OSBORNE PARTNERS CAPITAL MANAGEMENT
RIA/Wealth
OSBORNE PARTNERS CAPITAL MANAGEMENT is a RIA/Wealth based in San Francisco, CA led by Justin Wellington Mcnichols, reporting $2.4B in AUM as of Q3 2025 with 39% ETF concentration.
CIOJustin Wellington Mcnichols
- Portfolio Value
- $2.0B
- Positions
- 206
- Top Holding
- VEU at 6.92%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in OSBORNE PARTNERS CAPITAL MANAGEMENT's portfolio (29.6% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $136.3M | 6.92% | -$1.2M Sold | — 1.9M shares | |
Consumer Electronics Technology | $74.9M | 3.80% | -$259.5K Sold | 0.00% 294.2K shares | |
Software - Infrastructure Technology | $71.2M | 3.62% | -$445.4K Sold | 0.00% 137.5K shares | |
ETF ETF | $66.1M | 3.36% | +$349.9K Bought | — 1.2M shares | |
ETF ETF | $43.1M | 2.19% | +$265.8K Bought | — 537.2K shares | |
ETF ETF | $41.5M | 2.11% | +$2.0M Bought | — 454.3K shares | |
ETF ETF | $39.9M | 2.03% | +$230.9K Bought | — 500.1K shares | |
Semiconductors Technology | $39.7M | 2.02% | -$348.9K Sold | 0.00% 212.8K shares | |
Banks - Diversified Financial Services | $35.7M | 1.81% | -$210.7K Sold | 0.00% 113.1K shares | |
Internet Content & Information Communication Services | $34.0M | 1.73% | -$1.4M Sold | 0.00% 139.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in OSBORNE PARTNERS CAPITAL MANAGEMENT's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
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Decreased Positions
| Position | Shares Δ |
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Analytics
Portfolio insights and performance metrics for OSBORNE PARTNERS CAPITAL MANAGEMENT
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