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 |
|---|---|---|---|---|
| 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 POOL
Shares Held
Position Value (USD)
15 of 15 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,125,604 | 50,045 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $8,606,261 | 37,623 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $11,280,036 | 36,379 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $10,413,705 | 35,727 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $10,650,399 | 33,455 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $11,170,217 | 32,763 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $12,155,191 | 32,259 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $9,759,878 | 31,757 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $12,385,432 | 30,695 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $11,992,798 | 30,079 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $10,578,306 | 29,706 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $11,048,882 | 29,492 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $6,594,367 | 19,257 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $5,656,594 | 18,710 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $5,505,351 | 17,301 | Shares | Sole | 2022-10-27 | |
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