OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC: 13F holdings
CIK 10056072026Q2
| Positions | 203 |
|---|
| Reported value | $1.8bn |
|---|
| Filed | 2026-08-04 |
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Change since last quarter
| Positions | 203 (+6 vs prior quarter) |
|---|
| Reported value | $1.8bn (-4.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VEU VANGUARD INTL EQUITY INDEX F | 1,836,963 | $153.8m | 8.5% |
| VWO VANGUARD INTL EQUITY INDEX F | 1,186,805 | $70.8m | 3.9% |
| AAPL APPLE INC | 239,363 | $69.3m | 3.8% |
| MSFT MICROSOFT CORP | 141,053 | $52.6m | 2.9% |
| EWJ ISHARES INC | 530,341 | $49.5m | 2.7% |
| VNQ VANGUARD INDEX FDS | 464,333 | $44.8m | 2.5% |
| VGK VANGUARD INTL EQUITY INDEX F | 493,178 | $43.7m | 2.4% |
| GOOG ALPHABET INC | 116,116 | $41.0m | 2.3% |
| AMZN AMAZON COM INC | 159,640 | $38.0m | 2.1% |
| NVDA NVIDIA CORPORATION | 178,271 | $35.7m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1005607")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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