Ownership history in O'Connor Financial Group LLC Β· 12 quarters on record
This page tracks every 13F SEC filing in which O'Connor Financial Group LLC reported a position in FIRST TRUST NASDAQ CYBERSECURITY ETF (CIBR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π O'Connor Financial Group LLC underperformed the S&P 500 by β0.2% annually on this CIBR position. Timing score: 82% (9/11 decisions correct). Average cost basis: $58.84. Maximum drawdown during holding period: β5.7%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
11 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
9 of 11 add/trim decisions correct
Best entry: $42.26 (2023 Q1) Β· Worst: $75.80 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
12 adds Β· 0 trims. Bought during 2 of 2 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π O'Connor Financial Group LLC has been actively increasing its CIBR allocation β a bullish signal from insiders.
Currently 2.36% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size