Owen LaRue, LLC

CIK: 0001965328Latest portfolio: $262.9M · Q4 2025

Holdings

120

Total Value

$262.9M

New Positions

120

Closed Positions

0

#StockSharesValue% PortfolioChangeType
1
SGOVISHARES TR
247,668$24.9M9.46%NEW
2
PLTRPALANTIR TECHNOLOGIES INC
79,131$14.1M5.35%NEW
3
NDQINVESCO QQQ TR
22,364$13.7M5.23%NEW
4
AAPLAPPLE INC
47,650$13.0M4.93%NEW
5
COWZPACER FDS TR
184,473$11.1M4.22%NEW
6
JPMJPMORGAN CHASE & CO.
30,478$9.8M3.73%NEW
7
NVDANVIDIA CORPORATION
45,096$8.4M3.20%NEW
8
FIIGFIRST TR EXCHANGE-TRADED FD
323,419$6.9M2.61%NEW
9
MSFTMICROSOFT CORP
13,314$6.4M2.45%NEW
10
SVOLSIMPLIFY EXCHANGE TRADED FUN
333,339$5.9M2.23%NEW
11
SDVYFIRST TR EXCHANGE-TRADED FD
149,866$5.7M2.18%NEW
12
GRIDFIRST TR EXCHANGE TRADED FD
34,168$5.2M1.99%NEW
13
MARBFIRST TR EXCH TRADED FD III
207,746$4.3M1.63%NEW
14
FDDFIRST TR EXCHANGE-TRADED FD
239,117$4.2M1.59%NEW
15
DIVIFRANKLIN TEMPLETON ETF TR
104,662$4.1M1.55%NEW
16
DNPDNP SELECT INCOME FD INC
398,243$4.0M1.51%NEW
17
CGDGCAPITAL GROUP DIVIDEND VALUE
88,616$3.9M1.47%NEW
18
FGDFIRST TR EXCHANGE TRADED FD
127,035$3.8M1.46%NEW
19
WMTWALMART INC
33,327$3.7M1.41%NEW
20
SHYGISHARES TR
84,221$3.6M1.37%NEW
21
XVSIMPLIFY EXCHANGE TRADED FUN
133,809$3.4M1.29%NEW
22
CSHINEOS ETF TRUST
66,309$3.3M1.25%NEW
23
CEGCONSTELLATION ENERGY CORP
9,131$3.2M1.23%NEW
24
GEVGE VERNOVA INC
4,905$3.2M1.22%NEW
25
BINCBLACKROCK ETF TRUST II
58,697$3.1M1.18%NEW

Quarterly Changes

New Positions

Closed Positions

No closed positions this quarter

Sector Breakdown

Financial Services0.0% ($2.4860110999820685e+260T)
Technology0.0% ($1.4065129548410644e+43T)
Unknown0.0% ($1.3738185218061672e+26T)
Healthcare0.0% ($2793.0T)
Consumer Cyclical0.0% ($24.7T)
Consumer Defensive0.0% ($3.7T)
Industrials0.0% ($1.9T)
Utilities0.0% ($32.3B)
Energy0.0% ($1.4B)
Communication Services0.0% ($277.2M)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 5, 2026$262.9M120
Q3 2025Oct 31, 2025$254.2B0
Q2 2025Jul 16, 2025$235.2B104
Q1 2025May 12, 2025$200.8B92
Q4 2024Feb 14, 2025$191.4B90

Fund Information

CIK0001965328
Most Recent FilingFeb 5, 2026
Number of Filings5

Owen LaRue, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $262.9M across 120 holdings. The largest position is ISHARES TR (SGOV), representing 9.5% of the portfolio. Compared to the previous quarter, the fund opened 120 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.