Evid Invest
Holders — by stockHoldings — by fund

Osbon Capital Management LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1784418

$127.5M

disclosed book value

427

positions

12.5%

largest position share

Positions, as of 2026-06-30

top 100 of 427 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1VGTVANGUARD WORLD FD INF TECH ETF133,586$16.0M12.5%
2QQQINVESCO QQQ TR UNIT SER 118,303$13.5M10.6%
3VTIVANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF34,464$12.8M10%
4IWFISHARES TR RUS 1000 GRW ETF69,840$8.7M6.8%
5NETCLOUDFLARE INC CL A COM29,840$7.3M5.7%
6SOXXISHARES TR ISHARES SEMICDTR9,857$6.3M5%
7DGRWWISDOMTREE TR US QUALITY DIVID GROWTH FD39,795$3.8M3%
8VBVANGUARD SMALL-CAP INDEX FUND10,589$3.2M2.5%
9SPYSTATE STREET SPDR S&P 500 ETF UNITS4,269$3.2M2.5%
10SMHVANECK ETF TRUST SEMICONDUCTR ETF4,755$3.1M2.4%
11BXSLBLACKSTONE SECD LENDING FD COMMON STOCK93,016$2.2M1.7%
12AAPLAPPLE INC5,194$1.5M1.2%
13GBDCGOLUB CAP BDC INC COM111,755$1.4M1.1%
14DIASTATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST UNITS2,704$1.4M1.1%
15GOOGALPHABET INC CAP STK CL C3,926$1.4M1.1%
16SPHRSPHERE ENTERTAINMENT CO COM USD0.01 CLASS A7,750$1.3M1.1%
17VOOVANGUARD INDEX FUNDS S&P 500 ETF USD1,928$1.3M1%
18MSFTMICROSOFT CORP3,550$1.3M1%
19TSLATESLA INC COM2,995$1.3M1%
20ARKKARK ETF TRUST INNOVATION ETF15,556$1.3M1%
21AMGNAMGEN INC3,344$1.2M0.9%
22TECLDIREXION SHARES ETF TRUST DAILY TECHNOLOGY BULL 3X ETF5,174$1.2M0.9%
23AMZNAMAZON.COM INC4,428$1.1M0.8%
24SGOLETFS GOLD TR PHYSCL GOLD SHS26,658$1.0M0.8%
25CLSCELESTICA INC COM NPV ISIN #CA15101Q2071 SEDOL #BSCB6L92,477$903,6290.7%
26NVDANVIDIA CORPORATION COM4,457$891,9430.7%
27FBTCFIDELITY WISE ORIGIN BITCOIN FUND16,921$863,8530.7%
28ARKWARK ETF TR NEXT GNRTN INTER5,877$851,4280.7%
29PLPLANET LABS PBC COM CL A25,417$842,0900.7%
30SKYYFIRST TRUST CLOUD COMPUTING ETF6,038$812,5860.6%
31METAMETA PLATFORMS INC CLASS A COMMON STOCK1,344$757,5890.6%
32CRWDCROWDSTRIKE HLDGS INC CL A926$706,6670.6%
33GOOGLALPHABET INC CAP STK CL A1,953$698,1390.5%
34VVISA INC1,999$686,0740.5%
35GLDSPDR GOLD TR GOLD SHS1,618$596,2630.5%
36XLVSELECT SECTOR SPDR TRUST STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF3,718$589,9450.5%
37NXTNEXTPOWER INC. CLASS A COMMON STOCK4,525$539,1760.4%
38RUNNRUNNING OAK EFFICIENT GROWTH ETF16,553$536,2670.4%
39WGMIVALKYRIE ETF TRUST II COINSHARES BITCOIN MINING ETF7,916$499,2760.4%
40QXOQXO INC COM NEW28,179$486,9340.4%
41ASML HOLDING NV EUR0.09 NY REGISTRY SHS 2012224$446,0320.3%
42COSTCOSTCO WHOLESALE CORP COM472$442,2060.3%
43VUGVANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS4,927$424,4490.3%
44BFLYBUTTERFLY NETWORK INC COM CL A48,081$404,8420.3%
45EISISHARES MSCI ISRAEL ETF3,278$395,7590.3%
46PKWINVESCO EXCHANGE TRADED FD TR BUYBACK ACHIEV2,727$386,4440.3%
47TSMTAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10800$382,4020.3%
48IWOISHARES TR RUS 2000 GRW ETF970$382,1970.3%
49IJRISHARES CORE S&P SMALL-CAP E2,277$337,7010.3%
50HIMXHIMAX TECHNOLOGIES ADR REP 2 ORD21,621$331,6750.3%
51BRK/BBERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B645$323,0510.3%
52XLKSELECT SECTOR SPDR TRUST STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF1,587$302,3580.2%
53CRCLCIRCLE INTERNET GROUP INC COM CL A4,684$293,3970.2%
54MRKMERCK &CO. INC COM2,171$279,0950.2%
55APOAPOLLO GLOBAL MGMT INC COM2,314$273,8130.2%
56MAMASTERCARD INCORPORATED CL A533$273,7600.2%
57AVGOBROADCOM INC COM721$272,7350.2%
58PLTRPALANTIR TECHNOLOGIES INC CL A2,195$256,2010.2%
59SYMSYMBOTIC INC CLASS A COM5,615$252,4170.2%
60AMDADVANCED MICRO DEVICES INC422$245,2200.2%
61ADBEADOBE INC COM1,162$238,2330.2%
62TSLXSIXTH STREET SPECIALTY LENDING COM13,489$231,6180.2%
63APHAMPHENOL CORP CLASS A COM USD0.0011,258$221,8100.2%
64DDOGDATADOG INC CL A COM849$221,2610.2%
65SCHXSCHWAB STRATEGIC TR US LARGE-CAP ETF7,478$220,0770.2%
66WCLDWISDOMTREE TR CLOUD COMPUTNG6,827$218,8620.2%
67IJHISHARES CORE S&P MID-CAP ETF2,825$217,8350.2%
68UNHUNITEDHEALTH GROUP INC504$209,4770.2%
69CORZCORE SCIENTIFIC INC NEW COM8,054$206,1050.2%
70EFGISHARES TR EAFE GRWTH ETF1,655$205,9970.2%
71OBDCBLUE OWL CAPITAL CORPORATION COM USD0.0117,080$185,6620.1%
72MUMICRON TECHNOLOGY INC158$182,3770.1%
73JNJJOHNSON &JOHNSON COM705$179,2370.1%
74NFLXNETFLIX INC2,510$179,2140.1%
75CRWVCOREWEAVE INC COM CL A1,793$178,5430.1%
76VTVANGUARD INTL EQUITY INDEX FDS TT WRLD ST ETF1,132$177,7770.1%
77MMM3M CO1,066$172,5960.1%
78MSDLMORGAN STANLEY DIRECT LENDING COM SHS11,205$169,4330.1%
79EWJISHARES INC MSCI JPN ETF NEW1,804$168,2590.1%
80SHOPSHOPIFY INC COM NPV CL A ISIN #CA82509L1076 SEDOL #BX865C71,473$168,1870.1%
81GEVGE VERNOVA INC COM142$166,8300.1%
82GSBDGOLDMAN SACHS BDC INC SHS17,273$163,7570.1%
83VTVVANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR734$159,9810.1%
84DASHDOORDASH INC CL A866$159,9150.1%
85INTCINTEL CORP COM USD0.0011,100$153,5930.1%
86IEVISHARES EUROPE ETF2,054$149,6930.1%
87HYLNHYLIION HOLDINGS CORP COMMON STOCK28,526$148,6210.1%
88AMATAPPLIED MATERIALS INC COM USD0.01200$144,6000.1%
89VXFVANGUARD EXTENDED MARKETS INDEX FUND581$143,0810.1%
90APGAPI GROUP CORP COM STK3,322$140,6860.1%
91GEGE AEROSPACE COM NEW361$134,9160.1%
92VEAVANGUARD DEVELOPED MARKETS INDEX FUND ETF1,892$134,8050.1%
93JPMJPMORGAN CHASE &CO. COM409$134,1810.1%
94EXMOCEXXON MOBIL CORP COM961$131,4370.1%
95EPIWISDOMTREE INDIA EARNINGS FUND3,047$130,3750.1%
96SESEA LIMITED ADS EACH REP ONE CLASS A ORD SHS1,234$118,2760.1%
97IEXIDEX CORP COM USD0.01511$116,0680.1%
98GRIDFIRST TR EXCHANGE TRADED FD II NASDQ CLN EDGE579$111,0230.1%
99TMQTRILOGY METALS INC NEW COM NPV ISIN #CA89621C1059 SEDOL #BYZBNP131,436$110,3430.1%
100BABOEING CO501$108,4510.1%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.
Osbon Capital Management LLC — 13F Holdings & Portfolio | EvidInvest | EvidInvest