OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
OP OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | Institutional Filer | ▼ 2.59% | $1.89B | 197 |
Current Portfolio Holdings
Showing all 197 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VEU | VANGUARD INTL EQUITY INDEX F | — | 1.8M | $138.3M | 7.31% |
| 2 | AAPL | Apple Inc. | Technology | 283K | $71.9M | 3.80% |
| 3 | VWO | VANGUARD INTL EQUITY INDEX F | — | 1.2M | $64.5M | 3.41% |
| 4 | MSFT | Microsoft Corporation | Technology | 156K | $57.7M | 3.05% |
| 5 | EWJ | ISHARES INC | — | 528K | $44.6M | 2.36% |
| 6 | SGOV | ISHARES TR | — | 435K | $43.7M | 2.31% |
| 7 | VNQ | VANGUARD INDEX FDS | — | 485K | $43.1M | 2.28% |
| 8 | VGK | VANGUARD INTL EQUITY INDEX F | — | 489K | $40.3M | 2.13% |
| 9 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 179K | $37.3M | 1.97% |
| 10 | DJP | BARCLAYS BANK PLC | — | 716K | $34.5M | 1.82% |
| 11 | GOOG | Alphabet Inc. | Technology | 120K | $34.3M | 1.81% |
| 12 | NVDA | NVIDIA Corporation | Technology | 187K | $32.6M | 1.72% |
| 13 | JPM | JPMorgan Chase & Co. | Financial Services | 111K | $32.6M | 1.72% |
| 14 | SRLN | SSGA ACTIVE ETF TR | — | 768K | $30.8M | 1.63% |
| 15 | RWX | SPDR INDEX SHS FDS | — | 1.2M | $30.7M | 1.62% |
Showing 1 to 15 of 197 holdings