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 151–196 of 196
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ESGU | ISHARES TR | 4K | $500K+ | SH |
| CSX | CSX CORP | 17K | $500K+ | SH |
| OHI | OMEGA HEALTHCARE INVS INC | 13K | $500K+ | SH |
| MU | MICRON TECHNOLOGY INC | 2K | $500K+ | SH |
| EFV | ISHARES TR | 7K | $100K–$500K | SH |
| IJH | ISHARES TR | 7K | $100K–$500K | SH |
| BA | BOEING CO | 2K | $100K–$500K | SH |
| ABM | ABM INDS INC | 11K | $100K–$500K | SH |
| AMAT | APPLIED MATLS INC | 2K | $100K–$500K | SH |
| SHEL | SHELL PLC | 6K | $100K–$500K | SH |
| CDNS | CADENCE DESIGN SYSTEM INC | 1K | $100K–$500K | SH |
| VOO | VANGUARD INDEX FDS | 696 | $100K–$500K | SH |
| VXUS | VANGUARD STAR FDS | 5K | $100K–$500K | SH |
| CF | CF INDS HLDGS INC | 5K | $100K–$500K | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 7K | $100K–$500K | SH |
| IEUR | ISHARES TR | 5K | $100K–$500K | SH |
| SCHX | SCHWAB STRATEGIC TR | 13K | $100K–$500K | SH |
| MCD | MCDONALDS CORP | 1K | $100K–$500K | SH |
| ITOT | ISHARES TR | 2K | $100K–$500K | SH |
| MS | MORGAN STANLEY | 2K | $100K–$500K | SH |
| BAC | BANK AMERICA CORP | 6K | $100K–$500K | SH |
| TSLA | TESLA INC | 692 | $100K–$500K | SH |
| VB | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| MA | MASTERCARD INCORPORATED | 541 | $100K–$500K | SH |
| COPX | GLOBAL X FDS | 4K | $100K–$500K | SH |
| MCHI | ISHARES TR | 5K | $100K–$500K | SH |
| OGE | OGE ENERGY CORP | 7K | $100K–$500K | SH |
| TEL | TE CONNECTIVITY PLC | 1K | $100K–$500K | SH |
| ICLN | ISHARES TR | 16K | $100K–$500K | SH |
| CMCSA | COMCAST CORP NEW | 9K | $100K–$500K | SH |
| VO | VANGUARD INDEX FDS | 876 | $100K–$500K | SH |
| MRK | MERCK & CO INC | 2K | $100K–$500K | SH |
| SMOG | VANECK ETF TRUST | 2K | $100K–$500K | SH |
| PHO | INVESCO EXCHANGE TRADED FD T | 4K | $100K–$500K | SH |
| DHI | D R HORTON INC | 2K | $100K–$500K | SH |
| AMT | AMERICAN TOWER CORP NEW | 1K | $100K–$500K | SH |
| LIN | LINDE PLC | 509 | $100K–$500K | SH |
| BKLN | INVESCO EXCH TRADED FD TR II | 10K | $100K–$500K | SH |
| VIOG | VANGUARD ADMIRAL FDS INC | 2K | $100K–$500K | SH |
| GIS | GENERAL MLS INC | 5K | $100K–$500K | SH |
| LMT | LOCKHEED MARTIN CORP | 424 | $100K–$500K | SH |
| INTC | INTEL CORP | 6K | $100K–$500K | SH |
| KMB | KIMBERLY-CLARK CORP | 2K | $100K–$500K | SH |
| FDX | FEDEX CORP | 696 | $100K–$500K | SH |
| ASAN | ASANA INC | 12K | $100K–$500K | SH |
| NCA | NUVEEN CALIFORNIA MUNI VLU F | 17K | $100K–$500K | SH |