§ 13F · FUND PROFILE
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1880.7T (13F)Positions · 205Turnover · — · Q4Filed · Jan 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$15.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VEU | VANGUARD INTL EQUITY INDEX F | 1.86M | $136.5T | 7.0% | −3% |
| 2 | AAPL | APPLE INC | 284K | $77.3T | 4.0% | −3% |
| 3 | MSFT | MICROSOFT CORP | 134K | $64.9T | 3.3% | −2% |
| 4 | VWO | VANGUARD INTL EQUITY INDEX F | 1.19M | $63.8T | 3.3% | −3% |
| 5 | EWJ | ISHARES INC | 527K | $42.6T | 2.2% | −2% |
| 6 | VGK | VANGUARD INTL EQUITY INDEX F | 489K | $40.8T | 2.1% | −2% |
| 7 | VNQ | VANGUARD INDEX FDS | 454K | $40.2T | 2.1% | ±0% |
| 8 | GOOG | ALPHABET INC | 121K | $38.0T | 2.0% | −13% |
| 9 | NVDA | NVIDIA CORPORATION | 197K | $36.7T | 1.9% | −7% |
| 10 | JPM | JPMORGAN CHASE & CO. | 111K | $35.6T | 1.8% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE OSBORNE SIGNAL
AC read
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC is a Other fund managing $1880676.5 trillion in assets. The fund runs a broad portfolio of 205 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed