Osborne Partners Capital Management, LLC Incresed Positions in Q4 2025

Osborne Partners Capital Management, LLC

  • $1.9 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
NKE
Nike, Inc.

Consumer Cyclical
84.6K
+ 100.09%
$60.8 - $74.57 $5.14M - $6.31M
169K $10.6M
TMO
Thermo Fisher Scientific Inc.

Healthcare
2.57K
+ 7.87%
$524.58 - $588.02 $1.35M - $1.51M
35.2K $19.9M
TCOM
Trip.Com Group LTD

Consumer Cyclical
31.6K
+ 21.93%
$69.81 - $75.18 $2.21M - $2.38M
176K $12.7M
MELI
Mercadolibre Inc

Consumer Cyclical
1.92K
+ 23.46%
$2024.98 - $2360.76 $3.88M - $4.53M
10.1K $20.7M
ICSH
Blackrock Ultra Short Term Bon

ETFs
30.5K
+ 5.71%
$50.56 - $50.76 $1.54M - $1.55M
565K $28.6M
SQ
Block, Inc.

Technology
22.9K
+ 11.03%
N/A
230K $13.2M
IVV
Ishares Core S&P 500 ETF

ETFs
1.35K
+ 47.11%
$656.2 - $690.71 $888K - $935K
4.23K $2.85M
LLY
Eli Lilly & CO

Healthcare
5
+ 0.14%
$799.57 - $1025.28 $4K - $5.13K
3.48K $3.55M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
8.28K
+ 4.38%
$100.37 - $100.72 $831K - $834K
197K $19.8M
XOM
Exxon Mobil Corp

Energy
179
+ 0.18%
$110.64 - $119.78 $19.8K - $21.4K
102K $12M
USDU
Wisdomtree Bloomberg U.S. Doll

ETFs
938
+ 0.18%
$26.37 - $27.09 $24.7K - $25.4K
513K $13.8M
IWD
Ishares Russell 1000 Val ETF

ETFs
708
+ 5.95%
$199.44 - $208.01 $141K - $147K
12.6K $2.58M
IWF
Ishares Russell 1000 Gr ETF

ETFs
197
+ 1.41%
$459.47 - $491.71 $90.5K - $96.9K
14.1K $6.66M
NEE
Nextera Energy Inc

Utilities
44
+ 0.41%
$78.18 - $86.03 $3.44K - $3.79K
10.7K $913K
CRM
Salesforce, Inc.

Technology
461
+ 0.7%
$235.69 - $263.41 $109K - $121K
66.6K $15.8M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.17K
+ 19.9%
$63.25 - $66.24 $74.1K - $77.6K
7.06K $453K
DE
Deere & CO

Industrials
2
+ 0.07%
$439.11 - $480.78 $878 - $962
3.05K $1.45M
VTI
Vanguard Total Stock Market Et

ETFs
38
+ 0.16%
$321.8 - $337.95 $12.2K - $12.8K
24.5K $8.07M
NEAR
Blackrock Short Maturity Bond

ETFs
1K
+ 4.27%
$51.08 - $51.37 $51.1K - $51.4K
24.4K $1.25M
EFA
Ishares Tr Msci Eafe ETF

ETFs
104
+ 0.62%
$92.24 - $96.56 $9.59K - $10K
17K $1.62M
COPX
Global X Copper Miners ETF

ETFs
507
+ 13.56%
$57.93 - $64.14 $29.4K - $32.5K
4.25K $259K
COST
Costco Wholesale Corp

Consumer Defensive
213
+ 1.74%
$910.94 - $954.99 $194K - $203K
12.4K $11.3M
VNQI
Vanguard Global Ex U.S. Real

ETFs
600
+ 4.7%
$46.68 - $48.34 $28K - $29K
13.4K $636K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
135
+ 3.42%
$142.82 - $150.36 $19.3K - $20.3K
4.08K $599K
BAC
Bank Of America Corp

Financial Services
273
+ 5.04%
$48.65 - $54.11 $13.3K - $14.8K
5.69K $292K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
613
+ 0.39%
$79.55 - $80.13 $48.8K - $49.1K
157K $12.5M
Lam Research Corp
2.05K
+ 99.95%
N/A
4.1K $0
RWR
Spdr Dow Jones Reit ETF

ETFs
37
+ 0.34%
$96.69 - $102.14 $3.58K - $3.78K
10.9K $1.09M
MA
Mastercard Inc

Financial Services
2
+ 0.37%
$536.85 - $580.45 $1.07K - $1.16K
541 $290K
CMCSA
Comcast Corp

Communication Services
32
+ 0.37%
$26.98 - $31.09 $863 - $995
8.66K $235K
TLT
Ishares Barclays 20+ Year Trea

ETFs
287
+ 0.13%
$88.67 - $92.06 $25.4K - $26.4K
219K $19.4M
MNA
Iq Merger Arbitrage ETF

ETFs
280
+ 0.05%
$35.65 - $35.98 $9.98K - $10.1K
548K $19.5M
PM
Philip Morris International Inc.

Consumer Defensive
32
+ 0.08%
$144.33 - $160.86 $4.62K - $5.15K
42K $6.42M
VNQ
Vanguard Specialized Funds Van

ETFs
19
+ 0.0%
$88.13 - $92.69 $1.67K - $1.76K
454K $40.7M
GPN
Global Payments Inc

Industrials
871
+ 0.85%
$74.11 - $88.53 $64.5K - $77.1K
104K $7.68M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.45K
+ 1.88%
$176.58 - $207.02 $257K - $301K
78.8K $14.3M
LNG
Cheniere Energy, Inc.

Energy
292
+ 0.4%
$205.63 - $235.74 $60K - $68.8K
73.4K $15.8M
POOL
Pool Corp

Industrials
1.24K
+ 3.42%
$242.32 - $312.05 $301K - $388K
37.6K $9.12M
Activity Summary
Buys All Purchases 47 New Holdings 8 Increased Positions 39 Sells All Sells 120 Reductions 120 Sold out 0 Options Calls 0 Puts 0
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