Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VGTVanguard World Fd Inf Tech Etf | $16.0M | 12.5% | −4.8% |
| QQQInvesco Qqq Tr Unit Ser 1 | $13.5M | 10.6% | −6.5% |
| VTIVanguard Index Fds Vanguard Total Stk Mkt Etf | $12.8M | 10.0% | −8.2% |
| IWFIshares Tr Rus 1000 Grw Etf | $8.7M | 6.8% | −6.1% |
| NETCloudflare Inc Cl A Com | $7.3M | 5.7% | +80.4% |
| SOXXIshares Tr Ishares Semicdtr | $6.3M | 5.0% | |
| DGRWWisdomtree Tr Us Quality Divid Growth Fd | $3.8M | 3.0% | −4.8% |
| VBVanguard Small-cap Index Fund | $3.2M | 2.5% | −20.7% |
| SPYState Street Spdr S&p 500 Etf Units | $3.2M | 2.5% | −45.4% |
| SMHVaneck Etf Trust Semiconductr Etf | $3.1M | 2.4% | −1.7% |
| BXSLBlackstone Secd Lending Fd Common Stock | $2.2M | 1.7% | +2.4% |
| AAPLApple Inc | $1.5M | 1.2% | −3.4% |
| GBDCGolub Cap Bdc Inc Com | $1.4M | 1.1% | |
| DIAState Street Spdr Dow Jones Industrial Average Etf Trust Units | $1.4M | 1.1% | −59.5% |
| GOOGAlphabet Inc Cap Stk Cl C | $1.4M | 1.1% | +21.0% |
| SPHRSphere Entertainment Co Com Usd0.01 Class A | $1.3M | 1.1% | |
| VOOVanguard Index Funds S&p 500 Etf Usd | $1.3M | 1.0% | |
| MSFTMicrosoft Corp | $1.3M | 1.0% | −1.4% |
| TSLATesla Inc Com | $1.3M | 1.0% | |
| ARKKArk Etf Trust Innovation Etf | $1.3M | 1.0% | −5.2% |
| AMGNAmgen Inc | $1.2M | 1.0% | |
| TECLDirexion Shares Etf Trust Daily Technology Bull 3x Etf | $1.2M | 0.9% | |
| AMZNAmazon.com Inc | $1.1M | 0.8% | |
| SGOLEtfs Gold Tr Physcl Gold Shs | $1.0M | 0.8% | |
| CLSCelestica Inc Com Npv Isin #ca15101q2071 Sedol #bscb6l9 | $904K | 0.7% | −3.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| TECLDirexion Shares Etf Trust Daily Technology Bull 3x Etf | March 31, 2026 | +166.6% | $1.2M |
| SOXXIshares Tr Ishares Semicdtr | December 31, 2025 | +112.8% | $6.3M |
| SMHVaneck Etf Trust Semiconductr Etf | December 31, 2025 | +82.1% | $3.1M |
| SPHRSphere Entertainment Co Com Usd0.01 Class A | December 31, 2025 | +82.0% | $1.3M |
| PLPlanet Labs Pbc Com Cl A | December 31, 2025 | +68.0% | $842K |
| WGMIValkyrie Etf Trust II Coinshares Bitcoin Mining Etf | December 31, 2025 | +64.8% | $499K |
| CRWDCrowdstrike Hldgs Inc Cl A | December 31, 2025 | +62.8% | $707K |
| NXTNextpower Inc. Class A Common Stock | December 31, 2025 | +36.8% | $539K |
| VGTVanguard World Fd Inf Tech Etf | December 31, 2025 | +26.8% | $16.0M |
| NETCloudflare Inc Cl A Com | December 31, 2025 | +24.4% | $7.3M |
Sold off last quarter
- VISVanguard Fd Industrial Etf was $563K
- VOXVanguard World Fd Comm Srvc Etf was $304K
- MTBASimplify Exchange Traded Funds Simplify Mbs Etf was $236K
- XLISelect Sector Spdr Trust State Street Industrial Select Sector Spdr Etf was $229K
- FWDIForward Industries Inc Com New was $167K
- VFHVanguard World Fd Financials Etf was $150K
- SDYSpdr Series Trust State Street S&p Dividend Etf was $146K
- APPApplovin Corp Com Cl A was $123K
- PFFAEtfis Ser Tr I Virtus Infrcap was $123K
- PTYPimco Corporate &income Oppor Com was $108K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +21.0% | +14.8% |
| March 31, 2026 | −5.6% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Osbon Capital Management LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1784418&type=13F-HR&dateb=&owner=include&count=40CIK 1784418
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1784418/000178441826000007/Filed August 13, 2026 · accession 0001784418-26-000007