OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
198 holdingsFiling period: 2026-03-31Current AUM: $2.13Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VEU | VANGUARD INTL EQUITY INDEX F | 1.84M | $138.3M | $152.6M | 7.16% | -14,198 | 2026-03-31 |
| 2 | AAPL | APPLE INC | 283.1K | $71.9M | $87.5M | 4.10% | -1,238 | 2026-03-31 |
| 3 | VWO | VANGUARD INTL EQUITY INDEX F | 1.19M | $64.5M | $70.1M | 3.29% | +5.4K | 2026-03-31 |
| 4 | MSFT | MICROSOFT CORP | 155.9K | $57.7M | $72.5M | 3.40% | +21.7K | 2026-03-31 |
| 5 | EWJ | ISHARES INC | 528.0K | $44.6M | $48.8M | 2.29% | +849 | 2026-03-31 |
| 6 | SGOV | ISHARES TR | 434.6K | $43.7M | $43.8M | 2.05% | +237.3K | 2026-03-31 |
| 7 | VNQ | VANGUARD INDEX FDS | 485.5K | $43.1M | $48.0M | 2.25% | +31.1K | 2026-03-31 |
| 8 | VGK | VANGUARD INTL EQUITY INDEX F | 489.1K | $40.3M | $44.3M | 2.08% | +599 | 2026-03-31 |
| 9 | AMZN | AMAZON COM INC | 179.0K | $37.3M | $48.6M | 2.28% | +38.7K | 2026-03-31 |
| 10 | DJP | BARCLAYS BANK PLC | 715.8K | $34.5M | $33.9M | 1.59% | -20,217 | 2026-03-31 |
| 11 | GOOG | ALPHABET INC | 119.7K | $34.3M | $42.7M | 2.00% | -1,319 | 2026-03-31 |
| 12 | NVDA | NVIDIA CORPORATION | 186.8K | $32.6M | $37.5M | 1.76% | -10,250 | 2026-03-31 |
| 13 | JPM | JPMORGAN CHASE & CO | 110.7K | $32.6M | $38.9M | 1.83% | +145 | 2026-03-31 |
| 14 | SRLN | SSGA ACTIVE ETF TR | 767.8K | $30.8M | $31.0M | 1.46% | -1,038 | 2026-03-31 |
| 15 | RWX | SPDR INDEX SHS FDS | 1.15M | $30.7M | $32.4M | 1.52% | +5.8K | 2026-03-31 |
| 16 | ICSH | ISHARES TR | 604.7K | $30.6M | $30.6M | 1.43% | +39.3K | 2026-03-31 |
| 17 | GOOGL | ALPHABET INC | 94.2K | $27.1M | $33.5M | 1.57% | +4.0K | 2026-03-31 |
| 18 | DAX | GLOBAL X FDS | 618.6K | $26.1M | $28.4M | 1.33% | +9.3K | 2026-03-31 |
| 19 | ILF | ISHARES TR | 650.9K | $23.1M | $23.0M | 1.08% | -18,686 | 2026-03-31 |
| 20 | EWN | ISHARES INC | 393.5K | $22.6M | $26.3M | 1.23% | +324 | 2026-03-31 |
| 21 | PANW | PALO ALTO NETWORKS INC | 140.7K | $22.6M | $46.7M | 2.19% | +32.5K | 2026-03-31 |
| 22 | AMD | ADVANCED MICRO DEVICES INC | 107.4K | $21.8M | $51.1M | 2.40% | -1,363 | 2026-03-31 |
| 23 | XBI | SPDR SERIES TRUST | 170.8K | $21.8M | $25.1M | 1.18% | -10,125 | 2026-03-31 |
| 24 | TMO | THERMO FISHER SCIENTIFIC INC | 44.0K | $21.6M | $25.2M | 1.18% | +8.8K | 2026-03-31 |
| 25 | MNA | NEW YORK LIFE INVESTMENTS ET | 554.3K | $20.1M | $20.2M | 0.95% | +6.7K | 2026-03-31 |
← Scroll →
Page 1 of 8