OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
Q2 2026 13F filing
Updated 37 days ago203 disclosed positions worth $1.8B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VGES VANGUARD INTL EQUITY INDEX F | $153.8M | 1.84M | 8.55% | Trimmed(-0.3%) |
| 2 | V VGES VANGUARD INTL EQUITY INDEX F | $70.8M | 1.19M | 3.94% | Trimmed(-0.5%) |
| 3 | A AAPL APPLE INC | $69.3M | 239.4K | 3.85% | Trimmed(-15.4%) |
| 4 | M MSFT MICROSOFT CORP | $52.6M | 141.1K | 2.92% | Trimmed(-9.5%) |
| 5 | E ETHA ISHARES INC | $49.5M | 530.3K | 2.75% | Added(+0.4%) |
| 6 | V VGES VANGUARD INDEX FDS | $44.8M | 464.3K | 2.49% | Trimmed(-4.3%) |
| 7 | V VGES VANGUARD INTL EQUITY INDEX F | $43.7M | 493.2K | 2.43% | Added(+0.8%) |
| 8 | G GOOGN ALPHABET INC | $41M | 116.1K | 2.28% | Trimmed(-3.0%) |
| 9 | A AMZN AMAZON COM INC | $38M | 159.6K | 2.11% | Trimmed(-10.8%) |
| 10 | N NVDA NVIDIA CORPORATION | $35.7M | 178.3K | 1.98% | Trimmed(-4.5%) |
| 11 | S STT-PG SPDR INDEX SHS FDS | $31.8M | 1.18M | 1.76% | Added(+1.9%) |
| 12 | J JJETF BARCLAYS BANK PLC | $31.1M | 710.4K | 1.73% | Trimmed(-0.8%) |
| 13 | J JPM-PM JPMORGAN CHASE & CO | $30.6M | 93.5K | 1.70% | Trimmed(-15.5%) |
| 14 | A AMD ADVANCED MICRO DEVICES INC | $30.1M | 51.8K | 1.67% | Trimmed(-51.8%) |
| 15 | G GOOGN ALPHABET INC | $29.4M | 82.2K | 1.63% | Trimmed(-12.7%) |
| 16 | S STT-PG SSGA ACTIVE ETF TR | $29.2M | 723.6K | 1.62% | Trimmed(-5.8%) |
| 17 | ? N/A GLOBAL X FDS | $27.7M | 627.8K | 1.54% | Added(+1.5%) |
| 18 | E ETHA ISHARES INC | $27.6M | 392.6K | 1.53% | Trimmed(-0.3%) |
| 19 | S STT-PG SPDR SERIES TRUST | $26.7M | 169.0K | 1.49% | Trimmed(-1.1%) |
| 20 | B BLK ISHARES TR | $21.9M | 648.0K | 1.21% | Trimmed(-0.5%) |
| 21 | E ETHA ISHARES TR | $21.8M | 431.4K | 1.21% | Trimmed(-28.6%) |
| 22 | T TMO THERMO FISHER SCIENTIFIC INC | $20.9M | 41.7K | 1.16% | Trimmed(-5.1%) |
| 23 | ? N/A NEW YORK LIFE INVESTMENTS ET | $20.9M | 571.7K | 1.16% | Added(+3.1%) |
| 24 | E ETHA ISHARES TR | $19.5M | 225.4K | 1.08% | Added(+1.7%) |
| 25 | P PANW PALO ALTO NETWORKS INC | $19.4M | 57.0K | 1.08% | Trimmed(-59.5%) |
| 26 | E ETHA ISHARES TR | $19.3M | 191.8K | 1.07% | Trimmed(-55.9%) |
| 27 | S SPY STATE STR SPDR S&P 500 ETF T | $19M | 25.4K | 1.05% | Trimmed(-1.3%) |
| 28 | E ETHA ISHARES TR | $18.3M | 150.3K | 1.02% | Added(+0.4%) |
| 29 | ? N/A SPDR INDEX SHS FDS | $17.1M | 198.2K | 0.95% | Added(+1.4%) |
| 30 | M META META PLATFORMS INC | $16.5M | 29.3K | 0.92% | Added(+2.0%) |
| 31 | B BSQKZ BLOCK INC | $16.3M | 214.9K | 0.91% | Trimmed(-10.4%) |
| 32 | C CCL CARNIVAL CORP LTD | $15.6M | 546.8K | 0.87% | — |
| 33 | T TTWO TAKE-TWO INTERACTIVE SOFTWAR | $15M | 59.8K | 0.83% | Added(+0.4%) |
| 34 | M MELI MERCADOLIBRE INC | $14.9M | 8.8K | 0.83% | Trimmed(-11.5%) |
| 35 | B BTCW WISDOMTREE TR | $14.9M | 556.9K | 0.83% | Added(+4.9%) |
| 36 | A ASMLF ASML HLDG NV | $14.6M | 7.3K | 0.81% | Trimmed(-0.8%) |
| 37 | D DHR DANAHER CORP DEL | $14.3M | 75.3K | 0.80% | Trimmed(-24.0%) |
| 38 | ? N/A COLUMBIA ETF TR II | $13.7M | 230.5K | 0.76% | Trimmed(-12.4%) |
| 39 | B BWA BORGWARNER INC | $13.4M | 201.3K | 0.74% | Trimmed(-42.3%) |
| 40 | A APD AIR PRODUCTS AND CHEMICALS I | $13.3M | 45.4K | 0.74% | Trimmed(-0.8%) |
| 41 | R RYAOF RYANAIR HOLDINGS PLC | $13.2M | 203.8K | 0.73% | Added(+1.2%) |
| 42 | I IVZ INVESCO EXCHANGE TRADED FD T | $12.7M | 235.4K | 0.71% | Trimmed(-0.4%) |
| 43 | N NXPI NXP SEMICONDUCTORS N V | $12.7M | 45.2K | 0.71% | Trimmed(-22.1%) |
| 44 | ? N/A JPMORGAN CHASE FINL CO LLC | $12.6M | 364.7K | 0.70% | Trimmed(-0.9%) |
| 45 | V V VISA INC | $12.4M | 36.2K | 0.69% | Trimmed(-21.6%) |
| 46 | C CVS CVS HEALTH CORP | $12.3M | 119.4K | 0.69% | Trimmed(-4.1%) |
| 47 | Z ZGN ERMENEGILDO ZEGNA N V | $12.2M | 936.6K | 0.68% | Trimmed(-0.6%) |
| 48 | D DIS DISNEY WALT CO | $11.9M | 124.0K | 0.66% | Trimmed(-0.8%) |
| 49 | E EP-PC KINDER MORGAN INC DEL | $11.7M | 364.6K | 0.65% | Added(+0.3%) |
| 50 | P PSX PHILLIPS 66 | $11.1M | 65.7K | 0.62% | Trimmed(-0.8%) |