Osbon Capital Management LLC

Est. AUM

$122.5M

13F long equity, this entity only

Positions

493

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD WORLD FD INF TECH ETF	INF TECH ETF	$12.2M	17538	9.99%	SOLE
2	VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF	TOTAL STK MKT	$12.0M	37534	9.83%	SOLE
3	INVESCO QQQ TR UNIT SER 1	UNIT SER 1	$11.3M	19569	9.22%	SOLE
4	ISHARES TR RUS 1000 GRW ETF	RUS 1000 GRW ETF	$7.9M	18587	6.47%	SOLE
5	STATE STREET SPDR S&P 500 ETF UNITS	TR UNIT	$5.1M	7823	4.15%	SOLE
6	CISCO SYSTEMS INC	COM	$3.9M	49943	3.16%	SOLE
7	WISDOMTREE TR US QUALITY DIVID GROWTH FD	US QTLY DIV GRT	$3.7M	41794	3.00%	SOLE
8	VANGUARD SMALL-CAP INDEX FUND	SMALL CP ETF	$3.5M	13353	2.85%	SOLE
9	CLOUDFLARE INC CL A COM	CL A COM	$3.4M	16542	2.79%	SOLE
10	ISHARES TR ISHARES SEMICDTR	ISHARES SEMICDTR	$3.2M	9875	2.65%	SOLE
11	AGNC INVT CORP COM	COM	$3.2M	316178	2.59%	SOLE
12	STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST UNITS	UT SER 1	$3.1M	6674	2.52%	SOLE
13	BLACKSTONE SECD LENDING FD COMMON STOCK	COMMON STOCK	$2.2M	90806	1.76%	SOLE
14	VANECK ETF TRUST SEMICONDUCTR ETF	SEMICONDUCTR ETF	$1.9M	4838	1.51%	SOLE
15	GOLUB CAP BDC INC COM	COM	$1.4M	112081	1.16%	SOLE
16	APPLE INC	COM	$1.4M	5376	1.11%	SOLE
17	MICROSOFT CORP	COM	$1.3M	3600	1.09%	SOLE
18	ETFS GOLD TR PHYSCL GOLD SHS	PHYSCL GOLD SHS	$1.2M	26658	0.97%	SOLE
19	AMGEN INC	COM	$1.2M	3344	0.96%	SOLE
20	VANGUARD INDEX FUNDS S&P 500 ETF USD	S&P 500 ETF SHS	$1.2M	1928	0.94%	SOLE
21	TESLA INC COM	COM	$1.1M	2996	0.91%	SOLE
22	ARK ETF TRUST INNOVATION ETF	INNOVATION ETF	$1.1M	16416	0.91%	SOLE
23	FIDELITY WISE ORIGIN BITCOIN FUND	SHS	$998K	16910	0.81%	SOLE
24	VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS	GROWTH ETF	$984K	2252	0.80%	SOLE
25	ALPHABET INC CAP STK CL C	CAP STK CL C	$930K	3244	0.76%	SOLE
26	AMAZON.COM INC	COM	$922K	4428	0.75%	SOLE
27	SPHERE ENTERTAINMENT CO COM USD0.01 CLASS A	CL A	$910K	7751	0.74%	SOLE
28	FIRST TRUST CLOUD COMPUTING ETF	CLOUD COMPUTING	$889K	8133	0.73%	SOLE
29	META PLATFORMS INC CLASS A COMMON STOCK	CL A	$802K	1401	0.65%	SOLE
30	NVIDIA CORPORATION COM	COM	$780K	4473	0.64%	SOLE
31	SELECT SECTOR SPDR TRUST STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF	STATE STREET HEA	$753K	5135	0.61%	SOLE
32	ARK ETF TR NEXT GNRTN INTER	NEXT GNRTN INTER	$733K	6081	0.60%	SOLE
33	RUNNING OAK EFFICIENT GROWTH ETF	RUNNING GWTH ETF	$725K	22510	0.59%	SOLE
34	CELESTICA INC COM NPV ISIN #CA15101Q2071 SEDOL #BSCB6L9	COM	$720K	2555	0.59%	SOLE
35	PLANET LABS PBC COM CL A	COM CL A	$710K	25418	0.58%	SOLE
36	SPDR GOLD TR GOLD SHS	GOLD SHS	$696K	1619	0.57%	SOLE
37	VISA INC	COM CL A	$653K	2162	0.53%	SOLE
38	DYNEX CAP INC COM	COM	$596K	46732	0.49%	SOLE
39	VANGUARD FD INDUSTRIAL ETF	INDUSTRIAL ETF	$563K	1805	0.46%	SOLE
40	ALPHABET INC CAP STK CL A	CAP STK CL A	$562K	1955	0.46%	SOLE
41	NEXTPOWER INC. CLASS A COMMON STOCK	CLASS A COM	$546K	4526	0.45%	SOLE
42	VANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR	VALUE ETF	$480K	2447	0.39%	SOLE
43	COSTCO WHOLESALE CORP COM	COM	$471K	473	0.38%	SOLE
44	VANGUARD WORLD FD ENERGY ETF	ENERGY ETF	$450K	2599	0.37%	SOLE
45	INVESCO EXCHANGE TRADED FD TR BUYBACK ACHIEV	BUYBACK ACHIEV	$410K	3124	0.33%	SOLE
46	ISHARES MSCI ISRAEL ETF	MSCI ISRAEL ETF	$380K	3279	0.31%	SOLE
47	CROWDSTRIKE HLDGS INC CL A	CL A	$362K	926	0.30%	SOLE
48	PALANTIR TECHNOLOGIES INC CL A	CL A	$349K	2383	0.28%	SOLE
49	CITIGROUP INC	COM NEW	$318K	2805	0.26%	SOLE
50	VANGUARD SPECIALIZED FUNDS DIV APP ETF	DIV APP ETF	$312K	1452	0.25%	SOLE

1–50 of 493

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.