Osborne Partners Capital Management, LLC Portfolio Holdings

Osborne Partners Capital Management, LLC

  • $1.72 Billion
  • Q1 2025

Osborne Partners Capital Management, LLC has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.72 Billion distributed in 212 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse All World Ex Us with a value of $126M, Apple Inc. with a value of $66.6M, Vanguard Ftse Emerging Mkts Et with a value of $53.5M, Microsoft Corp with a value of $53.4M, and Vanguard Specialized Funds Van with a value of $37.4M.

Examining the 13F form we can see an increase of $3.92M in the current position value, from $1.71B to 1.72B.

Below you can find more details about Osborne Partners Capital Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.72 Billion
ETFs: $719 Million
Technology: $271 Million
Consumer Cyclical: $156 Million
Healthcare: $116 Million
Financial Services: $102 Million
Industrials: $92.3 Million
Communication Services: $79.7 Million
Consumer Defensive: $70.3 Million
Other: $110 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$142M
$184,000 0.01% of portfolio
145,050
Q3 2023 Reduced 10.0%

Summary

  • Portfolio
  • No. of Stocks 212
  • Current Value $1.72 Billion
  • Prior Value $1.71 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 21, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 72 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 86 stocks
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