Osborne Partners Capital Management
Latest statistics and disclosures from Osborne Partners Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VEU, AAPL, MSFT, VWO, ICSH, and represent 19.18% of Osborne Partners Capital Management's stock portfolio.
- Added to shares of these 10 stocks: TLT (+$16M), BUSE (+$11M), ICSH (+$9.0M), WSC (+$6.3M), LKQ (+$5.9M), MSFT (+$5.8M), ICLR, SUI, VEU, RWX.
- Started 18 new stock positions in BAC, VLTO, VO, ADBE, LIN, WSC, DHI, TLT, AMAT, BUSE. ICLR, ELV, QUAL, LEN, TFI, LKQ, QCOM, MA.
- Reduced shares in these 10 stocks: VGLT (-$15M), ESTC, GOOG, ACWX, NVDA, AAPL, INCO, SPY, GSY, KWEB.
- Sold out of its positions in TAIL, EPD, FTSM, GSY, KWEB.
- Osborne Partners Capital Management was a net buyer of stock by $55M.
- Osborne Partners Capital Management has $1.5B in assets under management (AUM), dropping by 13.12%.
- Central Index Key (CIK): 0001005607
Tip: Access up to 7 years of quarterly data
Positions held by Osborne Partners Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Osborne Partners Capital Management
Osborne Partners Capital Management holds 208 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 7.1 | $108M | +2% | 1.9M | 56.14 |
|
| Apple (AAPL) | 3.6 | $55M | 288k | 192.53 |
|
|
| Microsoft Corporation (MSFT) | 3.4 | $53M | +12% | 140k | 376.04 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 2.8 | $42M | 1.0M | 41.10 |
|
|
| Ishares Tr Blackrock Ultra (ICSH) | 2.3 | $35M | +34% | 691k | 50.36 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 2.1 | $33M | +3% | 370k | 88.36 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 2.1 | $32M | +5% | 488k | 64.48 |
|
| Ishares Msci Jpn Etf New (EWJ) | 2.0 | $30M | 471k | 64.14 |
|
|
| Spdr Index Shs Fds Dj Intl Rl Etf (RWX) | 1.9 | $29M | +6% | 1.1M | 27.29 |
|
| Ssga Active Etf Tr Blackstone Senr (SRLN) | 1.6 | $24M | +6% | 579k | 41.93 |
|
| JPMorgan Chase & Co. (JPM) | 1.5 | $23M | 135k | 170.10 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.5 | $23M | 48k | 475.31 |
|
|
| Barclays Bank Djubs Cmdt Etn36 (DJP) | 1.5 | $23M | 747k | 30.39 |
|
|
| Ishares Msci Netherl Etf (EWN) | 1.5 | $23M | +6% | 506k | 44.63 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.5 | $22M | -10% | 158k | 140.93 |
|
| Palo Alto Networks (PANW) | 1.4 | $22M | 74k | 294.88 |
|
|
| Columbia Etf Tr Ii India Consmr Etf (INCO) | 1.4 | $22M | 371k | 58.78 |
|
|
| Global X Fds Dax Germany Etf (DAX) | 1.4 | $21M | 672k | 30.85 |
|
|
| Danaher Corporation (DHR) | 1.4 | $21M | +2% | 90k | 231.34 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 1.3 | $19M | -4% | 375k | 51.04 |
|
| Cheniere Energy Com New (LNG) | 1.2 | $19M | 108k | 170.71 |
|
|
| Meta Platforms Cl A (META) | 1.2 | $18M | 50k | 353.96 |
|
|
| Ishares Tr Latn Amer 40 Etf (ILF) | 1.1 | $17M | 597k | 29.06 |
|
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 1.1 | $16M | NEW | 164k | 98.88 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $16M | +2% | 115k | 139.69 |
|
| Marsh & McLennan Companies (MMC) | 1.0 | $16M | 84k | 189.47 |
|
|
| Centene Corporation (CNC) | 1.0 | $15M | 204k | 74.21 |
|
|
| Thermo Fisher Scientific (TMO) | 1.0 | $15M | +3% | 28k | 530.79 |
|
| Union Pacific Corporation (UNP) | 1.0 | $15M | 60k | 245.62 |
|
|
| Indexiq Etf Tr Iq Mrgr Arb Etf (MNA) | 0.9 | $14M | +3% | 454k | 31.41 |
|
| Nxp Semiconductors N V (NXPI) | 0.9 | $14M | 62k | 229.68 |
|
|
| Advanced Micro Devices (AMD) | 0.9 | $14M | 95k | 147.41 |
|
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.9 | $14M | +5% | 179k | 77.37 |
|
| NVIDIA Corporation (NVDA) | 0.9 | $13M | -5% | 27k | 495.22 |
|
| MGM Resorts International. (MGM) | 0.8 | $13M | 286k | 44.68 |
|
|
| Abbott Laboratories (ABT) | 0.8 | $13M | +2% | 115k | 110.07 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $13M | 35k | 356.66 |
|
|
| Visa Com Cl A (V) | 0.8 | $13M | 48k | 260.35 |
|
|
| CVS Caremark Corporation (CVS) | 0.8 | $12M | +2% | 154k | 78.96 |
|
| Pool Corporation (POOL) | 0.8 | $12M | 30k | 398.71 |
|
|
| MercadoLibre (MELI) | 0.8 | $12M | 7.4k | 1571.54 |
|
|
| Automatic Data Processing (ADP) | 0.7 | $11M | 49k | 232.97 |
|
|
| Procter & Gamble Company (PG) | 0.7 | $11M | 77k | 146.54 |
|
|
| Wisdomtree Tr Blmbg Us Bull (USDU) | 0.7 | $11M | 442k | 25.11 |
|
|
| First Busey Corp Com New (BUSE) | 0.7 | $11M | NEW | 445k | 24.82 |
|
| Jpmorgan Chase & Co Alerian Ml Etn (AMJ) | 0.7 | $11M | 427k | 25.36 |
|
|
| Caesars Entertainment (CZR) | 0.7 | $11M | +2% | 230k | 46.88 |
|
| Ishares Tr Conv Bd Etf (ICVT) | 0.7 | $11M | 137k | 78.59 |
|
|
| Dentsply Sirona (XRAY) | 0.7 | $11M | 301k | 35.59 |
|
|
| Ryanair Holdings Sponsored Ads (RYAAY) | 0.7 | $11M | +7% | 79k | 133.36 |
|
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.7 | $11M | 300k | 35.20 |
|
|
| Copart (CPRT) | 0.7 | $11M | -2% | 215k | 49.00 |
|
| Spdr Index Shs Fds S&p China Etf (GXC) | 0.7 | $10M | +3% | 152k | 68.12 |
|
| salesforce (CRM) | 0.7 | $10M | 39k | 263.14 |
|
|
| Schlumberger Com Stk (SLB) | 0.7 | $10M | 199k | 52.04 |
|
|
| Exxon Mobil Corporation (XOM) | 0.7 | $10M | 103k | 99.98 |
|
|
| Vulcan Materials Company (VMC) | 0.7 | $10M | 44k | 227.01 |
|
|
| Trip Com Group Ads (TCOM) | 0.7 | $9.9M | +6% | 276k | 36.01 |
|
| Booking Holdings (BKNG) | 0.6 | $9.9M | -2% | 2.8k | 3547.22 |
|
| Planet Fitness Cl A (PLNT) | 0.6 | $9.5M | 130k | 73.00 |
|
|
| Pepsi (PEP) | 0.6 | $9.4M | +2% | 56k | 169.84 |
|
| Lowe's Companies (LOW) | 0.6 | $9.1M | -3% | 41k | 222.55 |
|
| Phillips 66 (PSX) | 0.6 | $9.1M | 68k | 133.14 |
|
|
| Walt Disney Company (DIS) | 0.6 | $8.8M | +4% | 98k | 90.29 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.6 | $8.5M | -2% | 217k | 39.03 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.6 | $8.4M | 50k | 170.40 |
|
|
| Costco Wholesale Corporation (COST) | 0.5 | $8.3M | 13k | 660.08 |
|
|
| Spdr Ser Tr S&p Biotech (XBI) | 0.5 | $7.9M | +4% | 88k | 89.29 |
|
| Wal-Mart Stores (WMT) | 0.5 | $7.9M | 50k | 157.65 |
|
|
| Home Depot (HD) | 0.5 | $7.7M | 22k | 346.56 |
|
|
| Nice Sponsored Adr (NICE) | 0.5 | $7.2M | +9% | 36k | 199.51 |
|
| Otis Worldwide Corp (OTIS) | 0.5 | $7.0M | 78k | 89.47 |
|
|
| Kinder Morgan (KMI) | 0.4 | $6.9M | 388k | 17.64 |
|
|
| BorgWarner (BWA) | 0.4 | $6.8M | +6% | 190k | 35.85 |
|
| Global Payments (GPN) | 0.4 | $6.5M | 51k | 127.00 |
|
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.4 | $6.4M | +16% | 82k | 77.51 |
|
| Elastic N V Ord Shs (ESTC) | 0.4 | $6.3M | -42% | 56k | 112.70 |
|
| Willscot Mobil Mini Hldng Com Cl A (WSC) | 0.4 | $6.3M | NEW | 142k | 44.50 |
|
| Fidelity National Information Services (FIS) | 0.4 | $6.2M | +4% | 103k | 60.07 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.4 | $6.2M | -4% | 76k | 81.28 |
|
| Goldman Sachs Physical Gold Unit (AAAU) | 0.4 | $6.1M | +7% | 300k | 20.43 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $6.0M | 19k | 310.88 |
|
|
| Raytheon Technologies Corp (RTX) | 0.4 | $5.9M | +2% | 70k | 84.14 |
|
| LKQ Corporation (LKQ) | 0.4 | $5.9M | NEW | 123k | 47.79 |
|
| Kkr & Co (KKR) | 0.4 | $5.8M | 70k | 82.85 |
|
|
| Cbre Group Cl A (CBRE) | 0.4 | $5.7M | +7% | 61k | 93.09 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $5.7M | +3% | 24k | 237.22 |
|
| Sun Communities (SUI) | 0.4 | $5.5M | +106% | 41k | 133.65 |
|
| Omega Healthcare Investors (OHI) | 0.4 | $5.4M | 177k | 30.66 |
|
|
| Apollo Global Mgmt (APO) | 0.4 | $5.4M | 58k | 93.19 |
|
|
| Pfizer (PFE) | 0.3 | $5.3M | 183k | 28.79 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.3 | $5.2M | +4% | 35k | 149.50 |
|
| Nucor Corporation (NUE) | 0.3 | $5.1M | 30k | 174.04 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $5.1M | 14k | 350.91 |
|
|
| Bristol Myers Squibb (BMY) | 0.3 | $4.8M | 94k | 51.31 |
|
|
| Take-Two Interactive Software (TTWO) | 0.3 | $4.8M | 30k | 160.95 |
|
|
| WNS HLDGS Spon Adr | 0.3 | $4.7M | 75k | 63.20 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $4.5M | 15k | 303.17 |
|
|
| Icon SHS (ICLR) | 0.3 | $4.4M | NEW | 16k | 283.07 |
|
| Johnson & Johnson (JNJ) | 0.3 | $4.2M | -4% | 27k | 156.74 |
|
| Freeport-mcmoran CL B (FCX) | 0.3 | $4.2M | 100k | 42.57 |
|
|
| Fmc Corp Com New (FMC) | 0.3 | $4.0M | +8% | 64k | 63.05 |
|
| Philip Morris International (PM) | 0.3 | $4.0M | 43k | 94.08 |
|
|
| Nike CL B (NKE) | 0.2 | $3.8M | 35k | 108.57 |
|
|
| Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP) | 0.2 | $3.7M | 44k | 85.49 |
|
|
| Amgen (AMGN) | 0.2 | $3.6M | 12k | 288.02 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.2 | $3.2M | 45k | 72.43 |
|
|
| Travelers Companies (TRV) | 0.2 | $3.2M | 17k | 190.49 |
|
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.2 | $3.1M | -4% | 78k | 40.21 |
|
| Fortive (FTV) | 0.2 | $3.0M | 41k | 73.63 |
|
|
| Penn National Gaming (PENN) | 0.2 | $3.0M | -10% | 114k | 26.02 |
|
| Kimberly-Clark Corporation (KMB) | 0.2 | $2.6M | 22k | 121.51 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $2.5M | -11% | 16k | 157.80 |
|
| Quanta Services (PWR) | 0.1 | $2.2M | +14% | 10k | 215.80 |
|
| Yum! Brands (YUM) | 0.1 | $2.2M | 17k | 130.66 |
|
|
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $2.2M | -8% | 19k | 117.22 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $2.0M | +4% | 12k | 165.25 |
|
| Abbvie (ABBV) | 0.1 | $2.0M | 13k | 154.97 |
|
|
| American Tower Reit (AMT) | 0.1 | $1.9M | +2% | 9.0k | 215.88 |
|
| Caterpillar (CAT) | 0.1 | $1.8M | -2% | 6.2k | 295.67 |
|
| Chevron Corporation (CVX) | 0.1 | $1.7M | 12k | 149.16 |
|
|
| Spdr Ser Tr Dj Reit Etf (RWR) | 0.1 | $1.6M | -16% | 17k | 95.32 |
|
| American Express Company (AXP) | 0.1 | $1.6M | 8.4k | 187.34 |
|
|
| Coca-Cola Company (KO) | 0.1 | $1.5M | -7% | 26k | 58.93 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $1.5M | -3% | 20k | 75.35 |
|
| Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.1 | $1.4M | +23% | 33k | 42.59 |
|
| CarMax (KMX) | 0.1 | $1.4M | 18k | 76.74 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $1.3M | +2% | 6.6k | 200.71 |
|
| Ishares U S Etf Tr Blackrock Sh Dur (NEAR) | 0.1 | $1.3M | 26k | 50.52 |
|
|
| Deere & Company (DE) | 0.1 | $1.2M | 3.1k | 399.87 |
|
|
| Cisco Systems (CSCO) | 0.1 | $1.2M | 23k | 50.52 |
|
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $1.2M | 2.3k | 507.38 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $1.1M | 23k | 47.90 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.1M | 2.7k | 409.52 |
|
|
| Shell Spon Ads (SHEL) | 0.1 | $1.1M | 16k | 65.80 |
|
|
| Amazon (AMZN) | 0.1 | $1.0M | +16% | 6.9k | 151.94 |
|
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.1 | $1.0M | -93% | 17k | 61.53 |
|
| Veralto Corp Com Shs (VLTO) | 0.1 | $952k | NEW | 12k | 82.26 |
|
| Oracle Corporation (ORCL) | 0.1 | $943k | 8.9k | 105.43 |
|
|
| Ishares Tr Msci China Etf (MCHI) | 0.1 | $905k | +92% | 22k | 40.74 |
|
| Intel Corporation (INTC) | 0.1 | $903k | 18k | 50.25 |
|
|
| Broadcom (AVGO) | 0.1 | $766k | -27% | 686.00 | 1116.25 |
|
| AutoZone (AZO) | 0.0 | $763k | 295.00 | 2585.61 |
|
|
| BP Sponsored Adr (BP) | 0.0 | $760k | 22k | 35.40 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $755k | +136% | 1.6k | 477.52 |
|
| Yum China Holdings (YUMC) | 0.0 | $721k | 17k | 42.43 |
|
|
| International Business Machines (IBM) | 0.0 | $668k | 4.1k | 163.55 |
|
|
| Vaneck Etf Trust Low Carbn Energy (SMOG) | 0.0 | $652k | 5.9k | 110.64 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $631k | -3% | 9.2k | 68.80 |
|
| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.0 | $615k | 10k | 60.86 |
|
|
| Gartner (IT) | 0.0 | $598k | 1.3k | 451.11 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $583k | -3% | 2.2k | 262.26 |
|
| Ishares Tr Core Msci Euro (IEUR) | 0.0 | $559k | -5% | 10k | 55.02 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $535k | +125% | 5.1k | 105.23 |
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $530k | -10% | 9.2k | 57.64 |
|
| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.0 | $521k | 34k | 15.57 |
|
|
| Wells Fargo & Company (WFC) | 0.0 | $517k | -4% | 11k | 49.22 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $513k | +17% | 6.6k | 77.73 |
|
| Ecolab (ECL) | 0.0 | $505k | -2% | 2.5k | 198.35 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $486k | +57% | 4.6k | 104.92 |
|
| Atlassian Corporation Cl A (TEAM) | 0.0 | $483k | 2.0k | 237.86 |
|
|
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $459k | -12% | 8.8k | 52.10 |
|
| CF Industries Holdings (CF) | 0.0 | $456k | 5.7k | 79.50 |
|
|
| Paypal Holdings (PYPL) | 0.0 | $431k | 7.0k | 61.41 |
|
|
| General Electric Com New (GE) | 0.0 | $409k | 3.2k | 127.63 |
|
|
| Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.0 | $402k | -19% | 8.4k | 47.79 |
|
| Playstudios Class A Com (MYPS) | 0.0 | $393k | 145k | 2.71 |
|
|
| Ishares Msci Brazil Etf (EWZ) | 0.0 | $369k | -2% | 11k | 34.96 |
|
| Air Products & Chemicals (APD) | 0.0 | $368k | 1.3k | 273.80 |
|
|
| Merck & Co (MRK) | 0.0 | $362k | +19% | 3.3k | 109.02 |
|
| Lam Research Corporation (LRCX) | 0.0 | $357k | -7% | 455.00 | 783.53 |
|
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.0 | $328k | +18% | 16k | 21.18 |
|
| Asana Cl A (ASAN) | 0.0 | $320k | 17k | 19.01 |
|
|
| S&p Global (SPGI) | 0.0 | $319k | 725.00 | 440.52 |
|
|
| Ishares Msci Germany Etf (EWG) | 0.0 | $318k | 11k | 29.69 |
|
|
| Cadence Design Systems (CDNS) | 0.0 | $317k | 1.2k | 272.37 |
|
|
| FedEx Corporation (FDX) | 0.0 | $315k | +22% | 1.2k | 252.97 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $315k | 7.3k | 43.28 |
|
|
| Verizon Communications (VZ) | 0.0 | $315k | 8.3k | 37.70 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.0 | $302k | NEW | 709.00 | 426.51 |
|
| Spdr Ser Tr Nuveen Blmbrg Mu (TFI) | 0.0 | $298k | NEW | 6.3k | 47.00 |
|
| McDonald's Corporation (MCD) | 0.0 | $295k | -3% | 995.00 | 296.51 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $290k | 1.9k | 156.89 |
|
|
| Applied Materials (AMAT) | 0.0 | $289k | NEW | 1.8k | 162.07 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $286k | -27% | 1.5k | 192.48 |
|
| Carrier Global Corporation (CARR) | 0.0 | $282k | 4.9k | 57.45 |
|
|
| Dollar Tree (DLTR) | 0.0 | $280k | -25% | 2.0k | 142.05 |
|
| Anthem (ELV) | 0.0 | $272k | NEW | 577.00 | 471.56 |
|
| D.R. Horton (DHI) | 0.0 | $266k | NEW | 1.7k | 151.98 |
|
| Lennar Corp Cl A (LEN) | 0.0 | $256k | NEW | 1.7k | 149.04 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $248k | 529.00 | 468.14 |
|
|
| Lockheed Martin Corporation (LMT) | 0.0 | $248k | -10% | 546.00 | 453.24 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $242k | 1.8k | 136.38 |
|
|
| Biogen Idec (BIIB) | 0.0 | $239k | 925.00 | 258.77 |
|
|
| Spdr Ser Tr Bloomberg Sht Te (SJNK) | 0.0 | $238k | -6% | 9.5k | 25.14 |
|
| Oge Energy Corp (OGE) | 0.0 | $227k | -10% | 6.5k | 34.93 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $223k | NEW | 374.00 | 596.60 |
|
| Nuveen California Muni Vlu F Com Stk (NCA) | 0.0 | $219k | -23% | 24k | 8.96 |
|
| Linde SHS (LIN) | 0.0 | $218k | NEW | 531.00 | 410.71 |
|
| Nextera Energy (NEE) | 0.0 | $217k | 3.6k | 60.74 |
|
|
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $213k | 2.5k | 83.84 |
|
|
| Starbucks Corporation (SBUX) | 0.0 | $212k | -3% | 2.2k | 96.01 |
|
| United Parcel Service CL B (UPS) | 0.0 | $209k | 1.3k | 157.23 |
|
|
| Qualcomm (QCOM) | 0.0 | $206k | NEW | 1.4k | 144.61 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $205k | NEW | 1.4k | 147.14 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $205k | NEW | 881.00 | 232.64 |
|
| Bank of America Corporation (BAC) | 0.0 | $201k | NEW | 6.0k | 33.67 |
|
| Heritage Commerce (HTBK) | 0.0 | $105k | 11k | 9.92 |
|
Past Filings by Osborne Partners Capital Management
SEC 13F filings are viewable for Osborne Partners Capital Management going back to 2011
- Osborne Partners Capital Management 2023 Q4 filed Jan. 22, 2024
- Osborne Partners Capital Management 2023 Q3 filed Oct. 26, 2023
- Osborne Partners Capital Management 2023 Q2 filed July 20, 2023
- Osborne Partners Capital Management 2023 Q1 filed April 24, 2023
- Osborne Partners Capital Management 2022 Q4 filed Jan. 24, 2023
- Osborne Partners Capital Management 2022 Q3 filed Oct. 27, 2022
- Osborne Partners Capital Management 2022 Q2 filed Aug. 1, 2022
- Osborne Partners Capital Management 2022 Q1 filed May 5, 2022
- Osborne Partners Capital Management 2021 Q4 filed Jan. 31, 2022
- Osborne Partners Capital Management 2021 Q3 filed Oct. 25, 2021
- Osborne Partners Capital Management 2021 Q2 filed Aug. 9, 2021
- Osborne Partners Capital Management 2021 Q1 restated filed Aug. 9, 2021
- Osborne Partners Capital Management 2021 Q1 filed April 27, 2021
- Osborne Partners Capital Management 2020 Q4 filed Feb. 1, 2021
- Osborne Partners Capital Management 2020 Q3 filed Oct. 28, 2020
- Osborne Partners Capital Management 2020 Q2 filed July 23, 2020