Universe · entity
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
Institutional manager (13F) · CIK 1005607
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.4B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD INTL EQUITY INDEX F | $138M | 1,841,563 |
| 2 | APPLE INC | $72M | 283,118 |
| 3 | VANGUARD INTL EQUITY INDEX F | $64M | 1,192,716 |
| 4 | MICROSOFT CORP | $58M | 155,924 |
| 5 | ISHARES INC | $45M | 528,001 |
| 6 | ISHARES TR | $44M | 434,573 |
| 7 | VANGUARD INDEX FDS | $43M | 485,471 |
| 8 | VANGUARD INTL EQUITY INDEX F | $40M | 489,139 |
| 9 | AMAZON COM INC | $37M | 178,994 |
| 10 | BARCLAYS BANK PLC | $34M | 715,805 |
| 11 | ALPHABET INC | $34M | 119,659 |
| 12 | NVIDIA CORPORATION | $33M | 186,766 |
| 13 | JPMORGAN CHASE & CO | $33M | 110,719 |
| 14 | SSGA ACTIVE ETF TR | $31M | 767,782 |
| 15 | SPDR INDEX SHS FDS | $31M | 1,153,817 |
| 16 | ISHARES TR | $31M | 604,726 |
| 17 | ALPHABET INC | $27M | 94,183 |
| 18 | GLOBAL X FDS | $26M | 618,608 |
| 19 | ISHARES TR | $23M | 650,930 |
| 20 | ISHARES INC | $23M | 393,525 |
| 21 | PALO ALTO NETWORKS INC | $23M | 140,725 |
| 22 | ADVANCED MICRO DEVICES INC | $22M | 107,387 |
| 23 | SPDR SERIES TRUST | $22M | 170,839 |
| 24 | THERMO FISHER SCIENTIFIC INC | $22M | 43,966 |
| 25 | NEW YORK LIFE INVESTMENTS ET | $20M | 554,304 |
| 26 | ISHARES TR | $19M | 221,687 |
| 27 | BORGWARNER INC | $19M | 348,616 |
| 28 | DANAHER CORP DEL | $19M | 99,069 |
| 29 | SPDR INDEX SHS FDS | $18M | 195,364 |
| 30 | MERCADOLIBRE INC | $17M | 9,946 |
| 31 | EXXON MOBIL CORP | $17M | 101,224 |
| 32 | STATE STR SPDR S&P 500 ETF T | $17M | 25,758 |
| 33 | BERKSHIRE HATHAWAY INC DEL | $17M | 34,620 |
| 34 | META PLATFORMS INC | $16M | 28,713 |
| 35 | WALMART INC | $15M | 123,089 |
| 36 | ISHARES TR | $15M | 149,672 |
| 37 | ALIBABA GROUP HLDG LTD | $15M | 115,896 |
| 38 | COLUMBIA ETF TR II | $14M | 263,029 |
| 39 | BLOCK INC | $14M | 239,829 |
| 40 | CARNIVAL PLC | $14M | 549,495 |
| 41 | SALESFORCE INC | $14M | 75,771 |
| 42 | MARSH & MCLENNAN COS INC | $14M | 80,882 |
| 43 | WISDOMTREE TR | $14M | 530,739 |
| 44 | VISA INC | $14M | 46,217 |
| 45 | AIR PRODUCTS AND CHEMICALS I | $13M | 45,764 |
| 46 | MGM RESORTS INTERNATIONAL | $13M | 344,057 |
| 47 | JPMORGAN CHASE FINL CO LLC | $13M | 367,952 |
| 48 | VANGUARD SCOTTSDALE FDS | $12M | 157,576 |
| 49 | SLB LIMITED | $12M | 242,469 |
| 50 | KINDER MORGAN INC DEL | $12M | 363,682 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.