OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
CIK 1005607
13F filing for Q2 2026・No. 1,760
- Holdings
- US$1.8B
- Quarter change
- −US$91.2M
- Entries
- 203
- Net bought (estimate)
- −US$228.76M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 17
- Sold out 11
- Cut 91
- Added 54
- Corporate actions 0
- Unchanged 41
Largest holdings
203 stocks worth US$1.8B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VANGUARD INTL EQUITY INDEX FALLWRLD EX US | Cut | 1,836,963 | US$153.85M | 8.55% |
| VWOVANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF | Cut | 1,186,805 | US$70.84M | 3.94% |
| AAPLAppleCOM | Cut | 239,363 | US$69.26M | 3.85% |
| MSFTMicrosoftCOM | Cut | 141,053 | US$52.62M | 2.92% |
| ISHARES INCMSCI JAPAN ETF | Added | 530,341 | US$49.46M | 2.75% |
| VANGUARD INDEX FDSREAL ESTATE ETF | Cut | 464,333 | US$44.78M | 2.49% |
| VANGUARD INTL EQUITY INDEX FFTSE EUROPE ETF | Added | 493,178 | US$43.67M | 2.43% |
| GOOGALPHABET INCCAP STK CL C | Cut | 116,116 | US$41.03M | 2.28% |
| AMZNAmazonCOM | Cut | 159,640 | US$38.05M | 2.11% |
| NVDANvidiaCOM | Cut | 178,271 | US$35.67M | 1.98% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 4, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.