OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
Top Portfolio Positions
129 positions ·
$1,021,258,006 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
283,118 | $71,852,517 | 7.04% | |
| MSFT |
Microsoft Corp
Technology
|
155,924 | $57,718,387 | 5.65% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
178,994 | $37,279,080 | 3.65% | |
| NVDA |
Nvidia Corp
Technology
|
186,766 | $32,571,990 | 3.19% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
110,719 | $32,569,101 | 3.19% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
94,183 | $27,083,263 | 2.65% | |
| PANW |
Palo Alto Networks Inc
Technology
|
140,725 | $22,561,032 | 2.21% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
107,387 | $21,845,737 | 2.14% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
43,966 | $21,610,607 | 2.12% | |
| BWA |
Borgwarner Inc
Consumer Cyclical
|
348,616 | $18,915,904 | 1.85% |
Portfolio Trend
Holdings in CZR
Shares Held
Position Value (USD)
23 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,690,295 | 366,640 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $8,524,462 | 364,449 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $10,243,907 | 379,053 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $10,606,021 | 373,583 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $8,660,650 | 346,426 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $11,093,568 | 331,944 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $13,600,645 | 325,842 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $12,709,209 | 319,809 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $11,067,269 | 253,024 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $10,795,713 | 230,284 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $10,441,728 | 225,280 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $11,409,379 | 223,845 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $10,597,920 | 217,126 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $8,927,068 | 214,593 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $7,026,066 | 217,795 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $7,631,236 | 199,249 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $15,181,590 | 196,246 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $13,617,219 | 145,592 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $24,043,976 | 214,143 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $17,100,490 | 164,824 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $13,627,158 | 155,828 | Shares | Sole | 2021-08-09 | |
| 2020-12-31 | $10,597,809 | 142,693 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $10,316,161 | 184,020 | Shares | Sole | 2020-10-28 | |
| No 13F history on record for this holder in this stock. | ||||||