Institutions / Osborne Partners Capital Management, LLC
Osborne Partners Capital Management, LLC
CIK 1005607 · Institution · as of Mar 31, 2026
Portfolio value
$1.89B
Positions
197
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$1.89B-2.6%Positions
197+0.5%Top holdings
Mar 31, 2026View all 197 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Intl Equity Index F | $138.30M | 7.3% |
| Apple Inc. | $71.85M | 3.8% |
| Vanguard Intl Equity Index F | $64.47M | 3.4% |
| Microsoft Corp | $57.72M | 3.1% |
| iShares Inc | $44.58M | 2.4% |
| iShares Tr | $43.74M | 2.3% |
| Vanguard Index Fds | $43.06M | 2.3% |
| Vanguard Intl Equity Index F | $40.32M | 2.1% |
| Amazon.com Inc | $37.28M | 2.0% |
| Barclays Bank PLC | $34.46M | 1.8% |
| Alphabet Inc. | $34.33M | 1.8% |
| NVIDIA Corp | $32.57M | 1.7% |
| JPMorgan Chase & Co | $32.57M | 1.7% |
| Ssga Active ETF Tr | $30.82M | 1.6% |
| SPDR Index Shs Fds | $30.71M | 1.6% |
| iShares Tr | $30.61M | 1.6% |
| Alphabet Inc. | $27.08M | 1.4% |
| Global X Fds | $26.08M | 1.4% |
| iShares Tr | $23.12M | 1.2% |
| iShares Inc | $22.63M | 1.2% |
| Palo Alto Networks Inc | $22.56M | 1.2% |
| Advanced Micro Devices Inc | $21.85M | 1.2% |
| SPDR Series Trust | $21.82M | 1.2% |
| Thermo Fisher Scientific Inc. | $21.61M | 1.1% |
| New York Life Investments Et | $20.15M | 1.1% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | 46436E718 Common stock | $23.89M | +237K +120.32% | 434,573 2.31% of portfolio | medium |
| Q1 2026 as of | Trim | Cheniere Energy, Inc. Common stock | $-14.66M | -52K -70.32% | 21,794 0.33% of portfolio | medium |
| Q1 2026 as of | Trim | Union Pacific Corp Common stock | $-10.60M | -44K -74.06% | 15,303 0.20% of portfolio | medium |
| Q1 2026 as of | Trim | RTX Corp Common stock | $-10.00M | -52K -95.73% | 2,310 0.02% of portfolio | medium |
| Q1 2026 as of | Trim | Vulcan Materials Co Common stock | $-9.59M | -35K -90.72% | 3,605 0.05% of portfolio | medium |
| Q1 2026 as of | New | ServiceNow Inc Common stock | $9.11M | +87K | 87,101 0.48% of portfolio | medium |
| Q1 2026 as of | Exit | NICE Ltd. Common stock | $-8.79M | -78K -100.00% | 0 | medium |
| Q1 2026 as of | Add | Amazon.com Inc Common stock | $8.06M | +39K +27.57% | 178,994 1.97% of portfolio | medium |
| Q1 2026 as of | Exit | Global Payments Inc Common stock | $-8.02M | -104K -100.00% | 0 | medium |
| Q1 2026 as of | Add | Microsoft Corp Common stock | $8.02M | +22K +16.13% | 155,924 3.05% of portfolio | medium |