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Old Westbury Large Cap Strategies Fund (OWLSX)

SEC CIK 909994 · Series S000001858 · Portfolio as of 2026-04-30

Net assets
$25.09B
Holdings
398
Snapshots
27
History since
2019-10-31

Top holdings

SecurityValueWeight
NVIDIA CORP · NVDA$1.62B6.44%
ALPHABET INC · GOOG$1.23B4.90%
APPLE INC · AAPL$1.05B4.19%
AMAZON.COM INC · AMZN$859.7M3.42%
MICROSOFT CORP · MSFT$843.2M3.36%
BROADCOM INC · AVGO$724.5M2.88%
JP MORGAN CHASE & COMPANY · JPM$420.9M1.68%
META PLATFORMS INC · META$391.9M1.56%
CHEVRON CORP · CVX$333.6M1.33%
NEXTERA ENERGY INC · NEE$304.7M1.21%

Sector exposure

technology
34.9%
other
20.3%
financials
11.7%
healthcare
8.9%
consumer discretionary
6.8%
industrials
6.1%
utilities
3.8%
energy
2.6%

Recent monthly returns

2025-11
+0.26%
2025-12
+0.40%
2026-01
+2.32%
2026-02
+0.71%
2026-03
-6.57%
2026-04
+8.89%

From N-PORT Part B, units verified by net-asset reconciliation.

Get this data via API

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Source: SEC EDGAR Form N-PORT. Data is quarterly with a regulatory filing lag; this page shows the most recent public filing. Not investment advice.