§ 13F · FUND PROFILE
O'Neil Global Advisors, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $543K (13F)Positions · 60Turnover · — · Q1Filed · May 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$11M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VIAV | Viavi Solutions Inc | 145K | $5M | 33.4% | NEW |
| 2 | CNX | CNX Resources Corp | 42K | $2M | 11.1% | NEW |
| 3 | CIEN | Ciena Corporation | 3K | $1M | 9.0% | −76% |
| 4 | LITE | Lumentum Holdings Inc | 2K | $1M | 8.2% | −36% |
| 5 | QQQ | Invesco Qqq Trust Sr 1 | 2K | $1M | 7.3% | NEW |
| 6 | ERIC | Ericsson L M Tel Adr | 88K | $993K | 6.9% | NEW |
| 7 | PAAS | Pan American Silver Corp | 16K | $892K | 6.2% | −75% |
| 8 | KEYS | Keysight Technologies | 3K | $885K | 6.1% | NEW |
| 9 | FIGS | Figs Inc Cl A | 59K | $864K | 6.0% | NEW |
| 10 | CAT | Caterpillar Inc | 616 | $436K | 3.0% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE O'NEIL SIGNAL
AC read
O'Neil Global Advisors, Inc. is a Other fund managing $543 thousand in assets. The fund runs a portfolio of 60 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed