§ 13F · FUND PROFILE
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $2.0B (13F)Positions · 206Turnover · — · Q1Filed · Apr 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$32M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VEU | VANGUARD INTL EQUITY INDEX F | 1.84M | $138M | 7.3% | −1% |
| 2 | AAPL | APPLE INC | 283K | $72M | 3.8% | ±0% |
| 3 | VWO | VANGUARD INTL EQUITY INDEX F | 1.19M | $64M | 3.4% | ±0% |
| 4 | MSFT | MICROSOFT CORP | 156K | $58M | 3.1% | +16% |
| 5 | EWJ | ISHARES INC | 528K | $45M | 2.4% | ±0% |
| 6 | SGOV | ISHARES TR | 435K | $44M | 2.3% | +120% |
| 7 | VNQ | VANGUARD INDEX FDS | 485K | $43M | 2.3% | +7% |
| 8 | VGK | VANGUARD INTL EQUITY INDEX F | 489K | $40M | 2.1% | ±0% |
| 9 | AMZN | AMAZON COM INC | 179K | $37M | 2.0% | +28% |
| 10 | DJP | BARCLAYS BANK PLC | 716K | $34M | 1.8% | −3% |
§ 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 $2.0 billion in assets. The fund runs a broad portfolio of 206 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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