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 BWA
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,915,904 | 348,616 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $16,469,069 | 365,492 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $16,529,839 | 376,020 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $12,622,160 | 377,006 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $10,684,988 | 372,949 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $11,639,781 | 366,146 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $13,124,242 | 361,649 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $11,596,470 | 359,692 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $12,398,671 | 356,899 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $6,826,377 | 190,415 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $7,224,938 | 178,968 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $7,670,865 | 178,166 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $7,769,403 | 179,720 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $6,450,197 | 182,048 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $5,237,323 | 189,478 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $5,497,266 | 187,141 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $6,455,901 | 188,532 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $7,159,624 | 180,460 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $6,590,899 | 173,276 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $6,813,892 | 159,468 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $6,226,733 | 152,579 | Shares | Sole | 2021-08-09 | |
| 2020-12-31 | $5,164,122 | 151,823 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $5,050,691 | 148,105 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $4,575,383 | 147,242 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $3,208,586 | 149,567 | Shares | Sole | 2020-04-29 | |
| No 13F history on record for this holder in this stock. | ||||||