OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
•CIK: 1005607•Filing: Q4 2025
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC manages $1.9B across a diversified portfolio of 196 positions. The fund exhibits significant allocation to global equities, notably holding VEU at $136.5M and VWO at $63.8M. Core technology and mega-cap names anchor the portfolio, with substantial positions in AAPL ($77.3M), MSFT ($64.9M), and GOOG ($38.0M). This structure suggests a conviction-driven, multi-asset approach targeting established global market leaders.
Total AUM
$1.9B
QoQ Performance
-1.4%
Positions
157
Top 10 Concentration
29.7%
Latest Filing
Q4 2025
Top Holdings Allocation
VEU
VEU7.0%
AAPL4.0%
MSFT3.3%
VWO3.3%
EWJ2.2%
VGK2.1%
VNQ2.1%
GOOG2.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other62.7%
Technology16.7%
Consumer5.4%
Healthcare4.7%
Financial3.9%
Industrial1.6%
Energy1.1%
Materials1.1%
🚪 Exited Positionssold since Q3 2025
+13 more exited positions
Changes from Q3 2025
NEW8 new positions
↑39 increased
↓120 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023