Institutional Fund
Osbon Capital Management LLC
Boston, MACIK 17844182 filings on record
Portfolio Value
$122.51M
Q1 2026
Holdings
486
Reported positions
New Buys
140
Opened this quarter
QoQ Change
+14.6%
from $106.87M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard World Fd10.0%
- Vanguard Index Fds9.8%
- Invesco Qqq Tr9.2%
- Ishares Tr6.5%
- Spdr S&P 500 ETF Tr4.2%
- Cisco Sys Inc3.2%
- Other57.2%
Portfolio Holdings
486 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard World Fd | 17.5K | $12.24M | 10.0% | −526 | Reduced |
| 2 | Vanguard Index Fds | 37.5K | $12.04M | 9.8% | +1.8K | Added |
| 3 | Invesco Qqq Tr | 19.6K | $11.29M | 9.2% | +732 | Added |
| 4 | Ishares Tr | 18.6K | $7.93M | 6.5% | −446 | Reduced |
| 5 | Spdr S&P 500 ETF Tr | 7.8K | $5.09M | 4.2% | +3.2K | Added |
| 6 | Cisco Sys Inc | 49.9K | $3.88M | 3.2% | +49.5K | Added |
| 7 | Wisdomtree Tr | 41.8K | $3.67M | 3.0% | −2.1K | Reduced |
| 8 | Vanguard Index Fds | 13.4K | $3.50M | 2.9% | +3.7K | Added |
| 9 | Cloudflare Inc | 16.5K | $3.41M | 2.8% | +4.1K | Added |
| 10 | Ishares Tr | 9.9K | $3.25M | 2.6% | 0 | Held |
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