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About Onyx Investments
Our Mission
Onyx Investments is in the business of creating wealth.
We are open to using all tools available to improve potential returns, mitigate downside risks, and preserve liquidity. Onyx works through the full money management spectrum as more so of an art-form, rather than a simple and systematic analysis of dollars and cents.
In doing so, Onyx Investments expects alpha returns, and to establish a long-lasting institution that is far greater than our own individual selves.
Onyx Investments offers financial planning, asset management, tax preparation, and insurance brokerage services. Onyx was incorporated in 2004, in Illinois, and first began to operate out of a Rogers Park – Chicago apartment with $12,500 in capital and one Dell laptop computer. Shortly thereafter, Onyx Investments took up office space at 111 West Jackson Boulevard and has remained a Chicago Loop mainstay ever since. Onyx is now headquartered at 141 West Jackson – in the Chicago Board of Trade Building, while also further establishing a presence in New York City. Onyx Investments is now a multi-million-dollar firm. We find Black Onyx to be quite the captivating gem and very much symbolic of our business ideologies. As a stone, Onyx is stable and strong, yet elegant. As a gem, Onyx presents as a translucent piece that does convey an optimistic future. Onyx Investments integrates its own flair and style within time tested money management principles. As an investor, the company would rather own small pieces, or shares of quality businesses, instead of one mediocre enterprise outright. Rather than mindless diversification for the sake of diversification, we manage a concentrated portfolio of select firms that dominate their respective niches. Above all else, we are fearful when others are greedy, and greedy when others are fearful. Onyx Investments has leveraged this approach to solidify gains and drive impressive growth through the 2007 housing bust, COVID-19 pandemic, and Russia-Ukraine war. In many respects, Onyx Investments is Berkshire Hathaway 2.0. Onyx Investments is committed to building institutional wealth for its stakeholders – that will stand through the test of time. As an institution, we cultivate real wealth that is far beyond the mere dollars and cents of the stock market tickers. We work our financial plans to turn houses into homes, put children through college, and bankroll retirement experiences. We are much more than a money manager. This is a movement. Our Corporate Portfolio document outlines the growth and evolution of Onyx Investments since its inception in 2004. Initially capitalized with $12,500, Onyx Investments has grown into a multi-million-dollar enterprise, with significant gains driven by investments in big oil, consumer staples, and information technology. Apple Inc. stands out as the most productive investment, being a major contributor to Onyx’s performance for over a decade. The company focuses on investing in businesses with competitive advantages or what Warren Buffett refers to as a “moat.” Additionally, the file mentions the 2021 incorporation of Onyx Freight, a transportation and logistics business, and outlines the company’s cautious approach to entering the transportation market during the COVID-19 pandemic. The document also includes detailed snapshots of Onyx Investments’ portfolio as of July 30, 2022, showcasing a diverse range of investments including Apple, Nike, Visa, Google, and Exxon Mobil, among others, with total assets amounting to over $5.2 million. Our Corporate Portfolio provides a detailed historical overview of Onyx Investments’ corporate portfolios, highlighting their stock split-adjusted assets from 2006 to 2022. The document meticulously lists various stock holdings, including shares, company names, and their corresponding market values at different time points. It showcases the firm’s evolving investment strategy, reflected in the diversification and growth of its portfolio. Key holdings over the years include major companies like Apple, Nike, Exxon Mobil, Google, and Berkshire Hathaway. The portfolio’s total capitalization shows a significant increase over time, indicating the firm’s successful financial management and growth trajectory, with an ultimate goal of reaching $1 billion in assets.
Onyx Investments: About
Onyx Investments: About
Black Onyx
Black Onyx
Building the Institution
Building the Institution
Portfolios
Onyx Investments Historic Corporate Portfolios
Stock – Split Adjusted Positions
Goal: $1 Billion
As of September 1, 2024:
Shares
Descrription
Market Value
11,570
Apple Inc.
2,649,530.00
3,440
Alphabet Inc. (Google)
562,027.20
1,765
Visa Inc.
487,793.05
3,850
Exxon Mobil Corporation
454,069.00
835
Berkshire Hathaway Class B
397,393.80
4,475
Nike, Inc.
372,857.00
535
Lockheed Martin Corporation
303,933.50
5,415
Altria Group, Inc.
291,164.55
2,145
Starbucks Corporation
202,955.65
1,090
LVMH Moët Hennessy Louis Vuitton SE ADR S
162,486.30
1,015
Electronic Arts Inc.
154,097.30
245
Ferrari N.V.
121,713.55
395
McDonald’s Corporation
114,020.70
590
The Hershey Company
113,905.40
250
Microsoft Corporation
104,285.00
1,230
The Coca-Cola Company
89,138.10
530
Philip Morris International Inc.
65,343.70
730
Wyndham Hotels & Resorts, Inc.
57,451.00
1,060
Travel + Leisure Co.
46,915.60
85
Danaher Corporation
22,891.35
5
CME Group Inc.
1,078.70
5
The Toronto-Dominion Bank
299.60
Stock Market Positions
$6,775,246.45
Cash on Hand
$11,788.18
Total Capitalization
$6,787,034.63
As of September 1, 2023:
10,700
Apple Inc.
2,025,510.00
3,380
Alphabet Inc. (Google)
457,922.40
1,760
Visa Inc.
436,568.00
4,065
Nike, Inc.
416,093.40
3,500
Exxon Mobil Corporation
397,285.00
825
Berkshire Hathaway Inc. Class B
299,021.25
530
Lockheed Martin Corporation
237,535.40
5,385
Altria Group, Inc.
237,532.35
2,110
Starbucks Corporation
206,780.00
1,080
LVMH Moët Hennessy Louis Vuitton SE ADR
180,295.20
1,005
Electronic Arts Inc.
121,142.70
520
The Hershey Company
111,202.00
385
McDonald’s Corporation
108,161.90
1,235
The Toronto-Dominion Bank
75,619.05
230
Microsoft Corporation
75,509.00
1,170
The Coca-Cola Company
69,392.70
200
Ferrari N.V.
61,820.00
720
Wyndham Hotels & Resorts, Inc.
55,519.20
530
Philip Morris International Inc.
50,710.40
1,000
APA Corporation
45,080.00
1,055
Travel + Leisure Co.
43,729.75
65
Danaher Corporation
17,263.35
30
CME Group Inc.
6,086.70
Stock Market Positions
$5,735,779.75
Cash on Hand
$107,736.91
Total Capitalization
$5,843,516.66
As of July 30, 2022:
Shares
Description
Market Value
10,250
Apple Inc.
$1,661,935.00
3,615
Nike Inc. Class B
415,435.80
1,745
Visa Inc. Class A
370,131.95
3,115
Google — Alphabet Class A
362,025.30
2,725
Exxon Mobil Corporation
264,134.25
775
Berkshire Hathaway Inc. Class B
232,965.00
5,255
Altria Group
230,484.30
510
Lockheed Martin Corporation
211,043.10
2,085
Starbucks Corporation
176,745.45
1,035
Luis Vuitton Moet Hennessy ADR
143,616.60
1,005
Electronic Arts
131,886.15
460
Hershey Company
104,861.60
325
McDonald’s Corporation
85,585.50
1,105
Toronto — Dominion Bank
71,791.85
1,100
Coca — Cola Company
70,587.00
520
Philip Morris International
50,518.00
175
Microsoft Corporation
49,098.00
700
Wyndham Hotels and Resorts Inc.
48,587.00
1,035
Travel + Leisure Co.
44,618.85
365
Walt Disney Company
38,726.50
440
Hasbro Inc.
34,636.80
55
Danaher Corporation
16,030.85
75
Ferrari NV
15,842.25
300
Apache — APA Corporation
11,151.00
Stock Market Positions
$4,842,438.10
Cash on Hand
363,768.61
Total Capitalization
$5,206,206.71
As of September 1, 2020:
Shares
Description
Market Value
9,035
Apple Inc.
$1,219,634.65
2,915
Nike Inc. Class B
334,758.60
1,380
Visa Inc. Class A
294,643.80
2,500
Google — Alphabet Class A
207,552.50
4,700
Altria Group
202,664.00
465
Lockheed Martin Corporation
179,866.65
675
Berkshire Hathaway Inc. Cl. B
147,480.75
1,555
Starbucks Corporation
134,041.00
855
Tiffany & Company — New York
105,583.95
760
Electronic Arts
105,115.60
1,695
Exxon Mobil Corporation
66,833.85
280
McDonald’s Corporation
59,553.20
340
Hershey Company
50,462.80
850
Coca — Cola Company
41,752.00
415
Hasbro Inc.
33,988.50
405
Philip Morris International
32,011.20
205
Walt Disney Company
27,414.65
500
Wyndham Hotels and Resorts Inc.
26,270.00
525
Toronto — Dominion Bank
26,066.25
850
Wyndham Destinations Inc.
25,194.00
25
Microsoft Corporation
5,697.75
Stock Market Positions
$3,326,585.70
Cash on Hand
276,589.61
Total Capitalization
$3,603,175.31
As of August 4, 2018:
Shares
Description
Market Value
7,100
Apple Inc.
$369,182.25
4,200
Altria Group
250,866.00
2,325
Nike Inc. Class B
183,070.50
400
Lockheed Martin Corp.
128,220.50
2020
Google — Alphabet, Incorporated Class A
125,054.16
610
Berkshire Hathaway Class B
124,470.50
1,400
Exxon Mobil Corporation
112,294.00
800
Visa Incorporated Class A
111,856.00
675
Tiffany & Company — New York
91,665.00
1,500
Starbucks Corporation
78,345.00
255
McDonald’s Corp.
39,833.55
900
Harley Davidson, Incorporated
39,654.00
350
Philip Morris International
30,394.00
650
Coca — Cola Company
30,303.00
265
Hershey Company
26,277.40
195
Electronic Arts
25,519.65
220
Hasbro Inc.
21,896.60
325
Wyndham Hotels and Resorts Inc.
19,753.50
150
Walt Disney Company
17,113.50
300
Wyndham Destinations Inc.
13,941.00
Stock Market Positions
1,839,710.11
Cash on Hand
50,034.99
Total Capitalization
$1,889,745.10
As of July 29, 2016:
Shares
Description
Market Value
4,000
Altria Group
$270,800.00
6,000
Apple
156,315.00
2,200
Nike Incorporated, Class B
122,100.00
1,270
Exxon Mobil Corporation
112,966.50
360
Lockheed Martin Corporation
90,982.80
1,150
Starbucks Corporation
66,757.50
395
Berkshire Hathaway Class B
56,986.65
555
Visa Incorporated Class A
43,317.75
650
Tiffany & Company — New York
41,938.00
900
Google — Alphabet, Incorporated Class A
35,610.30
625
Harley Davidson, Incorporated
33,075.00
230
Hershey Company
25,474.80
525
Coca — Cola Company
22,905.75
170
McDonald’s Corp.
20,000.50
280
Wyndham Worldwide
19,885.60
50
Philip Morris International
5,013.00
20
Walt Disney Corporation
1,919.00
Stock Market Positions
1,126,048.15
Cash on Hand
42,973.78
Total Capitalization
$1,169,021.93
As of July 23, 2009:
Shares
Description
Market Value
1,250
Exxon Mobil Corporation
$89,512.50
350
Berkshire Hathaway Class B
21,469.00
300
United Technologies Corporation
16,014.64
1,200
Nike Inc. Class B
15,342.00
300
Philip Morris International
13,806.00
500
Coca — Cola Company
12,295.00
315
Best Buy Corporation
11,689.65
70
Goldman Sachs Group
11,581.50
400
Altria Group
6,964.00
30
Harley Davidson, Incorporated
659.00
Stock Market Positions
199,333.29
Cash on Hand
55,694.00
Total Capitalization
$255,027.29
As of June 30, 2006:
Shares
Description
Market Value
600
Exxon Mobil Corporation
$36,810.00
250
Best Buy Company, Incorporated
13,710.00
132
Minnesota Mining and Manufacturing (3M)
10,661.64
200
Berkshire Hathaway Class B
9,129.00
100
United Parcel Service, Inc. Class B
8,233.00
120
Federal National Mortgage Association
5,772.00
250
Coca — Cola Company
5,377.50
496
Nike Incorporated Class B
5,022.00
100
Electronic Arts
4,304.00
343
Danaher Corporation
4,180.00
200
Starbucks Corporation
3,776.00
Stock Market Positions
106,975.94
Cash on Hand
22,504.00
Total Capitalization
$129,479.94
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1 thoughts on “About Onyx Investments”
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I need to update these to include a portfolio from 2023.
It may also look better to show the most recent portfolio first and then back date from there on the historical chart.
I attached a screenshot of how things looked on Sept 1, 2023.
I will use this information to show the expansion of our corporate portfolio.