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
INTU icon
101
Intuit
INTU
$125B
$66.9K 0.06%
+101
SBUX icon
102
Starbucks
SBUX
$111B
$66.9K 0.06%
+794
AUR icon
103
Aurora
AUR
$8.24B
$66.6K 0.06%
+17,348
GE icon
104
GE Aerospace
GE
$319B
$65K 0.06%
+211
ALB icon
105
Albemarle
ALB
$19.1B
$64.9K 0.06%
+459
IAK icon
106
iShares US Insurance ETF
IAK
$395M
$61.3K 0.06%
+450
VXF icon
107
Vanguard Extended Market ETF
VXF
$25.4B
$58.6K 0.05%
+280
RIVN icon
108
Rivian
RIVN
$19B
$57.4K 0.05%
+2,911
CSWC icon
109
Capital Southwest
CSWC
$1.29B
$55.4K 0.05%
+2,500
BMY icon
110
Bristol-Myers Squibb
BMY
$122B
$54.7K 0.05%
+1,014
ADP icon
111
Automatic Data Processing
ADP
$84.2B
$51.6K 0.05%
+201
HYLN icon
112
Hyliion Holdings
HYLN
$352M
$51.4K 0.05%
+27,922
GRAL
113
GRAIL Inc
GRAL
$1.85B
$50.9K 0.05%
+595
UPST icon
114
Upstart Holdings
UPST
$2.64B
$49.4K 0.05%
+1,129
AFRM icon
115
Affirm
AFRM
$15.9B
$49.2K 0.05%
+661
DHR icon
116
Danaher
DHR
$135B
$48.8K 0.05%
+213
SNOW icon
117
Snowflake
SNOW
$59.7B
$46.9K 0.04%
+214
AMD icon
118
Advanced Micro Devices
AMD
$321B
$46.9K 0.04%
+219
CME icon
119
CME Group
CME
$113B
$45.7K 0.04%
+167
MU icon
120
Micron Technology
MU
$497B
$45.1K 0.04%
+158
ROKU icon
121
Roku
ROKU
$14B
$45K 0.04%
+415
CPNG icon
122
Coupang
CPNG
$37.4B
$44.7K 0.04%
+1,893
PRF icon
123
Invesco FTSE RAFI US 1000 ETF
PRF
$8.8B
$44.3K 0.04%
+945
ECL icon
124
Ecolab
ECL
$77B
$43.3K 0.04%
+165
XYZ
125
Block Inc
XYZ
$35.9B
$43K 0.04%
+660