Universe · entity
Osbon Capital Management LLC
Institutional manager (13F) · CIK 1784418
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $104M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD WORLD FD INF TECH ETF | $12M | 17,538 |
| 2 | VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF | $12M | 37,534 |
| 3 | INVESCO QQQ TR UNIT SER 1 | $11M | 19,569 |
| 4 | ISHARES TR RUS 1000 GRW ETF | $8M | 18,587 |
| 5 | STATE STREET SPDR S&P 500 ETF UNITS | $5M | 7,823 |
| 6 | CISCO SYSTEMS INC | $4M | 49,943 |
| 7 | WISDOMTREE TR US QUALITY DIVID GROWTH FD | $4M | 41,794 |
| 8 | VANGUARD SMALL-CAP INDEX FUND | $3M | 13,353 |
| 9 | CLOUDFLARE INC CL A COM | $3M | 16,542 |
| 10 | ISHARES TR ISHARES SEMICDTR | $3M | 9,875 |
| 11 | AGNC INVT CORP COM | $3M | 316,178 |
| 12 | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST UNITS | $3M | 6,674 |
| 13 | BLACKSTONE SECD LENDING FD COMMON STOCK | $2M | 90,806 |
| 14 | VANECK ETF TRUST SEMICONDUCTR ETF | $2M | 4,838 |
| 15 | GOLUB CAP BDC INC COM | $1M | 112,081 |
| 16 | APPLE INC | $1M | 5,376 |
| 17 | MICROSOFT CORP | $1M | 3,600 |
| 18 | ETFS GOLD TR PHYSCL GOLD SHS | $1M | 26,658 |
| 19 | AMGEN INC | $1M | 3,344 |
| 20 | VANGUARD INDEX FUNDS S&P 500 ETF USD | $1M | 1,928 |
| 21 | TESLA INC COM | $1M | 2,996 |
| 22 | ARK ETF TRUST INNOVATION ETF | $1M | 16,416 |
| 23 | FIDELITY WISE ORIGIN BITCOIN FUND | $998k | 16,910 |
| 24 | VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS | $984k | 2,252 |
| 25 | ALPHABET INC CAP STK CL C | $930k | 3,244 |
| 26 | AMAZON.COM INC | $922k | 4,428 |
| 27 | SPHERE ENTERTAINMENT CO COM USD0.01 CLASS A | $910k | 7,751 |
| 28 | FIRST TRUST CLOUD COMPUTING ETF | $889k | 8,133 |
| 29 | META PLATFORMS INC CLASS A COMMON STOCK | $802k | 1,401 |
| 30 | NVIDIA CORPORATION COM | $780k | 4,473 |
| 31 | SELECT SECTOR SPDR TRUST STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $753k | 5,135 |
| 32 | ARK ETF TR NEXT GNRTN INTER | $733k | 6,081 |
| 33 | RUNNING OAK EFFICIENT GROWTH ETF | $725k | 22,510 |
| 34 | CELESTICA INC COM NPV ISIN #CA15101Q2071 SEDOL #BSCB6L9 | $720k | 2,555 |
| 35 | PLANET LABS PBC COM CL A | $710k | 25,418 |
| 36 | SPDR GOLD TR GOLD SHS | $696k | 1,619 |
| 37 | VISA INC | $653k | 2,162 |
| 38 | DYNEX CAP INC COM | $596k | 46,732 |
| 39 | VANGUARD FD INDUSTRIAL ETF | $563k | 1,805 |
| 40 | ALPHABET INC CAP STK CL A | $562k | 1,955 |
| 41 | NEXTPOWER INC. CLASS A COMMON STOCK | $546k | 4,526 |
| 42 | VANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR | $480k | 2,447 |
| 43 | COSTCO WHOLESALE CORP COM | $471k | 473 |
| 44 | VANGUARD WORLD FD ENERGY ETF | $450k | 2,599 |
| 45 | INVESCO EXCHANGE TRADED FD TR BUYBACK ACHIEV | $410k | 3,124 |
| 46 | ISHARES MSCI ISRAEL ETF | $380k | 3,279 |
| 47 | CROWDSTRIKE HLDGS INC CL A | $362k | 926 |
| 48 | PALANTIR TECHNOLOGIES INC CL A | $349k | 2,383 |
| 49 | CITIGROUP INC | $318k | 2,805 |
| 50 | VANGUARD SPECIALIZED FUNDS DIV APP ETF | $312k | 1,452 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.