OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
13F Reported Value
ⓘ$1.9B
Holdings
197
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC disclosed 197 positions worth $1.9B in its Form 13F-HR for Q1 2026, followed by $AAPL. During the quarter the fund opened 7 new positions and exited 9 — including a new stake in $NOW and a full exit from $NICE. The portfolio is most concentrated in Other (40.7% of disclosed assets). All figures are sourced directly from OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC’s Form 13F-HR filing with the SEC under CIK 1005607.
AI Fund Analysis
Stable
$AAPL
$MSFT
$WT
$POOLSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
VANGUARD INTL EQUITY INDEX F
—Quality
$138.3M1,841,563 sh- 76.1#112
Quality
$71.9M283,118 sh VANGUARD INTL EQUITY INDEX F
—Quality
$64.5M1,192,716 sh- 83.7
Quality
$57.7M155,924 sh ISHARES INC
—Quality
$44.6M528,001 shISHARES TR
—Quality
$43.7M434,573 shVANGUARD INDEX FDS
—Quality
$43.1M485,471 shVANGUARD INTL EQUITY INDEX F
—Quality
$40.3M489,139 sh- 74.6
Quality
$37.3M178,994 sh - —
Quality
$34.5M715,805 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD INTL EQUITY INDEX F | — | $138.3M | 1,841,563 |
| Apple Inc.$AAPL | 76.1#112 | $71.9M | 283,118 |
| VANGUARD INTL EQUITY INDEX F | — | $64.5M | 1,192,716 |
| MICROSOFT CORP$MSFT | 83.7 | $57.7M | 155,924 |
| ISHARES INC | — | $44.6M | 528,001 |
| ISHARES TR | — | $43.7M | 434,573 |
| VANGUARD INDEX FDS | — | $43.1M | 485,471 |
| VANGUARD INTL EQUITY INDEX F | — | $40.3M | 489,139 |
 AMAZON COM INC$AMZN | 74.6 | $37.3M | 178,994 |
 BARCLAYS BANK PLC$DJP | — | $34.5M | 715,805 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC's 197 positions.
Showing top 10 of 197 holdings.
Sector Allocation
Other
$770.1M
Technology
$417.5M
Financials
$183.6M
Consumer Discretionary
$169.3M
Industrials
$124.9M
Energy
$62.8M
Healthcare
$56.2M
Consumer Staples
$31.6M
Full Holdings — OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC (Q1 2026)
All 197 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD INTL EQUITY INDEX F | $138.3M | 7.3% | -1% | — |
| 2 | $AAPL | Apple Inc. | $71.9M | 3.8% | -0% | 76.1 |
| 3 | — | VANGUARD INTL EQUITY INDEX F | $64.5M | 3.4% | +0% | — |
| 4 | $MSFT | MICROSOFT CORP | $57.7M | 3.0% | +16% | 83.7 |
| 5 | — | ISHARES INC | $44.6M | 2.4% | +0% | — |
| 6 | — | ISHARES TR | $43.7M | 2.3% | +120% | — |
| 7 | — | VANGUARD INDEX FDS | $43.1M | 2.3% | +7% | — |
| 8 | — | VANGUARD INTL EQUITY INDEX F | $40.3M | 2.1% | +0% | — |
| 9 | $AMZN | AMAZON COM INC | $37.3M | 2.0% | +28% | 74.6 |
| 10 | $DJP | BARCLAYS BANK PLC | $34.5M | 1.8% | -3% | — |
| 11 |  $GOOGL | Alphabet Inc. | $34.3M | 1.8% | -1% | 80.2 |
| 12 |  $NVDA | NVIDIA CORP | $32.6M | 1.7% | -5% | 90.2 |
| 13 |  $JPM | JPMORGAN CHASE & CO | $32.6M | 1.7% | +0% | 35.6 |
| 14 | — | SSGA ACTIVE ETF TR | $30.8M | 1.6% | -0% | — |
| 15 | — | SPDR INDEX SHS FDS | $30.7M | 1.6% | +1% | — |
| 16 | — | ISHARES TR | $30.6M | 1.6% | +7% | — |
| 17 |  $GOOG | Alphabet Inc. | $27.1M | 1.4% | +4% | 80.2 |
| 18 | — | GLOBAL X FDS | $26.1M | 1.4% | +2% | — |
| 19 | — | ISHARES TR | $23.1M | 1.2% | -3% | — |
| 20 | — | ISHARES INC | $22.6M | 1.2% | +0% | — |
| 21 |  $PANW | Palo Alto Networks Inc | $22.6M | 1.2% | +30% | 66.5 |
| 22 |  $AMD | ADVANCED MICRO DEVICES INC | $21.8M | 1.2% | -1% | 78.8 |
| 23 | — | SPDR SERIES TRUST | $21.8M | 1.1% | -6% | — |
| 24 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $21.6M | 1.1% | +25% | 63.7 |
| 25 | — | NEW YORK LIFE INVESTMENTS ET | $20.1M | 1.1% | +1% | — |
| 26 | — | ISHARES TR | $19.2M | 1.0% | +1% | — |
| 27 |  $BWA | BORGWARNER INC | $18.9M | 1.0% | -5% | 57.2 |
| 28 |  $DHR | DANAHER CORP /DE/ | $18.8M | 1.0% | +1% | 63.9 |
| 29 | — | SPDR INDEX SHS FDS | $18.2M | 1.0% | +1% | — |
| 30 |  $MELI | MERCADOLIBRE INC | $17.2M | 0.9% | -1% | 77.5 |
| 31 |  $XOM | EXXON MOBIL CORP | $17.2M | 0.9% | -0% | 61.8 |
| 32 |  $SPY | SPDR S&P 500 ETF TRUST | $16.8M | 0.9% | +2% | — |
| 33 |  $BRK.B | BERKSHIRE HATHAWAY INC | $16.6M | 0.9% | -1% | 64.5 |
| 34 |  $META | Meta Platforms, Inc. | $16.4M | 0.9% | +1% | 80.9 |
| 35 |  $WMT | Walmart Inc. | $15.3M | 0.8% | -8% | 63.2 |
| 36 | — | ISHARES TR | $15.2M | 0.8% | -1% | — |
| 37 |  $BABA | Alibaba Group Holding Ltd | $14.5M | 0.8% | +7% | — |
| 38 | — | COLUMBIA ETF TR II | $14.5M | 0.8% | +15% | — |
| 39 |  $XYZ | Block, Inc. | $14.4M | 0.8% | +4% | 60.3 |
| 40 |  $CUK | CARNIVAL PLC | $14.2M | 0.8% | -2% | — |
| 41 |  $CRM | Salesforce, Inc. | $14.1M | 0.8% | +14% | 75.2 |
| 42 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $14.0M | 0.7% | +3% | 71.5 |
| 43 | $WT | WisdomTree, Inc. | $14.0M | 0.7% | +3% | 62.9 |
| 44 |  $V | VISA INC. | $14.0M | 0.7% | +4% | 83.5 |
| 45 |  $APD | Air Products & Chemicals, Inc. | $13.3M | 0.7% | +1% | 41.2 |
| 46 |  $MGM | MGM Resorts International | $12.7M | 0.7% | +0% | 48 |
| 47 | — | JPMORGAN CHASE FINL CO LLC | $12.7M | 0.7% | -0% | — |
| 48 | — | VANGUARD SCOTTSDALE FDS | $12.5M | 0.7% | +0% | — |
| 49 |  $SLB | SLB LIMITED/NV | $12.5M | 0.7% | +1% | 63.2 |
| 50 |  $KMI | KINDER MORGAN, INC. | $12.2M | 0.6% | -1% | 74.6 |
| 51 |  $PSX | Phillips 66 | $12.1M | 0.6% | -2% | 47.6 |
| 52 |  $DIS | Walt Disney Co | $12.0M | 0.6% | +4% | 68.9 |
| 53 |  $TTWO | TAKE TWO INTERACTIVE SOFTWARE INC | $11.8M | 0.6% | +2% | 47.2 |
| 54 |  $RYAAY | RYANAIR HOLDINGS PLC | $11.6M | 0.6% | -0% | — |
| 55 |  $ABT | ABBOTT LABORATORIES | $11.6M | 0.6% | +4% | 67 |
| 56 |  $NXPI | NXP Semiconductors N.V. | $11.4M | 0.6% | +2% | — |
| 57 |  $PLNT | Planet Fitness, Inc. | $11.3M | 0.6% | +111% | 69.2 |
| 58 |  $IVZ | Invesco Ltd. | $11.2M | 0.6% | -2% | — |
| 59 |  $IAU | ISHARES GOLD TRUST | $10.6M | 0.6% | -31% | — |
| 60 |  $COST | COSTCO WHOLESALE CORP /NEW | $10.6M | 0.6% | -14% | 67 |
| 61 |  $PG | PROCTER & GAMBLE Co | $10.2M | 0.5% | -0% | 72.9 |
| 62 | $POOL | POOL CORP | $10.1M | 0.5% | +33% | 56.3 |
| 63 |  $ZGN | Ermenegildo Zegna N.V. | $9.8M | 0.5% | +35% | — |
| 64 |  $ASML | ASML HOLDING NV | $9.8M | 0.5% | -1% | — |
| 65 |  $CZR | Caesars Entertainment, Inc. | $9.7M | 0.5% | +1% | 44.3 |
| 66 |  $PEP | PEPSICO INC | $9.6M | 0.5% | -1% | 62.7 |
| 67 |  $LOW | LOWES COMPANIES INC | $9.4M | 0.5% | +1% | 63.5 |
| 68 | — | ISHARES TR | $9.3M | 0.5% | -1% | — |
| 69 |  $LVS | LAS VEGAS SANDS CORP | $9.2M | 0.5% | -27% | 73.7 |
| 70 |  $NOW | ServiceNow, Inc. | $9.1M | 0.5% | NEW | 76 |
| 71 |  $TCOM | Trip.com Group Ltd | $8.9M | 0.5% | +2% | — |
| 72 |  $CVS | CVS HEALTH Corp | $8.9M | 0.5% | +4% | 51.3 |
| 73 |  $NKE | NIKE, Inc. | $8.9M | 0.5% | -0% | 53.4 |
| 74 |  $ADP | AUTOMATIC DATA PROCESSING INC | $8.8M | 0.5% | -15% | 77.9 |
| 75 |  $BKNG | Booking Holdings Inc. | $8.6M | 0.5% | -1% | 55.3 |
| 76 |  $CBRE | CBRE GROUP, INC. | $8.0M | 0.4% | +2% | 62.9 |
| 77 |  $AAAU | Goldman Sachs Physical Gold ETF | $8.0M | 0.4% | -39% | — |
| 78 | — | VANGUARD INDEX FDS | $7.8M | 0.4% | +0% | — |
| 79 |  $TREX | TREX CO INC | $7.6M | 0.4% | +39% | 60.1 |
| 80 | — | VANGUARD INDEX FDS | $7.4M | 0.4% | -5% | — |
| 81 | — | VANGUARD SPECIALIZED FUNDS | $7.4M | 0.4% | -5% | — |
| 82 |  $NFLX | NETFLIX INC | $7.3M | 0.4% | NEW | 86.7 |
| 83 | — | VANGUARD SCOTTSDALE FDS | $7.3M | 0.4% | +1% | — |
| 84 |  $ESTC | Elastic N.V. | $7.2M | 0.4% | +79% | — |
| 85 |  $UNH | UNITEDHEALTH GROUP INC | $7.0M | 0.4% | +4% | 66.8 |
| 86 |  $KEYS | Keysight Technologies, Inc. | $7.0M | 0.4% | -42% | 72.3 |
| 87 |  $PM | Philip Morris International Inc. | $6.6M | 0.3% | -5% | 80.5 |
| 88 |  $URI | UNITED RENTALS, INC. | $6.4M | 0.3% | NEW | 70.7 |
| 89 | — | VANGUARD INDEX FDS | $6.3M | 0.3% | -2% | — |
| 90 |  $HD | HOME DEPOT, INC. | $6.2M | 0.3% | -1% | 69.2 |
| 91 |  $LNG | Cheniere Energy, Inc. | $6.2M | 0.3% | -70% | 48.4 |
| 92 | — | ISHARES TR | $6.1M | 0.3% | +0% | — |
| 93 |  $SUI | SUN COMMUNITIES INC | $6.0M | 0.3% | +2% | 44.4 |
| 94 |  $ICLR | ICON PLC | $5.5M | 0.3% | -2% | — |
| 95 |  $BUSE | FIRST BUSEY CORP /NV/ | $5.3M | 0.3% | -42% | 52.6 |
| 96 |  $WSC | WillScot Holdings Corp | $5.2M | 0.3% | -17% | 56.4 |
| 97 |  $BSX | BOSTON SCIENTIFIC CORP | $5.2M | 0.3% | NEW | 79.9 |
| 98 |  $FIS | Fidelity National Information Services, Inc. | $5.1M | 0.3% | +1% | 69.6 |
| 99 |  $PLD | Prologis, Inc. | $5.1M | 0.3% | +0% | 67.5 |
| 100 |  $NUE | NUCOR CORP | $4.8M | 0.3% | +0% | 58.9 |
| 101 |  $JNJ | JOHNSON & JOHNSON | $4.5M | 0.2% | -0% | 72.8 |
| 102 |  $AL | AIR LEASE CORP | $4.5M | 0.2% | -2% | 73.8 |
| 103 |  $CAT | CATERPILLAR INC | $4.4M | 0.2% | -2% | 67.8 |
| 104 |  $AMGN | AMGEN INC | $4.3M | 0.2% | +0% | 79.5 |
| 105 |  $APO | Apollo Global Management, Inc. | $4.2M | 0.2% | +26% | 55.7 |
| 106 | $IVZ | Invesco Ltd. | $4.1M | 0.2% | -0% | — |
| 107 |  $PWR | QUANTA SERVICES, INC. | $4.0M | 0.2% | +0% | 62.6 |
| 108 |  $TRV | TRAVELERS COMPANIES, INC. | $3.8M | 0.2% | +0% | 71.5 |
| 109 |  $UNP | UNION PACIFIC CORP | $3.7M | 0.2% | -74% | 74 |
| 110 |  $FCX | FREEPORT-MCMORAN INC | $3.3M | 0.2% | -38% | 73.1 |
| 111 |  $LLY | ELI LILLY & Co | $3.2M | 0.2% | -1% | 89.3 |
| 112 |  $PFE | PFIZER INC | $3.0M | 0.2% | -19% | 69 |
| 113 |  $AXP | AMERICAN EXPRESS CO | $3.0M | 0.2% | +0% | 73.2 |
| 114 |  $YUM | YUM BRANDS INC | $2.8M | 0.1% | +0% | 71.7 |
| 115 | — | ISHARES TR | $2.7M | 0.1% | -0% | — |
| 116 |  $MDLZ | Mondelez International, Inc. | $2.6M | 0.1% | +0% | 53.9 |
| 117 |  $KO | COCA COLA CO | $2.6M | 0.1% | -0% | 74 |
| 118 |  $GS | GOLDMAN SACHS GROUP INC | $2.5M | 0.1% | +7% | — |
| 119 |  $ABBV | AbbVie Inc. | $2.5M | 0.1% | -2% | 59.3 |
| 120 | — | ISHARES TR | $2.3M | 0.1% | -16% | — |
| 121 |  $CVX | CHEVRON CORP | $2.3M | 0.1% | +0% | 54.7 |
| 122 | — | VANGUARD BD INDEX FDS | $1.9M | 0.1% | NEW | — |
| 123 | — | ISHARES TR | $1.9M | 0.1% | -3% | — |
| 124 |  $AVGO | Broadcom Inc. | $1.9M | 0.1% | +9% | 86.4 |
| 125 | $IVZ | Invesco Ltd. | $1.9M | 0.1% | -14% | — |
| 126 |  $CSCO | CISCO SYSTEMS, INC. | $1.8M | 0.1% | -0% | 72.3 |
| 127 |  $DE | DEERE & CO | $1.7M | 0.1% | -0% | 57.4 |
| 128 | — | ISHARES TR | $1.7M | 0.1% | +0% | — |
| 129 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.6M | 0.1% | +13% | — |
| 130 | — | VANGUARD TAX-MANAGED FDS | $1.6M | 0.1% | +12% | — |
| 131 | — | ISHARES TR | $1.5M | 0.1% | -1% | — |
| 132 |  $GE | GENERAL ELECTRIC CO | $1.4M | 0.1% | +0% | 74.8 |
| 133 |  $WFC | WELLS FARGO & COMPANY/MN | $1.3M | 0.1% | +0% | — |
| 134 | — | ISHARES U S ETF TR | $1.2M | 0.1% | +0% | — |
| 135 | — | ISHARES TR | $1.2M | 0.1% | +0% | — |
| 136 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $1.1M | 0.1% | -9% | — |
| 137 |  $ORCL | ORACLE CORP | $1.1M | 0.1% | -10% | 67.2 |
| 138 | — | SPDR SERIES TRUST | $1.1M | 0.1% | -1% | — |
| 139 |  $AZO | AUTOZONE INC | $1.0M | 0.1% | +0% | 66.5 |
| 140 |  $NEE | NEXTERA ENERGY INC | $985,271 | 0.1% | -0% | 71.7 |
| 141 |  $VMC | Vulcan Materials CO | $981,642 | 0.1% | -91% | 66.6 |
| 142 |  $GEV | GE Vernova Inc. | $925,274 | 0.1% | +0% | 70.1 |
| 143 | — | ISHARES TR | $803,943 | 0.0% | -93% | — |
| 144 |  $LRCX | LAM RESEARCH CORP | $801,439 | 0.0% | -9% | 82.4 |
| 145 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $685,237 | 0.0% | -2% | 66.7 |
| 146 |  $CSX | CSX CORP | $681,594 | 0.0% | +0% | 66.4 |
| 147 | — | VANGUARD INDEX FDS | $666,866 | 0.0% | +60% | — |
| 148 |  $SCHW | SCHWAB CHARLES CORP | $660,585 | 0.0% | +1% | 77.2 |
| 149 |  $CF | CF Industries Holdings, Inc. | $646,993 | 0.0% | +0% | 76.8 |
| 150 | — | ISHARES TR | $641,718 | 0.0% | +0% | — |
| 151 |  $AMAT | APPLIED MATERIALS INC /DE | $606,677 | 0.0% | +1% | 74.8 |
| 152 | — | VANGUARD INTL EQUITY INDEX F | $595,452 | 0.0% | +0% | — |
| 153 | — | ISHARES TR | $584,347 | 0.0% | +1% | — |
| 154 | — | ISHARES TR | $543,397 | 0.0% | -13% | — |
| 155 | — | ISHARES TR | $519,335 | 0.0% | +0% | — |
| 156 | — | VANGUARD INDEX FDS | $498,832 | 0.0% | +98% | — |
| 157 | — | VANGUARD SCOTTSDALE FDS | $446,812 | 0.0% | -99% | — |
| 158 |  $RTX | RTX Corp | $445,599 | 0.0% | -96% | 70 |
| 159 | — | ISHARES TR | $429,303 | 0.0% | -10% | — |
| 160 |  $SHEL | Shell plc | $429,195 | 0.0% | -23% | — |
| 161 |  $BA | BOEING CO | $422,939 | 0.0% | +0% | 51.8 |
| 162 |  $ABM | ABM INDUSTRIES INC /DE/ | $419,868 | 0.0% | +0% | 53.7 |
| 163 | — | J P MORGAN EXCHANGE TRADED F | $371,537 | 0.0% | +0% | — |
| 164 | — | ISHARES TR | $355,566 | 0.0% | +0% | — |
| 165 |  $MCD | MCDONALDS CORP | $345,909 | 0.0% | -1% | 73.9 |
| 166 | — | VANGUARD STAR FDS | $331,187 | 0.0% | -17% | — |
| 167 | — | ISHARES TR | $324,620 | 0.0% | -98% | — |
| 168 | — | ISHARES TR | $321,607 | 0.0% | +0% | — |
| 169 | — | VANGUARD INDEX FDS | $315,205 | 0.0% | +0% | — |
| 170 |  $OGE | OGE ENERGY CORP. | $311,740 | 0.0% | +0% | 57.8 |
| 171 |  $MS | MORGAN STANLEY | $308,569 | 0.0% | +0% | — |
| 172 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $294,820 | 0.0% | -24% | 74.4 |
| 173 |  $BAC | BANK OF AMERICA CORP /DE/ | $290,599 | 0.0% | +5% | 68.4 |
| 174 |  $MRK | Merck & Co., Inc. | $290,002 | 0.0% | +0% | 70.9 |
| 175 | — | ISHARES TR | $281,209 | 0.0% | -6% | — |
| 176 | — | ISHARES TR | $280,338 | 0.0% | +1% | — |
| 177 | $IVZ | Invesco Ltd. | $272,588 | 0.0% | +14% | — |
| 178 | — | VANECK ETF TRUST | $271,413 | 0.0% | +0% | — |
| 179 |  $MA | Mastercard Inc | $269,150 | 0.0% | -0% | 81.7 |
| 180 |  $MU | MICRON TECHNOLOGY INC | $261,826 | 0.0% | -57% | 88.4 |
| 181 |  $LIN | LINDE PLC | $252,342 | 0.0% | +0% | — |
| 182 |  $TEL | TE Connectivity plc | $250,615 | 0.0% | +0% | — |
| 183 |  $CCZ | COMCAST CORP | $245,528 | 0.0% | -1% | 70.4 |
| 184 | — | ISHARES INC | $241,405 | 0.0% | -99% | — |
| 185 |  $DHI | HORTON D R INC /DE/ | $239,723 | 0.0% | +0% | 54.6 |
| 186 |  $TSLA | Tesla, Inc. | $239,407 | 0.0% | -7% | 50.1 |
| 187 |  $ECL | ECOLAB INC. | $233,566 | 0.0% | -64% | 64.3 |
| 188 |  $LMT | LOCKHEED MARTIN CORP | $226,646 | 0.0% | -12% | 65 |
| 189 |  $AMT | AMERICAN TOWER CORP /MA/ | $224,354 | 0.0% | +0% | 69.8 |
| 190 |  $INTC | INTEL CORP | $221,224 | 0.0% | -9% | 41.5 |
| 191 | — | VANGUARD ADMIRAL FDS INC | $220,294 | 0.0% | +0% | — |
| 192 |  $FDX | FEDEX CORP | $216,201 | 0.0% | -13% | 60.3 |
| 193 |  $VZ | VERIZON COMMUNICATIONS INC | $215,358 | 0.0% | NEW | 71.6 |
| 194 | $IVZ | Invesco Ltd. | $210,019 | 0.0% | +0% | — |
| 195 |  $LH | LABCORP HOLDINGS INC. | $204,910 | 0.0% | NEW | 54.8 |
| 196 |  $NCA | NUVEEN CALIFORNIA MUNICIPAL VALUE FUND | $159,460 | 0.0% | +0% | — |
| 197 |  $ASAN | Asana, Inc. | $78,246 | 0.0% | +0% | 42.1 |
New Positions (7)
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