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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, QQQ, VTI, IWF, NET, and represent 45.64% of Osbon Capital Management's stock portfolio.
Added to shares of these 10 stocks: VGT (+$14M), IWF (+$6.4M), NET, HIMX, QXO, GOOG, VUG, CRCL, TSLX, WGMI.
Started 50 new stock positions in WES, WEEI, HIW, GNK, OMC, GLP, NHS, VALE, TRIN, UAN.
Reduced shares in these 10 stocks: CSCO (-$5.8M), AGNC, SPY, DIA, VTI, QQQ, VB, DX, , C.
Sold out of its positions in AWP, AVAV, AQN, AAL, AM, ARI, APP, ACRE, ARM, BLW.
Osbon Capital Management was a net buyer of stock by $481k.
Osbon Capital Management has $128M in assets under management (AUM), dropping by 4.04%.
Central Index Key (CIK): 0001784418

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Portfolio Holdings for Osbon Capital Management

Osbon Capital Management holds 427 positions in its portfolio as reported in the June 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)	12.5	$16M	+661%	134k	119.52	View chart
Invesco Qqq Tr Unit Ser 1 Unit Ser 1 (QQQ)	10.6	$14M	-6%	18k	736.44	View chart
Vanguard Index Fds Vanguard Total Stk Mkt Etf Total Stk Mkt (VTI)	10.0	$13M	-8%	35k	370.04	View chart
Ishares Tr Rus 1000 Grw Etf Rus 1000 Grw Etf (IWF)	6.8	$8.7M	+275%	70k	124.17	View chart
Cloudflare Inc Cl A Cl A Com (NET)	5.7	$7.3M	+80%	30k	245.29	View chart
Ishares Tr Ishares Semicdtr Ishares Semicdtr (SOXX)	5.0	$6.3M		9.9k	640.78	View chart
Wisdomtree Tr Us Quality Divid Growth Us Qtly Div Grt (DGRW)	3.0	$3.8M	-4%	40k	95.62	View chart
Vanguard Small-cap Index Fund Small Cp Etf (VB)	2.5	$3.2M	-20%	11k	303.13	View chart
State Street Spdr S&p 500 Etf Units Tr Unit (SPY)	2.5	$3.2M	-45%	4.3k	746.85	View chart
Vaneck Etf Trust Semiconductr Etf Semiconductr Etf (SMH)	2.4	$3.1M		4.8k	655.91	View chart
Blackstone Secd Lending Common Stock (BXSL)	1.7	$2.2M	+2%	93k	23.71	View chart
Apple (AAPL)	1.2	$1.5M	-3%	5.2k	289.41	View chart
Golub Capital BDC (GBDC)	1.1	$1.4M		112k	12.88	View chart
State Street Spdr Dow Jones Industrial Average Etf Trust Units Ut Ser 1 (DIA)	1.1	$1.4M	-59%	2.7k	522.45	View chart
Alphabet Inc Cap Stk Cl C Cap Stk Cl C (GOOG)	1.1	$1.4M	+21%	3.9k	353.41	View chart
Sphere Entertainment Co Com Usd0.01 Class A Cl A (SPHR)	1.1	$1.3M		7.8k	173.05	View chart
Vanguard Index Funds S&p 500 Etf Usd S&p 500 Etf Shs (VOO)	1.0	$1.3M		1.9k	687.10	View chart
Microsoft Corporation (MSFT)	1.0	$1.3M		3.6k	373.03	View chart
Tesla Motors (TSLA)	1.0	$1.3M		3.0k	420.67	View chart
Ark Etf Trust Innovation Etf Innovation Etf (ARKK)	1.0	$1.3M	-5%	16k	80.82	View chart
Amgen (AMGN)	0.9	$1.2M		3.3k	362.18	View chart
Direxion Shares Etf Trust Daily Technology Bull 3x Etf Da Te Bu 3x Etf (TECL)	0.9	$1.2M		5.2k	230.76	View chart
Amazon (AMZN)	0.8	$1.1M		4.4k	238.35	View chart
Etfs Gold Tr Physcl Gold Physcl Gold Shs (SGOL)	0.8	$1.0M		27k	38.23	View chart
Celestica (CLS)	0.7	$904k	-3%	2.5k	364.81	View chart
NVIDIA Corporation (NVDA)	0.7	$892k		4.5k	200.12	View chart
Fidelity Wise Origin Bitcoin Fund SHS (FBTC)	0.7	$864k		17k	51.05	View chart
Ark Etf Tr Next Gnrtn Inter Next Gnrtn Inter (ARKW)	0.7	$851k	-3%	5.9k	144.87	View chart
Planet Labs Pbc Com Cl A Com Cl A (PL)	0.7	$842k		25k	33.13	View chart
First Trust Cloud Computing Etf Cloud Computing (SKYY)	0.6	$813k	-25%	6.0k	134.58	View chart
Meta Platforms Inc Class A Cl A (META)	0.6	$758k	-4%	1.3k	563.68	View chart
Crowdstrike Hldgs Inc Cl A Cl A (CRWD)	0.6	$707k		926.00	763.14	View chart
Alphabet Inc Cap Stk Cl A Cap Stk Cl A (GOOGL)	0.5	$698k		2.0k	357.47	View chart
Visa Com Cl A (V)	0.5	$686k	-7%	2.0k	343.21	View chart
Spdr Gold Tr Gold Gold Shs (GLD)	0.5	$596k		1.6k	368.52	View chart
Select Sector Spdr Trust State Street Health Care Select Sector Spdr Etf St Str Care Etf (XLV)	0.5	$590k	-27%	3.7k	158.67	View chart
Nextpower Inc. Class A Class A Com (NXT)	0.4	$539k		4.5k	119.15	View chart
Running Oak Efficient Growth Etf Running Gwth Etf (RUNN)	0.4	$536k	-26%	17k	32.40	View chart
Valkyrie Etf Trust Ii Coinshares Bitcoin Mining Etf Coinshares Bitcn (WGMI)	0.4	$499k	+18%	7.9k	63.07	View chart
Qxo Com New (QXO)	0.4	$487k	+170%	28k	17.28	View chart
Asml Holding Nv Eur0.09 Ny Registry Shs 2012 N Y Registry Shs (ASML)	0.3	$446k		224.00	1991.21	View chart
Costco Wholesale Corporation (COST)	0.3	$442k		472.00	936.88	View chart
Vanguard Index Fds Vanguard Growth Etf Formerly Vanguard Index Tr Vipers Growth Etf (VUG)	0.3	$424k	+118%	4.9k	86.15	View chart
Butterfly Network Inc Com Cl A Com Cl A (BFLY)	0.3	$405k	-13%	48k	8.42	View chart
Ishares Msci Israel Etf Msci Israel Etf (EIS)	0.3	$396k		3.3k	120.73	View chart
Invesco Exchange Traded Fd Tr Buyback Achiev Buyback Achiev (PKW)	0.3	$386k	-12%	2.7k	141.71	View chart
Taiwan Semiconductor Manufacturing Spon Ads Each Rep 5 Ord Twd10 Sponsored Ads (TSM)	0.3	$382k		800.00	478.00	View chart
Ishares Tr Rus 2000 Grw Etf Rus 2000 Grw Etf (IWO)	0.3	$382k		970.00	394.02	View chart
Ishares Core S&p Small-cap E Core S&p Scp Etf (IJR)	0.3	$338k		2.3k	148.31	View chart
Himax Technologies Adr Rep 2 Ord Sponsored Adr (HIMX)	0.3	$332k	NEW	22k	15.34	View chart
Berkshire Hathaway Inc Com Usd0.0033 Class B Cl B New (BRK.B)	0.3	$323k		645.00	500.85	View chart
Select Sector Spdr Trust State Street Technology Select Sector Spdr Etf St Str Techn Etf (XLK)	0.2	$302k	+16%	1.6k	190.52	View chart
Circle Internet Group Inc Com Cl A Com Cl A (CRCL)	0.2	$293k	+325%	4.7k	62.64	View chart
Merck & Co (MRK)	0.2	$279k		2.2k	128.56	View chart
Apollo Global Mgmt (APO)	0.2	$274k	+2%	2.3k	118.33	View chart
Mastercard Incorporated Cl A Cl A (MA)	0.2	$274k		533.00	513.62	View chart
Broadcom (AVGO)	0.2	$273k		721.00	378.27	View chart
Palantir Technologies Inc Cl A Cl A (PLTR)	0.2	$256k	-7%	2.2k	116.72	View chart
Symbotic Inc Class A Class A Com (SYM)	0.2	$252k		5.6k	44.95	View chart
Advanced Micro Devices (AMD)	0.2	$245k		422.00	581.09	View chart
Adobe Systems Incorporated (ADBE)	0.2	$238k	-3%	1.2k	205.02	View chart
Sixth Street Specialty Lending (TSLX)	0.2	$232k	+392%	14k	17.17	View chart
Amphenol Corp Class A Com Usd0.001 Cl A (APH)	0.2	$222k		1.3k	176.32	View chart
Datadog Inc Cl A Cl A Com (DDOG)	0.2	$221k		849.00	260.61	View chart
Schwab Strategic Tr Us Large-cap Etf Us Lrg Cap Etf (SCHX)	0.2	$220k		7.5k	29.43	View chart
Wisdomtree Tr Cloud Computng Cloud Computng (WCLD)	0.2	$219k	-19%	6.8k	32.06	View chart
Ishares Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH)	0.2	$218k		2.8k	77.11	View chart
UnitedHealth (UNH)	0.2	$210k		504.00	415.63	View chart
Core Scientific (CORZ)	0.2	$206k	-41%	8.1k	25.59	View chart
Ishares Tr Eafe Grwth Etf Eafe Grwth Etf (EFG)	0.2	$206k		1.7k	124.47	View chart
Owl Rock Capital Corporation (OBDC)	0.1	$186k	-10%	17k	10.87	View chart
Micron Technology (MU)	0.1	$182k		158.00	1154.28	View chart
Johnson & Johnson (JNJ)	0.1	$179k		705.00	254.24	View chart
Netflix (NFLX)	0.1	$179k		2.5k	71.40	View chart
Coreweave Inc Com Cl A Com Cl A (CRWV)	0.1	$179k		1.8k	99.58	View chart
Vanguard Intl Equity Index Fds Tt Wrld St Etf Tt Wrld St Etf (VT)	0.1	$178k		1.1k	157.05	View chart
3M Company (MMM)	0.1	$173k		1.1k	161.91	View chart
Morgan Stanley Direct Lending Com Shs (MSDL)	0.1	$169k	-4%	11k	15.12	View chart
Ishares Inc Msci Jpn Etf Msci Japan Etf (EWJ)	0.1	$168k		1.8k	93.27	View chart
Shopify Inc Com Npv Cl A Isin #ca82509l1076 Sedol #bx865c7 Cl A Sub Vtg Shs (SHOP)	0.1	$168k		1.5k	114.18	View chart
Ge Vernova (GEV)	0.1	$167k		142.00	1174.86	View chart
Goldman Sachs Bdc SHS (GSBD)	0.1	$164k		17k	9.48	View chart
Vanguard Index Fds Vanguard Value Etf Formerly Vanguard Index Tr Value Etf (VTV)	0.1	$160k	-70%	734.00	217.96	View chart
Doordash Inc Cl A Cl A (DASH)	0.1	$160k	-5%	866.00	184.66	View chart
Intel Corporation (INTC)	0.1	$154k	-67%	1.1k	139.63	View chart
Ishares Europe Etf Europe Etf (IEV)	0.1	$150k		2.1k	72.88	View chart
Hyliion Holdings Corp Common Stock (HYLN)	0.1	$149k	-17%	29k	5.21	View chart
Applied Materials (AMAT)	0.1	$145k		200.00	723.00	View chart
Vanguard Extended Markets Index Fund Extend Mkt Etf (VXF)	0.1	$143k		581.00	246.27	View chart
Api Group Corp Com Stk Com Stk (APG)	0.1	$141k		3.3k	42.35	View chart
Ge Aerospace Com New (GE)	0.1	$135k		361.00	373.73	View chart
Vanguard Developed Markets Index Fund Etf Van Ftse Dev Mkt (VEA)	0.1	$135k		1.9k	71.25	View chart
JPMorgan Chase & Co. (JPM)	0.1	$134k		409.00	328.07	View chart
Exxon Mobil Corporation (XOM)	0.1	$131k		961.00	136.77	View chart
Wisdomtree India Earnings Fund India Erngs Fd (EPI)	0.1	$130k		3.0k	42.79	View chart
Sea Limited Ads Each Rep One Class A Ord Sponsord Ads (SE)	0.1	$118k	-13%	1.2k	95.85	View chart
IDEX Corporation (IEX)	0.1	$116k		511.00	227.14	View chart
First Tr Exchange Traded Fd Ii Nasdq Cln Edge Nasdq Cln Edge (GRID)	0.1	$111k	+20%	579.00	191.75	View chart
Trilogy Metals (TMQ)	0.1	$110k		31k	3.51	View chart
Boeing Company (BA)	0.1	$109k	-9%	501.00	216.47	View chart
Motorola Solutions Com New (MSI)	0.1	$107k		257.00	415.29	View chart
Intuitive Surgical Com New (ISRG)	0.1	$104k		262.00	397.68	View chart
Gra (GGG)	0.1	$103k		1.4k	75.64	View chart
Aurora Innovation Inc Class A Class A Com (AUR)	0.1	$98k	-32%	14k	6.82	View chart
Etf Ser Solutions Defiance Space A Defiance Space A (UFOX)	0.1	$97k	-9%	1.0k	95.09	View chart
Pjt Partners Inc Com Cl A Com Cl A (PJT)	0.1	$84k		559.00	150.97	View chart
Cisco Systems (CSCO)	0.1	$84k	-98%	711.00	117.55	View chart
salesforce (CRM)	0.1	$83k		526.00	156.76	View chart
Abbvie (ABBV)	0.1	$82k		326.00	252.10	View chart
Starbucks Corporation (SBUX)	0.1	$81k		794.00	102.19	View chart
Vanguard Whitehall Fds High Div Yld High Div Yld (VYM)	0.1	$79k		498.00	158.19	View chart
Martin Marietta Materials (MLM)	0.1	$78k		136.00	576.70	View chart
Nu Holdings Ltd Usd0.000006666666 Class A Ord Shs Cl A (NU)	0.1	$77k	-57%	5.7k	13.36	View chart
Home Depot (HD)	0.1	$75k		211.00	353.14	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$71k		600.00	117.79	View chart
MercadoLibre (MELI)	0.1	$70k	-38%	41.00	1697.37	View chart
Bristol Myers Squibb (BMY)	0.1	$69k	+17%	1.2k	57.62	View chart
Veeva Systems Cl A Com (VEEV)	0.1	$69k		387.00	177.50	View chart
Brightstar Lottery Plc Ordinary Shares Shs Usd (BRSL)	0.1	$64k	+50%	6.0k	10.72	View chart
Albemarle Corporation (ALB)	0.0	$62k		458.00	135.29	View chart
Texas Instruments Incorporated (TXN)	0.0	$62k		206.00	299.01	View chart
Capital Southwest Corporation (CSWC)	0.0	$59k	-5%	2.5k	23.77	View chart
First Trust Us Equity Opportunities Etf Us Eqty Oppt Etf (FPX)	0.0	$54k		261.00	206.53	View chart
Affirm Holdings Inc Class A Com Cl A (AFRM)	0.0	$54k		661.00	81.55	View chart
Roku Inc Com Cl A Com Cl A (ROKU)	0.0	$52k	-8%	378.00	138.14	View chart
Invesco Exchange- Traded Fund Trust Invesco Rafi Us 1000 Etf Rafi Us 1000 Etf (PRF)	0.0	$51k		945.00	54.03	View chart
Tidal Trust Iii Vist Arti In Etf Vist Arti In Etf (AIS)	0.0	$51k		592.00	85.32	View chart
Rivian Automotive Inc Com Cl A Com Cl A (RIVN)	0.0	$51k		2.9k	17.36	View chart
Ishares Tr U.s. Insrnce Etf U.s. Insrnce Etf (IAK)	0.0	$50k	-21%	353.00	140.80	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)	0.0	$50k		164.00	302.97	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$49k		1.5k	33.29	View chart
Goldman Sachs (GS)	0.0	$49k		48.00	1011.35	View chart
Schwab International Equity Etf Intl Eqty Etf (SCHF)	0.0	$46k		1.7k	27.70	View chart
Ecolab (ECL)	0.0	$46k		165.00	278.61	View chart
Schwab Strategic Tr Us Small-cap Etf Us Sml Cap Etf (SCHA)	0.0	$46k		1.3k	36.13	View chart
Automatic Data Processing (ADP)	0.0	$45k		201.00	224.24	View chart
Twilio Inc Cl A Cl A (TWLO)	0.0	$44k		211.00	206.55	View chart
Block Inc Cl A Cl A (XYZ)	0.0	$43k	-9%	568.00	76.00	View chart
Applied Digital Corp Com Usd0.001 Com New (APLD)	0.0	$43k		1.1k	37.33	View chart
BP Sponsored Adr (BP)	0.0	$42k		1.1k	36.95	View chart
Seagate Technology Hldgs Pub Ltd Co Seagate Technology Holdings Plc Ordinary Shares Isin #ie00bkvd2n.. (STX)	0.0	$42k		43.00	965.00	View chart
Porch Group (PRCH)	0.0	$41k		2.7k	15.04	View chart
Upstart Hldgs (UPST)	0.0	$40k		1.1k	35.43	View chart
Ishares Russell 2000 Etf Russell 2000 Etf (IWM)	0.0	$38k		127.00	300.45	View chart
Coherent Corp (COHR)	0.0	$38k		96.00	394.47	View chart
International Business Machines (IBM)	0.0	$37k		132.00	281.20	View chart
Cme (CME)	0.0	$37k		167.00	221.39	View chart
Accenture Shs Class A (ACN)	0.0	$37k		294.00	124.55	View chart
Snowflake Com Shs (SNOW)	0.0	$37k	-31%	143.00	255.27	View chart
Select Sector Spdr Trust State Street Utilities Select Sector Spdr Etf St Str Util Etf (XLU)	0.0	$35k		766.00	45.36	View chart
Wisdomtree Emerging Markets Smallcap Dividend Fund Emg Mkts Smcap (DGS)	0.0	$34k		529.00	64.71	View chart
Iron Mountain (IRM)	0.0	$34k	+65%	266.00	126.31	View chart
Schwab Strategic Tr Fundamental Us S Fundamental Us S (FNDA)	0.0	$34k		879.00	38.06	View chart
Coupang Inc Cl A Cl A (CPNG)	0.0	$33k		1.9k	17.37	View chart
Ark Etf Tr Genomic Rev Etf Genomic Rev Etf (ARKG)	0.0	$33k		776.00	42.08	View chart
Simon Property (SPG)	0.0	$32k	+59%	145.00	223.65	View chart
Pfizer (PFE)	0.0	$32k	+36%	1.3k	24.08	View chart
Wp Carey (WPC)	0.0	$32k		447.00	71.50	View chart
Invesco Exchange- Traded Fund Trust Ii Invesco Rafi Developed Markets Ex-u.s. Etf Rafi Dvlpd Mrkts (PXF)	0.0	$31k		406.00	75.64	View chart
Annaly Capital Management Com New (NLY)	0.0	$31k	-58%	1.4k	22.36	View chart
Nextera Energy (NEE)	0.0	$30k		344.00	87.85	View chart
D.R. Horton (DHI)	0.0	$30k		183.00	163.33	View chart
Vanguard Intl Equity Index Fds Ftse Europe Etf Ftse Europe Etf (VGK)	0.0	$30k	-69%	335.00	88.54	View chart
Koninklijke Philips N V Ny Regis Ny Regis Shs New (PHG)	0.0	$29k		1.1k	27.19	View chart
Eli Lilly & Co. (LLY)	0.0	$28k	-4%	23.00	1229.87	View chart
Invesco Exch Traded Fd Tr Ii Solar Etf Solar Etf (TAN)	0.0	$28k		474.00	59.27	View chart
Arista Networks Com Shs (ANET)	0.0	$28k	-2%	163.00	169.88	View chart
Ishares Core Msci Europe Etf Core Msci Euro (IEUR)	0.0	$28k		368.00	75.17	View chart
Agnc Invt Corp Com reit (AGNC)	0.0	$28k	-99%	2.5k	10.90	View chart
Spotify Technology S.a. Com Eur0.000625 SHS (SPOT)	0.0	$28k		60.00	459.12	View chart
Ishares Trust Msci Emg Mkts Etf Usd Dis Msci Emg Mkt Etf (EEM)	0.0	$27k		401.00	68.41	View chart
Intuit (INTU)	0.0	$26k		101.00	261.00	View chart
Delek Logistics Partners Lp Com Unt Rp Int Com Unt Rp Int (DKL)	0.0	$26k	NEW	506.00	51.54	View chart
Cigna Corp (CI)	0.0	$26k		94.00	275.67	View chart
Chipotle Mexican Grill (CMG)	0.0	$26k		750.00	34.00	View chart
Raytheon Technologies Corp (RTX)	0.0	$25k		134.00	189.72	View chart
Franklin Templeton Holdings Tr Respbly Srcd Gld Respbly Srcd Gld (FGDL)	0.0	$25k		476.00	53.37	View chart
Synopsys (SNPS)	0.0	$25k		56.00	446.05	View chart
Energy Transfer L P Com Ut Ltd Ptn Com Ut Ltd Ptn (ET)	0.0	$25k	NEW	1.3k	19.12	View chart
Danaher Corporation (DHR)	0.0	$25k	-39%	128.00	191.84	View chart
First Tr Exchange Traded Fd Dow Jones Internet Index Dj Internt Idx (FDN)	0.0	$24k	-34%	92.00	264.97	View chart
Mplx Lp Com Unit Rep Com Unit Rep Ltd (MPLX)	0.0	$24k	NEW	432.00	56.33	View chart
Exchange Traded Concepts Tr Robo Global Robotics And Automation Index Etf Robo Glb Etf (ROBO)	0.0	$24k		281.00	85.66	View chart
Wisdomtree International Smallcap Dividend Fund Intl Smcap Div (DLS)	0.0	$24k		284.00	83.79	View chart
Ford Motor Company (F)	0.0	$24k	+70%	1.7k	13.90	View chart
Deere & Company (DE)	0.0	$24k		37.00	634.32	View chart
Cheniere Energy Partners Lp Com Unit Com Unit (CQP)	0.0	$23k	NEW	373.00	60.95	View chart
Enterprise Products Partners (EPD)	0.0	$23k	+582%	614.00	36.76	View chart
Cvr Partners (UAN)	0.0	$22k	NEW	200.00	111.48	View chart
Booking Holdings (BKNG)	0.0	$22k	+2400%	125.00	178.24	View chart
Ares Management Corporation Cl A Com Stk Cl A Com Stk (ARES)	0.0	$22k		198.00	111.31	View chart
Walt Disney Company (DIS)	0.0	$22k		228.00	96.65	View chart
Vanguard Specialized Funds Div App Etf Div App Etf (VIG)	0.0	$22k	-93%	92.00	236.62	View chart
Uber Technologies (UBER)	0.0	$22k	-87%	301.00	72.16	View chart
Invesco Mortgage Capital (IVR)	0.0	$21k	NEW	2.7k	7.90	View chart
Anglogold Ashanti Plc Ord Usd1 Com Shs (AU)	0.0	$21k	NEW	261.00	80.89	View chart
Astera Labs (ALAB)	0.0	$21k		43.00	483.00	View chart
Twist Bioscience Corp (TWST)	0.0	$21k		200.00	102.88	View chart
Schwab Fundamental Us Large Company Index Etf Fundamental Us L (FNDX)	0.0	$21k		660.00	31.10	View chart
ON Semiconductor (ON)	0.0	$20k		211.00	94.54	View chart
Paychex (PAYX)	0.0	$20k	+110%	202.00	98.60	View chart
Dynex Cap (DX)	0.0	$20k	-96%	1.5k	13.11	View chart
Solventum Corp Com Shs (SOLV)	0.0	$19k		252.00	77.15	View chart
Rio Tinto Adr Each Rep 1 Ord Sponsored Adr (RIO)	0.0	$19k	NEW	203.00	94.93	View chart
Coinbase Global, Inc. Class A Com Cl A (COIN)	0.0	$19k	-57%	131.00	147.02	View chart
Charles Schwab Corporation (SCHW)	0.0	$19k	+101%	206.00	92.27	View chart
Microchip Technology (MCHP)	0.0	$19k		208.00	91.20	View chart
Ares Capital Corporation (ARCC)	0.0	$19k	-52%	1.0k	18.53	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.0	$18k		385.00	45.54	View chart
Eaton Corporation SHS (ETN)	0.0	$18k		41.00	427.29	View chart
Hess Midstream Lp Cl A Cl A Shs (HESM)	0.0	$18k	+109%	465.00	37.60	View chart
Domino's Pizza (DPZ)	0.0	$17k		58.00	296.03	View chart
Natera (NTRA)	0.0	$17k		62.00	271.44	View chart
Mongodb Inc Cl A Cl A (MDB)	0.0	$17k		50.00	335.90	View chart
Paypal Holdings (PYPL)	0.0	$17k		387.00	43.25	View chart
Ishares Core S&p 500 Etf Core S&p500 Etf (IVV)	0.0	$17k		22.00	748.86	View chart
Avery Dennison Corporation (AVY)	0.0	$16k	NEW	100.00	162.35	View chart
General Dynamics Corporation (GD)	0.0	$16k		45.00	354.22	View chart
Abbott Laboratories (ABT)	0.0	$16k		175.00	90.81	View chart
Digitalocean Hldgs (DOCN)	0.0	$16k		100.00	157.03	View chart
Starwood Property Trust (STWD)	0.0	$16k	-29%	957.00	16.38	View chart
Vaneck Etf Tr Vaneck Bdc Income Etf Bdc Income Etf (BIZD)	0.0	$16k	-62%	1.2k	12.66	View chart
Plains All Amern Pipeline L P Unit Ltd Partn Unit Ltd Partn (PAA)	0.0	$15k	NEW	681.00	22.26	View chart
Extra Space Storage (EXR)	0.0	$15k	NEW	104.00	145.30	View chart
Amplify Tr Cybersecurity Etf Amplify Cybersec (HACK)	0.0	$15k		143.00	105.37	View chart
Usa Compression Partners Lp Comunit Ltdpar Com Unit Ltdpar (USAC)	0.0	$15k	NEW	571.00	26.39	View chart
Autodesk (ADSK)	0.0	$15k		76.00	194.41	View chart
Txo Partners Lp Com Unit Com Unit (TXO)	0.0	$15k	NEW	1.2k	12.50	View chart
Realty Income (O)	0.0	$15k	-24%	237.00	61.96	View chart
Insmed Com Par $.01 (INSM)	0.0	$15k		137.00	106.61	View chart
Gpgi, Inc. Class A Com Cl A (GPGI)	0.0	$15k		919.00	15.86	View chart
Kimbell Rty Partners Lp Unit Unit (KRP)	0.0	$15k	-46%	997.00	14.53	View chart
Kinetik Holdings Inc Com Usd0.0001 Cl A Com New Cl A (KNTK)	0.0	$14k	NEW	296.00	48.34	View chart
Newmont Mining Corporation (NEM)	0.0	$14k	+462%	152.00	93.39	View chart
Blackrock (BLK)	0.0	$14k	-6%	14.00	1007.86	View chart
Blackrock Science &tech Term Tr Com Shs Ben Int Usd0.001 Shs Ben Int (BSTZ)	0.0	$14k		468.00	30.03	View chart
Quanta Services (PWR)	0.0	$14k		19.00	720.00	View chart
Palo Alto Networks (PANW)	0.0	$14k		40.00	341.00	View chart
Robinhood Mkts Inc Com Cl A Com Cl A (HOOD)	0.0	$14k		135.00	100.27	View chart
Mach Natural Resources Lp Com Unit Ltd Par Com Un Lt Pa In (MNR)	0.0	$14k	NEW	1.1k	12.64	View chart
Tyler Technologies (TYL)	0.0	$14k		46.00	292.46	View chart
Global Partners Lp Com Units Com Units (GLP)	0.0	$13k	NEW	288.00	46.59	View chart
Spdr Series Trust State Street S&p Biotech Etf St Str Sp Biot (XBI)	0.0	$13k		83.00	159.83	View chart
Us Bancorp Com New (USB)	0.0	$13k		216.00	60.62	View chart
Sempra Energy (SRE)	0.0	$13k		139.00	93.01	View chart
Mainstay Cbre Global (MEGI)	0.0	$13k	NEW	837.00	15.20	View chart
Kimberly-Clark Corporation (KMB)	0.0	$13k		115.00	109.77	View chart
Alliance Resource Partners L P Ut Ltd Part Ut Ltd Part (ARLP)	0.0	$13k	NEW	523.00	23.98	View chart
PNC Financial Services (PNC)	0.0	$12k		49.00	246.96	View chart
Barrick Mining Corporation Com Npv Isin #ca06849f1080 Sedol #bnm23q1 Com Shs (B)	0.0	$12k	NEW	327.00	36.73	View chart
Coca-Cola Company (KO)	0.0	$12k		147.00	81.27	View chart
M&T Bank Corporation (MTB)	0.0	$12k		50.00	238.00	View chart
Highwoods Properties (HIW)	0.0	$12k	NEW	394.00	30.16	View chart
Ishares Gold Tr Ishares New Isin #us4642852044 Sedol #bkp74n6 Ishares New (IAU)	0.0	$12k		157.00	75.51	View chart
Carvana Co Cl A Cl A (CVNA)	0.0	$12k	+400%	180.00	65.82	View chart
Paramount Skydance Corp Com Cl B Com Cl B (PSKY)	0.0	$12k		1.2k	9.86	View chart
Schwab Us Large-cap Growth Etf Us Lcap Gr Etf (SCHG)	0.0	$12k		347.00	33.84	View chart
Eastman Chemical Company (EMN)	0.0	$12k	+75%	175.00	66.98	View chart
Black Stone Minerals L P Com Unit Com Unit (BSM)	0.0	$12k	NEW	838.00	13.97	View chart
Ishares Tr Msci Intl Qualty Msci Intl Qualty (IQLT)	0.0	$12k		236.00	49.55	View chart
Lockheed Martin Corporation (LMT)	0.0	$12k	-4%	22.00	529.77	View chart
Vanguard Intl Equity Index Fds Ftse Emr Mkt Etf Ftse Emr Mkt Etf (VWO)	0.0	$12k		195.00	59.69	View chart
10x Genomics Inc Cl A Cl A Com (TXG)	0.0	$12k		300.00	38.34	View chart
Trinity Cap (TRIN)	0.0	$11k	NEW	639.00	17.89	View chart
Gilead Sciences (GILD)	0.0	$11k		90.00	126.33	View chart
Blackrock Technology And Private Equity Term Trust Common Shares Of Beneficial Interest Shs Ben Int (BTX)	0.0	$11k		1.3k	9.03	View chart
Lehman Brothers First Trust IOF (NHS)	0.0	$11k	NEW	1.8k	6.24	View chart
Frontline (FRO)	0.0	$11k	NEW	318.00	34.79	View chart
Blackrock Capital Allocation Trust (BCAT)	0.0	$11k	NEW	669.00	15.93	View chart
Digital Realty Trust (DLR)	0.0	$11k	NEW	59.00	179.58	View chart
Omega Healthcare Investors (OHI)	0.0	$11k	NEW	222.00	47.68	View chart
Templeton Emerging Markets Income Fund (TEI)	0.0	$11k	NEW	1.6k	6.74	View chart
Verizon Communications (VZ)	0.0	$11k		247.00	42.38	View chart
Marsh & McLennan Companies (MRSH)	0.0	$10k		61.00	168.07	View chart
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf Kbw Bk Etf (KBWB)	0.0	$10k		110.00	92.97	View chart
Ishares Tr Gl Clean Ene Etf Gl Clean Ene Etf (ICLN)	0.0	$10k		496.00	20.52	View chart
Morgan Stanley Emerging Markets Domestic (EDD)	0.0	$10k	NEW	1.7k	5.88	View chart
Genco Shipping &trading Limited Com Usd0.01 SHS (GNK)	0.0	$10k	NEW	403.00	24.78	View chart
Armour Residential Reit Com Shs (ARR)	0.0	$9.9k	NEW	569.00	17.45	View chart
Agnico (AEM)	0.0	$9.9k	NEW	64.00	155.12	View chart
O'reilly Automotive (ORLY)	0.0	$9.7k		105.00	92.09	View chart
Call Call Call Option	0.0	$9.6k	NEW	300.00	32.00	View chart
Clorox Company (CLX)	0.0	$9.5k		100.00	95.44	View chart
Western Midstream Partners Lp Com Unit Lp Int Com Unit Lp Int (WES)	0.0	$9.5k	NEW	218.00	43.76	View chart
Pepsi (PEP)	0.0	$9.5k	NEW	70.00	135.40	View chart
Roblox Corp Cl A Cl A (RBLX)	0.0	$9.4k		173.00	54.38	View chart
Viper Energy Inc Cl A Cl A (VNOM)	0.0	$9.3k	NEW	220.00	42.40	View chart
Olin Corp Com Par $1 (OLN)	0.0	$9.1k	NEW	461.00	19.82	View chart
Global X Fds Global X Uranium Global X Uranium (URA)	0.0	$9.1k		208.00	43.81	View chart
Hp (HPQ)	0.0	$9.1k	NEW	415.00	21.94	View chart
Illinois Tool Works (ITW)	0.0	$8.9k	-3%	32.00	278.72	View chart
Vale S.a. Spons Ads Repr 1 Sponsored Ads (VALE)	0.0	$8.8k	NEW	587.00	15.04	View chart
Prologis (PLD)	0.0	$8.7k		64.00	136.69	View chart
Nuveen Cr Strategies Income Com Shs (JQC)	0.0	$8.7k	NEW	1.8k	4.86	View chart
Gamco Global Gold Nat Res &com Sh Ben Int Com Sh Ben Int (GGN)	0.0	$8.7k	+188%	1.8k	4.84	View chart
Flex Lng SHS (FLNG)	0.0	$8.7k	NEW	309.00	28.06	View chart
Dycom Industries (DY)	0.0	$8.6k		17.00	505.59	View chart
T. Rowe Price (TROW)	0.0	$8.5k		75.00	113.68	View chart
Spdr Index Shares Funds State Street Spdr Euro Stoxx 50 Etf St Str Eu 50 Etf (FEZ)	0.0	$8.4k		123.00	68.67	View chart
Alibaba Group Holding Ltd Spon Ads Each Rep 8 Ord Sponsored Ads (BABA)	0.0	$8.4k		88.00	95.98	View chart
Dorian Lpg Limited Com Usd0.01 Shs Usd (LPG)	0.0	$8.4k	NEW	242.00	34.78	View chart
Pimco Dynamic Income Oprnts Fd Com Ben Com Ben Shs (PDO)	0.0	$8.4k	-82%	634.00	13.22	View chart
Crown Castle Intl (CCI)	0.0	$8.3k	NEW	110.00	75.73	View chart
Vanguard World Fd Energy Etf Energy Etf (VDE)	0.0	$8.3k	-97%	55.00	150.13	View chart
Dynatrace Com New (DT)	0.0	$8.2k		187.00	43.91	View chart
Truist Financial Corp equities (TFC)	0.0	$8.2k		164.00	49.84	View chart
Call Call Call Option	0.0	$8.2k		77.00	106.00	View chart
Servicenow (NOW)	0.0	$7.9k		80.00	99.28	View chart
Toast Inc Cl A Cl A (TOST)	0.0	$7.9k		283.00	27.82	View chart
Pimco Access Income Fund Shs Benfin Int Shs Benfin Int (PAXS)	0.0	$7.8k	-88%	533.00	14.55	View chart
Take-Two Interactive Software (TTWO)	0.0	$7.7k		31.00	249.97	View chart
Western Asset Diversified Incm Com Shs Ben Int Com Shs Ben Int (WDI)	0.0	$7.7k	+6%	571.00	13.56	View chart
Washington Federal (WAFD)	0.0	$7.7k		200.00	38.37	View chart
Morgan Stanley Emerging Markets Debt (MSD)	0.0	$7.5k	+719%	1.0k	7.30	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.0	$7.2k	-91%	918.00	7.88	View chart
Clearpoint Neuro (CLPT)	0.0	$7.2k		402.00	17.86	View chart
Wen Acqusition Corp Usd Wts Exp 10/31/2031 Isin #kyg9r39c1119 *w Exp 99/99/999 (WENNW)	0.0	$7.1k		20k	0.35	View chart
Oxford Industries (OXM)	0.0	$7.0k		200.00	34.87	View chart
Space Expl Technologies Corp Cl A Class A Com Stk (SPCX)	0.0	$6.9k	NEW	40.00	173.28	View chart
Archer Daniels Midland Company (ADM)	0.0	$6.9k		90.00	76.40	View chart
NVR (NVR)	0.0	$6.8k		1.00	6813.00	View chart
Schwab Us Dividend Equity Etf Us Dividend Eq (SCHD)	0.0	$6.8k		213.00	31.71	View chart
Call Call Call Option	0.0	$6.7k		25.00	268.00	View chart
CBOE Holdings (CBOE)	0.0	$6.6k		27.00	242.67	View chart
Phillips 66 (PSX)	0.0	$6.5k		38.00	172.03	View chart
Target Corporation (TGT)	0.0	$6.5k		50.00	130.60	View chart
McDonald's Corporation (MCD)	0.0	$6.5k		24.00	270.29	View chart
Fortive (FTV)	0.0	$6.5k		106.00	61.08	View chart
Kkr Income Opportunities (KIO)	0.0	$6.5k	+86%	574.00	11.26	View chart
Sofi Technologies (SOFI)	0.0	$6.4k	-92%	358.00	17.93	View chart
Ge Healthcare Technologies Common Stock (GEHC)	0.0	$6.4k		100.00	64.01	View chart
Veralto Corp Com Shs (VLTO)	0.0	$6.3k		71.00	88.68	View chart
Morgan Stanley Com Usd0.01 Com New (MS)	0.0	$6.3k		30.00	209.03	View chart
Vanguard Large-cap Index Fund Large Cap Etf (VV)	0.0	$6.2k		18.00	343.89	View chart
McKesson Corporation (MCK)	0.0	$6.0k		8.00	755.50	View chart
Lumentum Hldgs (LITE)	0.0	$6.0k		7.00	858.00	View chart
Wal-Mart Stores (WMT)	0.0	$6.0k	-83%	53.00	113.25	View chart
Alnylam Pharmaceuticals (ALNY)	0.0	$5.4k		18.00	301.00	View chart
Trane Technologies Plc Com Usd1 SHS (TT)	0.0	$5.4k		11.00	491.09	View chart
TransDigm Group Incorporated (TDG)	0.0	$5.3k		4.00	1332.00	View chart
Strategy Inc Common Stock Class A Cl A New (MSTR)	0.0	$5.2k		60.00	86.92	View chart
Imperial Oil Com Npv Isin #ca4530384086 Sedol #2454241 Com New (IMO)	0.0	$5.0k		45.00	112.00	View chart
Omni (OMC)	0.0	$5.0k	NEW	68.00	72.82	View chart
Wec Energy Group (WEC)	0.0	$4.9k		42.00	116.93	View chart
Fifth Third Ban (FITB)	0.0	$4.7k		83.00	56.36	View chart
Arbor Realty Trust (ABR)	0.0	$4.6k		845.00	5.42	View chart
Interactive Brokers Group Inc Com Cl A Com Cl A (IBKR)	0.0	$4.5k		52.00	87.04	View chart
Cheniere Energy Inc Com Usd0.003 Com New (LNG)	0.0	$4.3k		18.00	239.00	View chart
Vistra Energy (VST)	0.0	$4.3k		27.00	158.63	View chart
Caterpillar (CAT)	0.0	$4.3k		4.00	1064.75	View chart
Hims &hers Health Inc Com Cl A Com Cl A (HIMS)	0.0	$4.2k		122.00	34.66	View chart
Guidewire Software (GWRE)	0.0	$4.2k		34.00	123.03	View chart
Southwest Airlines (LUV)	0.0	$4.2k		81.00	51.42	View chart
Atlassian Corporation Cl A Cl A (TEAM)	0.0	$3.6k		46.00	77.78	View chart
Community Bank System (CBU)	0.0	$3.4k		50.00	67.12	View chart
Southern Copper Corporation (SCCO)	0.0	$3.3k		19.00	174.21	View chart
Wells Fargo & Company (WFC)	0.0	$3.3k	-36%	40.00	82.62	View chart
The Trade Desk Inc Com Cl A Com Cl A (TTD)	0.0	$3.2k		179.00	18.08	View chart
Wabtec Corporation (WAB)	0.0	$3.2k		12.00	269.58	View chart
At&t (T)	0.0	$3.2k		155.00	20.70	View chart
Edison International (EIX)	0.0	$3.2k		43.00	74.44	View chart
AutoZone (AZO)	0.0	$3.2k		1.00	3195.00	View chart
Intercontinental Exchange (ICE)	0.0	$2.8k		23.00	123.09	View chart
Organon &co Common Stock (OGN)	0.0	$2.7k		200.00	13.54	View chart
WestAmerica Ban (WABC)	0.0	$2.6k		45.00	58.67	View chart
Hershey Company (HSY)	0.0	$2.6k		15.00	175.40	View chart
Klaviyo Inc Com Ser A Com Ser A (KVYO)	0.0	$2.6k		173.00	15.10	View chart
Ralliant Corp (RAL)	0.0	$2.6k		35.00	73.63	View chart
Grayscale Bitcoin Mini Tr Etf Shs New (BTC)	0.0	$2.5k		97.00	26.10	View chart
Comcast Corp Cl A (CMCSA)	0.0	$2.5k		100.00	24.55	View chart
Valero Energy Corporation (VLO)	0.0	$2.3k		9.00	260.33	View chart
Kinder Morgan (KMI)	0.0	$2.2k		69.00	31.96	View chart
Southern Company (SO)	0.0	$2.2k		23.00	95.70	View chart
Procter & Gamble Company (PG)	0.0	$2.2k		15.00	146.60	View chart
American Electric Power Company (AEP)	0.0	$2.2k		16.00	136.75	View chart
Baker Hughes Company Cl A Cl A (BKR)	0.0	$2.1k		38.00	55.50	View chart
Duke Energy Corp New Com New Isin #us26441c2044 Sedol #b7jzsk0 Com New (DUK)	0.0	$2.0k		16.00	126.56	View chart
Honeywell International (HON)	0.0	$2.0k	NEW	9.00	223.89	View chart
Honeywell Aerospace (HONA)	0.0	$2.0k	NEW	9.00	221.00	View chart
Pinnacle West Capital Corporation (PNW)	0.0	$1.9k		18.00	107.00	View chart
Viatris (VTRS)	0.0	$1.9k		121.00	15.88	View chart
Owens Corning (OC)	0.0	$1.9k		12.00	158.92	View chart
Zoominfo Technologies Common Stock (GTM)	0.0	$1.9k		636.00	2.93	View chart
Chevron Corporation (CVX)	0.0	$1.8k		11.00	165.73	View chart
Lennar Corp Com Usd0.10 Class A Cl A (LEN)	0.0	$1.8k		20.00	90.45	View chart
Masco Corporation (MAS)	0.0	$1.8k		22.00	81.36	View chart
Viavi Solutions Inc equities (VIAV)	0.0	$1.8k		37.00	47.73	View chart
Sherwin-Williams Company (SHW)	0.0	$1.7k		5.00	344.20	View chart
Waste Management (WM)	0.0	$1.6k		7.00	222.86	View chart
Ferrari Nv Ord (RACE)	0.0	$1.5k		4.00	377.75	View chart
Evergy (EVRG)	0.0	$1.5k		17.00	86.41	View chart
L3harris Technologies (LHX)	0.0	$1.5k		5.00	290.40	View chart
Essential Utils (WTRG)	0.0	$1.4k		37.00	38.30	View chart
PPL Corporation (PPL)	0.0	$1.4k		39.00	36.33	View chart
Service Corporation International (SCI)	0.0	$1.4k		18.00	75.94	View chart
Vontier Corporation (VNT)	0.0	$1.2k		42.00	29.00	View chart
Air Products & Chemicals (APD)	0.0	$1.2k		4.00	293.00	View chart
Docusign (DOCU)	0.0	$1.2k		26.00	44.58	View chart
Zoom Communications Inc Class A Common Cl A (ZM)	0.0	$1.1k		13.00	86.31	View chart
Nakamoto	0.0	$1.0k	NEW	262.00	3.95	View chart
Charter Communications Inc New Cl A Cl A (CHTR)	0.0	$995.000300		7.00	142.14	View chart
Ultimus Managers Tr Westwood Salient West Sa Ener Etf (WEEI)	0.0	$994.999500	NEW	45.00	22.11	View chart
Grail (GRAL)	0.0	$955.000200	-33%	14.00	68.21	View chart
Robert Half International (RHI)	0.0	$921.000000		30.00	30.70	View chart
Bank of America Corporation (BAC)	0.0	$853.999500		15.00	56.93	View chart
Virtuix Holdings Inc. Com Cl A Com Cl A (VTIX)	0.0	$762.000000		250.00	3.05	View chart
Illumina (ILMN)	0.0	$703.000000	-87%	4.00	175.75	View chart
Unity Software (U)	0.0	$628.001000		22.00	28.55	View chart
Philip Morris International (PM)	0.0	$542.000100	-97%	3.00	180.67	View chart
Linde Plc Com Eur0.001 SHS (LIN)	0.0	$518.000000		1.00	518.00	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$496.000000		1.00	496.00	View chart
Fortinet (FTNT)	0.0	$459.999900		3.00	153.33	View chart
Lowe's Companies (LOW)	0.0	$440.000000		2.00	220.00	View chart
Qualcomm (QCOM)	0.0	$369.000000		2.00	184.50	View chart
Solstice Advanced Matls Com Shs (SOLS)	0.0	$355.000000		4.00	88.75	View chart
NET Lease Office Properties (NLOP)	0.0	$321.998600		29.00	11.10	View chart
ConocoPhillips (COP)	0.0	$311.000100		3.00	103.67	View chart
Millrose Pptys Inc Com Cl A Com Cl A (MRP)	0.0	$300.000000		10.00	30.00	View chart
Union Pacific Corporation (UNP)	0.0	$272.000000		1.00	272.00	View chart
Metropcs Communications (TMUS)	0.0	$167.000000		1.00	167.00	View chart
American Tower Reit (AMT)	0.0	$163.000000	-98%	1.00	163.00	View chart
Call Call Call Option	0.0	$160.000000		10.00	16.00	View chart
Versant Media Group Inc Com Cl A Com Cl A (VSNT)	0.0	$144.000000		4.00	36.00	View chart
Citigroup Com New (C)	0.0	$139.000000	-99%	1.00	139.00	View chart
Call Call Call Option	0.0	$100.000000		100.00	1.00	View chart
Altria (MO)	0.0	$71.000000	-99%	1.00	71.00	View chart
Laird Superfood Inc Com Stk Com Stk (LSF)	0.0	$0		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 Q2 filed Aug. 13, 2026
Osbon Capital Management 2026 Q1 filed May 15, 2026
Osbon Capital Management 2025 Q4 filed March 16, 2026

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