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Joseph Halpern

Obsidian Cio, Llc

Assets Managed
$111.443M
Holdings
215
Last Quarter
2026 - Q1
Filed Date
1mo 25d ago
Growth Rate
65.05%(2Q avg: -13.04%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Obsidian Cio, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 215 positions.

Assets under management

The assets under management (AUM) of Obsidian Cio, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 111.443M in assets, with a quarterly growth rate of 65.05% and a 2-quarter average growth rate of -13.04%. The portfolio is managed by Joseph Halpern, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Increased 270.81%
7.05%
$7.856M
30,955 shares@ $253.79 avg price
VV
Vanguard Large-cap Etf
Recent Activity
Increased 28.2%
4.93%
$5.484M
18,352 shares@ $298.85 avg price
AMGN
Amgen Inc
Recent Activity
Increased 5487.68%
3.87%
$4.306M
12,237 shares@ $351.85 avg price
IWB
Ishares Russell 1000 Etf
Recent Activity
Decreased -3.06%
3.83%
$4.264M
11,957 shares@ $356.58 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Increased 23.62%
3.4%
$3.788M
30,469 shares@ $124.32 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 5.55%
3.22%
$3.582M
5,483 shares@ $653.23 avg price
JIVE
Jpm Interntl Value Etf
Recent Activity
Increased 20.6%
3.09%
$3.433M
40,083 shares@ $85.64 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 430.14%
2.59%
$2.886M
9,325 shares@ $309.5 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 445.56%
2.4%
$2.674M
12,837 shares@ $208.28 avg price
JPST
Jpmorgan Ultra-short Income
Recent Activity
Decreased -13.62%
2.39%
$2.655M
52,451 shares@ $50.62 avg price

1-10 of 215