Osbon Capital Management LLC: 13F holdings
CIK 17844182026Q2
| Positions | 427 |
|---|
| Reported value | $127.5m |
|---|
| Filed | 2026-08-13 |
|---|
Change since last quarter
| Positions | 427 (-66 vs prior quarter) |
|---|
| Reported value | $127.5m (+4.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VGT VANGUARD WORLD FD INF TECH ETF | 133,586 | $16.0m | 12.5% |
| QQQ INVESCO QQQ TR UNIT SER 1 | 18,303 | $13.5m | 10.6% |
| VTI VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF | 34,464 | $12.8m | 10.0% |
| IWF ISHARES TR RUS 1000 GRW ETF | 69,840 | $8.7m | 6.8% |
| NET CLOUDFLARE INC CL A COM | 29,840 | $7.3m | 5.7% |
| SOXX ISHARES TR ISHARES SEMICDTR | 9,857 | $6.3m | 5.0% |
| DGRW WISDOMTREE TR US QUALITY DIVID GROWTH FD | 39,795 | $3.8m | 3.0% |
| VB VANGUARD SMALL-CAP INDEX FUND | 10,589 | $3.2m | 2.5% |
| SPY STATE STREET SPDR S&P 500 ETF UNITS | 4,269 | $3.2m | 2.5% |
| SMH VANECK ETF TRUST SEMICONDUCTR ETF | 4,755 | $3.1m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1784418")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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