Osborne Partners Capital Management, Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$1.89B
Q ending 2026-03-31
Prior quarter
$1.94B
Q ending 2025-12-31
Change
-2.6% QoQ · +9.0% YoY
Positions
197
reported holdings

Largest positions

Top 100 of 197 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Vanguard Intl Equity Index FVEUShares$138.3M1.8M
Apple IncAAPLShares$71.9M283K
Vanguard Intl Equity Index FVWOShares$64.5M1.2M
Microsoft CorpMSFTShares$57.7M156K
Ishares IncEWJShares$44.6M528K
Ishares TrSGOVShares$43.7M435K
Vanguard Index FdsVNQShares$43.1M485K
Vanguard Intl Equity Index FVGKShares$40.3M489K
Amazon Com IncAMZNShares$37.3M179K
Barclays Bank PlcDJPShares$34.5M716K
Alphabet IncGOOGShares$34.3M120K
Nvidia CorporationNVDAShares$32.6M187K
Jpmorgan Chase & CoJPMShares$32.6M111K
Ssga Active Etf TrSRLNShares$30.8M768K
Spdr Index Shs FdsRWXShares$30.7M1.2M
Ishares TrICSHShares$30.6M605K
Alphabet IncGOOGLShares$27.1M94K
Global X FdsDAXShares$26.1M619K
Ishares TrILFShares$23.1M651K
Ishares IncEWNShares$22.6M394K
Palo Alto Networks IncPANWShares$22.6M141K
Advanced Micro Devices IncAMDShares$21.8M107K
Spdr Series TrustXBIShares$21.8M171K
Thermo Fisher Scientific IncTMOShares$21.6M44K
New York Life Investments EtMNAShares$20.1M554K
Ishares TrTLTShares$19.2M222K
Borgwarner IncBWAShares$18.9M349K
Danaher Corp DelDHRShares$18.8M99K
Spdr Index Shs FdsGXCShares$18.2M195K
Mercadolibre IncMELIShares$17.2M10K
Exxon Mobil CorpXOMShares$17.2M101K
State Str Spdr S&P 500 Etf TSPYShares$16.8M26K
Berkshire Hathaway Inc DelBRK/BShares$16.6M35K
Meta Platforms IncMETAShares$16.4M29K
Walmart IncWMTShares$15.3M123K
Ishares TrICVTShares$15.2M150K
Alibaba Group Hldg LtdBABAShares$14.5M116K
Columbia Etf Tr IiINCOShares$14.5M263K
Block IncXYZShares$14.4M240K
Carnival PlcCUKNShares$14.2M549K
Salesforce IncCRMShares$14.1M76K
Marsh & Mclennan Cos IncMRSHShares$14.0M81K
Wisdomtree TrUSDUShares$14.0M531K
Visa IncVShares$14.0M46K
Air Products And Chemicals IAPDShares$13.3M46K
Mgm Resorts InternationalMGMShares$12.7M344K
Jpmorgan Chase Finl Co LlcAMJBShares$12.7M368K
Vanguard Scottsdale FdsVCSHShares$12.5M158K
Slb LimitedSLBShares$12.5M242K
Kinder Morgan Inc DelKMIShares$12.2M364K
Phillips 66PSXShares$12.1M66K
Disney Walt CoDISShares$12.0M125K
Take-Two Interactive SoftwarTTWOShares$11.8M60K
Ryanair Holdings PlcRYAAYShares$11.6M201K
Abbott LaboratoriesABTShares$11.6M113K
Nxp Semiconductors N VShares$11.4M58K
Planet Fitness Master IssuerPLNTShares$11.3M152K
Invesco Exchange Traded Fd TPRFShares$11.2M236K
Ishares Gold TrIAUShares$10.6M121K
Costco Wholesale CorporationCOSTShares$10.6M11K
Procter & Gamble CoPGShares$10.2M71K
Pool CorpPOOLShares$10.1M50K
Ermenegildo Zegna N VShares$9.8M942K
Asml Hldg NvShares$9.8M7K
Caesars Entertainment Inc NeCZRShares$9.7M367K
Pepsico IncPEPShares$9.6M62K
Lowes Cos IncLOWShares$9.4M40K
Ishares TrACWXShares$9.3M136K
Las Vegas Sands CorpLVSShares$9.2M170K
Servicenow IncNOWShares$9.1M87K
Trip Com Group LtdTCOMShares$8.9M180K
Cvs Health CorpCVSShares$8.9M124K
Nike IncNKEShares$8.9M169K
Automatic Data Processing InADPShares$8.8M44K
Booking Holdings IncBKNGShares$8.6M2K
Cbre Group IncCBREShares$8.0M59K
Goldman Sachs Physical GoldAAAUShares$8.0M172K
Vanguard Index FdsVUGShares$7.8M18K
Trex IncTREXShares$7.6M208K
Vanguard Index FdsVTIShares$7.4M23K
Vanguard Specialized FundsVIGShares$7.4M34K
Netflix Inc.NFLXShares$7.3M76K
Vanguard Scottsdale FdsVCITShares$7.3M88K
Elastic N VShares$7.2M143K
Unitedhealth Group IncUNHShares$7.0M26K
Keysight Technologies IncKEYSShares$7.0M25K
Philip Morris Intl IncPMShares$6.6M40K
United Rentals IncURIShares$6.4M9K
Vanguard Index FdsVTVShares$6.3M32K
Home Depot IncHDShares$6.2M19K
Cheniere Energy IncLNGShares$6.2M22K
Ishares TrIWFShares$6.1M14K
Sun Cmntys IncSUIShares$6.0M48K
Icon PlcShares$5.5M50K
First Busey CorpBUSEShares$5.3M210K
Willscot Hldgs CorpWSCShares$5.2M300K
Boston Scientific CorpBSXShares$5.2M83K
Fidelity Natl Information SvFISShares$5.1M109K
Prologis Inc.PLDShares$5.1M38K
Nucor CorpNUEShares$4.8M28K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.