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 $1.89B across 197 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VEU ($138.3M, 7.31%), AAPL ($71.9M, 3.80%), VWO ($64.5M, 3.41%), MSFT ($57.7M, 3.05%), EWJ ($44.6M, 2.36%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VEU | VANGUARD INTL EQUITY INDEX F | $138.3M | 7.31% | 1.8M | Trimmed |
| 2 | AAPL | APPLE INC | $71.9M | 3.80% | 283,118 | Trimmed |
| 3 | VWO | VANGUARD INTL EQUITY INDEX F | $64.5M | 3.41% | 1.2M | Added |
| 4 | MSFT | MICROSOFT CORP | $57.7M | 3.05% | 155,924 | Added |
| 5 | EWJ | ISHARES INC | $44.6M | 2.36% | 528,001 | Added |
| 6 | SGOV | ISHARES TR | $43.7M | 2.31% | 434,573 | Added |
| 7 | VNQ | VANGUARD INDEX FDS | $43.1M | 2.28% | 485,471 | Added |
| 8 | VGK | VANGUARD INTL EQUITY INDEX F | $40.3M | 2.13% | 489,139 | Added |
| 9 | AMZN | AMAZON COM INC | $37.3M | 1.97% | 178,994 | Added |
| 10 | DJP | BARCLAYS BANK PLC | $34.5M | 1.82% | 715,805 | Trimmed |
| 11 | GOOG | ALPHABET INC | $34.3M | 1.81% | 119,659 | Trimmed |
| 12 | JPM | JPMORGAN CHASE & CO | $32.6M | 1.72% | 110,719 | Added |
| 13 | NVDA | NVIDIA CORPORATION | $32.6M | 1.72% | 186,766 | Trimmed |
| 14 | SRLN | SSGA ACTIVE ETF TR | $30.8M | 1.63% | 767,782 | Trimmed |
| 15 | ICSH | ISHARES TR | $30.6M | 1.62% | 604,726 | Added |
| 16 | RWX | SPDR INDEX SHS FDS | $30.7M | 1.62% | 1.2M | Added |
| 17 | GOOGL | ALPHABET INC | $27.1M | 1.43% | 94,183 | Added |
| 18 | DAX | GLOBAL X FDS | $26.1M | 1.38% | 618,608 | Added |
| 19 | ILF | ISHARES TR | $23.1M | 1.22% | 650,930 | Trimmed |
| 20 | EWN | ISHARES INC | $22.6M | 1.20% | 393,525 | Added |
| 21 | PANW | PALO ALTO NETWORKS INC | $22.6M | 1.19% | 140,725 | Added |
| 22 | AMD | ADVANCED MICRO DEVICES INC | $21.8M | 1.16% | 107,387 | Trimmed |
| 23 | XBI | SPDR SERIES TRUST | $21.8M | 1.15% | 170,839 | Trimmed |
| 24 | TMO | THERMO FISHER SCIENTIFIC INC | $21.6M | 1.14% | 43,966 | Added |
| 25 | MNA | NEW YORK LIFE INVESTMENTS ET | $20.1M | 1.07% | 554,304 | Added |
Source: SEC Form 13F filings · as of 2026-03-31