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Osbon Capital Management

Latest statistics and disclosures from Osbon Capital Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are VGT, VTI, QQQ, IWF, SPY, and represent 39.65% of Osbon Capital Management's stock portfolio.
Added to shares of these 10 stocks: CSCO, AGNC, SPY, DIA, VB, NET, AMGN, VUG, DX, VTI.
Started 144 new stock positions in TSLX, Call, TPVG, DY, FDUS, PFN, ONL, XLI, RITM, AWP.
Reduced shares in these 10 stocks: GBTC, IBIT, TLT, VGT, SMH, IWF, DGRW, BTC, DUOL, PL.
Sold out of its positions in Comerica Incorporated, DUOL, TLT, SQQQ.
Osbon Capital Management was a net buyer of stock by $22M.
Osbon Capital Management has $123M in assets under management (AUM), dropping by 14.62%.
Central Index Key (CIK): 0001784418

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Portfolio Holdings for Osbon Capital Management

Osbon Capital Management holds 493 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard World Fd Inf Tech Etf Inf Tech Etf (VGT)	10.0	$12M	-2%	18k	697.74	View chart
Vanguard Index Fds Vanguard Total Stk Mkt Etf Total Stk Mkt (VTI)	9.8	$12M	+5%	38k	320.81	View chart
Invesco Qqq Tr Unit Ser 1 Unit Ser 1 (QQQ)	9.2	$11M	+3%	20k	577.18	View chart
Ishares Tr Rus 1000 Grw Etf Rus 1000 Grw Etf (IWF)	6.5	$7.9M	-2%	19k	426.40	View chart
State Street Spdr S&p 500 Etf Units Tr Unit (SPY)	4.2	$5.1M	+68%	7.8k	650.38	View chart
Cisco Systems (CSCO)	3.2	$3.9M	+12111%	50k	77.59	View chart
Wisdomtree Tr Us Quality Divid Growth Us Qtly Div Grt (DGRW)	3.0	$3.7M	-4%	42k	87.84	View chart
Vanguard Small-cap Index Fund Small Cp Etf (VB)	2.9	$3.5M	+38%	13k	261.92	View chart
Cloudflare Inc Cl A Cl A Com (NET)	2.8	$3.4M	+32%	17k	206.34	View chart
Ishares Tr Ishares Semicdtr Ishares Semicdtr (SOXX)	2.6	$3.2M		9.9k	328.67	View chart
Agnc Invt Corp Com reit (AGNC)	2.6	$3.2M	NEW	316k	10.03	View chart
State Street Spdr Dow Jones Industrial Average Etf Trust Units Ut Ser 1 (DIA)	2.5	$3.1M	+138%	6.7k	463.18	View chart
Blackstone Secd Lending Common Stock (BXSL)	1.8	$2.2M	+6%	91k	23.69	View chart
Vaneck Etf Trust Semiconductr Etf Semiconductr Etf (SMH)	1.5	$1.9M	-11%	4.8k	383.41	View chart
Golub Capital BDC (GBDC)	1.2	$1.4M		112k	12.66	View chart
Apple (AAPL)	1.1	$1.4M	+2%	5.4k	253.81	View chart
Microsoft Corporation (MSFT)	1.1	$1.3M	+14%	3.6k	370.13	View chart
Etfs Gold Tr Physcl Gold Physcl Gold Shs (SGOL)	1.0	$1.2M		27k	44.62	View chart
Amgen (AMGN)	1.0	$1.2M	+148%	3.3k	351.90	View chart
Vanguard Index Funds S&p 500 Etf Usd S&p 500 Etf Shs (VOO)	0.9	$1.2M		1.9k	597.45	View chart
Tesla Motors (TSLA)	0.9	$1.1M	+10%	3.0k	371.69	View chart
Ark Etf Trust Innovation Etf Innovation Etf (ARKK)	0.9	$1.1M	-2%	16k	67.59	View chart
Fidelity Wise Origin Bitcoin Fund SHS (FBTC)	0.8	$998k	+106%	17k	59.03	View chart
Vanguard Index Fds Vanguard Growth Etf Formerly Vanguard Index Tr Vipers Growth Etf (VUG)	0.8	$984k	+174%	2.3k	436.76	View chart
Alphabet Inc Cap Stk Cl C Cap Stk Cl C (GOOG)	0.8	$931k	+6%	3.2k	286.82	View chart
Amazon (AMZN)	0.8	$922k	+26%	4.4k	208.28	View chart
Sphere Entertainment Co Com Usd0.01 Class A Cl A (SPHR)	0.7	$910k		7.8k	117.40	View chart
First Trust Cloud Computing Etf Cloud Computing (SKYY)	0.7	$890k	-3%	8.1k	109.36	View chart
Meta Platforms Inc Class A Cl A (META)	0.7	$802k		1.4k	572.33	View chart
NVIDIA Corporation (NVDA)	0.6	$780k	+16%	4.5k	174.40	View chart
Select Sector Spdr Trust State Street Health Care Select Sector Spdr Etf State Street Hea (XLV)	0.6	$753k	+11%	5.1k	146.62	View chart
Ark Etf Tr Next Gnrtn Inter Next Gnrtn Inter (ARKW)	0.6	$733k		6.1k	120.60	View chart
Running Oak Efficient Growth Etf Running Gwth Etf (RUNN)	0.6	$725k	-6%	23k	32.21	View chart
Celestica (CLS)	0.6	$720k		2.6k	281.72	View chart
Planet Labs Pbc Com Cl A Com Cl A (PL)	0.6	$710k	-9%	25k	27.95	View chart
Spdr Gold Tr Gold Gold Shs (GLD)	0.6	$697k	+14%	1.6k	430.19	View chart
Visa Com Cl A (V)	0.5	$653k		2.2k	302.21	View chart
Dynex Cap (DX)	0.5	$596k	NEW	47k	12.76	View chart
Vanguard Fd Industrial Etf Industrial Etf (VIS)	0.5	$564k	NEW	1.8k	312.16	View chart
Alphabet Inc Cap Stk Cl A Cap Stk Cl A (GOOGL)	0.5	$562k		2.0k	287.60	View chart
Nextpower Inc. Class A Class A Com (NXT)	0.4	$546k		4.5k	120.54	View chart
Vanguard Index Fds Vanguard Value Etf Formerly Vanguard Index Tr Value Etf (VTV)	0.4	$480k	+237%	2.4k	196.17	View chart
Costco Wholesale Corporation (COST)	0.4	$471k	+173%	473.00	995.70	View chart
Vanguard World Fd Energy Etf Energy Etf (VDE)	0.4	$450k	NEW	2.6k	173.02	View chart
Invesco Exchange Traded Fd Tr Buyback Achiev Buyback Achiev (PKW)	0.3	$410k		3.1k	131.24	View chart
Ishares Msci Israel Etf Msci Israel Etf (EIS)	0.3	$380k		3.3k	116.03	View chart
Crowdstrike Hldgs Inc Cl A Cl A (CRWD)	0.3	$362k		926.00	390.41	View chart
Palantir Technologies Inc Cl A Cl A (PLTR)	0.3	$349k	+22%	2.4k	146.27	View chart
Citigroup Com New (C)	0.3	$318k	+280400%	2.8k	113.40	View chart
Vanguard Specialized Funds Div App Etf Div App Etf (VIG)	0.3	$312k	+1478%	1.5k	215.10	View chart
Ishares Tr Rus 2000 Grw Etf Rus 2000 Grw Etf (IWO)	0.3	$310k	-3%	988.00	313.73	View chart
Berkshire Hathaway Inc Com Usd0.0033 Class B Cl B New (BRK.B)	0.3	$309k		646.00	478.90	View chart
Vanguard World Fd Comm Srvc Etf Comm Srvc Etf (VOX)	0.2	$304k	NEW	1.7k	179.81	View chart
Symbotic Inc Class A Class A Com (SYM)	0.2	$299k		5.6k	53.20	View chart
Asml Holding Nv Eur0.09 Ny Registry Shs 2012 N Y Registry Shs (ASML)	0.2	$296k	+9%	224.00	1322.01	View chart
Adobe Systems Incorporated (ADBE)	0.2	$292k	+99%	1.2k	243.08	View chart
Ishares Core S&p Small-cap E Core S&p Scp Etf (IJR)	0.2	$283k		2.3k	124.31	View chart
Taiwan Semiconductor Manufacturing Spon Ads Each Rep 5 Ord Twd10 Sponsored Ads (TSM)	0.2	$271k		801.00	337.83	View chart
Mastercard Incorporated Cl A Cl A (MA)	0.2	$266k		533.00	499.63	View chart
Merck & Co (MRK)	0.2	$261k	+1184%	2.2k	120.28	View chart
Apollo Global Mgmt (APO)	0.2	$251k	+800%	2.3k	111.42	View chart
Netflix (NFLX)	0.2	$241k	+11%	2.5k	96.15	View chart
Simplify Exchange Traded Funds Simplify Mbs Etf Mbs Etf (MTBA)	0.2	$236k	NEW	4.8k	49.46	View chart
Valkyrie Etf Trust Ii Coinshares Bitcoin Mining Etf Coinshares Bitcn (WGMI)	0.2	$234k	+847%	6.7k	34.82	View chart
Wisdomtree Tr Cloud Computng Cloud Computng (WCLD)	0.2	$232k	+9%	8.5k	27.32	View chart
Select Sector Spdr Trust State Street Industrial Select Sector Spdr Etf State Street Ind (XLI)	0.2	$229k	NEW	1.4k	161.72	View chart
Butterfly Network Inc Com Cl A Com Cl A (BFLY)	0.2	$225k	+17%	56k	4.04	View chart
Broadcom (AVGO)	0.2	$224k		722.00	309.66	View chart
Owl Rock Capital Corporation (OBDC)	0.2	$212k	+15%	19k	11.06	View chart
Core Scientific (CORZ)	0.2	$207k		14k	14.96	View chart
Qxo Com New (QXO)	0.2	$203k		10k	19.42	View chart
Nu Holdings Ltd Usd0.000006666666 Class A Ord Shs Cl A (NU)	0.2	$194k		14k	14.37	View chart
Schwab Strategic Tr Us Large-cap Etf Us Lrg Cap Etf (SCHX)	0.2	$192k		7.5k	25.64	View chart
Ishares Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH)	0.2	$191k		2.8k	67.53	View chart
Ishares Tr Eafe Grwth Etf Eafe Grwth Etf (EFG)	0.2	$184k	-3%	1.7k	111.35	View chart
Select Sector Spdr Trust State Street Technology Select Sector Spdr Etf State Street Tec (XLK)	0.1	$182k		1.4k	132.87	View chart
Shopify Inc Com Npv Cl A Isin #ca82509l1076 Sedol #bx865c7 Cl A Sub Vtg Shs (SHOP)	0.1	$178k	+33%	1.5k	118.63	View chart
Johnson & Johnson (JNJ)	0.1	$173k		706.00	244.35	View chart
Uber Technologies (UBER)	0.1	$169k	+681%	2.4k	71.93	View chart
Forward Industries Com New (FWDI)	0.1	$167k	NEW	38k	4.43	View chart
Morgan Stanley Direct Lending Com Shs (MSDL)	0.1	$164k	+4%	12k	13.96	View chart
Exxon Mobil Corporation (XOM)	0.1	$163k		959.00	169.67	View chart
Amphenol Corp Class A Com Usd0.001 Cl A (APH)	0.1	$159k		1.3k	126.35	View chart
Vanguard Intl Equity Index Fds Tt Wrld St Etf Tt Wrld St Etf (VT)	0.1	$157k		1.1k	138.28	View chart
3M Company (MMM)	0.1	$155k	+720%	1.1k	145.23	View chart
Goldman Sachs Bdc SHS (GSBD)	0.1	$153k		17k	8.88	View chart
Ishares Inc Msci Jpn Etf Msci Japan Etf (EWJ)	0.1	$152k		1.8k	84.44	View chart
Vanguard World Fd Financials Etf Financials Etf (VFH)	0.1	$150k	NEW	1.2k	120.85	View chart
Intel Corporation (INTC)	0.1	$149k	+322%	3.4k	44.13	View chart
Spdr Series Trust State Street S&p Dividend Etf State Street Spd (SDY)	0.1	$146k	NEW	1.0k	145.94	View chart
Ishares Europe Etf Europe Etf (IEV)	0.1	$140k		2.1k	67.93	View chart
Coreweave Inc Com Cl A Com Cl A (CRWV)	0.1	$139k	+12%	1.8k	77.46	View chart
Doordash Inc Cl A Cl A (DASH)	0.1	$138k		921.00	150.13	View chart
UnitedHealth (UNH)	0.1	$136k	+12500%	504.00	270.59	View chart
Api Group Corp Com Stk Com Stk (APG)	0.1	$135k		3.3k	40.52	View chart
Wisdomtree India Earnings Fund India Erngs Fd (EPI)	0.1	$124k		3.0k	40.79	View chart
Ge Vernova (GEV)	0.1	$124k	+35%	142.00	872.90	View chart
Applovin Corp Com Cl A Com Cl A (APP)	0.1	$123k	+474%	310.00	397.86	View chart
Etfis Ser Tr I Virtus Infrcap Virtus Infrcap (PFFA)	0.1	$123k	NEW	6.0k	20.36	View chart
Vanguard Developed Markets Index Fund Etf Van Ftse Dev Mkt (VEA)	0.1	$121k		1.9k	64.08	View chart
Intuitive Surgical Com New (ISRG)	0.1	$121k		262.00	460.99	View chart
JPMorgan Chase & Co. (JPM)	0.1	$120k	+275%	409.00	294.45	View chart
Vanguard Extended Markets Index Fund Extend Mkt Etf (VXF)	0.1	$120k	+107%	581.00	205.72	View chart
Sea Limited Ads Each Rep One Class A Ord Sponsord Ads (SE)	0.1	$118k	+3%	1.4k	82.81	View chart
MercadoLibre (MELI)	0.1	$116k	+39%	67.00	1729.01	View chart
Gra (GGG)	0.1	$115k		1.4k	84.66	View chart
Trilogy Metals (TMQ)	0.1	$113k		31k	3.59	View chart
Motorola Solutions Com New (MSI)	0.1	$112k	NEW	257.00	433.97	View chart
Boeing Company (BA)	0.1	$110k	+55000%	551.00	199.03	View chart
PIMCO Corporate Opportunity Fund (PTY)	0.1	$108k	NEW	9.0k	12.06	View chart
Circle Internet Group Inc Com Cl A Com Cl A (CRCL)	0.1	$105k	NEW	1.1k	95.41	View chart
Ge Aerospace Com New (GE)	0.1	$102k	+71%	361.00	283.77	View chart
Datadog Inc Cl A Cl A Com (DDOG)	0.1	$100k		850.00	118.03	View chart
salesforce (CRM)	0.1	$98k		526.00	186.76	View chart
IDEX Corporation (IEX)	0.1	$97k		511.00	189.55	View chart
Vanguard Intl Equity Index Fds Ftse Europe Etf Ftse Europe Etf (VGK)	0.1	$91k	+230%	1.1k	82.47	View chart
Aurora Innovation Inc Class A Class A Com (AUR)	0.1	$88k	+23%	21k	4.12	View chart
Advanced Micro Devices (AMD)	0.1	$86k	+92%	422.00	203.49	View chart
Albemarle Corporation (ALB)	0.1	$82k		459.00	179.49	View chart
Abrdn World Healthcare Fund Shs Of Ben Interes Usd0.01 Ben Int Shs (THW)	0.1	$82k	NEW	7.0k	11.67	View chart
Tidal Trust I The Free Markets Etf The Free Markets (FMKT)	0.1	$80k	-4%	3.9k	20.60	View chart
Martin Marietta Materials (MLM)	0.1	$80k		136.00	588.68	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.1	$80k	NEW	11k	7.54	View chart
First Tr Exchange Traded Fd Ii Nasdq Cln Edge Nasdq Cln Edge (GRID)	0.1	$78k	NEW	479.00	163.42	View chart
Pjt Partners Inc Com Cl A Com Cl A (PJT)	0.1	$78k		559.00	139.75	View chart
Abrdn Healthcare Investors Sbi Usd0.01 Sh Ben Int (HQH)	0.1	$78k	NEW	4.4k	17.79	View chart
Etf Ser Solutions Defiance Connect Defiance Connect (UFOX)	0.1	$77k	-2%	1.1k	68.15	View chart
American Airls (AAL)	0.1	$75k	NEW	7.0k	10.74	View chart
Vanguard Whitehall Fds High Div Yld High Div Yld (VYM)	0.1	$74k	-11%	499.00	147.96	View chart
Sofi Technologies (SOFI)	0.1	$73k	+1175%	4.6k	15.88	View chart
Starbucks Corporation (SBUX)	0.1	$71k		794.00	89.59	View chart
Abbvie (ABBV)	0.1	$71k		326.00	217.35	View chart
Annaly Capital Management Com New (NLY)	0.1	$70k	NEW	3.3k	21.15	View chart
Home Depot (HD)	0.1	$69k	+148%	211.00	328.45	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$69k		600.00	114.96	View chart
Applied Materials (AMAT)	0.1	$68k	NEW	200.00	341.79	View chart
Veeva Systems Cl A Com (VEEV)	0.1	$68k		387.00	175.70	View chart
Pimco Access Income Fund Shs Benfin Int Shs Benfin Int (PAXS)	0.1	$67k	NEW	4.7k	14.41	View chart
Bristol Myers Squibb (BMY)	0.1	$62k		1.0k	60.65	View chart
Hyliion Holdings Corp Common Stock (HYLN)	0.0	$61k	+23%	35k	1.76	View chart
Capital Southwest Corporation (CSWC)	0.0	$59k	+6%	2.7k	22.12	View chart
Accenture Shs Class A (ACN)	0.0	$58k		294.00	198.47	View chart
Ishares Tr U.s. Insrnce Etf U.s. Insrnce Etf (IAK)	0.0	$58k		452.00	128.17	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$56k	-90%	1.5k	38.42	View chart
Coinbase Global, Inc. Class A Com Cl A (COIN)	0.0	$54k	+134%	310.00	174.46	View chart
Micron Technology (MU)	0.0	$54k		160.00	337.84	View chart
BP Sponsored Adr (BP)	0.0	$53k	+1410%	1.1k	47.00	View chart
Brightstar Lottery Plc Ordinary Shares Shs Usd (BRSL)	0.0	$51k	NEW	4.0k	12.74	View chart
Sixth Street Specialty Lending (TSLX)	0.0	$50k	NEW	2.7k	18.38	View chart
Cme (CME)	0.0	$49k		167.00	296.10	View chart
Pimco Dynamic Income Oprnts Fd Com Ben Com Ben Shs (PDO)	0.0	$47k	NEW	3.6k	12.93	View chart
Apollo Commercial Real Est. Finance (ARI)	0.0	$46k	NEW	4.4k	10.56	View chart
Invesco Exchange- Traded Fund Trust Invesco Rafi Us 1000 Etf Rafi Us 1000 Etf (PRF)	0.0	$45k		945.00	47.53	View chart
Intuit (INTU)	0.0	$44k		102.00	432.38	View chart
Ecolab (ECL)	0.0	$44k		165.00	266.02	View chart
Rivian Automotive Inc Com Cl A Com Cl A (RIVN)	0.0	$44k		2.9k	15.05	View chart
Pimco Dynamic Income Fd Com Usd0.00001 SHS (PDI)	0.0	$43k	NEW	2.5k	17.11	View chart
Brightspire Capital Inc Com Cl A Com Cl A (BRSP)	0.0	$43k	NEW	7.7k	5.60	View chart
Vaneck Etf Tr Vaneck Bdc Income Etf Bdc Income Etf (BIZD)	0.0	$42k	+167%	3.3k	12.80	View chart
Abrdn Global Premier Pptys Fd Com Sh Ben Int Com Sh Ben Int (AWP)	0.0	$42k	NEW	3.8k	11.05	View chart
John Hancock Financial Oppts Fund Com Shs Of Ben Int Sh Ben Int New (BTO)	0.0	$42k	NEW	1.2k	35.87	View chart
First Trust Us Equity Opportunities Etf Us Eqty Oppt Etf (FPX)	0.0	$42k		261.00	159.08	View chart
Schwab International Equity Etf Intl Eqty Etf (SCHF)	0.0	$41k		1.7k	24.75	View chart
Automatic Data Processing (ADP)	0.0	$41k		201.00	203.05	View chart
Goldman Sachs (GS)	0.0	$41k		48.00	846.00	View chart
Danaher Corporation (DHR)	0.0	$40k		213.00	189.60	View chart
Wal-Mart Stores (WMT)	0.0	$40k		324.00	124.28	View chart
Texas Instruments Incorporated (TXN)	0.0	$40k		206.00	194.17	View chart
Roku Inc Com Cl A Com Cl A (ROKU)	0.0	$39k		415.00	94.62	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)	0.0	$39k		164.00	237.62	View chart
Reaves Utility Income Fund Com Sh Ben Int (UTG)	0.0	$39k	NEW	992.00	39.28	View chart
Abrdn Healthcare Opportunities Fd Com Usd0.01 SHS (THQ)	0.0	$39k	NEW	2.3k	16.80	View chart
Select Sector Spdr Trust State Street Energy Select Sector Spdr Etf State Street Ene (XLE)	0.0	$39k	NEW	633.00	61.30	View chart
Ares Capital Corporation (ARCC)	0.0	$39k	NEW	2.1k	18.02	View chart
Block Inc Cl A Cl A (XYZ)	0.0	$38k	-5%	626.00	60.18	View chart
Schwab Strategic Tr Us Small-cap Etf Us Sml Cap Etf (SCHA)	0.0	$37k		1.3k	29.08	View chart
Altria (MO)	0.0	$36k	+54800%	549.00	65.99	View chart
Coupang Inc Cl A Cl A (CPNG)	0.0	$36k		1.9k	18.88	View chart
Select Sector Spdr Trust State Street Utilities Select Sector Spdr Etf State Street Uti (XLU)	0.0	$35k		762.00	45.86	View chart
First Tr Exchange Traded Fd Dow Jones Internet Index Dj Internt Idx (FDN)	0.0	$33k		141.00	234.28	View chart
Liberty All-star Equity Fund Sh Ben Int (USA)	0.0	$33k	NEW	5.9k	5.55	View chart
International Business Machines (IBM)	0.0	$32k		132.00	242.39	View chart
Wisdomtree Emerging Markets Smallcap Dividend Fund Emg Mkts Smcap (DGS)	0.0	$32k		529.00	60.10	View chart
Nextera Energy (NEE)	0.0	$32k		342.00	92.89	View chart
Snowflake Com Shs (SNOW)	0.0	$32k	-2%	209.00	151.13	View chart
Ishares Russell 2000 Etf Russell 2000 Etf (IWM)	0.0	$32k		127.00	248.00	View chart
Solar Cap (SLRC)	0.0	$31k	NEW	2.2k	14.31	View chart
Wp Carey (WPC)	0.0	$30k		447.00	67.96	View chart
Affirm Holdings Inc Class A Com Cl A (AFRM)	0.0	$30k		661.00	45.82	View chart
Franklin Templeton Holdings Tr Respbly Srcd Gld Respbly Srcd Gld (FGDL)	0.0	$30k		476.00	62.17	View chart
Koninklijke Philips N V Ny Regis Ny Regis Shs New (PHG)	0.0	$29k	NEW	1.1k	27.40	View chart
Rithm Capital Corp Com New (RITM)	0.0	$29k	NEW	3.1k	9.48	View chart
Spotify Technology S.a. Com Eur0.000625 SHS (SPOT)	0.0	$29k		60.00	484.92	View chart
Upstart Hldgs (UPST)	0.0	$29k		1.1k	25.65	View chart
Schwab Strategic Tr Fundamental Us S Fundamental Us S (FNDA)	0.0	$29k		879.00	32.43	View chart
Invesco Exchange- Traded Fund Trust Ii Invesco Rafi Developed Markets Ex-u.s. Etf Rafi Dvlpd Mrkts (PXF)	0.0	$28k		406.00	69.90	View chart
Pfizer (PFE)	0.0	$28k	NEW	981.00	28.08	View chart
Applied Digital Corp Com Usd0.001 Com New (APLD)	0.0	$27k		1.2k	23.74	View chart
Tidal Trust I Unlimited Hfnd Multi-strategy Return Tracker Etf Unlimited Hfnd (HFND)	0.0	$27k		1.2k	23.22	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.0	$27k	NEW	2.3k	11.50	View chart
Kimbell Rty Partners Lp Unit Unit (KRP)	0.0	$27k	NEW	1.9k	14.47	View chart
Cohen & Steers REIT/P (RNP)	0.0	$27k	NEW	1.3k	19.76	View chart
Twilio Inc Cl A Cl A (TWLO)	0.0	$27k		211.00	125.96	View chart
Invesco Exch Traded Fd Tr Ii Solar Etf Solar Etf (TAN)	0.0	$27k		475.00	55.71	View chart
Cohen & Steers infrastucture Fund (UTF)	0.0	$26k	NEW	1.0k	25.89	View chart
Rivernorth Managed (RMM)	0.0	$26k	NEW	1.9k	13.63	View chart
Epr Properties Sbi Usd0.01 Com Sh Ben Int (EPR)	0.0	$26k	NEW	521.00	49.96	View chart
Ishares Core Msci Europe Etf Core Msci Euro (IEUR)	0.0	$26k		368.00	70.27	View chart
Raytheon Technologies Corp (RTX)	0.0	$26k	+226%	134.00	192.90	View chart
Cohen & Steers Quality Income Realty (RQI)	0.0	$26k	NEW	2.1k	12.05	View chart
D.R. Horton (DHI)	0.0	$25k		183.00	137.30	View chart
Cigna Corp (CI)	0.0	$25k	NEW	94.00	266.74	View chart
Tidal Trust Iii Vistashares Artificial Intelligence Su Vistashares Arti (AIS)	0.0	$25k		592.00	41.92	View chart
Royce Value Trust (RVT)	0.0	$25k	NEW	1.5k	16.61	View chart
Philip Morris International (PM)	0.0	$25k		148.00	165.34	View chart
Chipotle Mexican Grill (CMG)	0.0	$24k		750.00	32.01	View chart
Starwood Property Trust (STWD)	0.0	$24k	NEW	1.4k	17.22	View chart
Wisdomtree International Smallcap Dividend Fund Intl Smcap Div (DLS)	0.0	$23k		284.00	81.50	View chart
Coherent Corp (COHR)	0.0	$23k		96.00	238.21	View chart
Ishares Trust Msci Emg Mkts Etf Usd Dis Msci Emg Mkt Etf (EEM)	0.0	$23k		401.00	56.79	View chart
Insmed Com Par $.01 (INSM)	0.0	$22k		137.00	163.52	View chart
Synopsys (SNPS)	0.0	$22k	-23%	56.00	396.48	View chart
Walt Disney Company (DIS)	0.0	$22k		229.00	96.36	View chart
Eli Lilly & Co. (LLY)	0.0	$22k		24.00	902.62	View chart
Ares Management Corporation Cl A Com Stk Cl A Com Stk (ARES)	0.0	$22k		198.00	109.10	View chart
Oxford Lane Cap Corp (OXLC)	0.0	$21k	+9%	2.2k	9.78	View chart
Ares Coml Real Estate (ACRE)	0.0	$21k	NEW	4.4k	4.80	View chart
Booking Holdings (BKNG)	0.0	$21k		5.00	4210.40	View chart
Oracle Corporation (ORCL)	0.0	$21k		143.00	147.11	View chart
Deere & Company (DE)	0.0	$21k		37.00	563.30	View chart
Domino's Pizza (DPZ)	0.0	$21k		58.00	358.79	View chart
Ark Etf Tr Genomic Rev Etf Genomic Rev Etf (ARKG)	0.0	$21k		776.00	26.43	View chart
Arista Networks Com Shs (ANET)	0.0	$21k	+2%	167.00	122.78	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.0	$20k	-98%	385.00	52.78	View chart
Procap Finl Com Shs (BRR)	0.0	$20k		9.5k	2.11	View chart
Porch Group (PRCH)	0.0	$19k		2.7k	7.17	View chart
Realty Income (O)	0.0	$19k	NEW	315.00	61.18	View chart
Exchange Traded Concepts Tr Robo Global Robotics And Automation Index Etf Robo Glb Etf (ROBO)	0.0	$19k		281.00	68.43	View chart
Eagle Point Income Company I (EIC)	0.0	$18k	NEW	1.9k	9.44	View chart
Schwab Fundamental Us Large Company Index Etf Fundamental Us L (FNDX)	0.0	$18k		660.00	27.85	View chart
Autodesk (ADSK)	0.0	$18k		76.00	239.39	View chart
Abbott Laboratories (ABT)	0.0	$18k		175.00	102.46	View chart
Paypal Holdings (PYPL)	0.0	$18k		387.00	45.28	View chart
Xai Octagn Flt Rat &alt Inm T Com Shs Benf Int Com Shs Benf Int (XFLT)	0.0	$17k	NEW	989.00	17.18	View chart
Simon Property (SPG)	0.0	$17k	+28%	91.00	186.53	View chart
Seagate Technology Hldgs Pub Ltd Co Seagate Technology Holdings Plc Ordinary Shares Isin #ie00bkvd2n.. (STX)	0.0	$17k		43.00	391.77	View chart
Solventum Corp Com Shs (SOLV)	0.0	$17k	+1300%	252.00	65.30	View chart
Iron Mountain (IRM)	0.0	$16k	NEW	161.00	102.14	View chart
Neuberger Berman Mlp Income (NML)	0.0	$16k	NEW	1.6k	10.51	View chart
Triplepoint Venture Gr Bdc cs (TPVG)	0.0	$16k	NEW	3.2k	4.99	View chart
Tyler Technologies (TYL)	0.0	$16k		46.00	342.37	View chart
Gpgi, Inc. Class A Com Cl A (GPGI)	0.0	$16k		919.00	17.10	View chart
Western Asset Mrtg Defined Oppn Fund (DMO)	0.0	$16k	NEW	1.4k	10.75	View chart
General Dynamics Corporation (GD)	0.0	$15k		45.00	343.22	View chart
Eaton Corporation SHS (ETN)	0.0	$15k		41.00	357.68	View chart
J P Morgan Exchange Traded Fd Nasdaq Eqt Prem Nasdaq Eqt Prem (JEPQ)	0.0	$15k		263.00	55.52	View chart
Ishares Core S&p 500 Etf Core S&p500 Etf (IVV)	0.0	$14k		22.00	653.23	View chart
Calamos (CCD)	0.0	$14k	NEW	660.00	21.36	View chart
Blackrock (BLK)	0.0	$14k		15.00	935.80	View chart
Ishares Gold Tr Ishares New Isin #us4642852044 Sedol #bkp74n6 Ishares New (IAU)	0.0	$14k		157.00	88.16	View chart
Lockheed Martin Corporation (LMT)	0.0	$14k		23.00	597.13	View chart
Genpact Limited Com Stk Usd0.01 SHS (G)	0.0	$14k	-30%	368.00	37.21	View chart
Sempra Energy (SRE)	0.0	$14k		139.00	96.88	View chart
Microchip Technology (MCHP)	0.0	$13k		208.00	64.61	View chart
ON Semiconductor (ON)	0.0	$13k		211.00	61.92	View chart
Blackrock Res &commodities St SHS (BCX)	0.0	$13k	NEW	1.1k	12.05	View chart
Gilead Sciences (GILD)	0.0	$13k		90.00	139.37	View chart
Verizon Communications (VZ)	0.0	$12k		247.00	50.24	View chart
Natera (NTRA)	0.0	$12k		62.00	199.98	View chart
Mongodb Inc Cl A Cl A (MDB)	0.0	$12k		50.00	244.76	View chart
Ford Motor Company (F)	0.0	$12k		1.0k	11.54	View chart
Carvana Co Cl A Cl A (CVNA)	0.0	$11k		36.00	314.39	View chart
Us Bancorp Com New (USB)	0.0	$11k		216.00	51.94	View chart
Coca-Cola Company (KO)	0.0	$11k		147.00	76.05	View chart
Kimberly-Clark Corporation (KMB)	0.0	$11k		115.00	96.47	View chart
Alibaba Group Holding Ltd Spon Ads Each Rep 8 Ord Sponsored Ads (BABA)	0.0	$11k		88.00	125.45	View chart
Ishares Tr Msci Intl Qualty Msci Intl Qualty (IQLT)	0.0	$11k		236.00	46.23	View chart
Paramount Skydance Corp Com Cl B Com Cl B (PSKY)	0.0	$11k		1.2k	9.02	View chart
Amplify Tr Cybersecurity Etf Amplify Cybersec (HACK)	0.0	$11k		144.00	74.88	View chart
Marsh & McLennan Companies (MRSH)	0.0	$11k		61.00	173.93	View chart
Vanguard Intl Equity Index Fds Ftse Emr Mkt Etf Ftse Emr Mkt Etf (VWO)	0.0	$11k		195.00	54.05	View chart
Nextera Energy Partners Lp Xplr Infrastructure Com Unit Part In (XIFR)	0.0	$11k	NEW	988.00	10.62	View chart
Spdr Series Trust State Street S&p Biotech Etf State Street Spd (XBI)	0.0	$11k		82.00	127.63	View chart
Laird Superfood Inc Com Stk Com Stk (LSF)	0.0	$10k		4.9k	2.15	View chart
Quanta Services (PWR)	0.0	$10k		19.00	549.00	View chart
Clorox Company (CLX)	0.0	$10k		100.00	103.63	View chart
M&T Bank Corporation (MTB)	0.0	$10k		50.00	206.72	View chart
Blackrock Science &tech Term Tr Com Shs Ben Int Usd0.001 Shs Ben Int (BSTZ)	0.0	$10k	+2%	460.00	22.15	View chart
Enbridge (ENB)	0.0	$10k	NEW	188.00	54.14	View chart
PNC Financial Services (PNC)	0.0	$10k	+2%	49.00	207.12	View chart
Schwab Us Large-cap Growth Etf Us Lcap Gr Etf (SCHG)	0.0	$10k		347.00	29.13	View chart
Global X Fds Global X Uranium Global X Uranium (URA)	0.0	$10k	+4%	209.00	48.32	View chart
Roblox Corp Cl A Cl A (RBLX)	0.0	$9.8k		173.00	56.56	View chart
O'reilly Automotive (ORLY)	0.0	$9.7k		105.00	92.31	View chart
Charles Schwab Corporation (SCHW)	0.0	$9.6k		102.00	93.98	View chart
Twist Bioscience Corp (TWST)	0.0	$9.5k	NEW	200.00	47.52	View chart
Robinhood Mkts Inc Com Cl A Com Cl A (HOOD)	0.0	$9.4k		135.00	69.30	View chart
Pimco Income Strategy Fund II (PFN)	0.0	$9.2k	NEW	1.3k	6.89	View chart
Ishares Tr Gl Clean Ene Etf Gl Clean Ene Etf (ICLN)	0.0	$9.1k		496.00	18.27	View chart
Chimera Invt Corp Com Shs (CIM)	0.0	$9.0k	NEW	719.00	12.55	View chart
Paychex (PAYX)	0.0	$8.9k		96.00	92.46	View chart
American Tower Reit (AMT)	0.0	$8.8k	+5000%	51.00	172.59	View chart
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf Kbw Bk Etf (KBWB)	0.0	$8.7k		110.00	79.12	View chart
Hess Midstream Lp Cl A Cl A Shs (HESM)	0.0	$8.6k	NEW	222.00	38.87	View chart
Digitalocean Hldgs (DOCN)	0.0	$8.6k	NEW	100.00	85.78	View chart
Illinois Tool Works (ITW)	0.0	$8.5k		33.00	258.79	View chart
Prologis (PLD)	0.0	$8.5k		64.00	132.39	View chart
Servicenow (NOW)	0.0	$8.4k		80.00	104.55	View chart
Nuveen Real (JRI)	0.0	$8.2k	NEW	664.00	12.30	View chart
Blackrock Technology And Private Equity Term Trust Common Shares Of Beneficial Interest Shs Ben Int (BTX)	0.0	$8.1k	+2%	1.2k	6.60	View chart
Hubspot (HUBS)	0.0	$7.9k	NEW	32.00	247.22	View chart
Bny Mellon Mun Bd Infrastructu Com Shs (DMB)	0.0	$7.8k	NEW	742.00	10.54	View chart
Oxford Industries (OXM)	0.0	$7.7k		200.00	38.51	View chart
Spdr Index Shares Funds State Street Spdr Euro Stoxx 50 Etf State Street Spd (FEZ)	0.0	$7.6k		123.00	62.08	View chart
Eastman Chemical Company (EMN)	0.0	$7.6k		100.00	76.32	View chart
CBOE Holdings (CBOE)	0.0	$7.6k		27.00	281.07	View chart
Toast Inc Cl A Cl A (TOST)	0.0	$7.5k		283.00	26.51	View chart
Strategy Inc Common Stock Class A Cl A New (MSTR)	0.0	$7.5k		60.00	124.80	View chart
Truist Financial Corp equities (TFC)	0.0	$7.5k	-28%	162.00	46.06	View chart
McDonald's Corporation (MCD)	0.0	$7.5k		24.00	310.79	View chart
Call Call Call Option	0.0	$7.2k		77.00	94.00	View chart
Western Asset Diversified Incm Com Shs Ben Int Com Shs Ben Int (WDI)	0.0	$7.2k	NEW	537.00	13.44	View chart
Ge Healthcare Technologies Common Stock (GEHC)	0.0	$7.1k	+100%	100.00	71.18	View chart
Call Call Call Option	0.0	$7.1k	NEW	20.00	355.00	View chart
Orion Office Reit Inc-w/i (ONL)	0.0	$7.0k	NEW	3.3k	2.15	View chart
Fs Kkr Capital Corp (FSK)	0.0	$7.0k	NEW	691.00	10.18	View chart
Nxg Cushing Midstream Energy Fund Com New (SRV)	0.0	$7.0k	NEW	158.00	44.49	View chart
Phillips 66 (PSX)	0.0	$7.0k		38.00	184.08	View chart
McKesson Corporation (MCK)	0.0	$6.9k		8.00	865.38	View chart
Dynatrace Com New (DT)	0.0	$6.9k		187.00	36.98	View chart
Nuveen Variable Rate Pref Incm Cf (NPFD)	0.0	$6.8k	NEW	377.00	18.15	View chart
T. Rowe Price (TROW)	0.0	$6.8k		75.00	90.13	View chart
Blackstone Mortgage Trust Inc Com Usd0.01 Cls A Com Cl A (BXMT)	0.0	$6.7k	NEW	348.00	19.15	View chart
NVR (NVR)	0.0	$6.6k		1.00	6590.00	View chart
Archer Daniels Midland Company (ADM)	0.0	$6.5k		90.00	72.69	View chart
Schwab Us Dividend Equity Etf Us Dividend Eq (SCHD)	0.0	$6.5k		213.00	30.68	View chart
Arbor Realty Trust (ABR)	0.0	$6.5k	+4%	845.00	7.71	View chart
Algonquin Power & Utilities equs (AQN)	0.0	$6.5k	NEW	1.1k	6.14	View chart
Palo Alto Networks (PANW)	0.0	$6.4k		40.00	160.32	View chart
Wen Acqusition Corp Usd Wts Exp 10/31/2031 Isin #kyg9r39c1119 *w Exp 99/99/999 (WENNW)	0.0	$6.4k		20k	0.32	View chart
10x Genomics Inc Cl A Cl A Com (TXG)	0.0	$6.4k	NEW	300.00	21.23	View chart
Washington Federal (WAFD)	0.0	$6.3k		200.00	31.40	View chart
Veralto Corp Com Shs (VLTO)	0.0	$6.3k		71.00	88.42	View chart
Take-Two Interactive Software (TTWO)	0.0	$6.1k		31.00	197.48	View chart
Target Corporation (TGT)	0.0	$6.1k		50.00	121.20	View chart
Alnylam Pharmaceuticals (ALNY)	0.0	$6.0k		18.00	330.89	View chart
Vici Pptys (VICI)	0.0	$5.9k	NEW	217.00	27.32	View chart
Imperial Oil Com Npv Isin #ca4530384086 Sedol #2454241 Com New (IMO)	0.0	$5.9k		45.00	130.82	View chart
Fortive (FTV)	0.0	$5.9k		106.00	55.28	View chart
Cohen &steers Real Estate Opp Shs Benfin Int Shs Benfin Int (RLTY)	0.0	$5.8k	NEW	398.00	14.54	View chart
Dycom Industries (DY)	0.0	$5.8k	NEW	17.00	338.82	View chart
Eagle Pt Cr (ECC)	0.0	$5.8k	NEW	1.5k	3.76	View chart
PIMCO Corporate Income Fund (PCN)	0.0	$5.7k	NEW	481.00	11.90	View chart
PCM Fund (PCM)	0.0	$5.7k	NEW	1.0k	5.71	View chart
Ready Cap Corp Com reit (RC)	0.0	$5.7k	NEW	3.5k	1.62	View chart
Call Call Call Option	0.0	$5.4k	NEW	100.00	54.00	View chart
Vanguard Large-cap Index Fund Large Cap Etf (VV)	0.0	$5.4k		18.00	298.83	View chart
Pinterest Inc Cl A Cl A (PINS)	0.0	$5.3k		291.00	18.34	View chart
Call Call Call Option	0.0	$5.2k		25.00	206.00	View chart
Cheniere Energy Inc Com Usd0.003 Com New (LNG)	0.0	$5.1k		18.00	283.78	View chart
Guidewire Software (GWRE)	0.0	$5.1k		34.00	149.56	View chart
Wells Fargo & Company (WFC)	0.0	$5.0k	+687%	63.00	79.63	View chart
Morgan Stanley Com Usd0.01 Com New (MS)	0.0	$4.9k		30.00	164.57	View chart
Lumentum Hldgs (LITE)	0.0	$4.9k	NEW	7.00	702.71	View chart
Wec Energy Group (WEC)	0.0	$4.8k	-40%	42.00	114.95	View chart
Neuberger Next Generation Connectivity Fund Common Stock (NBXG)	0.0	$4.8k	NEW	375.00	12.87	View chart
Honeywell International	0.0	$4.7k		21.00	224.52	View chart
Astera Labs (ALAB)	0.0	$4.7k		43.00	109.60	View chart
TransDigm Group Incorporated (TDG)	0.0	$4.6k		4.00	1159.00	View chart
Trane Technologies Plc Com Usd1 SHS (TT)	0.0	$4.6k		11.00	416.73	View chart
At&t (T)	0.0	$4.5k		155.00	28.99	View chart
PennyMac Mortgage Investment Trust (PMT)	0.0	$4.4k	NEW	374.00	11.66	View chart
Pimco High Income Fund Com Shs (PHK)	0.0	$4.3k	NEW	938.00	4.63	View chart
The Trade Desk Inc Com Cl A Com Cl A (TTD)	0.0	$4.1k		179.00	22.69	View chart
Vistra Energy (VST)	0.0	$4.1k		27.00	150.33	View chart
Nuveen Churchill Direct Lendin Com Shs (NCDL)	0.0	$4.0k	NEW	312.00	12.72	View chart
Fifth Third Ban (FITB)	0.0	$3.9k	NEW	83.00	46.46	View chart
Neos Etf Trust Neos S&p 500 Hi Neos S&p 500 Hi (SPYI)	0.0	$3.9k	NEW	78.00	49.37	View chart
Etfis Ser Tr I Infrac Act M Infrac Act Mlp (AMZA)	0.0	$3.8k	NEW	83.00	46.08	View chart
Zoominfo Technologies Common Stock (GTM)	0.0	$3.8k		636.00	5.98	View chart
Illumina (ILMN)	0.0	$3.8k	-32%	31.00	122.29	View chart
Clearpoint Neuro (CLPT)	0.0	$3.7k		402.00	9.11	View chart
Intercontinental Exchange (ICE)	0.0	$3.6k		23.00	157.26	View chart
Solid Biosciences Com New (SLDB)	0.0	$3.6k		501.00	7.20	View chart
Interactive Brokers Group Inc Com Cl A Com Cl A (IBKR)	0.0	$3.5k		52.00	67.08	View chart
Enterprise Products Partners (EPD)	0.0	$3.4k		90.00	37.84	View chart
Kkr Income Opportunities (KIO)	0.0	$3.4k	NEW	308.00	11.00	View chart
AutoZone (AZO)	0.0	$3.4k		1.00	3378.00	View chart
Klaviyo Inc Com Ser A Com Ser A (KVYO)	0.0	$3.4k		173.00	19.46	View chart
Gamco Global Gold Nat Res &com Sh Ben Int Com Sh Ben Int (GGN)	0.0	$3.3k	NEW	622.00	5.32	View chart
Cushing Nextgen Infra Incm F (NXG)	0.0	$3.3k	NEW	60.00	54.93	View chart
Blackrock Ltd Duration Income Com Shs (BLW)	0.0	$3.3k	NEW	260.00	12.59	View chart
Southern Copper Corporation (SCCO)	0.0	$3.3k		19.00	172.05	View chart
Edison International (EIX)	0.0	$3.1k	NEW	43.00	73.19	View chart
Atlassian Corporation Cl A Cl A (TEAM)	0.0	$3.1k		46.00	68.26	View chart
Hershey Company (HSY)	0.0	$3.1k		15.00	207.87	View chart
Southwest Airlines (LUV)	0.0	$3.0k		81.00	37.57	View chart
Antero Midstream Corp antero midstream (AM)	0.0	$3.0k	NEW	133.00	22.80	View chart
Wabtec Corporation (WAB)	0.0	$3.0k	+100%	12.00	249.92	View chart
Call Call Call Option	0.0	$2.9k	NEW	3.00	981.00	View chart
Community Bank System (CBU)	0.0	$2.9k		50.00	58.64	View chart
Grayscale Bitcoin Mini Tr Etf Shs New (BTC)	0.0	$2.9k	-98%	98.00	29.87	View chart
Newmont Mining Corporation (NEM)	0.0	$2.9k		27.00	108.26	View chart
Western Asset High Incm Fd I (HIX)	0.0	$2.9k	NEW	725.00	3.98	View chart
Comcast Corp Cl A (CMCSA)	0.0	$2.9k		100.00	28.71	View chart
Caterpillar (CAT)	0.0	$2.8k		4.00	708.50	View chart
Guggenheim Strategic Opportun Com Sbi Com Sbi (GOF)	0.0	$2.7k	NEW	242.00	11.02	View chart
Pimco Income Strategy Fund (PFL)	0.0	$2.6k	NEW	326.00	8.00	View chart
Hims &hers Health Inc Com Cl A Com Cl A (HIMS)	0.0	$2.5k		122.00	20.76	View chart
Wells Fargo Adv Multi-Sector Inco Fund (ERC)	0.0	$2.5k	NEW	280.00	9.01	View chart
Bny Mellon High Yield Strategi Sh Ben Int Sh Ben Int (DHF)	0.0	$2.5k	NEW	1.0k	2.44	View chart
Cbre Clarion Global Real Estat re (IGR)	0.0	$2.5k	NEW	573.00	4.39	View chart
LMP Capital and Income Fund (SCD)	0.0	$2.5k	NEW	168.00	14.93	View chart
Legg Mason Bw Global Income (BWG)	0.0	$2.5k	NEW	323.00	7.67	View chart
Western Asset Global High Income Fnd (EHI)	0.0	$2.4k	NEW	406.00	5.90	View chart
WestAmerica Ban (WABC)	0.0	$2.3k		45.00	52.16	View chart
Baker Hughes Company Cl A Cl A (BKR)	0.0	$2.3k		38.00	61.05	View chart
Kindly Md (NAKA)	0.0	$2.3k	NEW	11k	0.22	View chart
Kinder Morgan (KMI)	0.0	$2.3k		69.00	33.54	View chart
Calamos Convertible And High Income Fund Com Shs (CHY)	0.0	$2.3k	NEW	209.00	10.89	View chart
Chevron Corporation (CVX)	0.0	$2.3k		11.00	206.91	View chart
Valero Energy Corporation (VLO)	0.0	$2.2k		9.00	247.11	View chart
Southern Company (SO)	0.0	$2.2k		23.00	96.52	View chart
Procter & Gamble Company (PG)	0.0	$2.2k		15.00	144.47	View chart
American Electric Power Company (AEP)	0.0	$2.1k		16.00	131.06	View chart
Duke Energy Corp New Com New Isin #us26441c2044 Sedol #b7jzsk0 Com New (DUK)	0.0	$2.1k		16.00	130.94	View chart
Blackrock Multi-sector Incom other (BIT)	0.0	$1.9k	NEW	150.00	12.52	View chart
Tc Energy Corp (TRP)	0.0	$1.9k	NEW	30.00	62.60	View chart
Pinnacle West Capital Corporation (PNW)	0.0	$1.8k		18.00	100.78	View chart
Ultragenyx Pharmaceutical (RARE)	0.0	$1.8k		86.00	20.95	View chart
Flaherty &crumrine Dynamic Pf SHS (DFP)	0.0	$1.7k	NEW	87.00	20.07	View chart
Lennar Corp Com Usd0.10 Class A Cl A (LEN)	0.0	$1.7k		20.00	86.85	View chart
L3harris Technologies (LHX)	0.0	$1.7k		5.00	345.20	View chart
Virtuix Holdings Inc. Com Cl A Com Cl A (VTIX)	0.0	$1.7k	NEW	250.00	6.77	View chart
Series Portfolios Trust Infrastructure Capital Bond Income Etf Infrastructure C (BNDS)	0.0	$1.6k	NEW	33.00	49.67	View chart
Viatris (VTRS)	0.0	$1.6k	NEW	121.00	13.51	View chart
Waste Management (WM)	0.0	$1.6k		7.00	229.86	View chart
Sherwin-Williams Company (SHW)	0.0	$1.6k		5.00	320.60	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.0	$1.6k	NEW	309.00	5.10	View chart
Cion Invt Corp (CION)	0.0	$1.5k	NEW	226.00	6.84	View chart
Charter Communications Inc New Cl A Cl A (CHTR)	0.0	$1.5k		7.00	215.86	View chart
Western Asset Hgh Yld Dfnd (HYI)	0.0	$1.5k	NEW	141.00	10.68	View chart
Essential Utils (WTRG)	0.0	$1.5k		37.00	40.27	View chart
Vontier Corporation (VNT)	0.0	$1.5k		42.00	35.48	View chart
PPL Corporation (PPL)	0.0	$1.5k		39.00	38.21	View chart
Service Corporation International (SCI)	0.0	$1.5k		18.00	82.50	View chart
Ralliant Corp (RAL)	0.0	$1.5k		35.00	41.60	View chart
Evergy (EVRG)	0.0	$1.4k		17.00	81.94	View chart
Ferrari Nv Ord (RACE)	0.0	$1.4k		4.00	340.25	View chart
Masco Corporation (MAS)	0.0	$1.3k		22.00	60.36	View chart
Owens Corning (OC)	0.0	$1.3k		12.00	108.25	View chart
Docusign (DOCU)	0.0	$1.2k	-44%	26.00	47.58	View chart
Viavi Solutions Inc equities (VIAV)	0.0	$1.2k	NEW	37.00	33.27	View chart
Organon &co Common Stock (OGN)	0.0	$1.2k	NEW	200.00	5.99	View chart
Air Products & Chemicals (APD)	0.0	$1.2k		4.00	290.50	View chart
Grail (GRAL)	0.0	$1.1k	-96%	21.00	51.67	View chart
Pgim Short Duration High Yie (ISD)	0.0	$1.1k	NEW	80.00	13.16	View chart
Zoom Communications Inc Class A Common Cl A (ZM)	0.0	$1.0k		13.00	80.38	View chart
Blackrock Debt Strategies Fd I Com New (DSU)	0.0	$1.0k	NEW	107.00	9.59	View chart
Fidus Invt (FDUS)	0.0	$1.0k	NEW	58.00	17.41	View chart
Neos Etf Trust Real Estate High Real Estate High (IYRI)	0.0	$992.999700	NEW	21.00	47.29	View chart
Morgan Stanley Emerging Markets Debt (MSD)	0.0	$878.000000	NEW	125.00	7.02	View chart
Suro Capital Corp Com New	0.0	$770.997600	NEW	72.00	10.71	View chart
Investcorp Credit Management B (ICMB)	0.0	$765.017600	NEW	472.00	1.62	View chart
Robert Half International (RHI)	0.0	$762.000000		30.00	25.40	View chart
Tidal Trust Ii Nicholas Crypto Nicholas Crypto (BLOX)	0.0	$738.001800	NEW	57.00	12.95	View chart
Bank of America Corporation (BAC)	0.0	$730.999500		15.00	48.73	View chart
AeroVironment (AVAV)	0.0	$549.000000	NEW	3.00	183.00	View chart
Putnam Etf Trust Bdc Income Etf Bdc Income Etf (PBDC)	0.0	$523.999100	NEW	19.00	27.58	View chart
Linde Plc Com Eur0.001 SHS (LIN)	0.0	$496.000000		1.00	496.00	View chart
Marvell Technology (MRVL)	0.0	$495.000000	NEW	5.00	99.00	View chart
Unity Software (U)	0.0	$482.999000		22.00	21.95	View chart
Lowe's Companies (LOW)	0.0	$473.000000		2.00	236.50	View chart
Leidos Holdings (LDOS)	0.0	$467.000100	NEW	3.00	155.67	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$447.000000		1.00	447.00	View chart
Ellington Credit Company Com Shs Ben Int Com Shs Ben Int (EARN)	0.0	$421.002000	NEW	95.00	4.43	View chart
ConocoPhillips (COP)	0.0	$396.000000		3.00	132.00	View chart
Super Micro Computer Com New (SMCI)	0.0	$342.000000	NEW	15.00	22.80	View chart
NET Lease Office Properties (NLOP)	0.0	$333.998800		29.00	11.52	View chart
Solstice Advanced Matls Com Shs (SOLS)	0.0	$305.000000		4.00	76.25	View chart
Arm Holdings Plc Spon Ads Each Rep 1 Ord Sponsored Ads (ARM)	0.0	$303.000000	NEW	2.00	151.50	View chart
Granite Pt Mtg Tr Inc Com Stk Com Stk (GPMT)	0.0	$291.007800	NEW	201.00	1.45	View chart
Kratos Defense And Security Solutions Com New (KTOS)	0.0	$282.000000	NEW	4.00	70.50	View chart
Millrose Pptys Inc Com Cl A Com Cl A (MRP)	0.0	$280.000000		10.00	28.00	View chart
Call Call Call Option	0.0	$260.000000		10.00	26.00	View chart
Qualcomm (QCOM)	0.0	$258.000000		2.00	129.00	View chart
Fortinet (FTNT)	0.0	$245.000100		3.00	81.67	View chart
Union Pacific Corporation (UNP)	0.0	$243.000000		1.00	243.00	View chart
Metropcs Communications (TMUS)	0.0	$210.000000		1.00	210.00	View chart
Rci Hospitality Hldgs (RICK)	0.0	$159.999700	NEW	7.00	22.86	View chart
Versant Media Group Inc Com Cl A Com Cl A (VSNT)	0.0	$148.000000	NEW	4.00	37.00	View chart
Neos Etf Trust Bitcoin High Income Etf Bitcoin High Inc (BTCI)	0.0	$131.000000	NEW	4.00	32.75	View chart
Direxion Shares Etf Trust Daily Technology Bull 3x Etf Daily Technology (TECL)	0.0	$0	NEW	0	0.00	View chart

Past Filings by Osbon Capital Management

SEC 13F filings are viewable for Osbon Capital Management going back to 2025

Osbon Capital Management 2026 Q1 filed May 15, 2026
Osbon Capital Management 2025 Q4 filed March 16, 2026

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