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Robert B. LaRue

Owen Larue, Llc

Assets Managed
$260.526M
Holdings
128
Last Quarter
2026 - Q1
Filed Date
1mo 4d ago
Growth Rate
-0.91%(2Q avg: 1.27%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Owen Larue, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 128 positions.

Assets under management

The assets under management (AUM) of Owen Larue, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 260.526M in assets, with a quarterly growth rate of -0.91% and a 2-quarter average growth rate of 1.27%. The portfolio is managed by Robert B. LaRue, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SGOV
Ishares 0-3 Month Treasury B
Recent Activity
Decreased -16.06%
8.04%
$20.925M
207,882 shares@ $100.67 avg price
CSHI
Neos Enhanced Income 1-3 Mon
Recent Activity
Increased 322.64%
5.36%
$13.951M
280,248 shares@ $49.78 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 4.71%
5.19%
$13.515M
23,416 shares@ $577.19 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.88%
4.61%
$11.986M
47,227 shares@ $253.8 avg price
COWZ
Pacer Us Cash Cows 100 Etf
Recent Activity
Decreased -0.75%
4.4%
$11.454M
183,087 shares@ $62.57 avg price
PLTR
Palantir Technologies Inc-a
Recent Activity
Decreased -4.51%
4.25%
$11.053M
75,559 shares@ $146.29 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -7.1%
3.2%
$8.328M
28,313 shares@ $294.16 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -4.42%
2.89%
$7.517M
43,102 shares@ $174.41 avg price
SDVY
First Trust Smid Cap Rising
Recent Activity
Increased 9.86%
2.5%
$6.492M
164,642 shares@ $39.44 avg price
FIIG
Ft Intermed Dur Ig Corp Etf
Recent Activity
Decreased -10.16%
2.32%
$6.029M
290,546 shares@ $20.75 avg price

1-10 of 128