OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
Top Portfolio Positions
130 positions ·
$1,037,847,910 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
283,118 | $71,852,517 | 6.92% | |
| MSFT |
Microsoft Corp
Technology
|
155,924 | $57,718,387 | 5.56% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
178,994 | $37,279,080 | 3.59% | |
| NVDA |
Nvidia Corp
Technology
|
186,766 | $32,571,990 | 3.14% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
110,719 | $32,569,101 | 3.14% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
94,183 | $27,083,263 | 2.61% | |
| PANW |
Palo Alto Networks Inc
Technology
|
140,725 | $22,561,032 | 2.17% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
107,387 | $21,845,737 | 2.10% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
43,966 | $21,610,607 | 2.08% | |
| BWA |
Borgwarner Inc
Consumer Cyclical
|
348,616 | $18,915,904 | 1.82% |
Portfolio Trend
25 quarters · across all stocks
Holdings in AAAU
Shares Held
Position Value (USD)
12 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,960,384 | 172,340 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $11,978,761 | 281,522 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $11,056,744 | 290,051 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $9,810,830 | 300,209 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $10,020,158 | 324,487 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $8,456,076 | 325,986 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $8,493,354 | 326,291 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $7,567,942 | 328,898 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $7,009,004 | 318,736 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $6,128,509 | 299,976 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $5,120,684 | 279,666 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $5,224,785 | 274,411 | Shares | Sole | 2023-07-20 | |
| No 13F history on record for this holder in this stock. | ||||||