Osbon Capital Management LLC

Osbon Capital Management LLC is an Investment Adviser institutional filer with the SEC under CIK 1784418, reporting 421 portfolio positions, with 8 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

• State of incorporation: MA
• Filing type: 13F-HR
• Latest reporting period: 2026-06-30
• Last filed: 2026-08-13

Top 10 portfolio positions

The largest reported holdings in Osbon Capital Management LLC's most recent 13F filing, ranked by reported market value.

1. VANGUARD WORLD FD INF TECH ETF (VGT)
2. INVESCO QQQ TR UNIT SER 1 (QQQ)
3. VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF (VTI)
4. ISHARES TR RUS 1000 GRW ETF (IWF)
5. CLOUDFLARE INC CL A COM (NET)
6. ISHARES TR ISHARES SEMICDTR (SOXX)
7. WISDOMTREE TR US QUALITY DIVID GROWTH FD (DGRW)
8. VANGUARD SMALL-CAP INDEX FUND (VB)
9. STATE STREET SPDR S&P 500 ETF UNITS (SPY)
10. VANECK ETF TRUST SEMICONDUCTR ETF (SMH)