Owen LaRue, LLC - Portfolio overview

Owen LaRue, LLC has 149 reported holdings in this dataset, with the latest filing dated 2026-04-30.

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. SGOV - ISHARES TR, 7.71%
2. CSHI - NEOS ETF TRUST, 5.14%
3. QQQ - INVESCO QQQ TR, 4.98%

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

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