OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
CIK: 1005607SEC EDGAR →
Portfolio Value
$945.3B
Holdings
197
As of
Q1 2026
New Positions
197
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INTL EQUITY INDEX F | 1,841,563 | $138.3B | 14.63% |
| 2 | VANGUARD INTL EQUITY INDEX F | 1,192,716 | $64.5B | 6.82% |
| 3 | ISHARES INC | 528,001 | $44.6B | 4.72% |
| 4 | VANGUARD INDEX FDS | 485,471 | $43.1B | 4.56% |
| 5 | VANGUARD INTL EQUITY INDEX F | 489,139 | $40.3B | 4.27% |
| 6 | BARCLAYS BANK PLC | 715,805 | $34.5B | 3.65% |
| 7 | SSGA ACTIVE ETF TR | 767,782 | $30.8B | 3.26% |
| 8 | SPDR INDEX SHS FDS | 1,153,817 | $30.7B | 3.25% |
| 9 | ISHARES TR | 604,726 | $30.6B | 3.24% |
| 10 | GLOBAL X FDS | 618,608 | $26.1B | 2.76% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 80 | $665.4B | 70.4% |
| Consumer Cyclical | 18 | $94.8B | 10.0% |
| Technology | 25 | $63.5B | 6.7% |
| Industrials | 18 | $30.0B | 3.2% |
| Energy | 7 | $25.1B | 2.7% |
| Communication Services | 7 | $19.7B | 2.1% |
| Unknown | 8 | $19.6B | 2.1% |
| Healthcare | 14 | $17.2B | 1.8% |
| Consumer Defensive | 6 | $5.2B | 0.5% |
| Basic Materials | 7 | $3.3B | 0.4% |
| Utilities | 3 | $1.3B | 0.1% |
| Real Estate | 4 | $19.3M | 0.0% |