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 $127.5M across 421 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VGT ($16.0M, 12.52%), QQQ ($13.5M, 10.57%), VTI ($12.8M, 10.00%), IWF ($8.7M, 6.80%), NET ($7.3M, 5.74%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VGT | VANGUARD WORLD FD INF TECH ETF | $16.0M | 12.52% | 133,586 | Added |
| 2 | QQQ | INVESCO QQQ TR UNIT SER 1 | $13.5M | 10.57% | 18,303 | Trimmed |
| 3 | VTI | VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF | $12.8M | 10.00% | 34,464 | Trimmed |
| 4 | IWF | ISHARES TR RUS 1000 GRW ETF | $8.7M | 6.80% | 69,840 | Added |
| 5 | NET | CLOUDFLARE INC CL A COM | $7.3M | 5.74% | 29,840 | Added |
| 6 | SOXX | ISHARES TR ISHARES SEMICDTR | $6.3M | 4.95% | 9,857 | Trimmed |
| 7 | DGRW | WISDOMTREE TR US QUALITY DIVID GROWTH FD | $3.8M | 2.98% | 39,795 | Trimmed |
| 8 | VB | VANGUARD SMALL-CAP INDEX FUND | $3.2M | 2.52% | 10,589 | Trimmed |
| 9 | SPY | STATE STREET SPDR S&P 500 ETF UNITS | $3.2M | 2.50% | 4,269 | Trimmed |
| 10 | SMH | VANECK ETF TRUST SEMICONDUCTR ETF | $3.1M | 2.45% | 4,755 | Trimmed |
| 11 | BXSL | BLACKSTONE SECD LENDING FD COMMON STOCK | $2.2M | 1.73% | 93,016 | Added |
| 12 | AAPL | APPLE INC | $1.5M | 1.18% | 5,194 | Trimmed |
| 13 | GBDC | GOLUB CAP BDC INC COM | $1.4M | 1.13% | 111,755 | Trimmed |
| 14 | DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST UNITS | $1.4M | 1.11% | 2,704 | Trimmed |
| 15 | GOOG | ALPHABET INC CAP STK CL C | $1.4M | 1.09% | 3,926 | Added |
| 16 | SPHR | SPHERE ENTERTAINMENT CO COM USD0.01 CLASS A | $1.3M | 1.05% | 7,750 | Trimmed |
| 17 | MSFT | MICROSOFT CORP | $1.3M | 1.04% | 3,550 | Trimmed |
| 18 | VOO | VANGUARD INDEX FUNDS S&P 500 ETF USD | $1.3M | 1.04% | 1,928 | Hold |
| 19 | TSLA | TESLA INC COM | $1.3M | 0.99% | 2,995 | Trimmed |
| 20 | ARKK | ARK ETF TRUST INNOVATION ETF | $1.3M | 0.99% | 15,556 | Trimmed |
| 21 | AMGN | AMGEN INC | $1.2M | 0.95% | 3,344 | Hold |
| 22 | TECL | DIREXION SHARES ETF TRUST DAILY TECHNOLOGY BULL 3X ETF | $1.2M | 0.94% | 5,174 | New |
| 23 | AMZN | AMAZON.COM INC | $1.1M | 0.83% | 4,428 | Hold |
| 24 | SGOL | ETFS GOLD TR PHYSCL GOLD SHS | $1.0M | 0.80% | 26,658 | Hold |
| 25 | CLS | CELESTICA INC COM NPV ISIN #CA15101Q2071 SEDOL #BSCB6L9 | $903,629 | 0.71% | 2,477 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30