Osbon Capital Management LLC
13F Reported Value
ⓘ$127.5M
incl. option notional
Equity Holdings
ⓘ$127.5M
Option Notional
ⓘ$24,722
$0 puts / $24,722 calls
Holdings
427
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Osbon Capital Management LLC disclosed 427 positions worth $127.5M in its Form 13F-HR for Q2 2026 — $127.5M in common stock plus $24,722 of put/call option positions (reported at underlying notional value, not premium at risk), followed by $QQQ. During the quarter the fund opened 48 new positions and exited 114 — including a new stake in $HIMX. The portfolio is most concentrated in Other (65.5% of disclosed assets). All figures are sourced directly from Osbon Capital Management LLC’s Form 13F-HR filing with the SEC under CIK 1784418.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
VANGUARD WORLD FD INF TECH ETF - INF TECH ETF
—Quality
$16.0M133,586 sh- —
Quality
$13.5M18,303 sh VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF - TOTAL STK MKT
—Quality
$12.8M34,464 shISHARES TR RUS 1000 GRW ETF - RUS 1000 GRW ETF
—Quality
$8.7M69,840 sh- 56.4
Quality
$7.3M29,840 sh ISHARES TR ISHARES SEMICDTR - ISHARES SEMICDTR
—Quality
$6.3M9,857 sh- 59.9
Quality
$3.8M39,795 sh VANGUARD SMALL-CAP INDEX FUND - SMALL CP ETF
—Quality
$3.2M10,589 sh- —
Quality
$3.2M4,269 sh VANECK ETF TRUST SEMICONDUCTR ETF - SEMICONDUCTR ETF
—Quality
$3.1M4,755 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD WORLD FD INF TECH ETF - INF TECH ETF | — | $16.0M | 133,586 |
 INVESCO QQQ TRUST, SERIES 1$QQQ | — | $13.5M | 18,303 |
| VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF - TOTAL STK MKT | — | $12.8M | 34,464 |
| ISHARES TR RUS 1000 GRW ETF - RUS 1000 GRW ETF | — | $8.7M | 69,840 |
 Cloudflare, Inc.$NET | 56.4 | $7.3M | 29,840 |
| ISHARES TR ISHARES SEMICDTR - ISHARES SEMICDTR | — | $6.3M | 9,857 |
 WisdomTree, Inc.$WT | 59.9 | $3.8M | 39,795 |
| VANGUARD SMALL-CAP INDEX FUND - SMALL CP ETF | — | $3.2M | 10,589 |
 SPDR S&P 500 ETF TRUST$SPY | — | $3.2M | 4,269 |
| VANECK ETF TRUST SEMICONDUCTR ETF - SEMICONDUCTR ETF | — | $3.1M | 4,755 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Osbon Capital Management LLC's 427 positions.
Showing top 10 of 427 holdings.
Sector Allocation
Other
$83.5M
Technology
$21.9M
Financials
$10.2M
Industrials
$3.4M
Healthcare
$3.0M
Consumer Discretionary
$2.4M
Communication Services
$1.7M
Energy
$474,796
Top Holdings — Osbon Capital Management LLC (Q2 2026)
Top 150 of 427 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD WORLD FD INF TECH ETF - INF TECH ETF | $16.0M | 12.5% | +662% | — |
| 2 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $13.5M | 10.6% | -6% | — |
| 3 | — | VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF - TOTAL STK MKT | $12.8M | 10.0% | -8% | — |
| 4 | — | ISHARES TR RUS 1000 GRW ETF - RUS 1000 GRW ETF | $8.7M | 6.8% | +276% | — |
| 5 | $NET | Cloudflare, Inc. | $7.3M | 5.7% | +80% | 56.4 |
| 6 | — | ISHARES TR ISHARES SEMICDTR - ISHARES SEMICDTR | $6.3M | 5.0% | -0% | — |
| 7 | $WT | WisdomTree, Inc. | $3.8M | 3.0% | -5% | 59.9 |
| 8 | — | VANGUARD SMALL-CAP INDEX FUND - SMALL CP ETF | $3.2M | 2.5% | -21% | — |
| 9 | $SPY | SPDR S&P 500 ETF TRUST | $3.2M | 2.5% | -45% | — |
| 10 | — | VANECK ETF TRUST SEMICONDUCTR ETF - SEMICONDUCTR ETF | $3.1M | 2.5% | -2% | — |
| 11 |  $BXSL | Blackstone Secured Lending Fund | $2.2M | 1.7% | +2% | — |
| 12 |  $AAPL | Apple Inc. | $1.5M | 1.2% | -3% | 76.4 |
| 13 |  $GBDC | GOLUB CAPITAL BDC, Inc. | $1.4M | 1.1% | -0% | — |
| 14 | — | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST UNITS - UT SER 1 | $1.4M | 1.1% | -59% | — |
| 15 |  $GOOGL | Alphabet Inc. | $1.4M | 1.1% | +21% | 78.2 |
| 16 |  $SPHR | Sphere Entertainment Co. | $1.3M | 1.1% | -0% | 53.7 |
| 17 | — | VANGUARD INDEX FUNDS S&P 500 ETF USD - S&P 500 ETF SHS | $1.3M | 1.0% | +0% | — |
| 18 |  $MSFT | MICROSOFT CORP | $1.3M | 1.0% | -1% | 79.8 |
| 19 |  $TSLA | Tesla, Inc. | $1.3M | 1.0% | -0% | 53.9 |
| 20 | — | ARK ETF TRUST INNOVATION ETF - INNOVATION ETF | $1.3M | 1.0% | -5% | — |
| 21 |  $AMGN | AMGEN INC | $1.2M | 0.9% | +0% | 79.2 |
| 22 | — | DIREXION SHARES ETF TRUST DAILY TECHNOLOGY BULL 3X ETF - DA TE BU 3X ETF | $1.2M | 0.9% | NEW | — |
| 23 |  $AMZN | AMAZON COM INC | $1.1M | 0.8% | +0% | 68.7 |
| 24 |  $SGOL | abrdn Gold ETF Trust | $1.0M | 0.8% | +0% | — |
| 25 |  $CLS | CELESTICA INC | $903,629 | 0.7% | -3% | 69.8 |
| 26 |  $NVDA | NVIDIA CORP | $891,943 | 0.7% | -0% | 85.9 |
| 27 |  $FBTC | Fidelity Wise Origin Bitcoin Fund | $863,853 | 0.7% | +0% | — |
| 28 | — | ARK ETF TR NEXT GNRTN INTER - NEXT GNRTN INTER | $851,428 | 0.7% | -3% | — |
| 29 |  $PL | Planet Labs PBC | $842,090 | 0.7% | -0% | 38.4 |
| 30 | — | FIRST TRUST CLOUD COMPUTING ETF - CLOUD COMPUTING | $812,586 | 0.6% | -26% | — |
| 31 |  $META | Meta Platforms, Inc. | $757,589 | 0.6% | -4% | 79.6 |
| 32 |  $CRWD | CrowdStrike Holdings, Inc. | $706,667 | 0.6% | +0% | 67.7 |
| 33 |  $GOOG | Alphabet Inc. | $698,139 | 0.6% | -0% | 78.2 |
| 34 |  $V | VISA INC. | $686,074 | 0.5% | -8% | 82.9 |
| 35 |  $GLD | SPDR GOLD TRUST | $596,263 | 0.5% | -0% | — |
| 36 | — | SELECT SECTOR SPDR TRUST STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF - ST STR CARE ETF | $589,945 | 0.5% | -28% | — |
| 37 |  $NXT | Nextpower Inc. | $539,176 | 0.4% | -0% | 69.1 |
| 38 | — | RUNNING OAK EFFICIENT GROWTH ETF - RUNNING GWTH ETF | $536,267 | 0.4% | -26% | — |
| 39 |  $WHR | WHIRLPOOL CORP /DE/ | $499,276 | 0.4% | +18% | 42.8 |
| 40 |  $QXO | QXO, Inc. | $486,934 | 0.4% | +170% | 49 |
| 41 |  $ASML | ASML HOLDING NV | $446,032 | 0.3% | +0% | — |
| 42 |  $COST | COSTCO WHOLESALE CORP /NEW | $442,206 | 0.3% | -0% | 66.2 |
| 43 | — | VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS - GROWTH ETF | $424,449 | 0.3% | +119% | — |
| 44 |  $BFLY | Butterfly Network, Inc. | $404,842 | 0.3% | -14% | 33.8 |
| 45 | — | ISHARES MSCI ISRAEL ETF - MSCI ISRAEL ETF | $395,759 | 0.3% | -0% | — |
| 46 |  $IVZ | Invesco Ltd. | $386,444 | 0.3% | -13% | — |
| 47 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $382,402 | 0.3% | -0% | — |
| 48 | — | ISHARES TR RUS 2000 GRW ETF - RUS 2000 GRW ETF | $382,197 | 0.3% | -2% | — |
| 49 | — | ISHARES CORE S&P SMALL-CAP E - CORE S&P SCP ETF | $337,701 | 0.3% | +0% | — |
| 50 |  $HIMX | Himax Technologies, Inc. | $331,675 | 0.3% | NEW | — |
| 51 |  $BRK.B | BERKSHIRE HATHAWAY INC | $323,051 | 0.3% | -0% | 73.8 |
| 52 | — | SELECT SECTOR SPDR TRUST STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF - ST STR TECHN ETF | $302,358 | 0.2% | +16% | — |
| 53 |  $CRCL | Circle Internet Group, Inc. | $293,397 | 0.2% | +326% | 67.5 |
| 54 |  $MRK | Merck & Co., Inc. | $279,095 | 0.2% | +0% | 59.9 |
| 55 |  $APO | Apollo Global Management, Inc. | $273,813 | 0.2% | +3% | 52.1 |
| 56 |  $MA | Mastercard Inc | $273,760 | 0.2% | +0% | 85.1 |
| 57 |  $AVGO | Broadcom Inc. | $272,735 | 0.2% | -0% | 84.5 |
| 58 |  $PLTR | Palantir Technologies Inc. | $256,201 | 0.2% | -8% | 84.6 |
| 59 |  $SYM | Symbotic Inc. | $252,417 | 0.2% | -0% | 67.8 |
| 60 |  $AMD | ADVANCED MICRO DEVICES INC | $245,220 | 0.2% | +0% | 79.8 |
| 61 |  $ADBE | ADOBE INC. | $238,233 | 0.2% | -3% | 77.6 |
| 62 |  $TSLX | Sixth Street Specialty Lending, Inc. | $231,618 | 0.2% | +392% | — |
| 63 |  $APH | AMPHENOL CORP /DE/ | $221,810 | 0.2% | +0% | 79.3 |
| 64 |  $DDOG | Datadog, Inc. | $221,261 | 0.2% | -0% | 71.4 |
| 65 | — | SCHWAB STRATEGIC TR US LARGE-CAP ETF - US LRG CAP ETF | $220,077 | 0.2% | +0% | — |
| 66 | $WT | WisdomTree, Inc. | $218,862 | 0.2% | -20% | 59.9 |
| 67 | — | ISHARES CORE S&P MID-CAP ETF - CORE S&P MCP ETF | $217,835 | 0.2% | +0% | — |
| 68 |  $UNH | UNITEDHEALTH GROUP INC | $209,477 | 0.2% | +0% | 62.7 |
| 69 |  $CORZ | Core Scientific, Inc./tx | $206,105 | 0.2% | -42% | 14.1 |
| 70 | — | ISHARES TR EAFE GRWTH ETF - EAFE GRWTH ETF | $205,997 | 0.2% | -0% | — |
| 71 |  $OBDC | Blue Owl Capital Corp | $185,662 | 0.1% | -11% | — |
| 72 |  $MU | MICRON TECHNOLOGY INC | $182,377 | 0.1% | -1% | 86.2 |
| 73 |  $JNJ | JOHNSON & JOHNSON | $179,237 | 0.1% | -0% | 69 |
| 74 |  $NFLX | NETFLIX INC | $179,214 | 0.1% | +0% | 78.8 |
| 75 |  $CRWV | CoreWeave, Inc. | $178,543 | 0.1% | -0% | 52.2 |
| 76 |  $DOV | DOVER Corp | $177,777 | 0.1% | -0% | 58.1 |
| 77 |  $MMM | 3M CO | $172,596 | 0.1% | +0% | 64.9 |
| 78 |  $MSDL | Morgan Stanley Direct Lending Fund | $169,433 | 0.1% | -5% | — |
| 79 | — | ISHARES INC MSCI JPN ETF NEW - MSCI JAPAN ETF | $168,259 | 0.1% | +0% | — |
| 80 |  $SHOP | SHOPIFY INC. | $168,187 | 0.1% | -2% | 64.9 |
| 81 |  $GEV | GE Vernova Inc. | $166,830 | 0.1% | +0% | 81.1 |
| 82 |  $GSBD | Goldman Sachs BDC, Inc. | $163,757 | 0.1% | -0% | — |
| 83 | — | VANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR - VALUE ETF | $159,981 | 0.1% | -70% | — |
| 84 |  $DASH | DoorDash, Inc. | $159,915 | 0.1% | -6% | 71 |
| 85 |  $INTC | INTEL CORP | $153,593 | 0.1% | -67% | 45.6 |
| 86 | — | ISHARES EUROPE ETF - EUROPE ETF | $149,693 | 0.1% | -0% | — |
| 87 |  $HYLN | Hyliion Holdings Corp. | $148,621 | 0.1% | -17% | 31.1 |
| 88 |  $AMAT | APPLIED MATERIALS INC /DE | $144,600 | 0.1% | +0% | 72.3 |
| 89 | — | VANGUARD EXTENDED MARKETS INDEX FUND - EXTEND MKT ETF | $143,081 | 0.1% | +0% | — |
| 90 |  $APG | APi Group Corp | $140,686 | 0.1% | +0% | 65.4 |
| 91 |  $GE | GENERAL ELECTRIC CO | $134,916 | 0.1% | +0% | 73.8 |
| 92 | — | VANGUARD DEVELOPED MARKETS INDEX FUND ETF - VAN FTSE DEV MKT | $134,805 | 0.1% | +0% | — |
| 93 |  $JPM | JPMORGAN CHASE & CO | $134,181 | 0.1% | +0% | 70.7 |
| 94 |  $XOM.R34088 | EXXON MOBIL CORP | $131,437 | 0.1% | +0% | 57.9 |
| 95 | $WT | WisdomTree, Inc. | $130,375 | 0.1% | -0% | 59.9 |
| 96 |  $SE | Sea Ltd | $118,276 | 0.1% | -13% | — |
| 97 |  $IEX | IDEX CORP /DE/ | $116,068 | 0.1% | +0% | 60.9 |
| 98 | — | FIRST TR EXCHANGE TRADED FD II NASDQ CLN EDGE - NASDQ CLN EDGE | $111,023 | 0.1% | +21% | — |
| 99 |  $TMQ | Trilogy Metals Inc. | $110,343 | 0.1% | -0% | — |
| 100 |  $BA | BOEING CO | $108,451 | 0.1% | -9% | 61.6 |
| 101 |  $MSI | Motorola Solutions, Inc. | $106,729 | 0.1% | +0% | 71.8 |
| 102 |  $ISRG | INTUITIVE SURGICAL INC | $104,192 | 0.1% | +0% | 79.9 |
| 103 |  $GGG | GRACO INC | $102,498 | 0.1% | +0% | 63.4 |
| 104 |  $AUR | Aurora Innovation, Inc. | $97,787 | 0.1% | -33% | 11.8 |
| 105 | — | ETF SER SOLUTIONS DEFIANCE SPACE A - DEFIANCE SPACE A | $96,520 | 0.1% | -10% | — |
| 106 |  $PJT | PJT Partners Inc. | $84,391 | 0.1% | +0% | 71 |
| 107 |  $CSCO | CISCO SYSTEMS, INC. | $83,579 | 0.1% | -99% | 70.3 |
| 108 |  $CRM | Salesforce, Inc. | $82,457 | 0.1% | +0% | 77 |
| 109 |  $ABBV | AbbVie Inc. | $82,184 | 0.1% | +0% | 72.6 |
| 110 |  $SBUX | STARBUCKS CORP | $81,138 | 0.1% | +0% | 58.2 |
| 111 | — | VANGUARD WHITEHALL FDS HIGH DIV YLD - HIGH DIV YLD | $78,780 | 0.1% | -0% | — |
| 112 |  $MLM | MARTIN MARIETTA MATERIALS INC | $78,431 | 0.1% | +0% | 62.9 |
| 113 |  $NU | Nu Holdings Ltd. | $76,613 | 0.1% | -58% | — |
| 114 |  $HD | HOME DEPOT, INC. | $74,512 | 0.1% | +0% | 60.3 |
| 115 |  $BX | Blackstone Inc. | $70,675 | 0.1% | +0% | 74.4 |
| 116 |  $MELI | MERCADOLIBRE INC | $69,592 | 0.1% | -39% | 80.2 |
| 117 |  $BMY | BRISTOL MYERS SQUIBB CO | $68,798 | 0.1% | +18% | 70.4 |
| 118 |  $VEEV | VEEVA SYSTEMS INC | $68,694 | 0.1% | +0% | 77.6 |
| 119 |  $BRSL | Brightstar Lottery PLC | $64,320 | 0.1% | +50% | — |
| 120 |  $ALB | ALBEMARLE CORP | $61,964 | 0.1% | -0% | 53.3 |
| 121 |  $TXN | TEXAS INSTRUMENTS INC | $61,597 | 0.1% | +0% | 73.4 |
| 122 |  $CSWC | CAPITAL SOUTHWEST CORP | $59,425 | 0.1% | -6% | — |
| 123 | — | FIRST TRUST US EQUITY OPPORTUNITIES ETF - US EQTY OPPT ETF | $53,905 | 0.0% | +0% | — |
| 124 |  $AFRM | Affirm Holdings, Inc. | $53,904 | 0.0% | +0% | 81.3 |
| 125 |  $ROKU | ROKU, INC | $52,216 | 0.0% | -9% | 66.7 |
| 126 | $IVZ | Invesco Ltd. | $51,058 | 0.0% | +0% | — |
| 127 | — | TIDAL TRUST III VIST ARTI IN ETF - VIST ARTI IN ETF | $50,512 | 0.0% | +0% | — |
| 128 |  $RIVN | Rivian Automotive, Inc. / DE | $50,503 | 0.0% | -0% | 35.9 |
| 129 | — | ISHARES TR U.S. INSRNCE ETF - U.S. INSRNCE ETF | $49,701 | 0.0% | -22% | — |
| 130 | $IVZ | Invesco Ltd. | $49,687 | 0.0% | +0% | — |
| 131 |  $IBIT | iShares Bitcoin Trust ETF | $48,570 | 0.0% | +0% | — |
| 132 |  $GS | GOLDMAN SACHS GROUP INC | $48,545 | 0.0% | +0% | 73.5 |
| 133 | — | SCHWAB INTERNATIONAL EQUITY ETF - INTL EQTY ETF | $46,286 | 0.0% | +0% | — |
| 134 |  $ECL | ECOLAB INC. | $45,970 | 0.0% | +0% | 63.3 |
| 135 | — | SCHWAB STRATEGIC TR US SMALL-CAP ETF - US SML CAP ETF | $45,487 | 0.0% | +0% | — |
| 136 |  $ADP | AUTOMATIC DATA PROCESSING INC | $45,072 | 0.0% | +0% | 69.8 |
| 137 |  $TWLO | TWILIO INC | $43,583 | 0.0% | +0% | 70.4 |
| 138 |  $XYZ | Block, Inc. | $43,169 | 0.0% | -9% | 51.8 |
| 139 |  $APLD | Applied Digital Corp. | $42,893 | 0.0% | -0% | 35.8 |
| 140 |  $BP | BP PLC | $41,864 | 0.0% | +0% | — |
| 141 |  $STX | Seagate Technology Holdings plc | $41,495 | 0.0% | +0% | — |
| 142 |  $PRCH | Porch Group, Inc. | $40,457 | 0.0% | +0% | 46.1 |
| 143 |  $UPST | Upstart Holdings, Inc. | $40,000 | 0.0% | +0% | 61.7 |
| 144 | — | ISHARES RUSSELL 2000 ETF - RUSSELL 2000 ETF | $38,157 | 0.0% | +0% | — |
| 145 |  $COHR | COHERENT CORP. | $37,869 | 0.0% | +0% | 58.5 |
| 146 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $37,119 | 0.0% | +0% | 70 |
| 147 |  $CME | CME GROUP INC. | $36,972 | 0.0% | +0% | 69.5 |
| 148 |  $ACN | Accenture plc | $36,619 | 0.0% | +0% | — |
| 149 |  $SNOW | Snowflake Inc. | $36,504 | 0.0% | -32% | 54.9 |
| 150 | — | SELECT SECTOR SPDR TRUST STATE STREET UTILITIES SELECT SECTOR SPDR ETF - ST STR UTIL ETF | $34,745 | 0.0% | +1% | — |
New Positions (48)
$HIMX Himax Technologies, Inc.$331,675
$DKL Delek Logistics Partners, LP$26,079
$ET Energy Transfer LP$24,683
$MPLX MPLX LP$24,334
$CQP Cheniere Energy Partners, L.P.$22,734
$UAN CVR PARTNERS, LP$22,296
$IVR Invesco Mortgage Capital Inc.$21,124
$AU AngloGold Ashanti PLC$21,112
$RIO RIO TINTO PLC$19,270
$AVY Avery Dennison Corp$16,235
$PAA PLAINS ALL AMERICAN PIPELINE LP$15,159
$EXR Extra Space Storage Inc.$15,111
$USAC USA Compression Partners, LP$15,068
$TXO TXO Partners, L.P.$14,712
$KNTK Kinetik Holdings Inc.$14,308Exited Positions (114)
$FWDI Forward Industries, Inc.
$APP AppLovin Corp
$PTY PIMCO CORPORATE & INCOME OPPORTUNITY FUND
$THW abrdn World Healthcare Fund
$HQH abrdn Healthcare Investors
$AAL American Airlines Group Inc.
$ARI Apollo Commercial Real Estate Finance, Inc.Browse Top Institutional Investors
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