The Analysis of OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC's Holdings

Currently, OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC holds 206 types of securities in its portfolio with a total value $2.0B. In the most recent quarter, they have increased their positions in AMZN (+51.4K shares, valued at $11.3M), VNQ (+21.7K shares, valued at $2.0M), SRLN (+31.7K shares, valued at $1.3M); decreased their positions in PLNT (-65.4K shares, valued at $6.8M), AL (-55.3K shares, valued at $3.5M), SGOV (-31.3K shares, valued at $3.2M); initiated new positions in RAL (+13.2K shares, valued at $575.0K), BA (+2.1K shares, valued at $458.6K), AM (+17.4K shares, valued at $338.7K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VEU VANGUARD INTL EQUITY INDEX F1.9M shares-0.89%2025-09-302025-10-30

AAPL APPLE INC294.2K shares-0.35%2025-09-302025-10-30

MSFT MICROSOFT CORP137.5K shares-0.62%2025-09-302025-10-30

VWO VANGUARD INTL EQUITY INDEX F1.2M shares0.53%2025-09-302025-10-30

EWJ ISHARES INC537.2K shares0.62%2025-09-302025-10-30

VNQ VANGUARD INDEX FDS454.3K shares5.01%2025-09-302025-10-30

VGK VANGUARD INTL EQUITY INDEX F500.1K shares0.58%2025-09-302025-10-30

NVDA NVIDIA CORPORATION212.8K shares-0.87%2025-09-302025-10-30

Sponsored

JPM JPMORGAN CHASE & CO.113.1K shares-0.59%2025-09-302025-10-30

GOOG ALPHABET INC139.5K shares-3.91%2025-09-302025-10-30

RWX SPDR INDEX SHS FDS1.2M shares-0.40%2025-09-302025-10-30

SRLN SSGA ACTIVE ETF TR770.6K shares4.28%2025-09-302025-10-30

AMZN AMAZON COM INC140.8K shares57.38%2025-09-302025-10-30

GOOGL ALPHABET INC118.5K shares-0.41%2025-09-302025-10-30

DAX GLOBAL X FDS622.9K shares-0.73%2025-09-302025-10-30

ICSH ISHARES TR534.9K shares-4.70%2025-09-302025-10-30

Sponsored

DJP BARCLAYS BANK PLC753.1K shares1.33%2025-09-302025-10-30

EWN ISHARES INC404.1K shares0.84%2025-09-302025-10-30

PANW PALO ALTO NETWORKS INC109.6K shares-0.34%2025-09-302025-10-30

META META PLATFORMS INC29.3K shares-5.15%2025-09-302025-10-30

GXC SPDR INDEX SHS FDS196.7K shares2.57%2025-09-302025-10-30

LVS LAS VEGAS SANDS CORP382.3K shares-5.45%2025-09-302025-10-30

BABA ALIBABA GROUP HLDG LTD111.9K shares0.67%2025-09-302025-10-30

ILF ISHARES TR683.0K shares0.78%2025-09-302025-10-30

Sponsored

MNA NEW YORK LIFE INVESTMENTS ET547.3K shares4.54%2025-09-302025-10-30

TLT ISHARES TR218.2K shares1.90%2025-09-302025-10-30

DHR DANAHER CORPORATION98.2K shares2.81%2025-09-302025-10-30

MELI MERCADOLIBRE INC8.2K shares1.38%2025-09-302025-10-30

SGOV ISHARES TR189.0K shares-14.21%2025-09-302025-10-30

XBI SPDR SERIES TRUST187.6K shares0.92%2025-09-302025-10-30

AMD ADVANCED MICRO DEVICES INC111.6K shares-1.13%2025-09-302025-10-30

BRK.B BERKSHIRE HATHAWAY INC DEL35.4K shares-0.30%2025-09-302025-10-30

Sponsored

SPY SPDR S&P 500 ETF TR26.7K shares-0.94%2025-09-302025-10-30

LNG CHENIERE ENERGY INC73.1K shares0.23%2025-09-302025-10-30

BWA BORGWARNER INC376.0K shares-0.26%2025-09-302025-10-30

TMO THERMO FISHER SCIENTIFIC INC32.6K shares1.99%2025-09-302025-10-30

CRM SALESFORCE INC66.2K shares3.74%2025-09-302025-10-30

MMC MARSH & MCLENNAN COS INC77.4K shares-0.26%2025-09-302025-10-30

V VISA INC45.6K shares-1.78%2025-09-302025-10-30

WMT WALMART INC150.8K shares0.19%2025-09-302025-10-30

Sponsored

TTWO TAKE-TWO INTERACTIVE SOFTWAR60.0K shares-0.31%2025-09-302025-10-30

ICVT ISHARES TR152.8K shares-1.93%2025-09-302025-10-30

ADP AUTOMATIC DATA PROCESSING IN51.5K shares1.35%2025-09-302025-10-30

INCO COLUMBIA ETF TR II232.8K shares0.28%2025-09-302025-10-30

CUK CARNIVAL PLC569.0K shares-4.66%2025-09-302025-10-30

XYZ BLOCK INC207.3K shares-0.47%2025-09-302025-10-30

ABT ABBOTT LABS108.7K shares-0.00%2025-09-302025-10-30

UNP UNION PAC CORP60.0K shares1.45%2025-09-302025-10-30

Sponsored

DIS DISNEY WALT CO121.8K shares-0.35%2025-09-302025-10-30

USDU WISDOMTREE TR512.3K shares6.78%2025-09-302025-10-30

IAU ISHARES GOLD TR182.3K shares-0.95%2025-09-302025-10-30

NXPI NXP SEMICONDUCTORS N V57.7K shares-0.59%2025-09-302025-10-30

VCSH VANGUARD SCOTTSDALE FDS156.6K shares2.34%2025-09-302025-10-30

APD AIR PRODS & CHEMS INC45.9K shares1.62%2025-09-302025-10-30

VMC VULCAN MATLS CO40.5K shares-2.30%2025-09-302025-10-30

RYAAY RYANAIR HOLDINGS PLC205.3K shares-0.82%2025-09-302025-10-30

Sponsored

MGM MGM RESORTS INTERNATIONAL343.2K shares-0.87%2025-09-302025-10-30

BKNG BOOKING HOLDINGS INC2.1K shares-3.64%2025-09-302025-10-30

XOM EXXON MOBIL CORP101.4K shares0.89%2025-09-302025-10-30

NICE NICE LTD78.6K shares0.88%2025-09-302025-10-30

PRF INVESCO EXCHANGE TRADED FD T250.2K shares-0.79%2025-09-302025-10-30

COST COSTCO WHSL CORP NEW12.2K shares0.84%2025-09-302025-10-30

POOL POOL CORP36.4K shares1.82%2025-09-302025-10-30

PG PROCTER AND GAMBLE CO72.2K shares0.45%2025-09-302025-10-30

Sponsored

AMJB JPMORGAN CHASE FINL CO LLC375.3K shares-1.08%2025-09-302025-10-30

AAAU GOLDMAN SACHS PHYSICAL GOLD290.1K shares-3.38%2025-09-302025-10-30

TCOM TRIP COM GROUP LTD144.2K shares0.14%2025-09-302025-10-30

KMI KINDER MORGAN INC DEL372.5K shares-2.49%2025-09-302025-10-30

CZR CAESARS ENTERTAINMENT INC NE379.1K shares1.46%2025-09-302025-10-30

LOW LOWES COS INC39.7K shares0.73%2025-09-302025-10-30

CBRE CBRE GROUP INC60.3K shares-1.08%2025-09-302025-10-30

RTX RTX CORPORATION56.4K shares-2.80%2025-09-302025-10-30

Sponsored

CVS CVS HEALTH CORP122.5K shares1.53%2025-09-302025-10-30

PSX PHILLIPS 6667.3K shares0.82%2025-09-302025-10-30

ICLR ICON PLC51.6K shares2.67%2025-09-302025-10-30

ACWX ISHARES TR138.8K shares0.00%2025-09-302025-10-30

PEP PEPSICO INC63.0K shares-0.57%2025-09-302025-10-30

VUG VANGUARD INDEX FDS18.1K shares-0.58%2025-09-302025-10-30

GPN GLOBAL PMTS INC102.8K shares0.57%2025-09-302025-10-30

VIG VANGUARD SPECIALIZED FUNDS38.8K shares-2.51%2025-09-302025-10-30

Sponsored

BUSE FIRST BUSEY CORP361.1K shares-1.63%2025-09-302025-10-30

SLB SCHLUMBERGER LTD241.4K shares2.01%2025-09-302025-10-30

LKQ LKQ CORP269.7K shares1.78%2025-09-302025-10-30

CNC CENTENE CORP DEL229.8K shares1.92%2025-09-302025-10-30

VTI VANGUARD INDEX FDS24.4K shares-0.62%2025-09-302025-10-30

KEYS KEYSIGHT TECHNOLOGIES INC44.9K shares-0.08%2025-09-302025-10-30

HD HOME DEPOT INC19.3K shares-0.35%2025-09-302025-10-30

WSC WILLSCOT HLDGS CORP369.4K shares3.68%2025-09-302025-10-30

Sponsored

PLNT PLANET FITNESS INC72.5K shares-47.41%2025-09-302025-10-30

VCIT VANGUARD SCOTTSDALE FDS89.0K shares4.16%2025-09-302025-10-30

ASML ASML HOLDING N V7.6K shares1.58%2025-09-302025-10-30

FIS FIDELITY NATL INFORMATION SV109.3K shares2.11%2025-09-302025-10-30

PM PHILIP MORRIS INTL INC42.0K shares0.03%2025-09-302025-10-30

ZGN ERMENEGILDO ZEGNA N V717.6K shares1.04%2025-09-302025-10-30

ESTC ELASTIC N V80.1K shares1.01%2025-09-302025-10-30

WDAY WORKDAY INC27.2K shares2.91%2025-09-302025-10-30

Sponsored

IWF ISHARES TR13.9K shares-2.41%2025-09-302025-10-30

VTV VANGUARD INDEX FDS33.4K shares-2.95%2025-09-302025-10-30

SUI SUN CMNTYS INC47.0K shares3.02%2025-09-302025-10-30

NKE NIKE INC84.5K shares0.14%2025-09-302025-10-30

PFE PFIZER INC186.9K shares-0.72%2025-09-302025-10-30

AL AIR LEASE CORP74.2K shares-42.70%2025-09-302025-10-30

PLD PROLOGIS INC.39.0K shares6.36%2025-09-302025-10-30

PDP INVESCO EXCHANGE TRADED FD T35.2K shares-2.33%2025-09-302025-10-30

Sponsored

APO APOLLO GLOBAL MGMT INC30.0K shares1.37%2025-09-302025-10-30

NUE NUCOR CORP28.2K shares0.00%2025-09-302025-10-30

BMY BRISTOL-MYERS SQUIBB CO83.3K shares0.00%2025-09-302025-10-30

TRV TRAVELERS COMPANIES INC13.3K shares-10.33%2025-09-302025-10-30

XRAY DENTSPLY SIRONA INC290.0K shares-3.88%2025-09-302025-10-30

FCX FREEPORT-MCMORAN INC91.8K shares3.89%2025-09-302025-10-30

JNJ JOHNSON & JOHNSON19.4K shares9.86%2025-09-302025-10-30

AMGN AMGEN INC12.1K shares0.00%2025-09-302025-10-30

Sponsored

AXP AMERICAN EXPRESS CO10.1K shares30.39%2025-09-302025-10-30

PWR QUANTA SVCS INC7.8K shares-4.46%2025-09-302025-10-30

CAT CATERPILLAR INC6.5K shares8.03%2025-09-302025-10-30

ABBV ABBVIE INC12.3K shares6.03%2025-09-302025-10-30

MDLZ MONDELEZ INTL INC45.5K shares0.14%2025-09-302025-10-30

YUM YUM BRANDS INC17.9K shares0.00%2025-09-302025-10-30

LLY ELI LILLY & CO3.5K shares0.23%2025-09-302025-10-30

GSEW GOLDMAN SACHS ETF TR30.3K shares12.80%2025-09-302025-10-30

Sponsored

KMB KIMBERLY-CLARK CORP20.6K shares0.00%2025-09-302025-10-30

IWD ISHARES TR11.9K shares-2.58%2025-09-302025-10-30

KO COCA COLA CO36.1K shares4.49%2025-09-302025-10-30

ORCL ORACLE CORP8.4K shares-5.14%2025-09-302025-10-30

RSP INVESCO EXCHANGE TRADED FD T11.8K shares-10.46%2025-09-302025-10-30

FTV FORTIVE CORP41.6K shares0.01%2025-09-302025-10-30

DVY ISHARES TR13.7K shares-2.83%2025-09-302025-10-30

IVV ISHARES TR2.9K shares-0.86%2025-09-302025-10-30

Sponsored

AVGO BROADCOM INC5.7K shares-7.20%2025-09-302025-10-30

CVX CHEVRON CORP NEW11.2K shares0.06%2025-09-302025-10-30

IWM ISHARES TR6.9K shares-7.56%2025-09-302025-10-30

CSCO CISCO SYS INC23.8K shares8.05%2025-09-302025-10-30

AMT AMERICAN TOWER CORP NEW8.3K shares-1.40%2025-09-302025-10-30

EFA ISHARES TR16.9K shares0.00%2025-09-302025-10-30

GE GE AEROSPACE4.9K shares0.00%2025-09-302025-10-30

QQQ INVESCO QQQ TR2.4K shares-3.28%2025-09-302025-10-30

Sponsored

MDY SPDR S&P MIDCAP 400 ETF TR2.4K shares-2.27%2025-09-302025-10-30

AZO AUTOZONE INC333 shares0.00%2025-09-302025-10-30

WFC WELLS FARGO CO NEW16.8K shares65.45%2025-09-302025-10-30

DE DEERE & CO3.0K shares0.00%2025-09-302025-10-30

VEA VANGUARD TAX-MANAGED FDS21.5K shares0.00%2025-09-302025-10-30

NEAR ISHARES U S ETF TR23.4K shares0.00%2025-09-302025-10-30

EEM ISHARES TR20.9K shares0.00%2025-09-302025-10-30

RWR SPDR SERIES TRUST10.9K shares0.00%2025-09-302025-10-30

Sponsored

IBM INTERNATIONAL BUSINESS MACHS3.0K shares0.00%2025-09-302025-10-30

SCHW SCHWAB CHARLES CORP8.8K shares2.48%2025-09-302025-10-30

NEE NEXTERA ENERGY INC10.6K shares0.45%2025-09-302025-10-30

YUMC YUM CHINA HLDGS INC17.9K shares0.23%2025-09-302025-10-30

KMX CARMAX INC17.0K shares-1.45%2025-09-302025-10-30

BP BP PLC21.7K shares0.00%2025-09-302025-10-30

GEV GE VERNOVA INC1.2K shares0.00%2025-09-302025-10-30

SHEL SHELL PLC10.0K shares-12.65%2025-09-302025-10-30

Sponsored

KVUE KENVUE INC43.5K shares0.00%2025-09-302025-10-30

ECL ECOLAB INC2.4K shares-1.42%2025-09-302025-10-30

IWB ISHARES TR1.8K shares0.00%2025-09-302025-10-30

IWR ISHARES TR6.6K shares0.00%2025-09-302025-10-30

VNQI VANGUARD INTL EQUITY INDEX F12.8K shares-7.26%2025-09-302025-10-30

EFV ISHARES TR8.8K shares0.00%2025-09-302025-10-30

CSX CSX CORP16.8K shares0.00%2025-09-302025-10-30

RAL RALLIANT CORP13.2K sharesnew addition2025-09-302025-10-30

Sponsored

ESGU ISHARES TR3.9K shares0.00%2025-09-302025-10-30

OHI OMEGA HEALTHCARE INVS INC13.1K shares-32.53%2025-09-302025-10-30

MCD MCDONALDS CORP1.7K shares0.82%2025-09-302025-10-30

VOO VANGUARD INDEX FDS833 shares40.00%2025-09-302025-10-30

ABM ABM INDS INC10.9K shares147.73%2025-09-302025-10-30

CDNS CADENCE DESIGN SYSTEM INC1.4K shares0.36%2025-09-302025-10-30

BA BOEING CO2.1K sharesnew addition2025-09-302025-10-30

CF CF INDS HLDGS INC5.0K shares0.00%2025-09-302025-10-30

Sponsored

VXUS VANGUARD STAR FDS5.3K shares0.00%2025-09-302025-10-30

IJH ISHARES TR5.9K shares0.00%2025-09-302025-10-30

JEPI J P MORGAN EXCHANGE TRADED F6.6K shares0.00%2025-09-302025-10-30

AMAT APPLIED MATLS INC1.8K shares0.06%2025-09-302025-10-30

TSLA TESLA INC802 shares-0.99%2025-09-302025-10-30

IEUR ISHARES TR5.1K shares0.00%2025-09-302025-10-30

AM ANTERO MIDSTREAM CORP17.4K sharesnew addition2025-09-302025-10-30

ITOT ISHARES TR2.3K shares0.00%2025-09-302025-10-30

Sponsored

MCHI ISHARES TR5.0K shares-15.92%2025-09-302025-10-30

MAR MARRIOTT INTL INC NEW1.2K shares0.00%2025-09-302025-10-30

MA MASTERCARD INCORPORATED539 shares0.00%2025-09-302025-10-30

VB VANGUARD INDEX FDS1.2K shares0.00%2025-09-302025-10-30

OGE OGE ENERGY CORP6.5K shares0.00%2025-09-302025-10-30

MS MORGAN STANLEY1.9K shares0.70%2025-09-302025-10-30

DHI D R HORTON INC1.7K shares0.00%2025-09-302025-10-30

VO VANGUARD INDEX FDS989 shares12.90%2025-09-302025-10-30

Sponsored

EFC ELLINGTON FINANCIAL INC22.1K sharesnew addition2025-09-302025-10-30

TEL TE CONNECTIVITY PLC1.3K shares0.78%2025-09-302025-10-30

BAC BANK AMERICA CORP5.4K shares-10.51%2025-09-302025-10-30

LRCX LAM RESEARCH CORP2.1K sharesnew addition2025-09-302025-10-30

CMCSA COMCAST CORP NEW8.6K shares0.24%2025-09-302025-10-30

VZ VERIZON COMMUNICATIONS INC6.1K shares-15.35%2025-09-302025-10-30

GBTC GRAYSCALE BITCOIN TRUST ETF2.9K shares0.00%2025-09-302025-10-30

LIN LINDE PLC545 shares0.00%2025-09-302025-10-30

Sponsored

PHO INVESCO EXCHANGE TRADED FD T3.6K shares-1.38%2025-09-302025-10-30

ICLN ISHARES TR16.4K shares0.00%2025-09-302025-10-30

SMOG VANECK ETF TRUST2.0K shares0.00%2025-09-302025-10-30

T AT&T INC8.6K sharesnew addition2025-09-302025-10-30

GIS GENERAL MLS INC4.5K shares0.00%2025-09-302025-10-30

COPX GLOBAL X FDS3.7K sharesnew addition2025-09-302025-10-30

CARR CARRIER GLOBAL CORPORATION3.7K shares-4.96%2025-09-302025-10-30

LH LABCORP HOLDINGS INC753 sharesnew addition2025-09-302025-10-30

Sponsored

LMT LOCKHEED MARTIN CORP427 sharesnew addition2025-09-302025-10-30

MRK MERCK & CO INC2.4K sharesnew addition2025-09-302025-10-30

ASAN ASANA INC14.0K shares0.00%2025-09-302025-10-30

NCA NUVEEN CALIFORNIA MUNI VLU F17.0K shares0.00%2025-09-302025-10-30

MYPS PLAYSTUDIOS INC145.1K shares0.00%2025-09-302025-10-30

FATE FATE THERAPEUTICS INC10.0K sharesnew addition2025-09-302025-10-30

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available