Owen LaRue, LLC
Owen LaRue, LLC reported 141 holdings worth US$288M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 22, 2026
Owen LaRue, LLC reported 141 holdings worth US$288M as of Jun 30, 2026. Largest: Apple Inc, Nvidia Corporation and Palantir Technologies Inc. Filed Jul 22, 2026 (Form 13F).
- Holdings
- 141
- Value as reported
- US$288M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 44,685 | US$12.9M | 4.5% |
| Nvidia Corporation | 42,886 | US$8.58M | 3.0% |
| Palantir Technologies Inc. | 68,102 | US$7.95M | 2.8% |
| Jp Morgan Chase & Co. | 20,259 | US$6.63M | 2.3% |
| Walmart Inc. | 47,971 | US$5.43M | 1.9% |
| Ge Vernova Inc. | 3,077 | US$3.61M | 1.3% |
| Microsoft Corp. | 9,667 | US$3.61M | 1.3% |
| Johnson & Johnson | 14,169 | US$3.6M | 1.3% |
| Amazon.com, Inc. | 11,500 | US$2.74M | 0.95% |
| Corning Incorporated | 8,632 | US$2.2M | 0.77% |
| Tesla, Inc. | 5,214 | US$2.19M | 0.76% |
| Ge Aerospace | 5,809 | US$2.17M | 0.75% |
| Celestica Inc. | 5,910 | US$2.16M | 0.75% |
| Goldman Sachs Group, Inc. (the) | 2,130 | US$2.15M | 0.75% |
| Citigroup, Inc. | 14,530 | US$2.03M | 0.71% |
| Advanced Micro Devices Inc | 2,999 | US$1.74M | 0.61% |
| Crowdstrike Holdings, Inc. | 2,036 | US$1.55M | 0.54% |
| Morgan Stanley | 6,964 | US$1.46M | 0.51% |
| Moderna, Inc. | 20,200 | US$1.41M | 0.49% |
| Valero Energy Corporation | 5,000 | US$1.3M | 0.45% |
| Amgen Inc. | 2,994 | US$1.08M | 0.38% |
| American Express Company | 3,054 | US$1.03M | 0.36% |
| Constellation Energy Corporation | 3,868 | US$961K | 0.33% |
| Broadcom Inc. | 2,402 | US$907K | 0.32% |
| Lumentum Holdings Inc. | 1,029 | US$883K | 0.31% |
| Ionq, Inc. | 10,040 | US$535K | 0.19% |
| Chevron Corporation | 3,191 | US$529K | 0.18% |
| Caterpillar, Inc. | 493 | US$525K | 0.18% |
| Eli Lilly And Company | 410 | US$492K | 0.17% |
| Sandisk Corporation | 210 | US$477K | 0.17% |
| Merck & Company, Inc. | 3,615 | US$465K | 0.16% |
| Rocket Lab Corporation | 4,469 | US$454K | 0.16% |
| Applied Materials, Inc. | 535 | US$387K | 0.13% |
| Costco Wholesale Corporation | 394 | US$368K | 0.13% |
| Alphabet Inc (google) Class C | 983 | US$351K | 0.12% |
| Oneok, Inc. | 3,365 | US$293K | 0.10% |
| Meta Platforms, Inc. | 455 | US$256K | 0.09% |
| Oracle Corporation | 1,697 | US$249K | 0.09% |
| Rigetti Computing, Inc. | 12,520 | US$242K | 0.08% |
| Coca-cola Company (the) | 2,963 | US$241K | 0.08% |
| Altria Group, Inc. | 3,046 | US$219K | 0.08% |
| Regions Financial Corporation | 7,218 | US$218K | 0.08% |
| Csx Corporation | 4,543 | US$216K | 0.08% |
| Rtx Corporation | 1,095 | US$208K | 0.07% |
| Ford Mtr Co Del | 12,620 | US$175K | 0.06% |
| Purecycle Technologies, Inc. | 13,797 | US$112K | 0.04% |
| Netflix, Inc. | 0 | US$0 | 0.00% |
| Coinbase Global, Inc. | 0 | US$0 | 0.00% |
| Arista Networks, Inc. | 0 | US$0 | 0.00% |
| Dow Inc. | 0 | US$0 | 0.00% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
Related