StockDriftsStockDriftsTop 50 Osbon Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VGT | VANGUARD WORLD FD INF TECH ETF | 9.99% | 17.5K | $12.2M | -2.91%(-526) | $93.78(+20.83%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF | 9.83% | 37.5K | $12.0M | +5.07%(+1.81K) | $331.54(+9.41%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR UNIT SER 1 | 9.22% | 19.6K | $11.3M | +3.89%(+732) | $606.91(+16.81%) | 2026-03-31 | |
| IWF | ISHARES TR RUS 1000 GRW ETF | 6.47% | 18.6K | $7.9M | -2.34%(-446) | $470.85(-73.59%) | 2026-03-31 | |
| SPY | STATE STREET SPDR S&P 500 ETF UNITS | 4.15% | 7.8K | $5.1M | +68.27%(+3.17K) | $670.84(+10.19%) | 2026-03-31 | |
| CSCO | CISCO SYSTEMS INC | 3.16% | 49.9K | $3.9M | +12111.00%(+49.53K) | $77.27(+52.98%) | 2026-03-31 | |
| DGRW | WISDOMTREE TR US QUALITY DIVID GROWTH FD | 3% | 41.8K | $3.7M | -4.69%(-2.06K) | $89.19(+7.39%) | 2026-03-31 | |
| VB | VANGUARD SMALL-CAP INDEX FUND | 2.85% | 13.4K | $3.5M | +38.02%(+3.68K) | $257.17(+9.59%) | 2026-03-31 | |
| NET | CLOUDFLARE INC CL A COM | 2.79% | 16.5K | $3.4M | +32.80%(+4.09K) | $204.85(-3.56%) | 2026-03-31 | |
| SOXX | ISHARES TR ISHARES SEMICDTR | 2.65% | 9.9K | $3.2M | +0.00%(+0) | $286.13(+77.72%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -20.64% | -50.01% |
| Top 20 Holdings Unweighted | -20.45% | -49.65% |
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