StockDriftsStockDriftsTop 50 Owen LaRue, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SGOV | ISHARES TR | 6.4% | 182.6K | $18.4M | -12.17%(-25.29K) | $100.54(+0.02%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 6.22% | 24.3K | $17.9M | +3.62%(+847) | $404.58(+81.06%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.5% | 44.7K | $12.9M | -5.38%(-2.54K) | $143.29(+113.12%) | 2026-06-30 | |
| COWZ | PACER FDS TR | 3.88% | 178.9K | $11.1M | -2.29%(-4.19K) | $47.67(+46.68%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.99% | 42.9K | $8.6M | -0.50%(-216) | $48.04(+370.58%) | 2026-06-30 | |
| CSHI | NEOS ETF TRUST | 2.94% | 169.6K | $8.4M | -39.50%(-110.70K) | $49.75(-0.12%) | 2026-06-30 | |
| PLTR | PALANTIR TECHNOLOGIES INC | 2.77% | 68.1K | $7.9M | -9.87%(-7.46K) | $17.91(+870.60%) | 2026-06-30 | |
| SVOL | SIMPLIFY EXCHANGE TRADED FUN | 2.59% | 462.9K | $7.4M | +98.85%(+230.13K) | $16.91(-3.17%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 2.31% | 20.3K | $6.6M | -28.45%(-8.05K) | $154.08(+136.71%) | 2026-06-30 | |
| QQQI | NEOS ETF TRUST | 2.25% | 113.8K | $6.5M | +67.29%(+45.77K) | $52.27(+7.00%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.27% | +65.44% | — | — | +74.51% |
| Top 20 Holdings Unweighted | +20.85% | +76.51% | — | — | +85.78% |
Owen LaRue, LLC reports $287.57M in US-listed equity holdings across 139 positions in its most recent 13F filing. Its largest disclosed positions are SGOV (6.4%), QQQ (6.2%) and AAPL (4.5%). The top 20 holdings account for 54.87% of reported assets. Its disclosed equity book has returned +65.44% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Owen LaRue, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1965328). View Owen LaRue, LLC’s 13F filings on SEC