Sponsored

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

Currently, OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC holds 197 types of securities in its portfolio with a total value $1.9B. In the most recent quarter, they have increased their positions in SGOV (+237.3K shares, valued at $23.9M), NOW (+87.1K shares, valued at $9.1M), AMZN (+38.7K shares, valued at $8.1M); decreased their positions in LNG (-51.6K shares, valued at $14.7M), UNP (-43.7K shares, valued at $10.6M), RTX (-51.8K shares, valued at $10.0M); initiated new positions in NOW (+87.1K shares, valued at $9.1M), NFLX (+76.0K shares, valued at $7.3M), URI (+8.8K shares, valued at $6.4M).

1M P&L

+45.8M+2.52%

3M P&L

+9.2M+0.50%

HY P&L

+56.4M+3.12%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A831.4M

46.8%

2Software - Infrastructure95.8M

5.4%

3Consumer Electronics71.9M

4.0%

Top Industries by Stock Count

1N/A67 stocks

36.8%

2Software - Application6 stocks

3.3%

3Drug Manufacturers - General5 stocks

2.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VEU VANGUARD INTL EQUITY INDEX F1.8M shares-0.77%2026-03-312026-04-27

AAPL APPLE INC283.1K shares-0.44%2026-03-312026-04-27

VWO VANGUARD INTL EQUITY INDEX F1.2M shares0.46%2026-03-312026-04-27

MSFT MICROSOFT CORP155.9K shares16.13%2026-03-312026-04-27

EWJ ISHARES INC528.0K shares0.16%2026-03-312026-04-27

SGOV ISHARES TR434.6K shares120.32%2026-03-312026-04-27

VNQ VANGUARD INDEX FDS485.5K shares6.85%2026-03-312026-04-27

VGK VANGUARD INTL EQUITY INDEX F489.1K shares0.12%2026-03-312026-04-27

Sponsored

AMZN AMAZON COM INC179.0K shares27.57%2026-03-312026-04-27

DJP BARCLAYS BANK PLC715.8K shares-2.75%2026-03-312026-04-27

ALPHABET INC ALPHABET INC119.7K shares-1.09%2026-03-312026-04-27

NVDA NVIDIA CORPORATION186.8K shares-5.20%2026-03-312026-04-27

JPM JPMORGAN CHASE & CO110.7K shares0.13%2026-03-312026-04-27

SRLN SSGA ACTIVE ETF TR767.8K shares-0.14%2026-03-312026-04-27

RWX SPDR INDEX SHS FDS1.2M shares0.50%2026-03-312026-04-27

ICSH ISHARES TR604.7K shares6.95%2026-03-312026-04-27

Sponsored

ALPHABET INC ALPHABET INC94.2K shares4.39%2026-03-312026-04-27

DAX GLOBAL X FDS618.6K shares1.53%2026-03-312026-04-27

ILF ISHARES TR650.9K shares-2.79%2026-03-312026-04-27

EWN ISHARES INC393.5K shares0.08%2026-03-312026-04-27

PANW PALO ALTO NETWORKS INC140.7K shares30.03%2026-03-312026-04-27

AMD ADVANCED MICRO DEVICES INC107.4K shares-1.25%2026-03-312026-04-27

XBI SPDR SERIES TRUST170.8K shares-5.60%2026-03-312026-04-27

TMO THERMO FISHER SCIENTIFIC INC44.0K shares25.00%2026-03-312026-04-27

Sponsored

MNA NEW YORK LIFE INVESTMENTS ET554.3K shares1.23%2026-03-312026-04-27

TLT ISHARES TR221.7K shares1.44%2026-03-312026-04-27

BWA BORGWARNER INC348.6K shares-4.62%2026-03-312026-04-27

DHR DANAHER CORP DEL99.1K shares1.40%2026-03-312026-04-27

GXC SPDR INDEX SHS FDS195.4K shares1.47%2026-03-312026-04-27

MELI MERCADOLIBRE INC9.9K shares-1.48%2026-03-312026-04-27

XOM EXXON MOBIL CORP101.2K shares-0.33%2026-03-312026-04-27

SPY STATE STR SPDR S&P 500 ETF T25.8K shares2.45%2026-03-312026-04-27

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL34.6K shares-0.70%2026-03-312026-04-27

META META PLATFORMS INC28.7K shares0.81%2026-03-312026-04-27

WMT WALMART INC123.1K shares-8.02%2026-03-312026-04-27

ICVT ISHARES TR149.7K shares-0.65%2026-03-312026-04-27

BABA ALIBABA GROUP HLDG LTD115.9K shares7.50%2026-03-312026-04-27

INCO COLUMBIA ETF TR II263.0K shares14.68%2026-03-312026-04-27

XYZ BLOCK INC239.8K shares4.21%2026-03-312026-04-27

CUK CARNIVAL PLC549.5K shares-1.57%2026-03-312026-04-27

Sponsored

CRM SALESFORCE INC75.8K shares13.71%2026-03-312026-04-27

MMC MARSH & MCLENNAN COS INC80.9K shares2.62%2026-03-312026-04-27

USDU WISDOMTREE TR530.7K shares3.41%2026-03-312026-04-27

V VISA INC46.2K shares3.74%2026-03-312026-04-27

APD AIR PRODUCTS AND CHEMICALS I45.8K shares0.54%2026-03-312026-04-27

MGM MGM RESORTS INTERNATIONAL344.1K shares0.41%2026-03-312026-04-27

AMJB JPMORGAN CHASE FINL CO LLC368.0K shares-0.18%2026-03-312026-04-27

VCSH VANGUARD SCOTTSDALE FDS157.6K shares0.23%2026-03-312026-04-27

Sponsored

SLB SLB LIMITED242.5K shares0.72%2026-03-312026-04-27

KMI KINDER MORGAN INC DEL363.7K shares-0.85%2026-03-312026-04-27

PSX PHILLIPS 6666.3K shares-2.12%2026-03-312026-04-27

DIS DISNEY WALT CO124.9K shares4.44%2026-03-312026-04-27

TTWO TAKE-TWO INTERACTIVE SOFTWAR59.6K shares1.80%2026-03-312026-04-27

RYAAY RYANAIR HOLDINGS PLC201.3K shares-0.26%2026-03-312026-04-27

ABT ABBOTT LABORATORIES112.5K shares4.26%2026-03-312026-04-27

NXPI NXP SEMICONDUCTORS N V58.0K shares1.67%2026-03-312026-04-27

Sponsored

PLNT PLANET FITNESS MASTER ISSUER152.2K shares110.56%2026-03-312026-04-27

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T236.4K shares-1.54%2026-03-312026-04-27

ISHARES GOLD TR ISHARES GOLD TR120.6K shares-31.50%2026-03-312026-04-27

COST COSTCO WHOLESALE CORPORATION10.7K shares-14.25%2026-03-312026-04-27

PG PROCTER & GAMBLE CO70.8K shares-0.16%2026-03-312026-04-27

POOL POOL CORP50.0K shares33.02%2026-03-312026-04-27

ZGN ERMENEGILDO ZEGNA N V942.5K shares34.77%2026-03-312026-04-27

ASML ASML HLDG NV7.4K shares-0.95%2026-03-312026-04-27

Sponsored

CZR CAESARS ENTERTAINMENT INC NE366.6K shares0.60%2026-03-312026-04-27

PEP PEPSICO INC62.0K shares-0.53%2026-03-312026-04-27

LOW LOWES COS INC39.8K shares1.41%2026-03-312026-04-27

ACWX ISHARES TR136.3K shares-1.27%2026-03-312026-04-27

LVS LAS VEGAS SANDS CORP170.4K shares-26.95%2026-03-312026-04-27

NOW SERVICENOW INC87.1K sharesnew addition2026-03-312026-04-27

TCOM TRIP COM GROUP LTD179.7K shares2.21%2026-03-312026-04-27

CVS CVS HEALTH CORP124.5K shares3.87%2026-03-312026-04-27

Sponsored

NKE NIKE INC168.7K shares-0.25%2026-03-312026-04-27

ADP AUTOMATIC DATA PROCESSING IN43.6K shares-14.91%2026-03-312026-04-27

BKNG BOOKING HOLDINGS INC2.0K shares-0.92%2026-03-312026-04-27

CBRE CBRE GROUP INC58.9K shares1.96%2026-03-312026-04-27

AAAU GOLDMAN SACHS PHYSICAL GOLD172.3K shares-38.78%2026-03-312026-04-27

VUG VANGUARD INDEX FDS17.8K shares0.00%2026-03-312026-04-27

TREX TREX INC208.1K shares38.91%2026-03-312026-04-27

VTI VANGUARD INDEX FDS23.2K shares-5.15%2026-03-312026-04-27

Sponsored

VIG VANGUARD SPECIALIZED FUNDS34.4K shares-5.11%2026-03-312026-04-27

NFLX NETFLIX INC.76.0K sharesnew addition2026-03-312026-04-27

VCIT VANGUARD SCOTTSDALE FDS88.3K shares1.38%2026-03-312026-04-27

ESTC ELASTIC N V143.1K shares78.84%2026-03-312026-04-27

UNH UNITEDHEALTH GROUP INC26.0K shares4.02%2026-03-312026-04-27

KEYS KEYSIGHT TECHNOLOGIES INC24.8K shares-41.77%2026-03-312026-04-27

PM PHILIP MORRIS INTL INC40.0K shares-4.86%2026-03-312026-04-27

URI UNITED RENTALS INC8.8K sharesnew addition2026-03-312026-04-27

Sponsored

VTV VANGUARD INDEX FDS32.3K shares-2.33%2026-03-312026-04-27

HD HOME DEPOT INC19.0K shares-0.61%2026-03-312026-04-27

LNG CHENIERE ENERGY INC21.8K shares-70.32%2026-03-312026-04-27

IWF ISHARES TR14.2K shares0.45%2026-03-312026-04-27

SUI SUN CMNTYS INC47.6K shares1.80%2026-03-312026-04-27

ICLR ICON PLC49.8K shares-2.19%2026-03-312026-04-27

BUSE FIRST BUSEY CORP210.2K shares-41.79%2026-03-312026-04-27

WSC WILLSCOT HLDGS CORP300.1K shares-17.40%2026-03-312026-04-27

Sponsored

BSX BOSTON SCIENTIFIC CORP82.5K sharesnew addition2026-03-312026-04-27

FIS FIDELITY NATL INFORMATION SV108.8K shares0.60%2026-03-312026-04-27

PLD PROLOGIS INC.38.4K shares0.01%2026-03-312026-04-27

NUE NUCOR CORP28.2K shares0.00%2026-03-312026-04-27

JNJ JOHNSON & JOHNSON18.5K shares-0.25%2026-03-312026-04-27

AL AIR LEASE CORP68.9K shares-2.15%2026-03-312026-04-27

CAT CATERPILLAR INC6.1K shares-1.60%2026-03-312026-04-27

AMGN AMGEN INC12.1K shares0.00%2026-03-312026-04-27

Sponsored

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC37.3K shares25.84%2026-03-312026-04-27

PDP INVESCO EXCHANGE TRADED FD T34.0K shares-0.32%2026-03-312026-04-27

PWR QUANTA SVCS INC7.4K shares0.00%2026-03-312026-04-27

TRV TRAVELERS COMPANIES INC13.2K shares0.00%2026-03-312026-04-27

UNP UNION PAC CORP15.3K shares-74.06%2026-03-312026-04-27

FCX FREEPORT MCMORAN INC56.4K shares-38.21%2026-03-312026-04-27

LLY ELI LILLY & CO3.5K shares-0.63%2026-03-312026-04-27

PFE PFIZER INC108.6K shares-19.48%2026-03-312026-04-27

Sponsored

AXP AMERICAN EXPRESS CO10.0K shares0.00%2026-03-312026-04-27

YUM YUM BRANDS INC17.9K shares0.00%2026-03-312026-04-27

IWD ISHARES TR12.6K shares-0.22%2026-03-312026-04-27

MDLZ MONDELEZ INTL INC45.0K shares0.00%2026-03-312026-04-27

KO COCA COLA CO33.6K shares-0.24%2026-03-312026-04-27

GSEW GOLDMAN SACHS ETF TR29.9K shares6.99%2026-03-312026-04-27

ABBV ABBVIE INC11.5K shares-1.85%2026-03-312026-04-27

IVV ISHARES TR3.6K shares-15.91%2026-03-312026-04-27

Sponsored

CVX CHEVRON CORPORATION11.2K shares0.00%2026-03-312026-04-27

VUSB VANGUARD BD INDEX FDS39.0K sharesnew addition2026-03-312026-04-27

DVY ISHARES TR12.6K shares-2.71%2026-03-312026-04-27

BROADCOM INC BROADCOM INC6.1K shares8.72%2026-03-312026-04-27

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T9.8K shares-14.48%2026-03-312026-04-27

CSCO CISCO SYS INC23.6K shares-0.36%2026-03-312026-04-27

DE DEERE & CO3.0K shares-0.07%2026-03-312026-04-27

EFA ISHARES TR17.0K shares0.25%2026-03-312026-04-27

Sponsored

INVESCO QQQ TR INVESCO QQQ TR2.7K shares13.38%2026-03-312026-04-27

VEA VANGUARD TAX-MANAGED FDS24.2K shares12.48%2026-03-312026-04-27

IWM ISHARES TR5.9K shares-0.71%2026-03-312026-04-27

GE AEROSPACE GE AEROSPACE4.9K shares0.00%2026-03-312026-04-27

WFC WELLS FARGO & CO16.7K shares0.16%2026-03-312026-04-27

NEAR ISHARES U S ETF TR24.4K shares0.00%2026-03-312026-04-27

EEM ISHARES TR20.9K shares0.00%2026-03-312026-04-27

MDY STATE STR SPDR S&P MIDCAP 401.8K shares-9.39%2026-03-312026-04-27

Sponsored

ORCL ORACLE CORP7.5K shares-9.60%2026-03-312026-04-27

RWR SPDR SERIES TRUST10.8K shares-1.01%2026-03-312026-04-27

AZO AUTOZONE INC303 shares0.00%2026-03-312026-04-27

NEE NEXTERA ENERGY INC10.6K shares-0.41%2026-03-312026-04-27

VMC VULCAN MATLS CO3.6K shares-90.72%2026-03-312026-04-27

GEV GE VERNOVA INC1.1K shares0.00%2026-03-312026-04-27

IDEV ISHARES TR9.6K sharesnew addition2026-03-312026-04-27

LAM RESEARCH CORP LAM RESEARCH CORP3.8K shares-8.53%2026-03-312026-04-27

Sponsored

IBM INTERNATIONAL BUSINESS MACHS2.8K shares-2.25%2026-03-312026-04-27

CSX CSX CORP16.6K shares0.00%2026-03-312026-04-27

VANGUARD INDEX FDS VANGUARD INDEX FDS1.1K shares60.34%2026-03-312026-04-27

SCHW SCHWAB CHARLES CORP7.0K shares0.72%2026-03-312026-04-27

CF CF INDUSTRIES HOLD5.0K shares0.00%2026-03-312026-04-27

IWR ISHARES TR6.6K shares0.00%2026-03-312026-04-27

AMAT APPLIED MATLS INC1.8K shares0.91%2026-03-312026-04-27

VNQI VANGUARD INTL EQUITY INDEX F13.4K shares0.15%2026-03-312026-04-27

Sponsored

ESGU ISHARES TR4.1K shares1.22%2026-03-312026-04-27

IWB ISHARES TR1.5K shares-13.11%2026-03-312026-04-27

EFV ISHARES TR7.0K shares0.00%2026-03-312026-04-27

VO VANGUARD INDEX FDS1.7K shares98.29%2026-03-312026-04-27

VONE VANGUARD SCOTTSDALE FDS1.5K sharesnew addition2026-03-312026-04-27

RTX RTX CORPORATION2.3K shares-95.73%2026-03-312026-04-27

IJH ISHARES TR6.4K shares-9.98%2026-03-312026-04-27

SHEL SHELL PLC4.6K shares-23.28%2026-03-312026-04-27

Sponsored

BA BOEING CO2.1K shares0.00%2026-03-312026-04-27

ABM ABM INDS INC10.9K shares0.00%2026-03-312026-04-27

JEPI J P MORGAN EXCHANGE TRADED F6.6K shares0.00%2026-03-312026-04-27

IEUR ISHARES TR5.1K shares0.00%2026-03-312026-04-27

MCD MCDONALDS CORP1.1K shares-0.63%2026-03-312026-04-27

VXUS VANGUARD STAR FDS4.3K shares-16.60%2026-03-312026-04-27

IJR ISHARES TR2.6K sharesnew addition2026-03-312026-04-27

ITOT ISHARES TR2.3K shares0.00%2026-03-312026-04-27

Sponsored

VB VANGUARD INDEX FDS1.2K shares0.00%2026-03-312026-04-27

OGE OGE ENERGY CORP6.5K shares0.00%2026-03-312026-04-27

MS MORGAN STANLEY1.9K shares0.00%2026-03-312026-04-27

CDNS CADENCE DESIGN SYSTEM INC1.1K shares-24.21%2026-03-312026-04-27

BAC BANK AMERICA CORP6.0K shares4.78%2026-03-312026-04-27

MERCK & CO INC MERCK & CO INC2.4K shares0.00%2026-03-312026-04-27

ICLN ISHARES TR15.4K shares-6.16%2026-03-312026-04-27

MCHI ISHARES TR5.0K shares0.50%2026-03-312026-04-27

Sponsored

PHO INVESCO EXCHANGE TRADED FD T4.1K shares13.98%2026-03-312026-04-27

SMOG VANECK ETF TRUST2.0K shares0.00%2026-03-312026-04-27

MA MASTERCARD INCORPORATED539 shares-0.37%2026-03-312026-04-27

MU MICRON TECHNOLOGY INC775 shares-57.18%2026-03-312026-04-27

LINDE PLC LINDE PLC509 shares0.00%2026-03-312026-04-27

TE CONNECTIVITY PLC TE CONNECTIVITY PLC1.2K shares0.00%2026-03-312026-04-27

CMCSA COMCAST CORP NEW8.6K shares-1.26%2026-03-312026-04-27

IEMG ISHARES INC3.5K sharesnew addition2026-03-312026-04-27

Sponsored

DHI D R HORTON INC1.7K shares0.00%2026-03-312026-04-27

TSLA TESLA INC644 shares-6.94%2026-03-312026-04-27

ECL ECOLAB INC878 shares-63.84%2026-03-312026-04-27

LMT LOCKHEED MARTIN CORP375 shares-11.56%2026-03-312026-04-27

AMT AMERICAN TOWER CORP1.3K shares0.00%2026-03-312026-04-27

INTC INTEL CORP5.0K shares-9.07%2026-03-312026-04-27

VIOG VANGUARD ADMIRAL FDS INC1.8K shares0.00%2026-03-312026-04-27

FDX FEDEX CORP607 shares-12.79%2026-03-312026-04-27

Sponsored

VZ VERIZON COMMUNICATIONS INC4.3K sharesnew addition2026-03-312026-04-27

BKLN INVESCO EXCH TRADED FD TR II10.3K shares0.00%2026-03-312026-04-27

LH LABCORP HOLDINGS INC768 sharesnew addition2026-03-312026-04-27

NCA NUVEEN CALIFORNIA MUNI VLU F17.0K shares0.00%2026-03-312026-04-27

ASAN ASANA INC12.2K shares0.00%2026-03-312026-04-27

VEU

VANGUARD INTL EQUITY INDEX F

-0.77%

Shares1.8M

Event2026-03-31

Filed2026-04-27

AAPL

APPLE INC

-0.44%

Shares283.1K

Event2026-03-31

Filed2026-04-27

VWO

VANGUARD INTL EQUITY INDEX F

0.46%

Shares1.2M

Event2026-03-31

Filed2026-04-27

MSFT

MICROSOFT CORP

16.13%

Shares155.9K

Event2026-03-31

Filed2026-04-27

EWJ

ISHARES INC

0.16%

Shares528.0K

Event2026-03-31

Filed2026-04-27

SGOV

ISHARES TR

120.32%

Shares434.6K

Event2026-03-31

Filed2026-04-27

VNQ

VANGUARD INDEX FDS

6.85%

Shares485.5K

Event2026-03-31

Filed2026-04-27

VGK

VANGUARD INTL EQUITY INDEX F

0.12%

Shares489.1K

Event2026-03-31

Filed2026-04-27

AMZN

AMAZON COM INC

27.57%

Shares179.0K

Event2026-03-31

Filed2026-04-27

DJP

BARCLAYS BANK PLC

-2.75%

Shares715.8K

Event2026-03-31

Filed2026-04-27

ALPHABET INC

-1.09%

Shares119.7K

Event2026-03-31

Filed2026-04-27

NVDA

NVIDIA CORPORATION

-5.20%

Shares186.8K

Event2026-03-31

Filed2026-04-27

JPM

JPMORGAN CHASE & CO

0.13%

Shares110.7K

Event2026-03-31

Filed2026-04-27

SRLN

SSGA ACTIVE ETF TR

-0.14%

Shares767.8K

Event2026-03-31

Filed2026-04-27

RWX

SPDR INDEX SHS FDS

0.50%

Shares1.2M

Event2026-03-31

Filed2026-04-27

ICSH

ISHARES TR

6.95%

Shares604.7K

Event2026-03-31

Filed2026-04-27

ALPHABET INC

4.39%

Shares94.2K

Event2026-03-31

Filed2026-04-27

DAX

GLOBAL X FDS

1.53%

Shares618.6K

Event2026-03-31

Filed2026-04-27

ILF

ISHARES TR

-2.79%

Shares650.9K

Event2026-03-31

Filed2026-04-27

EWN

ISHARES INC

0.08%

Shares393.5K

Event2026-03-31

Filed2026-04-27

PANW

PALO ALTO NETWORKS INC

30.03%

Shares140.7K

Event2026-03-31

Filed2026-04-27

AMD

ADVANCED MICRO DEVICES INC

-1.25%

Shares107.4K

Event2026-03-31

Filed2026-04-27

XBI

SPDR SERIES TRUST

-5.60%

Shares170.8K

Event2026-03-31

Filed2026-04-27

TMO

THERMO FISHER SCIENTIFIC INC

25.00%

Shares44.0K

Event2026-03-31

Filed2026-04-27

MNA

NEW YORK LIFE INVESTMENTS ET

1.23%

Shares554.3K

Event2026-03-31

Filed2026-04-27

TLT

ISHARES TR

1.44%

Shares221.7K

Event2026-03-31

Filed2026-04-27

BWA

BORGWARNER INC

-4.62%

Shares348.6K

Event2026-03-31

Filed2026-04-27

DHR

DANAHER CORP DEL

1.40%

Shares99.1K

Event2026-03-31

Filed2026-04-27

GXC

SPDR INDEX SHS FDS

1.47%

Shares195.4K

Event2026-03-31

Filed2026-04-27

MELI

MERCADOLIBRE INC

-1.48%

Shares9.9K

Event2026-03-31

Filed2026-04-27

XOM

EXXON MOBIL CORP

-0.33%

Shares101.2K

Event2026-03-31

Filed2026-04-27

SPY

STATE STR SPDR S&P 500 ETF T

2.45%

Shares25.8K

Event2026-03-31

Filed2026-04-27

BERKSHIRE HATHAWAY INC DEL

-0.70%

Shares34.6K

Event2026-03-31

Filed2026-04-27