M
AVGOBROADCOM INC
$30.3M
NUENUCOR CORP
$29.6M
MCDMCDONALDS CORP
$29.5M
ORCLORACLE CORP
$28.9M
DFSEURDISCOVER FINL SVCS
$28.8M
EXPDEXPEDITORS INTL WASH INC
$28.8M
VRSKVERISK ANALYTICS INC
$28.7M
GPNGLOBAL PMTS INC
$27.6M
WYWEYERHAEUSER CO MTN BE
$27.3M
PHMPULTE GROUP INC
$26.9M
BBYBEST BUY INC
$26.8M
STTSTATE STR CORP
$26.6M
COSTCOSTCO WHSL CORP NEW
$26.5M
TSLATESLA INC
$26.3M
ADPAUTOMATIC DATA PROCESSING IN
$26.3M
DDDUPONT DE NEMOURS INC
$26.2M
MAMASTERCARD INCORPORATED
$26.0M
CRCCANADIAN NAT RES LTD
$25.9M
LMTLOCKHEED MARTIN CORP
$25.6M
IPINTERNATIONAL PAPER CO
$23.9M
RYROYAL BK CDA
$23.1M
ACNACCENTURE PLC IRELAND
$22.6M
SPGSIMON PPTY GROUP INC NEW
$21.7M
LKQ1LKQ CORP
$21.7M
4I1PHILIP MORRIS INTL INC
$21.1M
ELVELEVANCE HEALTH INC
$21.0M
CHTRCHARTER COMMUNICATIONS INC N
$20.9M
DELLDELL TECHNOLOGIES INC
$20.9M
DRIDARDEN RESTAURANTS INC
$20.4M
NVRNVR INC
$20.1M
MRO*MARATHON OIL CORP
$20.1M
FOXAFOX CORP
$20.0M
PG4PRINCIPAL FINANCIAL GROUP IN
$20.0M
ABBVABBVIE INC
$19.8M
CFCF INDS HLDGS INC
$19.7M
IBMINTERNATIONAL BUSINESS MACHS
$19.5M
BACVERIZON COMMUNICATIONS INC
$19.4M
KOCOCA COLA CO
$19.3M
STXSEAGATE TECHNOLOGY HLDNGS PL
$19.1M
BKBANK NEW YORK MELLON CORP
$19.0M
NVONOVO-NORDISK A S
$18.4M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$18.4M
CNRCANADIAN NATL RY CO
$18.3M
MFCMANULIFE FINL CORP
$18.1M
BACBANK AMERICA CORP
$17.9M
UNPUNION PAC CORP
$17.4M
TAPMOLSON COORS BEVERAGE CO
$17.4M
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