OSBORNE PARTNERS CAPITAL MANAGEMENT Portfolio Holdings
Q3 2025•206 long positions•$2.0B portfolio value
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Holding216 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $136.3M 6.92% | -$1.2M Sold | — 1.9M shares | 1.9M → 1.9M −$1.2M | -0.89% | — — | Q1 2021 Held for 4y 8m | |
Consumer Electronics Technology | $74.9M 3.8% | -$259.5K Sold | 0.002% 294.2K shares | 295.2K → 294.2K −$259.5K | -0.35% | $3.78T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Software - Infrastructure Technology | $71.2M 3.62% | -$445.4K Sold | 0.002% 137.5K shares | 138.4K → 137.5K −$445.4K | -0.62% | $3.85T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $66.1M 3.36% | +$349.9K Bought | — 1.2M shares | 1.2M → 1.2M +$349.9K | +0.53% | — — | Q1 2021 Held for 4y 8m | |
ETF ETF | $43.1M 2.19% | +$265.8K Bought | — 537.2K shares | 533.8K → 537.2K +$265.8K | +0.62% | — — | Q1 2021 Held for 4y 8m | |
ETF ETF | $41.5M 2.11% | +$2.0M Bought | — 454.3K shares | 432.6K → 454.3K +$2.0M | +5.01% | — — | Q1 2021 Held for 4y 8m | |
ETF ETF | $39.9M 2.03% | +$230.9K Bought | — 500.1K shares | 497.2K → 500.1K +$230.9K | +0.58% | — — | Q1 2021 Held for 4y 8m | |
Semiconductors Technology | $39.7M 2.02% | -$348.9K Sold | 0.001% 212.8K shares | 214.6K → 212.8K −$348.9K | -0.87% | $4.54T Mega Cap | Q1 2023 Held for 2y 8m | |
Banks - Diversified Financial Services | $35.7M 1.81% | -$210.7K Sold | 0.004% 113.1K shares | 113.7K → 113.1K −$210.7K | -0.59% | $867.35B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Internet Content & Information Communication Services | $34.0M 1.73% | -$1.4M Sold | 0.001% 139.5K shares | 145.2K → 139.5K −$1.4M | -3.91% | $2.95T Mega Cap | Q2 2014 Held for 11y 5m | |
ETF ETF | $32.5M 1.65% | -$131.5K Sold | — 1.2M shares | 1.2M → 1.2M −$131.5K | -0.4% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $32.0M 1.63% | +$1.3M Bought | — 770.6K shares | 739.0K → 770.6K +$1.3M | +4.28% | — — | Q1 2021 Held for 4y 8m | |
Specialty Retail Consumer Cyclical | $30.9M 1.57% | +$11.3M Bought | 0.001% 140.9K shares | 89.5K → 140.9K +$11.3M | +57.38% | $2.34T Mega Cap | Q2 2017 Held for 8y 5m | |
Internet Content & Information Communication Services | $28.8M 1.46% | -$119.4K Sold | 0.001% 118.5K shares | 119.0K → 118.5K −$119.4K | -0.41% | $2.95T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $27.9M 1.42% | -$206.3K Sold | — 622.9K shares | 627.5K → 622.9K −$206.3K | -0.73% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $27.1M 1.38% | -$1.3M Sold | — 534.9K shares | 561.3K → 534.9K −$1.3M | -4.7% | — — | Q1 2021 Held for 4y 8m | |
Unknown Unknown | $26.7M 1.36% | +$349.8K Bought | — 753.1K shares | 743.2K → 753.1K +$349.8K | +1.33% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $23.4M 1.19% | +$195.3K Bought | — 404.1K shares | 400.7K → 404.1K +$195.3K | +0.84% | — — | Q1 2021 Held for 4y 8m | |
Software - Infrastructure Technology | $22.3M 1.13% | -$76.2K Sold | 0.016% 109.6K shares | 110.0K → 109.6K −$76.2K | -0.34% | $137.82B Large Cap | Q4 2018 Held for 6y 11m | |
Internet Content & Information Communication Services | $21.5M 1.09% | -$1.2M Sold | 0.001% 29.3K shares | 30.9K → 29.3K −$1.2M | -5.15% | $1.84T Mega Cap | Q1 2015 Held for 10y 8m | |
ETF ETF | $20.6M 1.05% | +$516.8K Bought | — 196.7K shares | 191.8K → 196.7K +$516.8K | +2.57% | — — | Q1 2021 Held for 4y 8m | |
Gambling, Resorts & Casinos Consumer Cyclical | $20.6M 1.04% | -$1.2M Sold | 0.056% 382.3K shares | 404.4K → 382.3K −$1.2M | -5.45% | $36.9B Large Cap | Q2 2024 Held for 1y 5m | |
Unknown Unknown | $20.0M 1.02% | +$132.3K Bought | — 111.9K shares | 111.2K → 111.9K +$132.3K | +0.67% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $19.7M 1.0% | +$153.5K Bought | — 683.0K shares | 677.7K → 683.0K +$153.5K | +0.78% | — — | Q1 2021 Held for 4y 8m | |
ETF ETF | $19.6M 0.998% | +$853.8K Bought | — 547.3K shares | 523.5K → 547.3K +$853.8K | +4.54% | — — | Q1 2021 Held for 4y 8m | |
ETF ETF | $19.5M 0.99% | +$364.2K Bought | — 218.2K shares | 214.2K → 218.2K +$364.2K | +1.9% | — — | Q4 2022 Held for 2y 11m | |
Medical - Diagnostics & Research Healthcare | $19.5M 0.989% | +$531.5K Bought | 0.014% 98.2K shares | 95.6K → 98.2K +$531.5K | +2.81% | $141.96B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Specialty Retail Consumer Cyclical | $19.1M 0.97% | +$259.4K Bought | 0.016% 8.2K shares | 8.1K → 8.2K +$259.4K | +1.38% | $118.48B Large Cap | Q1 2021 Held for 4y 8m | |
ETF ETF | $19.0M 0.966% | -$3.2M Sold | — 189.0K shares | 220.3K → 189.0K −$3.2M | -14.21% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $18.8M 0.954% | +$171.6K Bought | — 187.6K shares | 185.9K → 187.6K +$171.6K | +0.92% | — — | Q1 2022 Held for 3y 8m | |
Semiconductors Technology | $18.1M 0.917% | -$206.3K Sold | 0.007% 111.6K shares | 112.9K → 111.6K −$206.3K | -1.13% | $262.56B Mega Cap | Q4 2022 Held for 2y 11m | |
Insurance - Diversified Financial Services | $17.8M 0.905% | -$52.8K Sold | 0.002% 35.4K shares | 35.5K → 35.4K −$52.8K | -0.3% | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $17.8M 0.902% | -$167.9K Sold | — 26.7K shares | 26.9K → 26.7K −$167.9K | -0.94% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
Oil & Gas Midstream Energy | $17.2M 0.873% | +$39.9K Bought | 0.033% 73.1K shares | 73.0K → 73.1K +$39.9K | +0.23% | $51.6B Large Cap | Q3 2015 Held for 10y 2m | |
Auto - Parts Consumer Cyclical | $16.5M 0.839% | -$43.3K Sold | 0.174% 376.0K shares | 377.0K → 376.0K −$43.3K | -0.26% | $9.5B Mid Cap | Q1 2019 Held for 6y 8m | |
Medical - Diagnostics & Research Healthcare | $15.8M 0.803% | +$308.0K Bought | 0.009% 32.6K shares | 32.0K → 32.6K +$308.0K | +1.99% | $183.15B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Software - Application Technology | $15.7M 0.796% | +$565.5K Bought | 0.007% 66.2K shares | 63.8K → 66.2K +$565.5K | +3.74% | $225.62B Mega Cap | Q2 2022 Held for 3y 5m | |
Insurance - Brokers Financial Services | $15.6M 0.792% | -$39.9K Sold | 0.016% 77.4K shares | 77.6K → 77.4K −$39.9K | -0.26% | $99.1B Large Cap | Q1 2014 Held for 11y 8m | |
Financial - Credit Services Financial Services | $15.6M 0.791% | -$282.0K Sold | 0.002% 45.6K shares | 46.4K → 45.6K −$282.0K | -1.78% | $662.60B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Discount Stores Consumer Defensive | $15.5M 0.789% | +$28.9K Bought | 0.002% 150.8K shares | 150.5K → 150.8K +$28.9K | +0.19% | $821.68B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Electronic Gaming & Multimedia Technology | $15.5M 0.787% | -$48.3K Sold | 0.033% 60.0K shares | 60.2K → 60.0K −$48.3K | -0.31% | $47.7B Large Cap | Q1 2021 Held for 4y 8m | |
ETF ETF | $15.3M 0.776% | -$301.0K Sold | — 152.8K shares | 155.8K → 152.8K −$301.0K | -1.93% | — — | Q1 2021 Held for 4y 8m | |
Staffing & Employment Services Industrials | $15.1M 0.768% | +$201.0K Bought | 0.013% 51.5K shares | 50.8K → 51.5K +$201.0K | +1.35% | $118.89B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $15.1M 0.764% | +$41.3K Bought | — 232.8K shares | 232.2K → 232.8K +$41.3K | +0.28% | — — | Q1 2021 Held for 4y 8m | |
Unknown Unknown | $15.0M 0.764% | -$735.0K Sold | — 569.0K shares | 596.8K → 569.0K −$735.0K | -4.66% | — — | Q2 2025 Held for 5 months | |
Software - Infrastructure Technology | $15.0M 0.761% | -$71.2K Sold | 0.034% 207.3K shares | 208.3K → 207.3K −$71.2K | -0.47% | $44.1B Large Cap | Q3 2024 Held for 1y 2m | |
Medical - Devices Healthcare | $14.6M 0.739% | -$401.8 Sold | 0.006% 108.7K shares | 108.7K → 108.7K −$401.8 | -0.0% | $233.12B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Railroads Industrials | $14.2M 0.72% | +$202.8K Bought | 0.01% 60.0K shares | 59.1K → 60.0K +$202.8K | +1.45% | $140.18B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Entertainment Communication Services | $13.9M 0.708% | -$49.0K Sold | 0.007% 121.8K shares | 122.3K → 121.8K −$49.0K | -0.35% | $205.86B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $13.5M 0.686% | +$859.0K Bought | — 512.3K shares | 479.8K → 512.3K +$859.0K | +6.78% | — — | Q4 2022 Held for 2y 11m |
