Osprey Private Wealth LLC

CIK: 0002041805SEC EDGAR →

Portfolio Value

$347.5B

Holdings

79

As of

Q4 2025

New Positions

16

Closed Positions

1

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

ALPHABET INC CAP STK CL C

96,895$30.4B
8.75%
2

NVIDIA CORPORATION COM

124,425$23.2B
6.68%
3

JPMORGAN CHASE & CO. COM

55,505$17.9B
5.15%
4

MICROSOFT CORP COM

30,760$14.9B
4.28%
5

VISA INC COM CL A

41,890$14.7B
4.23%
6

META PLATFORMS INC CL A

20,048$13.2B
3.81%
7

ABBVIE INC COM

55,800$12.7B
3.67%
8

TETRA TECH INC NEW COM

344,025$11.5B
3.32%
9

THERMO FISHER SCIENTIFIC INC COM

19,140$11.1B
3.19%
10

ARES MANAGEMENT CORPORATION CL A COM STK

64,530$10.4B
3.00%

Quarterly Changes

Top Buys

GOOG↑ Increased
$11.4B
MSFT↑ Increased
$3.8B
TMO↑ Increased
$3.2B
AAPL↑ Increased
$3.1B
JPM↑ Increased
$2.5B

Top Sells

META↓ Decreased
$1.5B
UNH↓ Decreased
$347.6M
ADBE↓ Decreased
$289.5M
NOWCLOSED
$235.6M
GNRCCLOSED
$226.0M

New Positions (16)

$1.4B · 35K shares
$1.3B · 2K shares
$1.2B · 3K shares
$1.1B · 2K shares
$1.1B · 6K shares
$1.0B · 13K shares
$829.0M · 4K shares
$752.0M · 16K shares
$578.0M · 6K shares
$529.0M · 4K shares
$385.0M · 9K shares
$362.0M · 2K shares
$252.0M · 2K shares
$246.0M · 700 shares
$237.0M · 420 shares
$215.0M · 980 shares

Closed Positions (2)

$235.6M · 256 shares
$226.0M · 1K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services23$77.6B22.3%
Technology9$61.9B17.8%
Communication Services5$55.5B16.0%
Healthcare12$51.8B14.9%
Consumer Cyclical7$35.9B10.3%
Industrials10$26.5B7.6%
Consumer Defensive4$14.3B4.1%
Unknown4$11.6B3.3%
Basic Materials1$8.0B2.3%
Energy3$3.3B0.9%
Utilities1$1.0B0.3%