Stock Taper 
OSBON CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Oxford Industries, Inc. | OXM | 200 | $6.97K |
 Applied Materials, Inc. | AMAT | 200 | $144.6K |
 CVR Partners, LP | UAN | 200 | $22.3K |
 Twist Bioscience Corporation | TWST | 200 | $20.58K |
 WaFd, Inc. | WAFD | 200 | $7.67K |
 Organon & Co. | OGN | 200 | $2.71K |
 Automatic Data Processing, Inc. | ADP | 201 | $45.07K |
 Paychex, Inc. | PAYX | 202 | $19.92K |
 Rio Tinto Group | RIO | 203 | $19.27K |
 The Charles Schwab Corporation | SCHW | 206 | $19.01K |
 Texas Instruments Incorporated | TXN | 206 | $61.6K |
 Microchip Technology Incorporated | MCHP | 208 | $18.97K |
 The Home Depot, Inc. | HD | 211 | $74.51K |
 ON Semiconductor Corporation | ON | 211 | $19.95K |
 Twilio Inc. | TWLO | 211 | $43.58K |
 U.S. Bancorp | USB | 216 | $13.09K |
 Western Midstream Partners, LP | WES | 218 | $9.54K |
 Viper Energy, Inc. | VNOM | 220 | $9.33K |
 Omega Healthcare Investors, Inc. | OHI | 222 | $10.58K |
 ASML Holding N.V. | ASML | 224 | $446.03K |