OCM

Osbon Capital Management Portfolio holdings

AUM $107M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$107M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 10.27%
2 Financials 6.31%
3 Communication Services 3.42%
4 Consumer Discretionary 2.76%
5 Industrials 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
UNH icon
326
UnitedHealth
UNH
$259B
$1.32K ﹤0.01%
+4
WAB icon
327
Wabtec
WAB
$40.8B
$1.28K ﹤0.01%
+6
EVRG icon
328
Evergy
EVRG
$19.2B
$1.23K ﹤0.01%
+17
ZM icon
329
Zoom
ZM
$22.1B
$1.12K ﹤0.01%
+13
APD icon
330
Air Products & Chemicals
APD
$64.4B
$988 ﹤0.01%
+4
U icon
331
Unity
U
$8.56B
$972 ﹤0.01%
+22
BAC icon
332
Bank of America
BAC
$338B
$825 ﹤0.01%
+15
RHI icon
333
Robert Half
RHI
$2.21B
$815 ﹤0.01%
+30
NLOP
334
Net Lease Office Properties
NLOP
$205M
$748 ﹤0.01%
+29
WFC icon
335
Wells Fargo
WFC
$234B
$746 ﹤0.01%
+8
LOW icon
336
Lowe's Companies
LOW
$136B
$482 ﹤0.01%
+2
VRTX icon
337
Vertex Pharmaceuticals
VRTX
$118B
$453 ﹤0.01%
+1
LIN icon
338
Linde
LIN
$230B
$426 ﹤0.01%
+1
QCOM icon
339
Qualcomm
QCOM
$138B
$342 ﹤0.01%
+2
MRP
340
Millrose Properties Inc
MRP
$4.86B
$299 ﹤0.01%
+10
COP icon
341
ConocoPhillips
COP
$148B
$281 ﹤0.01%
+3
FTNT icon
342
Fortinet
FTNT
$62.5B
$238 ﹤0.01%
+3
UNP icon
343
Union Pacific
UNP
$144B
$231 ﹤0.01%
+1
BA icon
344
Boeing
BA
$168B
$217 ﹤0.01%
+1
TMUS icon
345
T-Mobile US
TMUS
$237B
$203 ﹤0.01%
+1
SOLS
346
Solstice Advanced Materials
SOLS
$11.6B
$194 ﹤0.01%
+4
AMT icon
347
American Tower
AMT
$86.1B
$176 ﹤0.01%
+1
C icon
348
Citigroup
C
$188B
$117 ﹤0.01%
+1
MO icon
349
Altria Group
MO
$113B
$58 ﹤0.01%
+1
SQQQ icon
350
ProShares UltraPro Short QQQ
SQQQ
$2.57B
0