OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationsan francisco, CA
- CIK0001005607
- Alternate namesOSBORNE PARTNERS CAPITAL MANAGEMENT
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
---|---|---|---|---|---|---|---|
212 | $1.73 B | VEU, AAPL, VWO, MSFT | 13F-HR | Apr 21, 2025 | 000100560725000005 | ||
218 | $1.73 B | VEU, AAPL, MSFT, VWO | 13F-HR | Jan 24, 2025 | 000100560725000002 | ||
221 | $1.76 B | VEU, AAPL, MSFT, VWO | 13F-HR | Oct 23, 2024 | 000100560724000014 | ||
218 | $1.67 B | VEU, MSFT, AAPL, VWO | 13F-HR | Jul 22, 2024 | 000100560724000007 | ||
201 | $1.62 B | VEU, MSFT, AAPL, VWO | 13F-HR | Apr 25, 2024 | 000100560724000005 | ||
208 | $1.53 B | VEU, AAPL, MSFT, VWO | 13F-HR | Jan 22, 2024 | 000100560724000002 | ||
195 | $1.35 B | VEU, AAPL, VWO, MSFT | 13F-HR | Oct 26, 2023 | 000100560723000010 | ||
205 | $1.39 B | VEU, AAPL, MSFT, VWO | 13F-HR | Jul 20, 2023 | 000100560723000008 | ||
209 | $1.36 B | VEU, AAPL, VWO, MSFT | 13F-HR | Apr 24, 2023 | 000100560723000006 | ||
204 | $1.27 B | VEU, AAPL, VWO, MSFT | 13F-HR | Jan 24, 2023 | 000100560723000002 | ||
200 | $1.20 B | VEU, AAPL, VWO, MSFT | 13F-HR | Oct 27, 2022 | 000100560722000009 | ||
203 | $1.31 B | VEU, MSFT, AAPL, VWO | 13F-HR | Aug 1, 2022 | 000100560722000007 | ||
206 | $1.36 B | VEU, VWO, AAPL, VNQ | 13F-HR | May 5, 2022 | 000100560722000005 | ||
216 | $1.37 B | VEU, AAPL, VWO, VNQ | 13F-HR | Jan 31, 2022 | 000100560722000003 | ||
195 | $1.25 B | VEU, VWO, AAPL, VNQ | 13F-HR | Oct 25, 2021 | 000100560721000011 | ||
200 | $1.21 B | VEU, VWO, AAPL, VNQ | 13F-HR | Aug 9, 2021 | 000100560721000007 | ||
192 | $1.10 B | VEU, VWO, AAPL, VNQ | RESTATEMENT | Aug 9, 2021 | 000100560721000009 | ||
183 | $818.03 M | SPY, AAPL, MSFT, DHR | 13F-HR | Feb 1, 2021 | 000100560721000003 | ||
155 | $496.92 M | AAPL, MSFT, THERMO FISHER SCIENTIFIC INC, JPM | 13F-HR | Oct 28, 2020 | 000100560720000009 | ||
150 | $467.22 M | AAPL, MSFT, JPM, DHR | 13F-HR | Jul 23, 2020 | 000100560720000007 | ||
145 | $384.04 M | AAPL, MSFT, JPM, DHR | 13F-HR | Apr 29, 2020 | 000100560720000005 | ||
154 | $493.95 M | AAPL, JPM, MSFT, PRF | 13F-HR | Jan 27, 2020 | 000100560720000002 | ||
162 | $497.92 M | MSFT, AAPL, JPM, DHR | 13F-HR | Oct 25, 2019 | 000100560719000009 | ||
165 | $522.65 M | MSFT, AAPL, JPM, PRF | 13F-HR | Jul 18, 2019 | 000100560719000007 | ||
163 | $512.07 M | MSFT, JPM, AAPL, PRF | 13F-HR | Apr 24, 2019 | 000100560719000005 | ||
178 | $668.51 M | MSFT, SPY, JPM, DHR | 13F-HR | Jan 28, 2019 | 000100560719000002 | ||
185 | $782.33 M | MSFT, SPY, AAPL, JPM | 13F-HR | Oct 26, 2018 | 000100560718000010 | ||
182 | $733.89 M | SPY, MSFT, AAPL, JPM | 13F-HR | Jul 19, 2018 | 000100560718000008 | ||
181 | $726.21 M | SPY, MSFT, JPM, AAPL | 13F-HR | Apr 19, 2018 | 000100560718000006 | ||
192 | $754.92 M | SPY, MSFT, JPM, AAPL | 13F-HR | Jan 25, 2018 | 000100560718000002 | ||
187 | $730.39 M | SPY, MSFT, JPM, AAPL | 13F-HR | Oct 19, 2017 | 000100560717000009 | ||
181 | $702.95 M | SPY, MSFT, JPM, WFC | 13F-HR | Jul 24, 2017 | 000100560717000007 | ||
177 | $698.37 M | SPY, MSFT, AAPL, JPM | 13F-HR | Apr 24, 2017 | 000100560717000005 | ||
175 | $683.40 M | SPY, MSFT, JPM, WFC | 13F-HR | Jan 26, 2017 | 000100560717000002 | ||
174 | $667.96 M | SPY, WFC, MSFT, AAPL | 13F-HR | Nov 2, 2016 | 000100560716000020 | ||
171 | $670.65 M | SPY, WFC, XOM, DHR | 13F-HR | Jul 19, 2016 | 000100560716000017 | ||
171 | $681.61 M | SPY, WFC, MSFT, XOM | 13F-HR | Apr 14, 2016 | 000100560716000015 | ||
174 | $687.53 M | WFC, SPY, MSFT, DHR | 13F-HR | Jan 20, 2016 | 000100560716000011 | ||
174 | $680.45 M | WFC, SPY, PG, DIS | 13F-HR | Oct 16, 2015 | 000100560715000009 | ||
179 | $747.03 M | WFC, SPY, PG, DIS | 13F-HR | Jul 21, 2015 | 000100560715000007 | ||
179 | $760.96 M | WFC, SPY, PG, AAPL | 13F-HR | Apr 28, 2015 | 000100560715000005 | ||
185 | $826.82 M | WFC, PG, SPY, XOM | 13F-HR | Jan 20, 2015 | 000100560715000002 | ||
177 | $774.10 M | WFC, PG, SPY, XOM | 13F-HR | Oct 22, 2014 | 000100560714000011 | ||
176 | $777.14 M | WFC, SPY, PG, XOM | 13F-HR | Jul 16, 2014 | 000100560714000008 | ||
182 | $763.60 M | WFC, PG, SPY, XOM | 13F-HR | Apr 18, 2014 | 000100560714000005 | ||
181 | $767.00 M | WFC, PG, SPY, XOM | 13F-HR | Jan 29, 2014 | 000100560714000002 |