Osbon Capital Management LLC Top Holdings and 13F Report (2026) About Osbon Capital Management LLCInvestment ActivityOsbon Capital Management LLC has $122.54 million in total holdings as of March 31, 2026.Osbon Capital Management LLC owns shares of 493 different stocks, but just 37 companies or ETFs make up 80% of its holdings.Approximately 20.87% of the portfolio was purchased this quarter.About 3.21% of the portfolio was sold this quarter.This quarter, Osbon Capital Management LLC has purchased 353 new stocks and bought additional shares in 95 stocks.Osbon Capital Management LLC sold shares of 26 stocks and completely divested from 5 stocks this quarter.Largest Holdings Vanguard Information Technology ETF $12,236,885Vanguard Total Stock Market ETF $12,041,283Invesco QQQ $11,294,825iShares Russell 1000 Growth ETF $7,925,412SPDR S&P 500 ETF Trust $5,087,917 Largest New Holdings this Quarter 00123Q104 - AGNC Investment $3,171,265 Holding26817Q886 - Dynex Capital $596,300 Holding92204A603 - Vanguard Industrials ETF $563,451 Holding92204A306 - Vanguard Energy ETF $449,689 Holding92204A884 - Vanguard Communication Services ETF $304,057 Holding Largest Purchases this Quarter Cisco Systems 49,534 shares (about $3.84M)AGNC Investment 316,178 shares (about $3.17M)SPDR S&P 500 ETF Trust 3,174 shares (about $2.06M)SPDR Dow Jones Industrial Average ETF Trust 3,873 shares (about $1.79M)Vanguard Small-Cap ETF 3,678 shares (about $963.33K) Largest Sales this Quarter GRAYSCALE BITCOIN TRUST ETF 27,100 shares (about $1.43M)ISHARES BITCOIN TRUST ETF 14,140 shares (about $543.26K)Vanguard Information Technology ETF 526 shares (about $367.01K)VanEck Semiconductor ETF 610 shares (about $233.88K)iShares Russell 1000 Growth ETF 446 shares (about $190.17K) Sector Allocation Over TimeMap of 500 Largest Holdings ofOsbon Capital Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVGTVanguard Information Technology ETF$12,236,885$367,009 â–¼-2.9%17,53810.0%ETFVTIVanguard Total Stock Market ETF$12,041,283$581,308 â–²5.1%37,5349.8%ETFQQQInvesco QQQ$11,294,825$422,495 â–²3.9%19,5699.2%FinanceIWFiShares Russell 1000 Growth ETF$7,925,412$190,172 â–¼-2.3%18,5876.5%ETFSPYSPDR S&P 500 ETF Trust$5,087,917$2,064,304 â–²68.3%7,8234.2%FinanceCSCOCisco Systems$3,875,057$3,843,323 â–²12,111.0%49,9433.2%Computer and TechnologyDGRWWisdomTree U.S. Quality Dividend Growth Fund$3,671,174$180,599 â–¼-4.7%41,7943.0%ManufacturingVBVanguard Small-Cap ETF$3,497,387$963,333 â–²38.0%13,3532.9%ETFNETCloudflare$3,413,258$843,101 â–²32.8%16,5422.8%Computer and TechnologySOXXiShares Semiconductor ETF$3,245,5800.0%9,8752.6%ETFAGNCAGNC Investment$3,171,265$3,171,265 â–²New Holding316,1782.6%FinanceDIASPDR Dow Jones Industrial Average ETF Trust$3,091,237$1,793,881 â–²138.3%6,6742.5%FinanceBXSLBlackstone Secured Lending Fund$2,151,196$129,727 â–²6.4%90,8061.8%FinanceSMHVanEck Semiconductor ETF$1,854,932$233,879 â–¼-11.2%4,8381.5%ManufacturingGBDCGolub Capital BDC$1,418,951$5,254 â–²0.4%112,0811.2%FinanceAAPLApple$1,364,465$34,264 â–²2.6%5,3761.1%Computer and TechnologyMSFTMicrosoft$1,332,460$168,038 â–²14.4%3,6001.1%Computer and TechnologySGOLabrdn Physical Gold Shares ETF$1,189,4890.0%26,6581.0%ETFAMGNAmgen$1,176,742$703,793 â–²148.8%3,3441.0%MedicalVOOVanguard S&P 500 ETF$1,151,885$5,377 â–²0.5%1,9280.9%ETFTSLATesla$1,113,578$103,701 â–²10.3%2,9960.9%Auto/Tires/TrucksARK ETF TRUST INNOVATION ETF$1,109,527$23,588 â–¼-2.1%16,4160.9%INNOVATION ETFFIDELITY WISE ORIGIN BITCOIN FUND$998,184$514,676 â–²106.4%16,9100.8%SHSVUGVanguard Growth ETF$983,580$625,875 â–²175.0%2,2520.8%ETFGOOGAlphabet$930,455$56,217 â–²6.4%3,2440.8%Computer and TechnologyAMZNAmazon.com$922,245$193,696 â–²26.6%4,4280.8%Retail/WholesaleSPHRSphere Entertainment$909,9580.0%7,7510.7%Consumer DiscretionarySKYYFirst Trust Cloud Computing ETF$889,458$29,638 â–¼-3.2%8,1330.7%ManufacturingMETAMeta Platforms$801,8280.0%1,4010.7%Computer and TechnologyNVDANVIDIA$780,097$111,268 â–²16.6%4,4730.6%Computer and TechnologyXLVHealth Care Select Sector SPDR Fund$752,869$79,172 â–²11.8%5,1350.6%ETFARK ETF TR NEXT GNRTN INTER$733,3810.0%6,0810.6%NEXT GNRTN INTERRUNNRunning Oak Efficient Growth ETF$725,037$50,376 â–¼-6.5%22,5100.6%ETFCELESTICA INC COM NPV ISIN #CA15101Q2071 SEDOL #BSCB6L9$719,7940.0%2,5550.6%COMPLPlanet Labs PBC$710,427$75,464 â–¼-9.6%25,4180.6%Computer and TechnologyGLDSPDR Gold Shares$696,472$86,037 â–²14.1%1,6190.6%FinanceVVisa$653,382$302 â–²0.0%2,1620.5%Business ServicesDXDynex Capital$596,300$596,300 â–²New Holding46,7320.5%FinanceVISVanguard Industrials ETF$563,451$563,451 â–²New Holding1,8050.5%ETFGOOGLAlphabet$562,267$575 â–²0.1%1,9550.5%Computer and TechnologyNXTNextpower$545,5580.0%4,5260.4%EnergyVTVVanguard Value ETF$480,023$337,605 â–²237.1%2,4470.4%ETFCOSTCostco Wholesale$470,966$298,710 â–²173.4%4730.4%Retail/WholesaleVDEVanguard Energy ETF$449,689$449,689 â–²New Holding2,5990.4%ETFPKWInvesco BuyBack Achievers ETF$410,0030.0%3,1240.3%ETFEISiShares MSCI Israel ETF$380,4490.0%3,2790.3%ETFCRWDCrowdStrike$361,5200.0%9260.3%Computer and TechnologyPALANTIR TECHNOLOGIES INC CL A$348,556$64,065 â–²22.5%2,3830.3%CL ACCitigroup$318,086$317,973 â–²280,400.0%2,8050.3%Financial ServicesVIGVanguard Dividend Appreciation ETF$312,327$292,538 â–²1,478.3%1,4520.3%ETFIWOiShares Russell 2000 Growth ETF$309,970$10,981 â–¼-3.4%9880.3%ETFBRK.BBerkshire Hathaway$309,3710.0%6460.3%FinanceVOXVanguard Communication Services ETF$304,057$304,057 â–²New Holding1,6910.2%ETFSYMSymbotic$298,7450.0%5,6160.2%Business ServicesASMLASML$296,130$26,440 â–²9.8%2240.2%Computer and TechnologyADBEAdobe$292,182$145,848 â–²99.7%1,2020.2%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$283,0540.0%2,2770.2%ETFTSMTaiwan Semiconductor Manufacturing$270,6050.0%8010.2%Computer and TechnologyMAMastercard$266,3040.0%5330.2%Business ServicesMRKMerck & Co., Inc.$261,120$240,793 â–²1,184.6%2,1710.2%MedicalAPOApollo Global Management$250,695$222,840 â–²800.0%2,2500.2%FinanceNFLXNetflix$241,336$24,037 â–²11.1%2,5100.2%Consumer DiscretionarySIMPLIFY EXCHANGE TRADED FUNDS SIMPLIFY MBS ETF$235,726$235,726 â–²New Holding4,7660.2%MBS ETFWGMIValkyrie Bitcoin Miners ETF$233,589$208,935 â–²847.5%6,7080.2%ETFWCLDWisdomTree Cloud Computing Fund$231,747$19,779 â–²9.3%8,4830.2%ManufacturingXLIIndustrial Select Sector SPDR Fund$229,317$229,317 â–²New Holding1,4180.2%ETFBFLYButterfly Network$225,034$32,845 â–²17.1%55,7020.2%MedicalAVGOBroadcom$223,577$310 â–²0.1%7220.2%Computer and TechnologyOBDCBlue Owl Capital$212,041$27,694 â–²15.0%19,1720.2%FinanceCORE SCIENTIFIC INC NEW COM$207,2190.0%13,8520.2%COMQXO INC COM NEW$202,5320.0%10,4290.2%COM NEWNUNU$194,307$503 â–¼-0.3%13,5220.2%FinanceSCHXSchwab US Large-Cap ETF$191,7360.0%7,4780.2%ETFIJHiShares Core S&P Mid-Cap ETF$190,7720.0%2,8250.2%ETFEFGiShares MSCI EAFE Growth ETF$184,391$6,347 â–¼-3.3%1,6560.2%ETFXLKTechnology Select Sector SPDR Fund$181,638$133 â–²0.1%1,3670.1%ETFSHOPIFY INC COM NPV CL A ISIN #CA82509L1076 SEDOL #BX865C7$177,943$45,079 â–²33.9%1,5000.1%CL A SUB VTG SHSJNJJohnson & Johnson$172,5120.0%7060.1%MedicalUBERUber Technologies$169,107$147,456 â–²681.1%2,3510.1%Computer and TechnologyFORWARD INDUSTRIES INC COM NEW$166,803$166,803 â–²New Holding37,6530.1%COM NEWMORGAN STANLEY DIRECT LENDING COM SHS$164,015$7,580 â–²4.8%11,7490.1%COM SHSXOMExxonMobil$162,712$339 â–²0.2%9590.1%EnergyAPHAmphenol$158,9480.0%1,2580.1%Computer and TechnologyVTVanguard Total World Stock ETF$156,6750.0%1,1330.1%ETFMMM3M$154,815$135,935 â–²720.0%1,0660.1%Multi-Sector ConglomeratesGSBDGoldman Sachs BDC$153,3930.0%17,2740.1%FinanceEWJiShares MSCI Japan ETF$152,3300.0%1,8040.1%ETFVFHVanguard Financials ETF$149,972$149,972 â–²New Holding1,2410.1%ETFINTCIntel$149,191$113,890 â–²322.6%3,3810.1%Computer and TechnologySDYSPDR S&P Dividend ETF$145,940$145,940 â–²New Holding1,0000.1%ETFIEViShares Europe ETF$139,6040.0%2,0550.1%ETFCOREWEAVE INC COM CL A$138,957$15,724 â–²12.8%1,7940.1%COM CL ADOORDASH INC CL A$138,2690.0%9210.1%CL AUNHUnitedHealth Group$136,377$135,295 â–²12,500.0%5040.1%MedicalAPGAPi Group$134,6070.0%3,3220.1%Business ServicesEPIWisdomTree India Earnings Fund$124,3410.0%3,0480.1%FinanceGE VERNOVA INC COM$123,952$32,297 â–²35.2%1420.1%COMAPPLOVIN CORP COM CL A$123,337$101,852 â–²474.1%3100.1%COM CL APFFAVirtus InfraCap U.S. Preferred Stock ETF$122,567$122,567 â–²New Holding6,0200.1%ETFVEAVanguard FTSE Developed Markets ETF$121,2390.0%1,8920.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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