OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC

CIK 0001005607 · SAN FRANCISCO, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-04 · Open the SEC source

OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC reported 203 positions worth $1.80B as of June 30, 2026 (13F filed August 4, 2026). Largest holding: VEU (8.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.80B
2026 Q2
Positions
203
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
33.3%
Est. Net Flow (Q)
2026 Q2
10 / 203 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VEUVANGUARD INTL EQUITY INDEX FSH$153.8M8.55%1,836,963
2VWOVANGUARD INTL EQUITY INDEX FSH$70.8M3.94%1,186,805
3AAPLAPPLE INCSH$69.3M3.85%239,363
4MSFTMICROSOFT CORPSH$52.6M2.92%141,053
5EWJISHARES INCSH$49.5M2.75%530,341
6VNQVANGUARD INDEX FDSSH$44.8M2.49%464,333
7VGKVANGUARD INTL EQUITY INDEX FSH$43.7M2.43%493,178
8GOOGALPHABET INCSH$41.0M2.28%116,116
9AMZNAMAZON COM INCSH$38.0M2.11%159,640
10NVDANVIDIA CORPORATIONSH$35.7M1.98%178,271

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC hold as of Q2 2026?

OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC reported 203 positions worth $1.80B in its Q2 2026 13F filing. Largest positions: VEU (8.5%), VWO (3.9%), AAPL (3.8%), MSFT (2.9%) and EWJ (2.7%).

What did OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.