Overbrook Management Corp
52 holdingsFiling period: 2026-03-31Current AUM: $618.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 319.0K | $55.6M | $64.0M | 10.36% | +1.8K | 2026-03-31 |
| 2 | — | ALPHABET INC | 131.6K | $37.7M | $37.7M | 6.11% | +1.2K | 2026-03-31 |
| 3 | AVGO | BROADCOM INC | 113.1K | $35.0M | $44.0M | 7.12% | -818 | 2026-03-31 |
| 4 | MSFT | MICROSOFT CORP | 81.0K | $30.0M | $37.7M | 6.09% | -6,496 | 2026-03-31 |
| 5 | AMZN | AMAZON COM INC | 143.7K | $29.9M | $39.0M | 6.32% | -1,892 | 2026-03-31 |
| 6 | META | META PLATFORMS INC | 47.3K | $27.0M | $26.3M | 4.26% | -10,552 | 2026-03-31 |
| 7 | AAPL | APPLE INC | 102.3K | $26.0M | $31.6M | 5.11% | -2,381 | 2026-03-31 |
| 8 | LLY | ELI LILLY & CO | 27.9K | $25.6M | $32.0M | 5.18% | -402 | 2026-03-31 |
| 9 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 64.5K | $21.8M | $26.1M | 4.22% | -694 | 2026-03-31 |
| 10 | ORLY | OREILLY AUTOMOTIVE INC | 216.4K | $20.0M | $19.3M | 3.13% | +54.8K | 2026-03-31 |
| 11 | CAT | CATERPILLAR INC | 25.4K | $18.0M | $20.7M | 3.35% | -- | 2026-03-31 |
| 12 | NFLX | NETFLIX INC. | 175.0K | $16.8M | $12.5M | 2.03% | +111.3K | 2026-03-31 |
| 13 | TMUS | T-MOBILE US INC | 77.5K | $16.3M | $13.4M | 2.17% | -18,265 | 2026-03-31 |
| 14 | V | VISA INC | 47.6K | $14.4M | $17.4M | 2.82% | -14,406 | 2026-03-31 |
| 15 | UBER | UBER TECHNOLOGIES INC | 195.3K | $14.0M | $13.7M | 2.22% | +39.4K | 2026-03-31 |
| 16 | GEV | GE VERNOVA INC | 15.0K | $13.1M | $14.8M | 2.40% | -166 | 2026-03-31 |
| 17 | ABBV | ABBVIE INC | 55.1K | $12.0M | $13.8M | 2.24% | +13.1K | 2026-03-31 |
| 18 | DHI | D R HORTON INC | 87.1K | $12.0M | $12.5M | 2.02% | -164 | 2026-03-31 |
| 19 | APP | APPLOVIN CORP | 29.2K | $11.6M | $11.6M | 1.87% | +14.1K | 2026-03-31 |
| 20 | AMD | ADVANCED MICRO DEVICES INC | 52.8K | $10.7M | $25.1M | 4.07% | -- | 2026-03-31 |
| 21 | MU | MICRON TECHNOLOGY INC | 27.3K | $9.2M | $22.4M | 3.63% | -15,211 | 2026-03-31 |
| 22 | VST | VISTRA CORP | 58.4K | $8.8M | $8.7M | 1.40% | +9.3K | 2026-03-31 |
| 23 | CRS | CARPENTER TECHNOLOGY CORP | 21.4K | $8.4M | $11.1M | 1.80% | -- | 2026-03-31 |
| 24 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 13.6K | $6.5M | $6.5M | 1.06% | -368 | 2026-03-31 |
| 25 | HWM | HOWMET AEROSPACE INC | 28.4K | $6.5M | $8.0M | 1.30% | -5,220 | 2026-03-31 |
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