Osborne Partners Capital Management, LLC Sells in Q1 2025

Osborne Partners Capital Management, LLC

  • $1.72 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-4.5K
- 3.06%
$375.39 - $447.2 $1.69M - $2.01M
142K $53.4M
SPY
Spdr S&P 500 ETF Trust

ETFs
-10.3K
- 28.08%
$551.42 - $612.93 $5.69M - $6.33M
26.4K $14.8M
NVDA
Nvidia Corp

Technology
-6.42K
- 2.81%
$106.98 - $149.43 $686K - $959K
222K $24M
GOOG
Alphabet Inc.

Communication Services
-4.02K
- 2.69%
$156.06 - $207.71 $627K - $835K
145K $22.7M
GOOGL
Alphabet Inc.

Communication Services
-275
- 0.24%
$154.33 - $206.19 $42.4K - $56.7K
116K $18M
DHR
Danaher Corp

Healthcare
-352
- 0.37%
$201.62 - $250.59 $71K - $88.2K
93.5K $19.2M
DIS
Walt Disney CO

Communication Services
-1.22K
- 0.95%
$96.87 - $114.0 $118K - $139K
128K $12.6M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-106
- 4.21%
$4295.4 - $5141.88 $455K - $545K
2.41K $11.1M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-17.4K
- 10.02%
$77.7 - $78.94 $1.35M - $1.37M
156K $12.3M
BUSE
First Busey Corp

Financial Services
-20K
- 5.17%
$21.26 - $25.35 $425K - $507K
367K $7.93M
LOW
Lowes Companies Inc

Consumer Cyclical
-2.05K
- 4.95%
$222.66 - $268.42 $457K - $551K
39.4K $9.2M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-476
- 1.63%
$497.6 - $606.74 $237K - $289K
28.8K $14.3M
VUG
Vanguard Growth ETF

ETFs
-256
- 1.38%
$369.1 - $427.61 $94.5K - $109K
18.3K $6.78M
JPM
Jpmorgan Chase & CO

Financial Services
-6.17K
- 4.94%
$225.19 - $279.95 $1.39M - $1.73M
119K $29.1M
ESTC
Elastic N.V.

Technology
-211
- 0.27%
$89.1 - $117.76 $18.8K - $24.8K
78.1K $6.96M
TCOM
Trip.Com Group LTD

Consumer Cyclical
-918
- 0.63%
$56.68 - $73.5 $52K - $67.5K
145K $9.22M
PLNT
Planet Fitness, Inc.

Consumer Cyclical
-4.21K
- 2.85%
$90.12 - $109.07 $379K - $459K
144K $13.9M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-156
- 1.08%
$360.07 - $417.26 $56.2K - $65.1K
14.3K $5.17M
PWR
Quanta Services, Inc.

Industrials
-50
- 0.52%
$236.71 - $358.03 $11.8K - $17.9K
9.49K $2.41M
META
Meta Platforms, Inc.

Communication Services
-264
- 0.8%
$576.36 - $736.67 $152K - $194K
32.9K $19M
VNQI
Vanguard Global Ex U.S. Real

ETFs
-12.3K
- 40.8%
$38.22 - $41.19 $471K - $507K
17.9K $723K
VIG
Vanguard Dividend Appreciation

ETFs
-2.56K
- 5.8%
N/A
41.6K $7.58M
VTI
Vanguard Total Stock Market Et

ETFs
-362
- 1.67%
$271.18 - $303.12 $98.2K - $110K
21.3K $5.87M
PDP
Invesco Exchange Traded Fd Tr

ETFs
-530
- 1.44%
$96.95 - $116.13 $51.4K - $61.5K
36.4K $3.64M
ORCL
Oracle Corp

Technology
-125
- 1.3%
$139.81 - $186.47 $17.5K - $23.3K
9.5K $1.33M
PEP
Pepsico Inc

Consumer Defensive
-753
- 1.13%
$142.64 - $156.42 $107K - $118K
65.9K $9.87M
PHO
Invesco Exchange Traded Fd Tr

ETFs
-3.5K
- 49.07%
$63.77 - $68.75 $223K - $240K
3.63K $234K
AXP
American Express CO

Financial Services
-30
- 0.38%
$255.39 - $325.87 $7.66K - $9.78K
7.81K $2.1M
IWM
Ishares Russell 2000 ETF

ETFs
-275
- 3.53%
$198.1 - $229.79 $54.5K - $63.2K
7.52K $1.5M
IVV
Ishares Core S&P 500 ETF

ETFs
-220
- 7.04%
$554.06 - $615.85 $122K - $135K
2.91K $1.63M
PG
Procter & Gamble CO

Consumer Defensive
-2.43K
- 3.19%
$158.56 - $176.26 $385K - $427K
73.7K $12.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-113
- 4.11%
$468.34 - $539.52 $52.9K - $61K
2.64K $1.24M
RWR
Spdr Dow Jones Reit ETF

ETFs
-1.66K
- 13.2%
$95.15 - $104.06 $157K - $172K
10.9K $1.08M
CBRE
Cbre Group, Inc.

Real Estate
-950
- 1.53%
$121.79 - $147.13 $116K - $140K
61K $7.97M
IBM
International Business Machines Corp

Technology
-1.1K
- 24.2%
$217.4 - $264.74 $239K - $291K
3.45K $856K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-67
- 2.42%
$522.96 - $601.18 $35K - $40.3K
2.7K $1.44M
VZ
Verizon Communications Inc

Communication Services
-3.99K
- 32.29%
$37.81 - $46.49 $151K - $185K
8.36K $379K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-505
- 30.89%
$196.12 - $229.48 $99K - $116K
1.13K $228K
INTC
Intel Corp

Technology
-5.85K
- 37.59%
$19.1 - $27.39 $112K - $160K
9.71K $220K
SPGI
S&P Global Inc.

Financial Services
-172
- 23.72%
$478.26 - $543.77 $82.3K - $93.5K
553 $280K
VTV
Vanguard Value ETF

ETFs
-1.13K
- 3.29%
$167.73 - $179.21 $189K - $202K
33.1K $5.72M
CF
Cf Industries Holdings, Inc.

Basic Materials
-400
- 7.16%
$75.03 - $97.25 $30K - $38.9K
5.18K $405K
DJP
Barclays Bank PLC

ETFs
-2.1K
- 0.28%
N/A
753K $24.3M
CARR
Carrier Global Corp

Industrials
-545
- 12.24%
$62.07 - $70.55 $33.8K - $38.4K
3.91K $247K
SMOG
Vaneck ETF Tr Low Carbon Energ

ETFs
-545
- 19.81%
$96.06 - $104.96 $52.4K - $57.2K
2.21K $223K
CNC
Centene Corp

Healthcare
-1.06K
- 0.48%
$55.93 - $65.89 $59.1K - $69.6K
220K $13.4M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-50
- 1.29%
$120.24 - $134.3 $6.01K - $6.72K
3.83K $467K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-950
- 0.36%
$39.4 - $42.61 $37.4K - $40.5K
262K $10.6M
XLV
Select Sector Spdr Fund Health

ETFs
-200
- 11.61%
$137.61 - $149.68 $27.5K - $29.9K
1.52K $222K
Activity Summary
Buys All Purchases 78 New Holdings 6 Increased Positions 72 Sells All Sells 86 Reductions 86 Sold out 0 Options Calls 0 Puts 0
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