Osbon Capital Management LLC
All 13F Filings
- Location
- Boston, MA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 127,494
- Description
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- Website
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- Founded
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- Chairman
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- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/13/2026 | 427 | 127,494 | 13F-HR | Osbon Capital Management LLC |
| 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):
25
(0.0% of total reported value)
· QoQ Δ:
-3
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 46.54 K | 36.5% | 0 | 1.374 K | -1.374 K |
| ETFs | 80.85 K | 63.4% | 6.316 K | 0 | 6.316 K |
| Other | 72 | 0.1% | 21 | 0 | 21 |
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Fund Snapshot
Q2 2026
Latest filed
8/13/2026
Total value ($000)
127,494
Holdings
427
QoQ value change ($000)
4,955
(4.0%)
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.