1y return+13.1%S&P 500 +20.9%
3y return+60.9%S&P 500 +68.5%
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.
$100 invested in its stock picks
Since December 31, 2022: $177 against $195 in the S&P 500.2
Owen LaRue, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SGOVIshares Tr | $18.4M | 6.4% | −12.2% |
| QQQInvesco Qqq Tr | $17.9M | 6.2% | +3.6% |
| AAPLApple Inc | $12.9M | 4.5% | −5.4% |
| COWZPacer Fds Tr | $11.1M | 3.9% | −2.3% |
| NVDANvidia Corporation | $8.6M | 3.0% | |
| CSHINeos Etf Trust | $8.4M | 2.9% | −39.5% |
| PLTRPalantir Technologies Inc | $7.9M | 2.8% | −9.9% |
| SVOLSimplify Exchange Traded Fun | $7.4M | 2.6% | +98.8% |
| JPMJpmorgan Chase & Co | $6.6M | 2.3% | −28.4% |
| QQQINeos Etf Trust | $6.5M | 2.3% | +67.3% |
| FIIGFirst Tr Exchange-traded Fd | $6.2M | 2.2% | +2.9% |
| SDVYFirst Tr Exchange Traded Fd | $6.0M | 2.1% | −15.8% |
| WMTWalmart Inc | $5.4M | 1.9% | +42.7% |
| BUCKSimplify Exchange Traded Fun | $5.3M | 1.9% | −10.8% |
| SMHVaneck Etf Trust | $5.3M | 1.8% | +287.1% |
| GRIDFirst Tr Exchange-traded Fd | $5.1M | 1.8% | +1.9% |
| DIVIFranklin Templeton Etf Tr | $4.8M | 1.7% | +2.6% |
| FDDFirst Tr Exchange-traded Fd | $4.7M | 1.6% | +3.2% |
| BINCBlackrock Etf Trust II | $4.5M | 1.6% | +12.6% |
| IWMINeos Etf Trust | $4.3M | 1.5% | +213.8% |
| CGDVCapital Group Dividend Value | $4.0M | 1.4% | −7.8% |
| PULSPgim Etf Tr | $4.0M | 1.4% | +14.4% |
| GEVGe Vernova Inc | $3.6M | 1.3% | −24.5% |
| MSFTMicrosoft Corp | $3.6M | 1.3% | |
| JNJJohnson & Johnson | $3.6M | 1.3% |
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 |
|---|---|---|---|
| PLTRPalantir Technologies Inc | June 30, 2023 | +661.1% | $7.9M |
| NVDANvidia Corporation | June 30, 2023 | +373.0% | $8.6M |
| TSLATesla Inc | December 31, 2022 | +241.5% | $2.2M |
| AMZNAmazon Com Inc | December 31, 2022 | +183.7% | $2.7M |
| QQQInvesco Qqq Tr | December 31, 2022 | +176.6% | $17.9M |
| JPMJpmorgan Chase & Co | December 31, 2022 | +144.1% | $6.6M |
| WMTWalmart Inc | December 31, 2022 | +139.6% | $5.4M |
| GEGe Aerospace | June 30, 2024 | +135.1% | $2.2M |
| GSGoldman Sachs Group Inc | June 30, 2024 | +123.6% | $2.2M |
| AAPLApple Inc | December 31, 2022 | +122.7% | $12.9M |
Sold off last quarter
- DOWDow Hldgs Inc was $3.7M
- Exxon Mobil CorpCUSIP 30231G102 was $1.5M
- NLRVaneck Etf Trust was $888K
- REMXVaneck Etf Trust was $704K
- MLPAGlobal X Fds was $593K
- GLDSpdr Gold Tr was $477K
- NFLXNetflix Inc. was $402K
- ANETArista Networks Inc was $326K
- COINCoinbase Global Inc was $305K
- GDMNWisdomtree Tr was $299K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +7.8% | +14.8% |
| March 31, 2026 | −3.2% | −4.6% |
| December 31, 2025 | +0.8% | +2.4% |
| September 30, 2025 | +7.6% | +7.8% |
| June 30, 2025 | +11.6% | +10.5% |
| March 31, 2025 | −2.5% | −4.6% |
| December 31, 2024 | +2.0% | +2.1% |
| September 30, 2024 | +5.8% | +5.4% |
| June 30, 2024 | +2.6% | +4.0% |
| March 31, 2024 | +11.2% | +10.0% |
| December 31, 2023 | +9.8% | +11.2% |
| September 30, 2023 | −3.2% | −3.6% |
| June 30, 2023 | +5.1% | +8.3% |
| March 31, 2023 | +4.6% | +7.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Owen LaRue, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1965328&type=13F-HR&dateb=&owner=include&count=40CIK 1965328
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1965328/000196532826000008/Filed July 22, 2026 · accession 0001965328-26-000008