OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
CIK: 0001005607SEC EDGAR →
Portfolio Value
$1.9B
Holdings
196
As of
Q4 2025
New Positions
196
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INTL EQUITY INDEX F | 1,855,761 | $136.5M | 7.03% |
| 2 | APPLE INC | 284,356 | $77.3M | 3.98% |
| 3 | MICROSOFT CORP | 134,267 | $64.9M | 3.34% |
| 4 | VANGUARD INTL EQUITY INDEX F | 1,187,290 | $63.8M | 3.29% |
| 5 | ISHARES INC | 527,152 | $42.6M | 2.19% |
| 6 | VANGUARD INTL EQUITY INDEX F | 488,540 | $40.8M | 2.10% |
| 7 | VANGUARD INDEX FDS | 454,327 | $40.2M | 2.07% |
| 8 | ALPHABET INC | 120,978 | $38.0M | 1.96% |
| 9 | NVIDIA CORPORATION | 197,016 | $36.7M | 1.89% |
| 10 | JPMORGAN CHASE & CO. | 110,574 | $35.6M | 1.83% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (196)
$136.5M · 1.9M shares
$77.3M · 284K shares
$64.9M · 134K shares
$63.8M · 1.2M shares
$42.6M · 527K shares
$40.8M · 489K shares
$40.2M · 454K shares
$38.0M · 121K shares
$36.7M · 197K shares
$35.6M · 111K shares
$32.4M · 140K shares
$32.1M · 1.1M shares
$31.7M · 769K shares
$28.6M · 565K shares
$28.2M · 90K shares
$27.8M · 609K shares
$27.7M · 736K shares
$23.3M · 109K shares
$22.4M · 393K shares
$22.4M · 98K shares
$22.1M · 181K shares
$20.4M · 670K shares
$20.4M · 35K shares
$20.3M · 10K shares
$19.9M · 108K shares
$19.8M · 197K shares
$19.6M · 548K shares
$19.0M · 219K shares
$18.8M · 28K shares
$18.6M · 193K shares
$17.7M · 67K shares
$17.5M · 35K shares
$17.1M · 25K shares
$16.9M · 558K shares
$16.5M · 365K shares
$15.8M · 108K shares
$15.6M · 45K shares
$15.2M · 233K shares
$15.0M · 59K shares
$15.0M · 230K shares
$14.9M · 134K shares
$14.9M · 229K shares
$14.8M · 151K shares
$14.6M · 79K shares
$14.6M · 202K shares
$14.3M · 176K shares
$14.3M · 73K shares
$13.6M · 59K shares
$13.6M · 120K shares
$13.5M · 108K shares
$13.2M · 513K shares
$13.2M · 51K shares
$12.6M · 176K shares
$12.5M · 157K shares
$12.5M · 343K shares
$12.4M · 57K shares
$12.2M · 102K shares
$12.0M · 282K shares
$11.3M · 240K shares
$11.2M · 46K shares
$11.1M · 39K shares
$11.1M · 2K shares
$11.0M · 369K shares
$10.8M · 169K shares
$10.7M · 12K shares
$10.2M · 71K shares
$10.1M · 367K shares
$9.9M · 54K shares
$9.5M · 120K shares
$9.5M · 39K shares
$9.3M · 58K shares
$9.3M · 51K shares
$9.3M · 138K shares
$9.2M · 241K shares
$9.0M · 62K shares
$8.8M · 78K shares
$8.7M · 68K shares
$8.7M · 18K shares
$8.7M · 43K shares
$8.6M · 38K shares
$8.6M · 361K shares
$8.5M · 364K shares
$8.3M · 25K shares
$8.2M · 24K shares
$8.0M · 104K shares
$8.0M · 7K shares
$8.0M · 36K shares
$7.8M · 72K shares
$7.3M · 87K shares
$7.2M · 108K shares
$7.2M · 699K shares
$6.8M · 363K shares
$6.7M · 42K shares
$6.7M · 14K shares
$6.6M · 19K shares
$6.3M · 33K shares
$6.0M · 80K shares
$5.8M · 27K shares
$5.8M · 47K shares
$5.3M · 150K shares
$4.9M · 38K shares
$4.6M · 91K shares
$4.6M · 28K shares
$4.5M · 70K shares
$4.3M · 30K shares
$4.0M · 34K shares
$4.0M · 12K shares
$3.8M · 19K shares
$3.8M · 13K shares
$3.7M · 3K shares
$3.7M · 10K shares
$3.6M · 6K shares
$3.4M · 135K shares
$3.1M · 7K shares
$2.9M · 4K shares
$2.7M · 18K shares
$2.7M · 12K shares
$2.7M · 13K shares
$2.4M · 45K shares
$2.4M · 28K shares
$2.4M · 34K shares
$2.2M · 11K shares
$1.9M · 6K shares
$1.8M · 13K shares
$1.8M · 24K shares
$1.7M · 11K shares
$1.6M · 17K shares
$1.6M · 8K shares
$1.6M · 17K shares
$1.5M · 5K shares
$1.5M · 2K shares
$1.5M · 6K shares
$1.4M · 3K shares
$1.3M · 22K shares
$1.2M · 24K shares
$1.2M · 2K shares
$1.1M · 21K shares
$1.1M · 11K shares
$1.0M · 303 shares
$856K · 3K shares
$855K · 11K shares
$854K · 18K shares
$702K · 4K shares
$697K · 7K shares
$692K · 1K shares
$669K · 13K shares
$655K · 2K shares
$637K · 2K shares
$635K · 7K shares
$613K · 13K shares
$608K · 4K shares
$601K · 17K shares
$578K · 13K shares
$516K · 2K shares
$498K · 7K shares
$466K · 7K shares
$461K · 11K shares
$461K · 2K shares
$452K · 2K shares
$441K · 6K shares
$437K · 1K shares
$436K · 696 shares
$388K · 5K shares
$385K · 5K shares
$375K · 7K shares
$359K · 5K shares
$355K · 13K shares
$342K · 1K shares
$335K · 2K shares
$332K · 2K shares
$312K · 6K shares
$311K · 692 shares
$310K · 1K shares
$308K · 541 shares
$304K · 4K shares
$298K · 5K shares
$277K · 7K shares
$272K · 1K shares
$269K · 16K shares
$258K · 9K shares
$254K · 876 shares
$253K · 2K shares
$253K · 2K shares
$251K · 2K shares
$251K · 4K shares
$228K · 1K shares
$217K · 509 shares
$216K · 10K shares
$214K · 2K shares
$209K · 5K shares
$205K · 424 shares
$203K · 6K shares
$201K · 2K shares
$200K · 696 shares
$167K · 12K shares
$152K · 17K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 76 | $868.1M | 44.7% |
| Technology | 25 | $339.6M | 17.5% |
| Consumer Cyclical | 19 | $176.2M | 9.1% |
| Communication Services | 6 | $113.8M | 5.9% |
| Healthcare | 12 | $101.1M | 5.2% |
| Industrials | 19 | $96.8M | 5.0% |
| Unknown | 9 | $84.0M | 4.3% |
| Energy | 7 | $56.7M | 2.9% |
| Consumer Defensive | 8 | $49.9M | 2.6% |
| Basic Materials | 7 | $32.8M | 1.7% |
| Real Estate | 5 | $20.8M | 1.1% |
| Utilities | 3 | $1.8M | 0.1% |