Osbon Capital Management LLC

DOSSIER · 13F-HR · Q1 2026

Osbon Capital Management LLC

$123M in tracked AUM across 493 positions as of Q1 2026.

OC

CIK 0001784418 · last filed Mar 31, 2026

Total AUM

$123M

as of Q1 2026

Holdings

493

—

positions

Whale Score

49

49

tracked

Activity

—

no data

changes this Q

AI Analysis · Q1 2026

Osbon Capital Management LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

VGT

VANGUARD WORLD FD INF TECH ETF

$12M18K10.0%02

VTI

VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF

$12M38K9.8%03

QQQ

INVESCO QQQ TR UNIT SER 1

$11M20K9.2%04

IWF

ISHARES TR RUS 1000 GRW ETF

$8M19K6.5%05

SPY

STATE STREET SPDR S&P 500 ETF UNITS

$5M8K4.2%06

CSCO

CISCO SYSTEMS INC

$4M50K3.2%07

DGRW

WISDOMTREE TR US QUALITY DIVID GROWTH FD