Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Owen LaRue, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Owen LaRue, LLC (CIK 1965328) reported $287.6M across 139 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SGOV ($18.4M, 6.39%), QQQ ($17.9M, 6.21%), AAPL ($12.9M, 4.50%), COWZ ($11.1M, 3.87%), NVDA ($8.6M, 2.98%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1SGOVISHARES TR$18.4M6.39%182,589Trimmed
2QQQINVESCO QQQ TR$17.9M6.21%24,263Added
3AAPLAPPLE INC$12.9M4.50%44,685Trimmed
4COWZPACER FDS TR$11.1M3.87%178,900Trimmed
5NVDANVIDIA CORPORATION$8.6M2.98%42,886Trimmed
6CSHINEOS ETF TRUST$8.4M2.94%169,551Trimmed
7PLTRPALANTIR TECHNOLOGIES INC$7.9M2.76%68,102Trimmed
8SVOLSIMPLIFY EXCHANGE TRADED FUN$7.4M2.58%462,950Added
9JPMJPMORGAN CHASE & CO$6.6M2.31%20,259Trimmed
10QQQINEOS ETF TRUST$6.5M2.25%113,790Added
11FIIGFIRST TR EXCHANGE-TRADED FD$6.2M2.15%299,015Added
12SDVYFIRST TR EXCHANGE TRADED FD$6.0M2.08%138,554Trimmed
13WMTWALMART INC$5.4M1.89%47,971Added
14BUCKSIMPLIFY EXCHANGE TRADED FUN$5.3M1.86%228,395Trimmed
15SMHVANECK ETF TRUST$5.3M1.85%8,090Added
16GRIDFIRST TR EXCHANGE-TRADED FD$5.1M1.77%26,584Added
17DIVIFRANKLIN TEMPLETON ETF TR$4.8M1.67%112,613Added
18FDDFIRST TR EXCHANGE-TRADED FD$4.7M1.65%255,152Added
19BINCBLACKROCK ETF TRUST II$4.5M1.56%85,567Added
20IWMINEOS ETF TRUST$4.3M1.51%81,072Added
21CGDVCAPITAL GROUP DIVIDEND VALUE$4.0M1.41%82,042Trimmed
22PULSPGIM ETF TR$4.0M1.39%80,723Added
23GEVGE VERNOVA INC$3.8M1.34%3,277Trimmed
24JNJJOHNSON & JOHNSON$3.6M1.25%14,169Trimmed
25MSFTMICROSOFT CORP$3.6M1.25%9,667Added

Source: SEC Form 13F filings · as of 2026-06-30