13F Insight
DOSSIER · 13F-HR · Q3 2026

Osbon Capital Management LLC

$138M in tracked AUM across 547 positions as of Q3 2026.

OC
CIK 0001784418 · last filed Sep 30, 2026
Total AUM
$138M
as of Q3 2026
Holdings
547
+118 QoQ
positions
Whale Score
49
49
tracked
Activity
355
+131 new, −13 sold
changes this Q
AI Analysis · Q3 2026

Osbon Capital Management LLC filed its latest 13F-HR for Q3 2026. 355 position changes this quarter — 131 new, 13 exited, 179 added, 32 trimmed.

Quarter at a glance — Q3 2026

355 material changes this filing.

TRIM
NETCLOUDFLARE INC
-240 sh
+$3M
7.5%
ADD
AGNCAGNC INVT CORP
+317K sh
+$3M
2.1%
EXIT
TECLDIREXION SHARES ETF TRUST DAILY TECHNOLOGY BULL 3X ETF
-5K sh
$-1M
—
ADD
VGTVANGUARD WORLD FD
+7 sh
+$822K
12.2%
NEW
BEBLOOM ENERGY CORP
+2K sh
+$634K
0.5%
ADD
DXDYNEX CAP INC
+55K sh
+$607K
0.5%
ADD
SOXXISHARES TR
+318 sh
$-530K
4.2%

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
VGT
VANGUARD WORLD FD
$17M134K12.2%02
QQQ
INVESCO QQQ TR
$14M18K9.8%03
VTI
VANGUARD INDEX FDS
$13M35K9.4%04
NET
CLOUDFLARE INC
$10M30K7.5%05
IWF
ISHARES TR
$9M69K6.3%06
SOXX
ISHARES TR
$6M10K4.2%07
DGRW
WISDOMTREE TR
$4M38K2.7%08
SPY
STATE STR SPDR S&P 500 ETF T
$3M4K2.4%09
VB
VANGUARD INDEX FDS
$3M11K2.2%10
AGNC
AGNC INVT CORP
$3M320K2.1%

Filing history

2026Q3Sep 30
$138M▲ 8.1%
547 positionsView →2026Q2Jun 30
$127M▲ 4.0%
427 positionsView →2026Q1Mar 31
$123M▲ 14.6%
493 positionsView →2025Q4Dec 31
$107M▲ 13.7%
353 positionsView →2019Q2Jun 30
$94M—
50 positionsLocked