Osbon Capital Management LLC
CIK
1784418
City
BOSTON
State / Country
MA
Top Portfolio Positions
391 positions ·
$62,557,852 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
19,569 | $11,294,835 | 18.06% | |
| SPY |
Spdr S&P 500 ETF Trust
|
7,823 | $5,087,609 | 8.13% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
49,943 | $3,875,077 | 6.19% | |
| NET |
Cloudflare, Inc.
Technology
|
16,542 | $3,413,276 | 5.46% | |
| AGNC |
AGNC Investment Corp.
Real Estate
|
316,178 | $3,171,265 | 5.07% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
6,674 | $3,091,330 | 4.94% | |
| BXSL |
Blackstone Secured Lending Fund
Financial Services
|
90,806 | $2,151,194 | 3.44% | |
| GBDC |
GOLUB CAPITAL BDC, Inc.
Financial Services
|
112,081 | $1,418,945 | 2.27% | |
| AAPL |
Apple Inc.
Technology
|
5,376 | $1,364,375 | 2.18% | |
| MSFT |
Microsoft Corp
Technology
|
3,600 | $1,332,612 | 2.13% |
Portfolio Trend
Holdings in BWG
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,477 | 323 | Shares | Sole | 2026-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||