Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Osbon Capital Management LLC (CIK 1784418) reported $122.5M across 481 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VGT ($12.2M, 9.99%), VTI ($12.0M, 9.83%), QQQ ($11.3M, 9.22%), IWF ($7.9M, 6.47%), SPY ($5.1M, 4.15%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VGT | VANGUARD WORLD FD INF TECH ETF | $12.2M | 9.99% | 17,538 | Trimmed |
| 2 | VTI | VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF | $12.0M | 9.83% | 37,534 | Added |
| 3 | QQQ | INVESCO QQQ TR UNIT SER 1 | $11.3M | 9.22% | 19,569 | Added |
| 4 | IWF | ISHARES TR RUS 1000 GRW ETF | $7.9M | 6.47% | 18,587 | Trimmed |
| 5 | SPY | STATE STREET SPDR S&P 500 ETF UNITS | $5.1M | 4.15% | 7,823 | Added |
| 6 | CSCO | CISCO SYSTEMS INC | $3.9M | 3.16% | 49,943 | Added |
| 7 | DGRW | WISDOMTREE TR US QUALITY DIVID GROWTH FD | $3.7M | 3.00% | 41,794 | Trimmed |
| 8 | VB | VANGUARD SMALL-CAP INDEX FUND | $3.5M | 2.85% | 13,353 | Added |
| 9 | NET | CLOUDFLARE INC CL A COM | $3.4M | 2.79% | 16,542 | Added |
| 10 | SOXX | ISHARES TR ISHARES SEMICDTR | $3.2M | 2.65% | 9,875 | Hold |
| 11 | AGNC | AGNC INVT CORP COM | $3.2M | 2.59% | 316,178 | New |
| 12 | DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST UNITS | $3.1M | 2.52% | 6,674 | Added |
| 13 | BXSL | BLACKSTONE SECD LENDING FD COMMON STOCK | $2.2M | 1.76% | 90,806 | Added |
| 14 | SMH | VANECK ETF TRUST SEMICONDUCTR ETF | $1.9M | 1.51% | 4,838 | Trimmed |
| 15 | GBDC | GOLUB CAP BDC INC COM | $1.4M | 1.16% | 112,081 | Added |
| 16 | AAPL | APPLE INC | $1.4M | 1.11% | 5,376 | Added |
| 17 | MSFT | MICROSOFT CORP | $1.3M | 1.09% | 3,600 | Added |
| 18 | SGOL | ETFS GOLD TR PHYSCL GOLD SHS | $1.2M | 0.97% | 26,658 | Hold |
| 19 | AMGN | AMGEN INC | $1.2M | 0.96% | 3,344 | Added |
| 20 | VOO | VANGUARD INDEX FUNDS S&P 500 ETF USD | $1.2M | 0.94% | 1,928 | Added |
| 21 | ARKK | ARK ETF TRUST INNOVATION ETF | $1.1M | 0.91% | 16,416 | Trimmed |
| 22 | TSLA | TESLA INC COM | $1.1M | 0.91% | 2,996 | Added |
| 23 | FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | $998,184 | 0.81% | 16,910 | Added |
| 24 | VUG | VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS | $983,580 | 0.80% | 2,252 | Added |
| 25 | GOOG | ALPHABET INC CAP STK CL C | $930,455 | 0.76% | 3,244 | Added |
Source: SEC Form 13F filings · as of 2026-03-31