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Oversea-Chinese Banking Corp (OCBC) Portfolio holdings
AUM
$4.66B
Turnover
29.27%
1-Year Est. Return
47.62%
This Fund
S&P 500
This Quarter
Est. Return
+34.54%
1 Year Est. Return
+47.62%
3 Year Est. Return
+143.36%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$4.66B
AUM Growth
+$960M
(+26%)
Cap. Flow
+$75.3M
Cap. Flow
% of AUM
1.61%
Top 10 Holdings %
Top 10 Hldgs %
35.99%
Holding
410
New
73
Increased
127
Reduced
119
Closed
47
Avg Time Held Equity + Options
1.5
years
Top 10 Avg Time Held Equity + Options
1.9
years
Top 20 Avg Time Held Equity + Options
1.7
years
Avg Time Held Equity only
1.6
years
Top 10 Avg Time Held Equity only
2.2
years
Top 20 Avg Time Held Equity only
1.7
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Oracle
ORCL
|
+$42.3M |
| 2 |
EOG Resources
EOG
|
+$36.4M |
| 3 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
+$30.6M |
| 4 |
TSMC
TSM
|
+$30.2M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$21M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Semiconductor ETF
SOXX
|
+$63M |
| 2 |
SPDR Gold Trust
GLD
|
+$44.7M |
| 3 |
Marvell Technology
MRVL
|
+$35.3M |
| 4 |
Micron Technology
MU
|
+$30.9M |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
+$27.1M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 41.6% |
| 2 | Miscellaneous | 23.33% |
| 3 | Consumer Discretionary | 9.52% |
| 4 | Healthcare | 5.08% |
| 5 | Communication Services | 4.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
251
Microchip Technology
MCHP
$39.9B
| $1M | 0.02% |
11,017
| – | – |
2025 Q4
2 quarters
|
|
252
Spotify
SPOT
$109B
| $1M | 0.02% |
2,184
-7,198
| -77% | -$3.43M |
2025 Q3
3 quarters
|
|
253
Phillips 66
PSX
$116B
| $1M | 0.02% |
5,926
-1,555
| -21% | -$268K |
2025 Q1
5 quarters
|
|
254
Boston Scientific
BSX
$63.6B
| $998K | 0.02% |
23,218
+3,896
| +20% | +$212K |
2026 Q1
1 quarter
|
|
255
CubeSmart
CUBE
$8.74B
| $991K | 0.02% |
24,915
-461
| -2% | -$18.4K |
2025 Q2
4 quarters
|
|
256
GE Vernova
GEV
$244B
| $984K | 0.02% |
838
+158
| +23% | +$161K |
2025 Q4
2 quarters
|
|
257
Occidental Petroleum
OXY
$60.7B
| $982K | 0.02% |
+19,649
| New | +$1.12M |
2026 Q2
0 quarters
|
|
258
Vanguard Morningstar Growth ETF
VUG
$232B
| $967K | 0.02% |
11,226
| – | – |
2024 Q1
9 quarters
|
|
259
Fifth Third Bancorp
FITB
$45.9B
| $956K | 0.02% |
16,955
| – | – |
2025 Q1
5 quarters
|
|
260
McKesson
MCK
$116B
| $953K | 0.02% |
1,262
-620
| -33% | -$492K |
2025 Q1
5 quarters
|
|
261
Alliant Energy
LNT
$17.5B
| $941K | 0.02% |
12,333
| – | – |
2025 Q1
5 quarters
|
|
262
DTE Energy
DTE
$26.7B
| $941K | 0.02% |
6,173
| – | – |
2025 Q4
2 quarters
|
|
263
LXP Industrial Trust
LXP
$3.6B
| $940K | 0.02% |
17,444
-36,279
| -68% | -$1.87M |
2025 Q3
3 quarters
|
|
264
Boeing
BA
$148B
| $940K | 0.02% |
4,326
+2,711
| +168% | +$603K |
2026 Q1
1 quarter
|
|
265
Amgen
AMGN
$238B
| $940K | 0.02% |
2,596
| – | – |
2026 Q1
1 quarter
|
|
266
Infosys
INFY
$49.2B
| $937K | 0.02% |
89,361
+7,849
| +10% | +$98.3K |
2024 Q4
6 quarters
|
|
267
Zscaler
ZS
$35.4B
| $936K | 0.02% |
7,080
+3,900
| +123% | +$544K |
2025 Q4
2 quarters
|
|
268
Ferrari
RACE
$69.8B
| $923K | 0.02% |
+2,480
| New | +$863K |
2026 Q2
0 quarters
|
|
269
iShares MSCI USA Min Vol Factor ETF
USMV
$24B
| $915K | 0.02% |
9,482
-158
| -2% | -$15K |
2025 Q2
4 quarters
|
|
270
Stryker
SYK
$112B
| $906K | 0.02% |
2,877
+1,658
| +136% | +$522K |
2026 Q1
1 quarter
|
|
271
Blackstone
BX
$87.3B
| $865K | 0.02% |
7,494
+3,741
| +100% | +$450K |
2026 Q1
1 quarter
|
|
272
SpaceX
SPCX
$1.94T
| $853K | 0.02% |
+5,000
| New | +$849K |
2026 Q2
0 quarters
|
|
273
HP
HPQ
$27.7B
| $849K | 0.02% |
38,713
| – | – |
2025 Q1
5 quarters
|
|
274
American Tower
AMT
$84.7B
| $848K | 0.02% |
5,186
| – | – |
2025 Q4
2 quarters
|
|
275
Cloudflare
NET
$111B
| $845K | 0.02% |
+3,561
| New | +$779K |
2026 Q2
0 quarters
|
|
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Oversea-Chinese Banking Corp (OCBC)'s Q2 2026 Portfolio in Review
As of Q2 2026, Oversea-Chinese Banking Corp (OCBC) held 410 positions worth $4.66B, up 26% from $3.7B the previous quarter. Its ten largest holdings account for 36% of the portfolio.
Oversea-Chinese Banking Corp (OCBC)'s Q2 2026 filing shows 73 new, 127 increased, 119 reduced and 47 closed positions. Its largest new stake was iShares MSCI USA Momentum Factor ETF: 102,412 shares worth $35.1M. The largest sale was iShares Semiconductor ETF, an estimated $63M.
By sector, the portfolio is most concentrated in Technology at 42% of assets, up from 35% a quarter earlier, followed by Miscellaneous and Consumer Discretionary.
- Oversea-Chinese Banking Corp (OCBC)'s largest Q2 2026 buy was iShares MSCI USA Momentum Factor ETF: 102,412 shares worth $35.1M.
- Oversea-Chinese Banking Corp (OCBC) added most to Oracle in Q2 2026, an estimated $42.3M increase.
- Oversea-Chinese Banking Corp (OCBC)'s biggest Q2 2026 reduction was iShares Semiconductor ETF, cutting an estimated $63M.
- Oversea-Chinese Banking Corp (OCBC) fully exited iShares MSCI Singapore ETF in Q2 2026, selling an estimated $7.11M.
- Oversea-Chinese Banking Corp (OCBC)'s ten largest holdings make up 36% of its $4.66B portfolio in Q2 2026.
- Oversea-Chinese Banking Corp (OCBC) opened 73 new positions and closed 47 in Q2 2026.
- Oversea-Chinese Banking Corp (OCBC)'s portfolio value rose 26% quarter-over-quarter to $4.66B.
Based on Oversea-Chinese Banking Corp (OCBC)'s 13F filing for Q2 2026, filed 11 Aug 2026.