Owen LaRue, LLC
•CIK: 1965328•Filing: Q4 2025
**Owen LaRue, LLC** manages $263M across a diversified portfolio of 120 positions. The fund exhibits notable allocations to fixed income and technology, with SGOV representing the largest holding at $24.9M. Significant exposure is also maintained in PLTR ($14.1M), NDQ ($13.7M), and AAPL ($13.0M). This structure suggests a tactical approach balancing stable income generation with targeted growth plays in high-beta and large-cap technology names.
Total AUM
$262.9M
QoQ Performance
+3.4%
Positions
75
Top 10 Concentration
43.4%
Latest Filing
Q4 2025
Top Holdings Allocation
SGOV
PLTR
NDQ
SGOV9.5%
PLTR5.3%
NDQ5.2%
AAPL4.9%
COWZ4.2%
JPM3.7%
NVDA3.2%
FIIG2.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other76.7%
Technology13.1%
Financial4.1%
Consumer3.2%
Healthcare1.8%
Industrial0.8%
ETF0.2%
Consumer Staples0.1%
🚪 Exited Positionssold since Q3 2025
+12 more exited positions
Changes from Q3 2025
NEW20 new positions
↑40 increased
↓56 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023