Owen La Rue, LLC Portfolio Holdings

Owen La Rue, LLC

  • $211 Million
  • Q3 2025

Owen La Rue, LLC has filed its 13F form on October 31, 2025 for Q3 2025 where it was disclosed a total value porftolio of $211 Million distributed in 117 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Trishares 0 3 Mnth Tre with a value of $25.6M, Palantir Technologies Inc. with a value of $15.1M, Invesco Qqq Trust, Series 1 with a value of $13M, Apple Inc. with a value of $12.4M, and Pacer Fds Tr Us Cash Cows 100 with a value of $10.9M.

Examining the 13F form we can see an increase of $4.27M in the current position value, from $207M to 211M.

Owen La Rue, LLC is based out at Elizabethtown, KY

Below you can find more details about Owen La Rue, LLC portfolio as well as his latest detailed transactions.

Portfolio value $211 Million
ETFs: $118 Million
Technology: $57.3 Million
Financial Services: $17.9 Million
Consumer Defensive: $5.03 Million
Consumer Cyclical: $4.29 Million
Utilities: $3.05 Million
Industrials: $2.17 Million
Energy: $1.26 Million
Other: $1.7 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 117
  • Current Value $211 Million
  • Prior Value $207 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 31, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 26 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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