Osbon Capital Management LLC
495 holdingsFiling period: 2026-03-31Current AUM: $143.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VGT | VANGUARD WORLD FD INF TECH ETF | 17.5K | $12.2M | $15.9M | 11.08% | -526 | 2026-03-31 |
| 2 | VTI | VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF | 37.5K | $12.0M | $13.8M | 9.64% | +1.8K | 2026-03-31 |
| 3 | QQQ | INVESCO QQQ TR UNIT SER 1 | 19.6K | $11.3M | $13.5M | 9.39% | +732 | 2026-03-31 |
| 4 | IWF | ISHARES TR RUS 1000 GRW ETF | 18.6K | $7.9M | $8.8M | 6.14% | -446 | 2026-03-31 |
| 5 | SPY | STATE STREET SPDR S&P 500 ETF UNITS | 7.8K | $5.1M | $5.8M | 4.08% | +3.2K | 2026-03-31 |
| 6 | CSCO | CISCO SYSTEMS INC | 49.9K | $3.9M | $5.8M | 4.04% | +49.5K | 2026-03-31 |
| 7 | DGRW | WISDOMTREE TR US QUALITY DIVID GROWTH FD | 41.8K | $3.7M | $4.0M | 2.81% | -2,056 | 2026-03-31 |
| 8 | VB | VANGUARD SMALL-CAP INDEX FUND | 13.4K | $3.5M | $3.9M | 2.75% | +3.7K | 2026-03-31 |
| 9 | NET | CLOUDFLARE INC CL A COM | 16.5K | $3.4M | $4.6M | 3.22% | +4.1K | 2026-03-31 |
| 10 | SOXX | ISHARES TR ISHARES SEMICDTR | 9.9K | $3.2M | $5.0M | 3.48% | -- | 2026-03-31 |
| 11 | AGNC | AGNC INVT CORP COM | 316.2K | $3.2M | $3.4M | 2.35% | -- | 2026-03-31 |
| 12 | DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST UNITS | 6.7K | $3.1M | $3.5M | 2.44% | +3.9K | 2026-03-31 |
| 13 | BXSL | BLACKSTONE SECD LENDING FD COMMON STOCK | 90.8K | $2.2M | $2.1M | 1.46% | +5.5K | 2026-03-31 |
| 14 | SMH | VANECK ETF TRUST SEMICONDUCTR ETF | 4.8K | $1.9M | $2.6M | 1.82% | -610 | 2026-03-31 |
| 15 | GBDC | GOLUB CAP BDC INC COM | 112.1K | $1.4M | $1.4M | 1.00% | +415 | 2026-03-31 |
| 16 | AAPL | APPLE INC | 5.4K | $1.4M | $1.7M | 1.16% | +135 | 2026-03-31 |
| 17 | MSFT | MICROSOFT CORP | 3.6K | $1.3M | $1.7M | 1.17% | +454 | 2026-03-31 |
| 18 | SGOL | ETFS GOLD TR PHYSCL GOLD SHS | 26.7K | $1.2M | $1.0M | 0.72% | -- | 2026-03-31 |
| 19 | AMGN | AMGEN INC | 3.3K | $1.2M | $1.3M | 0.90% | +2.0K | 2026-03-31 |
| 20 | VOO | VANGUARD INDEX FUNDS S&P 500 ETF USD | 1.9K | $1.2M | $1.3M | 0.92% | +9 | 2026-03-31 |
| 21 | TSLA | TESLA INC COM | 3.0K | $1.1M | $932K | 0.65% | +279 | 2026-03-31 |
| 22 | ARKK | ARK ETF TRUST INNOVATION ETF | 16.4K | $1.1M | $1.2M | 0.82% | -349 | 2026-03-31 |
| 23 | FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | 16.9K | $998K | $925K | 0.65% | +8.7K | 2026-03-31 |
| 24 | VUG | VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS | 2.3K | $983K | $1.2M | 0.80% | +1.4K | 2026-03-31 |
| 25 | GOOG | ALPHABET INC CAP STK CL C | 3.2K | $930K | $1.2M | 0.81% | +196 | 2026-03-31 |
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