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.
Owen LaRue, LLC (CIK 1965328) reported $260.5M across 128 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SGOV ($20.9M, 8.03%), CSHI ($14.0M, 5.35%), QQQ ($13.5M, 5.19%), AAPL ($12.0M, 4.60%), COWZ ($11.5M, 4.40%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SGOV | ISHARES TR | $20.9M | 8.03% | 207,882 | Trimmed |
| 2 | CSHI | NEOS ETF TRUST | $14.0M | 5.35% | 280,248 | Added |
| 3 | QQQ | INVESCO QQQ TR | $13.5M | 5.19% | 23,416 | Added |
| 4 | AAPL | APPLE INC | $12.0M | 4.60% | 47,227 | Trimmed |
| 5 | COWZ | PACER FDS TR | $11.5M | 4.40% | 183,087 | Trimmed |
| 6 | PLTR | PALANTIR TECHNOLOGIES INC | $11.1M | 4.24% | 75,559 | Trimmed |
| 7 | JPM | JPMORGAN CHASE & CO | $8.3M | 3.20% | 28,313 | Trimmed |
| 8 | NVDA | NVIDIA CORPORATION | $7.5M | 2.89% | 43,102 | Trimmed |
| 9 | SDVY | FIRST TR EXCHANGE TRADED FD | $6.5M | 2.49% | 164,642 | Added |
| 10 | FIIG | FIRST TR EXCHANGE-TRADED FD | $6.0M | 2.31% | 290,546 | Trimmed |
| 11 | BUCK | SIMPLIFY EXCHANGE TRADED FUN | $6.0M | 2.31% | 256,075 | Added |
| 12 | FDD | FIRST TR EXCHANGE-TRADED FD | $4.4M | 1.69% | 247,248 | Added |
| 13 | DIVI | FRANKLIN TEMPLETON ETF TR | $4.4M | 1.68% | 109,712 | Added |
| 14 | GRID | FIRST TR EXCHANGE-TRADED FD | $4.3M | 1.64% | 26,079 | Trimmed |
| 15 | FGD | FIRST TR EXCHANGE-TRADED FD | $4.2M | 1.63% | 133,088 | Added |
| 16 | WMT | WALMART INC | $4.2M | 1.60% | 33,612 | Added |
| 17 | BINC | BLACKROCK ETF TRUST II | $3.9M | 1.51% | 75,998 | Added |
| 18 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $3.8M | 1.45% | 89,016 | Added |
| 19 | DOW | DOW HLDGS INC | $3.7M | 1.41% | 88,170 | New |
| 20 | MSFT | MICROSOFT CORP | $3.6M | 1.37% | 9,608 | Trimmed |
| 21 | SVOL | SIMPLIFY EXCHANGE TRADED FUN | $3.6M | 1.37% | 232,818 | Trimmed |
| 22 | GEV | GE VERNOVA INC | $3.6M | 1.37% | 4,077 | Trimmed |
| 23 | JNJ | JOHNSON & JOHNSON | $3.5M | 1.34% | 14,242 | Added |
| 24 | PULS | PGIM ETF TR | $3.5M | 1.34% | 70,553 | Added |
| 25 | DNP | DNP SELECT INCOME FD INC | $3.5M | 1.33% | 336,882 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31