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Max Osbon

Osbon Capital Management Llc

Assets Managed
$122.539M
Holdings
493
Last Quarter
2026 - Q1
Filed Date
20d ago
Growth Rate
14.62%(2Q avg: 14.18%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Osbon Capital Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 493 positions.

Assets under management

The assets under management (AUM) of Osbon Capital Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 122.539M in assets, with a quarterly growth rate of 14.62% and a 2-quarter average growth rate of 14.18%. The portfolio is managed by Max Osbon, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VGT
Vanguard Info Tech Etf
Recent Activity
Decreased -2.91%
9.99%
$12.237M
17,538 shares@ $697.74 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 5.08%
9.83%
$12.041M
37,534 shares@ $320.82 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 3.89%
9.22%
$11.295M
19,569 shares@ $577.18 avg price
IWF
Ishares Russell 1000 Growth
Recent Activity
Decreased -2.34%
6.47%
$7.925M
18,587 shares@ $426.4 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 68.28%
4.16%
$5.088M
7,823 shares@ $650.38 avg price
CSCO
Cisco Systems Inc
Recent Activity
Increased 12111.01%
3.17%
$3.875M
49,943 shares@ $77.59 avg price
DGRW
Wisdomtree U.s. Quality Divi
Recent Activity
Decreased -4.68%
3%
$3.671M
41,794 shares@ $87.84 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Increased 38.02%
2.86%
$3.497M
13,353 shares@ $261.92 avg price
NET
Cloudflare Inc - Class A
Recent Activity
Increased 32.81%
2.79%
$3.413M
16,542 shares@ $206.34 avg price
SOXX
Ishares Semiconductor Etf
Recent Activity
2.65%
$3.246M
9,875 shares@ $328.67 avg price

1-10 of 493