Owen LaRue, LLC
All 13F Filings
- Location
- Elizabethtown, KY
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 260,526
- 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 | 4/30/2026 | 128 | 260,526 | 13F-HR | Owen LaRue, LLC |
| Q4 2025 | 2/5/2026 | 120 | 262,920 | 13F-HR | Owen LaRue, LLC |
| Q3 2025 | 10/31/2025 | 117 | 254,186 | 13F-HR | Owen LaRue, LLC |
| Q2 2025 | 7/16/2025 | 104 | 235,182 | 13F-HR | Owen LaRue, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 129.8 K | 49.8% | 0 | 106.5 K | -106.5 K |
| ETFs | 130.7 K | 50.2% | 104.1 K | 0 | 104.1 K |
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Fund Snapshot
Q1 2026
Latest filed
4/30/2026
Total value ($000)
260,526
Holdings
128
QoQ value change ($000)
-2,394
(-0.9%)
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.