CIK 1005607
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
Institutional 13F holdings & portfolio
Holdings
196
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 101–150 of 196
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PLD | PROLOGIS INC. | 38K | $1M+ | SH |
| FCX | FREEPORT-MCMORAN INC | 91K | $1M+ | SH |
| NUE | NUCOR CORP | 28K | $1M+ | SH |
| AL | AIR LEASE CORP | 70K | $1M+ | SH |
| APO | APOLLO GLOBAL MGMT INC | 30K | $1M+ | SH |
| PDP | INVESCO EXCHANGE TRADED FD T | 34K | $1M+ | SH |
| AMGN | AMGEN INC | 12K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 19K | $1M+ | SH |
| TRV | TRAVELERS COMPANIES INC | 13K | $1M+ | SH |
| LLY | ELI LILLY & CO | 3K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 10K | $1M+ | SH |
| CAT | CATERPILLAR INC | 6K | $1M+ | SH |
| PFE | PFIZER INC | 135K | $1M+ | SH |
| PWR | QUANTA SVCS INC | 7K | $1M+ | SH |
| IVV | ISHARES TR | 4K | $1M+ | SH |
| YUM | YUM BRANDS INC | 18K | $1M+ | SH |
| ABBV | ABBVIE INC | 12K | $1M+ | SH |
| IWD | ISHARES TR | 13K | $1M+ | SH |
| MDLZ | MONDELEZ INTL INC | 45K | $1M+ | SH |
| GSEW | GOLDMAN SACHS ETF TR | 28K | $1M+ | SH |
| KO | COCA COLA CO | 34K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 11K | $1M+ | SH |
| AVGO | BROADCOM INC | 6K | $1M+ | SH |
| DVY | ISHARES TR | 13K | $1M+ | SH |
| CSCO | CISCO SYS INC | 24K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 11K | $1M+ | SH |
| EFA | ISHARES TR | 17K | $1M+ | SH |
| ORCL | ORACLE CORP | 8K | $1M+ | SH |
| WFC | WELLS FARGO CO NEW | 17K | $1M+ | SH |
| GE | GE AEROSPACE | 5K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 2K | $1M+ | SH |
| IWM | ISHARES TR | 6K | $1M+ | SH |
| DE | DEERE & CO | 3K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 22K | $1M+ | SH |
| NEAR | ISHARES U S ETF TR | 24K | $1M+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 2K | $1M+ | SH |
| EEM | ISHARES TR | 21K | $1M+ | SH |
| RWR | SPDR SERIES TRUST | 11K | $1M+ | SH |
| AZO | AUTOZONE INC | 303 | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 3K | $500K+ | SH |
| NEE | NEXTERA ENERGY INC | 11K | $500K+ | SH |
| YUMC | YUM CHINA HLDGS INC | 18K | $500K+ | SH |
| LRCX | LAM RESEARCH CORP | 4K | $500K+ | SH |
| SCHW | SCHWAB CHARLES CORP | 7K | $500K+ | SH |
| GEV | GE VERNOVA INC | 1K | $500K+ | SH |
| RAL | RALLIANT CORP | 13K | $500K+ | SH |
| IWB | ISHARES TR | 2K | $500K+ | SH |
| ECL | ECOLAB INC | 2K | $500K+ | SH |
| IWR | ISHARES TR | 7K | $500K+ | SH |
| VNQI | VANGUARD INTL EQUITY INDEX F | 13K | $500K+ | SH |