Osbon Capital Management LLC - Portfolio overview

Osbon Capital Management LLC has 483 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VGT - VANGUARD WORLD FD INF TECH ETF, 10.00%
2. VTI - VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF, 9.84%
3. QQQ - INVESCO QQQ TR UNIT SER 1, 9.23%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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