account_balance
Investment manager · 13F filer · SEC CIK 1784418
Osbon Capital Management LLC
Reported value$137Mas of Sep 30, 2026
Positions544 130 new, 7 sold out
Top 10 weight58.9%VGT alone is 12%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VGTVanguard World Fd
12.2%
QQQInvesco QQQ Tr
9.8%
VTIVanguard Index FDS
9.4%
NETCloudflare, Inc.
7.5%
IWFiShares Tr
6.3%
SOXXiShares Tr
4.2%Added +3%
DGRWWisdomtree Tr
2.7%Trimmed −4%
SPYSPDR S&P 500 ETF Trust
2.4%
VBVanguard Index FDS
2.2%
AGNCAGNC Investment Corp.
2.1%
SMHVaneck ETF Trust
2.1%
BXSLBlackstone Secured Lending Fund
1.6%
VGTVanguard World Fd
12.2%
QQQInvesco QQQ Tr
9.8%
VTIVanguard Index FDS
9.4%
NETCloudflare, Inc.
7.5%
IWFiShares Tr
6.3%
SOXX4.2%
DGRW2.7%
SPY2.4%VB2.2%
AGNCSMH2.1%
BXSLBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VGT Vanguard World Fd 12.2% Held
QQQ Invesco QQQ Tr 9.8% Held
VTI Vanguard Index FDS 9.4% Held
NET Cloudflare, Inc. 7.5% HeldIWF iShares Tr 6.3% Held
SOXX iShares Tr 4.2% Added +3%
DGRW Wisdomtree Tr 2.7% Trimmed −4%
SPY SPDR S&P 500 ETF Trust 2.4% HeldVB Vanguard Index FDS 2.2% Held
AGNC AGNC Investment Corp. 2.1% Added +12511%SMH Vaneck ETF Trust 2.1% Held
BXSL Blackstone Secured Lending Fund 1.6% Trimmed −3%What changed
Biggest moves since Jun 30, 2026
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