Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC (CIK 1005607) reported $1.80B across 203 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VEU ($153.8M, 8.55%), VWO ($70.8M, 3.94%), AAPL ($69.3M, 3.85%), MSFT ($52.6M, 2.92%), EWJ ($49.5M, 2.75%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VEU | VANGUARD INTL EQUITY INDEX F | $153.8M | 8.55% | 1.8M | Trimmed |
| 2 | VWO | VANGUARD INTL EQUITY INDEX F | $70.8M | 3.94% | 1.2M | Trimmed |
| 3 | AAPL | APPLE INC | $69.3M | 3.85% | 239,363 | Trimmed |
| 4 | MSFT | MICROSOFT CORP | $52.6M | 2.92% | 141,053 | Trimmed |
| 5 | EWJ | ISHARES INC | $49.5M | 2.75% | 530,341 | Added |
| 6 | VNQ | VANGUARD INDEX FDS | $44.8M | 2.49% | 464,333 | Trimmed |
| 7 | VGK | VANGUARD INTL EQUITY INDEX F | $43.7M | 2.43% | 493,178 | Added |
| 8 | GOOG | ALPHABET INC | $41.0M | 2.28% | 116,116 | Trimmed |
| 9 | AMZN | AMAZON COM INC | $38.0M | 2.11% | 159,640 | Trimmed |
| 10 | NVDA | NVIDIA CORPORATION | $35.7M | 1.98% | 178,271 | Trimmed |
| 11 | RWX | SPDR INDEX SHS FDS | $31.8M | 1.76% | 1.2M | Added |
| 12 | DJP | BARCLAYS BANK PLC | $31.1M | 1.73% | 710,414 | Trimmed |
| 13 | JPM | JPMORGAN CHASE & CO | $30.6M | 1.70% | 93,527 | Trimmed |
| 14 | AMD | ADVANCED MICRO DEVICES INC | $30.1M | 1.67% | 51,791 | Trimmed |
| 15 | GOOGL | ALPHABET INC | $29.4M | 1.63% | 82,223 | Trimmed |
| 16 | SRLN | SSGA ACTIVE ETF TR | $29.2M | 1.62% | 723,630 | Trimmed |
| 17 | DAX | GLOBAL X FDS | $27.7M | 1.54% | 627,800 | Added |
| 18 | EWN | ISHARES INC | $27.6M | 1.53% | 392,552 | Trimmed |
| 19 | XBI | SPDR SERIES TRUST | $26.7M | 1.49% | 169,027 | Trimmed |
| 20 | ICSH | ISHARES TR | $21.8M | 1.21% | 431,446 | Trimmed |
| 21 | ILF | ISHARES TR | $21.9M | 1.21% | 647,988 | Trimmed |
| 22 | MNA | NEW YORK LIFE INVESTMENTS ET | $20.9M | 1.16% | 571,652 | Added |
| 23 | TMO | THERMO FISHER SCIENTIFIC INC | $20.9M | 1.16% | 41,743 | Trimmed |
| 24 | TLT | ISHARES TR | $19.5M | 1.08% | 225,391 | Added |
| 25 | PANW | PALO ALTO NETWORKS INC | $19.4M | 1.08% | 56,975 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30