OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC

Est. AUM

$1.89B

13F long equity, this entity only

Positions

197

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$138.3M	1841563	7.31%	SOLE
2	APPLE INC	COM	$71.9M	283118	3.80%	SOLE
3	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$64.5M	1192716	3.41%	SOLE
4	MICROSOFT CORP	COM	$57.7M	155924	3.05%	SOLE
5	ISHARES INC	MSCI JAPAN ETF	$44.6M	528001	2.36%	SOLE
6	ISHARES TR	0-3 MNTH TREASRY	$43.7M	434573	2.31%	SOLE
7	VANGUARD INDEX FDS	REAL ESTATE ETF	$43.1M	485471	2.28%	SOLE
8	VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$40.3M	489139	2.13%	SOLE
9	AMAZON COM INC	COM	$37.3M	178994	1.97%	SOLE
10	BARCLAYS BANK PLC	DJUBS CMDT ETN36	$34.5M	715805	1.82%	SOLE
11	ALPHABET INC	CAP STK CL C	$34.3M	119659	1.81%	SOLE
12	NVIDIA CORPORATION	COM	$32.6M	186766	1.72%	SOLE
13	JPMORGAN CHASE & CO	COM	$32.6M	110719	1.72%	SOLE
14	SSGA ACTIVE ETF TR	STATE STREET BLA	$30.8M	767782	1.63%	SOLE
15	SPDR INDEX SHS FDS	STATE STREET SPD	$30.7M	1153817	1.62%	SOLE
16	ISHARES TR	ULTRA SHORT DUR	$30.6M	604726	1.62%	SOLE
17	ALPHABET INC	CAP STK CL A	$27.1M	94183	1.43%	SOLE
18	GLOBAL X FDS	DAX GERMANY ETF	$26.1M	618608	1.38%	SOLE
19	ISHARES TR	LATN AMER 40 ETF	$23.1M	650930	1.22%	SOLE
20	ISHARES INC	MSCI NETHERL ETF	$22.6M	393525	1.20%	SOLE
21	PALO ALTO NETWORKS INC	COM	$22.6M	140725	1.19%	SOLE
22	ADVANCED MICRO DEVICES INC	COM	$21.8M	107387	1.16%	SOLE
23	SPDR SERIES TRUST	STATE STREET SPD	$21.8M	170839	1.15%	SOLE
24	THERMO FISHER SCIENTIFIC INC	COM	$21.6M	43966	1.14%	SOLE
25	NEW YORK LIFE INVESTMENTS ET	NYLI MERGER ARBI	$20.1M	554304	1.07%	SOLE
26	ISHARES TR	20 YR TR BD ETF	$19.2M	221687	1.02%	SOLE
27	BORGWARNER INC	COM	$18.9M	348616	1.00%	SOLE
28	DANAHER CORP DEL	COM	$18.8M	99069	0.99%	SOLE
29	SPDR INDEX SHS FDS	STATE STREET SPD	$18.2M	195364	0.96%	SOLE
30	MERCADOLIBRE INC	COM	$17.2M	9946	0.91%	SOLE
31	EXXON MOBIL CORP	COM	$17.2M	101224	0.91%	SOLE
32	STATE STR SPDR S&P 500 ETF T	TR UNIT	$16.8M	25758	0.89%	SOLE
33	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$16.6M	34620	0.88%	SOLE
34	META PLATFORMS INC	CL A	$16.4M	28713	0.87%	SOLE
35	WALMART INC	COM	$15.3M	123089	0.81%	SOLE
36	ISHARES TR	CONV BD ETF	$15.2M	149672	0.81%	SOLE
37	ALIBABA GROUP HLDG LTD	SPONSORED ADS	$14.5M	115896	0.77%	SOLE
38	COLUMBIA ETF TR II	INDIA CONSMR ETF	$14.5M	263029	0.76%	SOLE
39	BLOCK INC	CL A	$14.4M	239829	0.76%	SOLE
40	CARNIVAL PLC	ADS	$14.2M	549495	0.75%	SOLE
41	SALESFORCE INC	COM	$14.1M	75771	0.75%	SOLE
42	MARSH & MCLENNAN COS INC	COM	$14.0M	80882	0.74%	SOLE
43	WISDOMTREE TR	BLMBG US BULL	$14.0M	530739	0.74%	SOLE
44	VISA INC	COM CL A	$14.0M	46217	0.74%	SOLE
45	AIR PRODUCTS AND CHEMICALS I	COM	$13.3M	45764	0.70%	SOLE
46	MGM RESORTS INTERNATIONAL	COM	$12.7M	344057	0.67%	SOLE
47	JPMORGAN CHASE FINL CO LLC	CAL LKD 44	$12.7M	367952	0.67%	SOLE
48	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$12.5M	157576	0.66%	SOLE
49	SLB LIMITED	COM STK	$12.5M	242469	0.66%	SOLE
50	KINDER MORGAN INC DEL	COM	$12.2M	363682	0.64%	SOLE

1–50 of 197

1 / 4

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.