Osbon Capital Management LLC
All 13F Filings
- Location
- Boston, MA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 122,539
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/15/2026 | 493 | 122,539 | 13F-HR | Osbon Capital Management LLC |
| Q4 2025 | 3/16/2026 | 353 | 106,909 | 13F-HR | Osbon Capital Management LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
28
(0.0% of total reported value)
· QoQ Δ:
-13
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 47.91 K | 39.1% | 13.62 K | 0 | 13.62 K |
| ETFs | 74.53 K | 60.8% | 1.97 K | 0 | 1.97 K |
| Other | 51 | 0.0% | 51 | 0 | 51 |
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Fund Snapshot
Q1 2026
Latest filed
5/15/2026
Total value ($000)
122,539
Holdings
493
QoQ value change ($000)
15,630
(14.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.