Owen LaRue, LLC

All 13F Filings

Location
Elizabethtown, KY
Most recent 13F
Q4 2025
Holdings value ($000)
262,920
Description
Website
Founded
Chairman
CEO
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
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 236.3 K 89.9% 5.975 K 0 5.975 K
ETFs 26.66 K 10.1% 3.253 K 0 3.253 K
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Fund Snapshot

Q4 2025
Latest filed
2/5/2026
Total value ($000)
262,920
Holdings
120
QoQ value change ($000)
8,734 (3.4%)
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.