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Home > Institutional Investor > Osbon Capital Management Llc > Profile

Instuitional Investor - Osbon Capital Management Llc

Fund Profile
Filing Period:
Fund Name: Osbon Capital Management Llc
Portfolio Value $127,494,144
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard World Fund
 VGT 133,586 $15,966,305 12.52%
2.
Invesco Qqq Tr Unit Ser 1
 18,303 $13,479,005 10.57%
3.
Vanguard Index Fds Vanguard Total Stk Mkt Etf
 34,464 $12,753,143 10%
4.
Ishares Trust
 IEF 69,840 $8,672,051 6.8%
5.
Cloudflare Inc.
 NET 29,840 $7,319,306 5.74%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.