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, MSFT, AAPL, VWO, VNQ, and represent 19.38% of Osborne Partners Capital Management's stock portfolio.
- Added to shares of these 10 stocks: NVDA (+$21M), AMJB (+$12M), CRM (+$10M), HUM (+$7.7M), APD (+$6.7M), KEYS (+$6.0M), LW (+$5.5M), NICE, LVS, AMD.
- Started 22 new stock positions in HON, CMCSA, JEPI, BIL, LVS, AMJB, UNH, MCD, GIS, MCHP. GBIL, CSX, ADBE, ABM, MAR, LLY, USFR, KEYS, GEV, BIIB, ICE, HUM.
- Reduced shares in these 10 stocks: CPRT (-$11M), INCO (-$8.2M), TCOM (-$6.4M), , ICSH, PENN, META, SPY, ACWX, FCX.
- Sold out of its positions in TEAM, DFUV, Jp Morgan Alerian Mlp Index, PYPL, PENN.
- Osborne Partners Capital Management was a net buyer of stock by $76M.
- Osborne Partners Capital Management has $1.7B in assets under management (AUM), dropping by 2.86%.
- Central Index Key (CIK): 0001005607
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Portfolio Holdings for Osborne Partners Capital Management
Osborne Partners Capital Management holds 218 positions in its portfolio as reported in the June 2024 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) | 7.0 | $117M | 2.0M | 58.64 |
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| Microsoft Corporation (MSFT) | 3.8 | $63M | +2% | 142k | 446.95 |
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| Apple (AAPL) | 3.6 | $60M | 287k | 210.62 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 3.0 | $50M | 1.1M | 43.76 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 2.0 | $33M | +3% | 399k | 83.76 |
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| Ishares Tr Blackrock Ultra (ICSH) | 2.0 | $33M | -6% | 650k | 50.53 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 2.0 | $33M | 489k | 66.77 |
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| Ishares Msci Jpn Etf New (EWJ) | 1.9 | $33M | 476k | 68.24 |
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| Spdr Index Shs Fds Dj Intl Rl Etf (RWX) | 1.7 | $29M | +4% | 1.2M | 24.00 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.7 | $29M | 157k | 183.42 |
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| JPMorgan Chase & Co. (JPM) | 1.6 | $27M | 132k | 202.26 |
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| Ssga Active Etf Tr Blackstone Senr (SRLN) | 1.6 | $27M | +4% | 638k | 41.80 |
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| Ishares Msci Netherl Etf (EWN) | 1.5 | $26M | 508k | 50.23 |
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| Barclays Bank Djubs Cmdt Etn36 (DJP) | 1.4 | $24M | 751k | 32.06 |
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| NVIDIA Corporation (NVDA) | 1.4 | $24M | +784% | 193k | 123.54 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.4 | $24M | -5% | 44k | 544.23 |
|
| Danaher Corporation (DHR) | 1.4 | $23M | +2% | 94k | 249.85 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $21M | 117k | 182.15 |
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| Global X Fds Dax Germany Etf (DAX) | 1.3 | $21M | 664k | 31.76 |
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| salesforce (CRM) | 1.2 | $21M | +97% | 81k | 257.10 |
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| Cheniere Energy Com New (LNG) | 1.2 | $20M | 112k | 174.83 |
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| Palo Alto Networks (PANW) | 1.1 | $19M | 56k | 339.01 |
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| Marsh & McLennan Companies (MMC) | 1.1 | $18M | 85k | 210.72 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 1.0 | $17M | -7% | 321k | 53.13 |
|
| Columbia Etf Tr Ii India Consmr Etf (INCO) | 1.0 | $17M | -32% | 243k | 69.91 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 1.0 | $17M | +3% | 182k | 91.78 |
|
| Meta Platforms Cl A (META) | 1.0 | $17M | -8% | 33k | 504.22 |
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| Nxp Semiconductors N V (NXPI) | 1.0 | $16M | 61k | 269.09 |
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| Thermo Fisher Scientific (TMO) | 1.0 | $16M | 29k | 553.00 |
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| Ishares Tr Latn Amer 40 Etf (ILF) | 0.9 | $15M | +2% | 613k | 24.76 |
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| Advanced Micro Devices (AMD) | 0.9 | $15M | +38% | 90k | 162.21 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $15M | 36k | 406.80 |
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| Indexiq Etf Tr Iq Mrgr Arb Etf (MNA) | 0.9 | $15M | 459k | 31.60 |
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| Centene Corporation (CNC) | 0.8 | $14M | 212k | 66.30 |
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| Union Pacific Corporation (UNP) | 0.8 | $14M | 60k | 226.26 |
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| MGM Resorts International. (MGM) | 0.8 | $13M | +3% | 299k | 44.44 |
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| Spdr Index Shs Fds S&p China Etf (GXC) | 0.8 | $13M | +2% | 187k | 68.45 |
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| Visa Com Cl A (V) | 0.8 | $13M | 49k | 262.47 |
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| Walt Disney Company (DIS) | 0.8 | $13M | 128k | 99.29 |
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| Caesars Entertainment (CZR) | 0.8 | $13M | +26% | 320k | 39.74 |
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| Procter & Gamble Company (PG) | 0.8 | $13M | 76k | 164.92 |
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| CVS Caremark Corporation (CVS) | 0.7 | $13M | +32% | 211k | 59.06 |
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| Exxon Mobil Corporation (XOM) | 0.7 | $12M | +5% | 108k | 115.12 |
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| Automatic Data Processing (ADP) | 0.7 | $12M | +5% | 51k | 238.69 |
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| Abbott Laboratories (ABT) | 0.7 | $12M | 118k | 103.91 |
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| Wisdomtree Tr Blmbg Us Bull (USDU) | 0.7 | $12M | 448k | 27.09 |
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| MercadoLibre (MELI) | 0.7 | $12M | 7.3k | 1643.40 |
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| Jpmorgan Chase Finl Cal Lkd 44 (AMJB) | 0.7 | $12M | NEW | 413k | 28.94 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.7 | $12M | -4% | 153k | 77.28 |
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| BorgWarner (BWA) | 0.7 | $12M | 360k | 32.24 |
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| Ishares Tr Conv Bd Etf (ICVT) | 0.7 | $11M | 144k | 78.63 |
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| Planet Fitness Cl A (PLNT) | 0.7 | $11M | +6% | 153k | 73.59 |
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| Nice Sponsored Adr (NICE) | 0.7 | $11M | +73% | 64k | 171.97 |
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| Booking Holdings (BKNG) | 0.7 | $11M | 2.8k | 3961.53 |
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| Costco Wholesale Corporation (COST) | 0.6 | $11M | 13k | 849.99 |
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| Vulcan Materials Company (VMC) | 0.6 | $11M | 43k | 248.68 |
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| Pepsi (PEP) | 0.6 | $11M | +10% | 63k | 164.93 |
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| First Busey Corp Com New (BUSE) | 0.6 | $10M | -3% | 429k | 24.21 |
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| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.6 | $10M | -4% | 271k | 37.95 |
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| Wal-Mart Stores (WMT) | 0.6 | $10M | 151k | 67.71 |
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| Lamb Weston Hldgs (LW) | 0.6 | $9.9M | +125% | 118k | 84.08 |
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| Schlumberger Com Stk (SLB) | 0.6 | $9.8M | +2% | 208k | 47.18 |
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| Pool Corporation (POOL) | 0.6 | $9.8M | +3% | 32k | 307.33 |
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| Lowe's Companies (LOW) | 0.6 | $9.3M | 42k | 220.46 |
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| Phillips 66 (PSX) | 0.6 | $9.3M | -2% | 66k | 141.17 |
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| Ishares Gold Tr Ishares New (IAU) | 0.6 | $9.3M | 211k | 43.93 |
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| Ryanair Holdings Sponsored Ads (RYAAY) | 0.5 | $9.2M | 79k | 116.44 |
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| Spdr Ser Tr S&p Biotech (XBI) | 0.5 | $8.6M | +3% | 93k | 92.71 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.5 | $8.4M | -4% | 46k | 182.55 |
|
| Dentsply Sirona (XRAY) | 0.5 | $8.2M | +5% | 329k | 24.91 |
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| Kinder Morgan (KMI) | 0.5 | $8.2M | 411k | 19.87 |
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| Nike CL B (NKE) | 0.5 | $8.0M | +6% | 106k | 75.37 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.5 | $7.9M | +7% | 110k | 72.00 |
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| Fidelity National Information Services (FIS) | 0.5 | $7.8M | -2% | 104k | 75.36 |
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| Humana (HUM) | 0.5 | $7.7M | NEW | 21k | 373.65 |
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| Goldman Sachs Physical Gold Unit (AAAU) | 0.5 | $7.6M | +3% | 329k | 23.00 |
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| Kkr & Co (KKR) | 0.5 | $7.5M | 72k | 105.24 |
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| Otis Worldwide Corp (OTIS) | 0.4 | $7.5M | 78k | 96.26 |
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| Home Depot (HD) | 0.4 | $7.5M | 22k | 344.24 |
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| Fmc Corp Com New (FMC) | 0.4 | $7.3M | 127k | 57.55 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $7.3M | 19k | 374.01 |
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| Air Products & Chemicals (APD) | 0.4 | $7.1M | +1934% | 27k | 258.05 |
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| Raytheon Technologies Corp (RTX) | 0.4 | $7.1M | 70k | 100.39 |
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| Apollo Global Mgmt (APO) | 0.4 | $7.0M | 59k | 118.07 |
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| Trip Com Group Ads (TCOM) | 0.4 | $6.8M | -48% | 145k | 47.00 |
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| Elastic N V Ord Shs (ESTC) | 0.4 | $6.5M | +3% | 57k | 113.91 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.4 | $6.3M | +3% | 79k | 79.93 |
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| Omega Healthcare Investors (OHI) | 0.4 | $6.3M | +2% | 184k | 34.25 |
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| Keysight Technologies (KEYS) | 0.4 | $6.0M | NEW | 44k | 136.75 |
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| Willscot Mobil Mini Hldng Com Cl A (WSC) | 0.4 | $5.9M | +7% | 157k | 37.64 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $5.7M | -8% | 21k | 267.51 |
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| Cbre Group Cl A (CBRE) | 0.3 | $5.7M | +2% | 64k | 89.11 |
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| LKQ Corporation (LKQ) | 0.3 | $5.6M | +5% | 135k | 41.59 |
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| Vanguard Index Fds Value Etf (VTV) | 0.3 | $5.5M | 34k | 160.41 |
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| Global Payments (GPN) | 0.3 | $5.4M | +5% | 56k | 96.70 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $5.3M | -2% | 15k | 364.51 |
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| Pfizer (PFE) | 0.3 | $5.3M | +5% | 190k | 27.98 |
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| Sun Communities (SUI) | 0.3 | $5.2M | +3% | 44k | 120.34 |
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| Icon SHS (ICLR) | 0.3 | $5.2M | +3% | 17k | 313.47 |
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| Take-Two Interactive Software (TTWO) | 0.3 | $4.8M | 31k | 155.49 |
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| Nucor Corporation (NUE) | 0.3 | $4.7M | 30k | 158.08 |
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| WNS HLDGS Com Shs (WNS) | 0.3 | $4.6M | +5% | 87k | 52.50 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $4.4M | 15k | 303.41 |
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| Philip Morris International (PM) | 0.3 | $4.4M | +2% | 44k | 101.33 |
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| Las Vegas Sands (LVS) | 0.3 | $4.3M | NEW | 98k | 44.25 |
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| Bristol Myers Squibb (BMY) | 0.2 | $3.9M | 94k | 41.53 |
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| Amgen (AMGN) | 0.2 | $3.9M | 12k | 312.45 |
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| Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP) | 0.2 | $3.7M | -6% | 38k | 97.86 |
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| Freeport-mcmoran CL B (FCX) | 0.2 | $3.7M | -23% | 76k | 48.60 |
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| Travelers Companies (TRV) | 0.2 | $3.4M | 17k | 203.34 |
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| Eli Lilly & Co. (LLY) | 0.2 | $3.1M | NEW | 3.5k | 905.38 |
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| Fortive (FTV) | 0.2 | $3.1M | 42k | 74.10 |
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| Johnson & Johnson (JNJ) | 0.2 | $3.1M | -8% | 21k | 146.16 |
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| Kimberly-Clark Corporation (KMB) | 0.2 | $3.0M | 22k | 138.20 |
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| Mondelez Intl Cl A (MDLZ) | 0.2 | $3.0M | 45k | 65.44 |
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| Quanta Services (PWR) | 0.1 | $2.5M | 9.7k | 254.09 |
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| Yum! Brands (YUM) | 0.1 | $2.4M | +8% | 19k | 132.46 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $2.3M | -2% | 14k | 164.28 |
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| Coca-Cola Company (KO) | 0.1 | $2.2M | +35% | 35k | 63.65 |
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| Abbvie (ABBV) | 0.1 | $2.2M | 13k | 171.52 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $2.2M | 12k | 174.47 |
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| Caterpillar (CAT) | 0.1 | $2.0M | 6.1k | 333.10 |
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| American Express Company (AXP) | 0.1 | $1.9M | 8.1k | 231.55 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $1.8M | -7% | 15k | 120.98 |
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| Chevron Corporation (CVX) | 0.1 | $1.8M | 11k | 156.42 |
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| American Tower Reit (AMT) | 0.1 | $1.7M | 8.7k | 194.38 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $1.6M | +5% | 20k | 78.33 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $1.5M | 7.4k | 202.90 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $1.4M | -3% | 2.6k | 535.10 |
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| Amazon (AMZN) | 0.1 | $1.4M | +4% | 7.0k | 193.25 |
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| CarMax (KMX) | 0.1 | $1.3M | 18k | 73.34 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $1.3M | +70% | 2.4k | 547.15 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.3M | -2% | 2.6k | 479.12 |
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| Spdr Ser Tr Dj Reit Etf (RWR) | 0.1 | $1.2M | -6% | 13k | 93.10 |
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| Cisco Systems (CSCO) | 0.1 | $1.2M | +14% | 26k | 47.51 |
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| Ishares U S Etf Tr Blackrock Sh Dur (NEAR) | 0.1 | $1.2M | 24k | 50.33 |
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| Oracle Corporation (ORCL) | 0.1 | $1.2M | 8.4k | 141.20 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $1.2M | 24k | 49.42 |
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| Shell Spon Ads (SHEL) | 0.1 | $1.2M | 16k | 72.18 |
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| Deere & Company (DE) | 0.1 | $1.2M | 3.1k | 373.63 |
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| Broadcom (AVGO) | 0.1 | $1.1M | +6% | 696.00 | 1605.53 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $1.1M | 26k | 42.59 |
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| Veralto Corp Com Shs (VLTO) | 0.1 | $1.1M | 11k | 95.47 |
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| AutoZone (AZO) | 0.1 | $1.0M | +19% | 353.00 | 2964.10 |
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| BP Sponsored Adr (BP) | 0.0 | $826k | +6% | 23k | 36.10 |
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| International Business Machines (IBM) | 0.0 | $806k | +34% | 4.7k | 172.95 |
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| Ge Aerospace Com New (GE) | 0.0 | $778k | +52% | 4.9k | 158.97 |
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| Nextera Energy (NEE) | 0.0 | $750k | +231% | 11k | 70.81 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $665k | 9.0k | 73.69 |
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| Wells Fargo & Company (WFC) | 0.0 | $624k | 11k | 59.39 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $596k | -10% | 2.0k | 297.54 |
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| Ecolab (ECL) | 0.0 | $595k | 2.5k | 238.00 |
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| Johnson Ctls Intl SHS (JCI) | 0.0 | $582k | 8.8k | 66.47 |
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| Yum China Holdings (YUMC) | 0.0 | $570k | +8% | 19k | 30.84 |
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| UnitedHealth (UNH) | 0.0 | $565k | NEW | 1.1k | 509.26 |
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| CSX Corporation (CSX) | 0.0 | $555k | NEW | 17k | 33.45 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $547k | +2% | 6.7k | 81.08 |
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| Intel Corporation (INTC) | 0.0 | $530k | +5% | 17k | 30.97 |
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| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.0 | $526k | -19% | 8.1k | 64.91 |
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| Applied Materials (AMAT) | 0.0 | $504k | +21% | 2.1k | 235.99 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $499k | 4.2k | 119.32 |
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| Verizon Communications (VZ) | 0.0 | $494k | +43% | 12k | 41.24 |
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| Lam Research Corporation (LRCX) | 0.0 | $485k | 455.00 | 1065.22 |
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| Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.0 | $478k | 12k | 40.57 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $467k | -14% | 8.8k | 53.04 |
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| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.0 | $444k | NEW | 8.8k | 50.31 |
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| McDonald's Corporation (MCD) | 0.0 | $443k | NEW | 1.7k | 254.84 |
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| CF Industries Holdings (CF) | 0.0 | $414k | -2% | 5.6k | 74.12 |
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| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.0 | $408k | -4% | 31k | 13.32 |
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| Merck & Co (MRK) | 0.0 | $406k | +2% | 3.3k | 123.79 |
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| Marriott Intl Cl A (MAR) | 0.0 | $375k | NEW | 1.6k | 241.77 |
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| Cadence Design Systems (CDNS) | 0.0 | $358k | 1.2k | 307.75 |
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| Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.0 | $347k | 7.4k | 47.19 |
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| Bank of America Corporation (BAC) | 0.0 | $340k | 8.5k | 39.77 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $337k | NEW | 8.6k | 39.16 |
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| Ishares Tr Core Msci Euro (IEUR) | 0.0 | $334k | 5.9k | 56.95 |
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| Copart (CPRT) | 0.0 | $330k | -97% | 6.1k | 54.16 |
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| Gartner (IT) | 0.0 | $326k | -12% | 725.00 | 449.06 |
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| S&p Global (SPGI) | 0.0 | $323k | 725.00 | 446.00 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $319k | -11% | 1.6k | 194.87 |
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| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.0 | $310k | -8% | 5.4k | 57.68 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $308k | +7% | 697.00 | 441.16 |
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| Select Sector Spdr Tr Technology (XLK) | 0.0 | $303k | +10% | 1.3k | 226.23 |
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| Playstudios Class A Com (MYPS) | 0.0 | $300k | 145k | 2.07 |
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| Us Bancorp Del Com New (USB) | 0.0 | $289k | 7.3k | 39.70 |
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| General Mills (GIS) | 0.0 | $285k | NEW | 4.5k | 63.26 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $284k | +43% | 1.3k | 218.11 |
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| Carrier Global Corporation (CARR) | 0.0 | $281k | -7% | 4.5k | 63.08 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $281k | NEW | 5.0k | 56.68 |
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| Intercontinental Exchange (ICE) | 0.0 | $278k | NEW | 2.0k | 136.89 |
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| Ishares Msci Germany Etf (EWG) | 0.0 | $273k | -9% | 8.9k | 30.62 |
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| Anthem (ELV) | 0.0 | $269k | 497.00 | 541.86 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $268k | 2.3k | 118.78 |
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| Vaneck Etf Trust Low Carbn Energy (SMOG) | 0.0 | $265k | -29% | 2.8k | 96.24 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $249k | -2% | 1.7k | 145.75 |
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| D.R. Horton (DHI) | 0.0 | $246k | 1.7k | 140.93 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.0 | $242k | 5.0k | 47.98 |
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| Linde SHS (LIN) | 0.0 | $241k | +3% | 549.00 | 438.81 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $241k | +5% | 515.00 | 467.10 |
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| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.0 | $233k | NEW | 2.3k | 100.08 |
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| Oge Energy Corp (OGE) | 0.0 | $232k | 6.5k | 35.70 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $231k | +8% | 956.00 | 242.10 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $231k | NEW | 415.00 | 555.54 |
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| Asana Cl A (ASAN) | 0.0 | $230k | 16k | 13.99 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $228k | 523.00 | 435.95 |
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| Spdr Ser Tr Bloomberg Sht Te (SJNK) | 0.0 | $225k | 9.0k | 24.97 |
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| ABM Industries (ABM) | 0.0 | $223k | NEW | 4.4k | 50.57 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $219k | 1.3k | 170.76 |
|
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.0 | $217k | NEW | 2.4k | 91.78 |
|
| Biogen Idec (BIIB) | 0.0 | $214k | NEW | 925.00 | 231.82 |
|
| Honeywell International (HON) | 0.0 | $214k | NEW | 1.0k | 213.54 |
|
| Qualcomm (QCOM) | 0.0 | $211k | -25% | 1.1k | 199.24 |
|
| FedEx Corporation (FDX) | 0.0 | $206k | -12% | 687.00 | 299.84 |
|
| Ge Vernova (GEV) | 0.0 | $203k | NEW | 1.2k | 171.51 |
|
| Microchip Technology (MCHP) | 0.0 | $201k | NEW | 2.2k | 91.50 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $200k | -12% | 2.2k | 92.53 |
|
| Nuveen California Muni Vlu F Com Stk (NCA) | 0.0 | $165k | 19k | 8.67 |
|
|
| Heritage Commerce (HTBK) | 0.0 | $92k | 11k | 8.70 |
|
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 2024 Q2 filed July 22, 2024
- Osborne Partners Capital Management 2024 Q1 filed April 25, 2024
- 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