Stock Taper

OSBON CAPITAL MANAGEMENT LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Datadog, Inc.DDOG849$221.26K
DoorDash, Inc.DASH866$159.91K
CrowdStrike Holdings, Inc.CRWD926$706.67K
Starwood Property Trust, Inc.STWD957$15.68K
Exxon Mobil CorporationXOM961$131.44K
Kimbell Royalty Partners, LPKRP997$14.49K
Ares Capital CorporationARCC1.01K$18.79K
3M CompanyMMM1.07K$172.6K
Koninklijke Philips N.V.PHG1.07K$29.12K
Intel Corp.INTC1.1K$153.59K
Upstart Holdings, Inc.UPST1.13K$40K
BP p.l.c.BP1.13K$41.86K
Applied Digital Corp.APLD1.15K$42.89K
Adobe Inc.ADBE1.16K$238.23K
TXO Partners, L.P.TXO1.18K$14.71K
Bristol-Myers Squibb CompanyBMY1.19K$68.8K
Paramount Skydance Corporation Class B Common StockPSKY1.2K$11.83K
Sea LimitedSE1.23K$118.28K
Amphenol CorporationAPH1.26K$221.81K
Energy Transfer LPET1.29K$24.68K