OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC

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CIK 1005607

13F portfolio (2026-Q1)

$1.9B

Positions

197

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

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As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

197

Top 5

19.9%

Top 10

30.4%

Effective N

57.2

HHI

0.017

This quarter

11 new · 0 exit →

By sector

Unclassified44.0%

Information Technology18.0%

Consumer Discretionary8.1%

Financials7.3%

Industrials6.3%

Communication Services5.8%

Materials2.7%

Energy2.3%

Other5.5%

By market cap

Unknown49.4%

Mega (>$200B)27.9%

Large ($10–200B)20.3%

Mid ($2–10B)2.4%

By region

North America53.6%

Other44.0%

Asia-Pacific1.2%

Europe1.2%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	44.91%	74
Technology Hardware & Equipment	7.63%	7
Software	6.12%	9
Software & IT Services	4.58%	4
Specialty Retail	4.22%	6
Banks	4.07%	6
Commercial Services & Supplies	3.81%	9
Semiconductors & Semiconductor Equipment	3.64%	7
Oil, Gas & Consumable Fuels	2.35%	5
Hotels, Restaurants & Leisure	1.84%	5
Chemicals	1.77%	6
Pharmaceuticals & Biotechnology	1.55%	7
Insurance	1.32%	3
Entertainment	1.24%	2
Utilities	1.04%	4
Automobiles & Components	1.01%	2
Machinery	0.88%	4
Marine	0.75%	1
Beverages	0.64%	2
Airlines	0.63%	2
Equity Real Estate Investment Trusts (REITs)	0.60%	3
Distributors	0.55%	2
Textiles, Apparel & Luxury Goods	0.52%	1
Food & Staples Retailing	0.47%	1
Transportation Infrastructure	0.46%	1
Metals & Mining	0.43%	2
Real Estate Management & Development	0.42%	1
Paper & Forest Products	0.40%	1
Media & Entertainment	0.40%	2
Tobacco	0.35%	1
Health Care Equipment & Supplies	0.27%	1
Capital Markets	0.27%	3
Road & Rail	0.23%	2
Construction & Engineering	0.23%	2
Food Products	0.14%	1
Electrical Equipment & Components	0.12%	2
Aerospace & Defense	0.06%	3
Construction Materials	0.05%	1
Diversified Telecommunication Services	0.01%	1
Health Care Providers & Services	0.01%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	VEU	VANGUARD INTL EQUITY INDEX F	Unclassified	7.31%
2	AAPL	Apple Inc.	Information Technology	3.80%
3	VWO	VANGUARD INTL EQUITY INDEX F	Unclassified	3.41%
4	MSFT	MICROSOFT CORP	Information Technology	3.05%
5	EWJ	ISHARES INC	Unclassified	2.36%
6	SGOV	ISHARES TR	Unclassified	2.31%
7	VNQ	VANGUARD INDEX FDS	Unclassified	2.28%
8	VGK	VANGUARD INTL EQUITY INDEX F	Unclassified	2.13%
9	AMZN	AMAZON COM INC	Consumer Discretionary	1.97%
10	DJP	BARCLAYS BANK PLC	Financials	1.82%

124/197 names classified · sector 56.0% of weight · industry 55.1% · mkt cap 50.6%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 52 quarters

Information TechnologyAAPL, MSFT, DHR, TMO, GE · other

FinancialsJPM, WFC, CNC, DJP, SYF · other

IndustrialsUNP, BABA, PWR, ACN, EXPE · other

Consumer DiscretionaryLOW, WMT, CZR, TGT, AMZN · other

MaterialsPG, ECL, CF, FMC, LYB · other

Health CareABT, PFE, JNJ, XRAY, NVS · other

Communication ServicesDIS, GOOG, GOOGL, META, T · other

EnergyXOM, SLB, PSX, CVX, EOG · other

Consumer StaplesCVS, PEP, KO, PM, MO · other

UtilitiesLNG, KMI, DUK, D, AEP · other

Real EstateCBRE, OHI, AMT, SUI, PLD · other

UnclassifiedVEU, SPY, VWO, VNQ, PRF · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 56.0% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 49% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (112 classified)OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC centroid (Large Core)

Information TechnologyConsumer DiscretionaryCommunication ServicesFinancialsIndustrialsMaterialsEnergyHealth CareConsumer StaplesUtilitiesReal Estate

Style box summary for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC: centroid Large Core. Heaviest cells: Large Growth 22.5%, Large Value 7.9%, Large Core 7.1%.

Classified: 48.6% of book weight (112/197 names) · unclassified 51.4%: VEU, VWO, EWJ, SGOV, VNQ, VGK, DJP, SRLN, RWX, ICSH +75 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 197 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	VEUVANGUARD INTL EQUITY INDEX F	1,841,563	$138M	7.3%	HOLD
2	AAPLAPPLE INC	283,118	$72M	3.8%	HOLD
3	VWOVANGUARD INTL EQUITY INDEX F	1,192,716	$64M	3.4%	HOLD
4	MSFTMICROSOFT CORP	155,924	$58M	3.1%	ADD 16%
5	EWJISHARES INC	528,001	$45M	2.4%	HOLD
6	SGOVISHARES TR	434,573	$44M	2.3%	ADD 120%
7	VNQVANGUARD INDEX FDS	485,471	$43M	2.3%	ADD 7%
8	VGKVANGUARD INTL EQUITY INDEX F	489,139	$40M	2.1%	HOLD
9	AMZNAMAZON COM INC	178,994	$37M	2.0%	ADD 28%
10	DJPBARCLAYS BANK PLC	715,805	$34M	1.8%	TRIM −3%
11	GOOGALPHABET INC	119,659	$34M	1.8%	HOLD
12	NVDANVIDIA CORPORATION	186,766	$33M	1.7%	TRIM −5%
13	JPMJPMORGAN CHASE & CO	110,719	$33M	1.7%	HOLD
14	SRLNSSGA ACTIVE ETF TR	767,782	$31M	1.6%	HOLD
15	RWXSPDR INDEX SHS FDS	1,153,817	$31M	1.6%	HOLD
16	ICSHISHARES TR	604,726	$31M	1.6%	ADD 7%
17	GOOGLALPHABET INC	94,183	$27M	1.4%	ADD 4%
18	DAXGLOBAL X FDS	618,608	$26M	1.4%	HOLD
19	ILFISHARES TR	650,930	$23M	1.2%	TRIM −3%
20	EWNISHARES INC	393,525	$23M	1.2%	HOLD
21	PANWPALO ALTO NETWORKS INC	140,725	$23M	1.2%	ADD 30%
22	AMDADVANCED MICRO DEVICES INC	107,387	$22M	1.2%	HOLD
23	XBISPDR SERIES TRUST	170,839	$22M	1.2%	TRIM −6%
24	TMOTHERMO FISHER SCIENTIFIC INC	43,966	$22M	1.1%	ADD 25%
25	MNANEW YORK LIFE INVESTMENTS ET	554,304	$20M	1.1%	HOLD
26	TLTISHARES TR	221,687	$19M	1.0%	HOLD
27	BWABORGWARNER INC	348,616	$19M	1.0%	TRIM −5%
28	DHRDANAHER CORP DEL	99,069	$19M	1.0%	HOLD
29	GXCSPDR INDEX SHS FDS	195,364	$18M	1.0%	HOLD
30	MELIMERCADOLIBRE INC	9,946	$17M	0.9%	HOLD
31	XOMEXXON MOBIL CORP	101,224	$17M	0.9%	HOLD
32	SPYSTATE STR SPDR S&P 500 ETF T	25,758	$17M	0.9%	ADD 2%
33	BRK.BBERKSHIRE HATHAWAY INC DEL	34,620	$17M	0.9%	HOLD
34	METAMETA PLATFORMS INC	28,713	$16M	0.9%	HOLD
35	WMTWALMART INC	123,089	$15M	0.8%	TRIM −8%
36	ICVTISHARES TR CONV BD ETF	149,672	$15M	0.8%	HOLD
37	BABAALIBABA GROUP HLDG LTD	115,896	$15M	0.8%	ADD 7%
38	INCOCOLUMBIA ETF TR II	263,029	$14M	0.8%	ADD 15%
39	XYZBLOCK INC	239,829	$14M	0.8%	ADD 4%
40	CCLCARNIVAL PLC	549,495	$14M	0.7%	HOLD
41	CRMSALESFORCE INC	75,771	$14M	0.7%	ADD 14%
42	MRSHMARSH & MCLENNAN COS INC	80,882	$14M	0.7%	ADD 3%
43	USDUWISDOMTREE TR	530,739	$14M	0.7%	ADD 3%
44	VVISA INC	46,217	$14M	0.7%	ADD 4%
45	APDAIR PRODS & CHEMS INC	45,764	$13M	0.7%	HOLD
46	MGMMGM RESORTS INTERNATIONAL	344,057	$13M	0.7%	HOLD
47	AMJBJPMORGAN CHASE FINL CO LLC	367,952	$13M	0.7%	HOLD
48	VCSHVANGUARD SCOTTSDALE FDS	157,576	$12M	0.7%	HOLD
49	SLBSCHLUMBERGER LTD	242,469	$12M	0.7%	HOLD
50	KMIKINDER MORGAN INC DEL	363,682	$12M	0.6%	HOLD
51	PSXPHILLIPS 66	66,252	$12M	0.6%	TRIM −2%
52	DISDISNEY WALT CO	124,909	$12M	0.6%	ADD 4%
53	TTWOTAKE-TWO INTERACTIVE SOFTWAR	59,572	$12M	0.6%	HOLD
54	RYAAYRYANAIR HOLDINGS PLC	201,338	$12M	0.6%	HOLD
55	ABTABBOTT LABS	112,500	$12M	0.6%	ADD 4%
56	NXPINXP SEMICONDUCTORS N V	58,014	$11M	0.6%	HOLD
57	PLNTPLANET FITNESS INC	152,197	$11M	0.6%	ADD 111%
58	PRFINVESCO EXCHANGE TRADED FD T	236,444	$11M	0.6%	HOLD
59	IAUISHARES GOLD TR	120,637	$11M	0.6%	TRIM −31%
60	COSTCOSTCO WHSL CORP NEW	10,656	$11M	0.6%	TRIM −14%
61	PGPROCTER AND GAMBLE CO	70,820	$10M	0.5%	HOLD
62	POOLPOOL CORP	50,045	$10M	0.5%	ADD 33%
63	ZGNERMENEGILDO ZEGNA N V	942,458	$10M	0.5%	ADD 35%
64	ASMLASML HOLDING N V	7,403	$10M	0.5%	HOLD
65	CZRCAESARS ENTERTAINMENT INC NE	366,640	$10M	0.5%	HOLD
66	PEPPEPSICO INC	62,048	$10M	0.5%	HOLD
67	LOWLOWES COS INC	39,784	$9M	0.5%	HOLD
68	ACWXISHARES TR	136,270	$9M	0.5%	HOLD
69	LVSLAS VEGAS SANDS CORP	170,370	$9M	0.5%	TRIM −27%
70	NOWSERVICENOW INC	87,101	$9M	0.5%	NEW
71	TCOMTRIP COM GROUP LTD	179,699	$9M	0.5%	ADD 2%
72	CVSCVS HEALTH CORP	124,492	$9M	0.5%	ADD 4%
73	NKENIKE INC	168,717	$9M	0.5%	HOLD
74	ADPAUTOMATIC DATA PROCESSING IN	43,557	$9M	0.5%	TRIM −15%
75	BKNGBOOKING HOLDINGS INC	2,048	$9M	0.5%	HOLD
76	CBRECBRE GROUP INC	58,884	$8M	0.4%	HOLD
77	AAAUGOLDMAN SACHS PHYSICAL GOLD	172,340	$8M	0.4%	TRIM −39%
78	VUGVANGUARD INDEX FDS	17,797	$8M	0.4%	HOLD
79	TREXTREX CO INC	208,136	$8M	0.4%	ADD 39%
80	VTIVANGUARD INDEX FDS	23,213	$7M	0.4%	TRIM −5%
81	VIGVANGUARD SPECIALIZED FUNDS	34,437	$7M	0.4%	TRIM −5%
82	NFLXNETFLIX INC	76,007	$7M	0.4%	NEW
83	VCITVANGUARD SCOTTSDALE FDS	88,291	$7M	0.4%	HOLD
84	ESTCELASTIC N V	143,144	$7M	0.4%	ADD 79%
85	UNHUNITEDHEALTH GROUP INC	26,007	$7M	0.4%	ADD 4%
86	KEYSKEYSIGHT TECHNOLOGIES INC	24,829	$7M	0.4%	TRIM −42%
87	PMPHILIP MORRIS INTL INC	40,000	$7M	0.3%	TRIM −5%
88	URIUNITED RENTALS INC	8,768	$6M	0.3%	NEW
89	VTVVANGUARD INDEX FDS	32,290	$6M	0.3%	TRIM −2%
90	HDHOME DEPOT INC	18,979	$6M	0.3%	HOLD
91	LNGCheniere Energy, Inc	21,794	$6M	0.3%	TRIM −70%
92	IWFISHARES TR	14,210	$6M	0.3%	HOLD
93	SUISUN CMNTYS INC	47,600	$6M	0.3%	HOLD
94	ICLRICON PLC	49,764	$6M	0.3%	TRIM −2%
95	BUSEFIRST BUSEY CORP	210,214	$5M	0.3%	TRIM −42%
96	WSCWILLSCOT HLDGS CORP	300,098	$5M	0.3%	TRIM −17%
97	BSXBOSTON SCIENTIFIC CORP	82,511	$5M	0.3%	NEW
98	FISFIDELITY NATL INFORMATION SV	108,772	$5M	0.3%	HOLD
99	PLDPROLOGIS INC.	38,438	$5M	0.3%	HOLD
100	NUENUCOR CORP	28,200	$5M	0.3%	HOLD
101	JNJJOHNSON & JOHNSON	18,521	$5M	0.2%	HOLD
102	AIR LEASE CORP	68,860	$4M	0.2%	TRIM −2%
103	CATCATERPILLAR INC	6,145	$4M	0.2%	HOLD
104	AMGNAMGEN INC	12,110	$4M	0.2%	HOLD
105	APOAPOLLO GLOBAL MGMT INC	37,339	$4M	0.2%	ADD 26%
106	PDPINVESCO EXCHANGE TRADED FD T	33,954	$4M	0.2%	HOLD
107	PWRQUANTA SVCS INC	7,358	$4M	0.2%	HOLD
108	TRVTRAVELERS COMPANIES INC	13,150	$4M	0.2%	HOLD
109	UNPUNION PAC CORP	15,303	$4M	0.2%	TRIM −74%
110	FCXFREEPORT MCMORAN INC	56,435	$3M	0.2%	TRIM −38%
111	LLYELI LILLY & CO	3,457	$3M	0.2%	HOLD
112	PFEPFIZER INC	108,581	$3M	0.2%	TRIM −19%
113	AXPAMERICAN EXPRESS CO	10,027	$3M	0.2%	HOLD
114	YUMYUM BRANDS INC	17,900	$3M	0.1%	HOLD
115	IWDISHARES TR	12,580	$3M	0.1%	HOLD
116	MDLZMONDELEZ INTL INC	44,989	$3M	0.1%	HOLD
117	KOCOCA COLA CO	33,621	$3M	0.1%	HOLD
118	GSEWGOLDMAN SACHS ETF TR	29,865	$3M	0.1%	ADD 7%
119	ABBVABBVIE INC	11,479	$2M	0.1%	HOLD
120	IVVISHARES TR	3,553	$2M	0.1%	TRIM −16%
121	CVXCHEVRON CORP NEW	11,173	$2M	0.1%	HOLD
122	VUSBVANGUARD BD INDEX FDS	39,000	$2M	0.1%	NEW
123	DVYISHARES TR	12,564	$2M	0.1%	TRIM −3%
124	AVGOBROADCOM INC	6,122	$2M	0.1%	ADD 9%
125	RSPINVESCO EXCHANGE TRADED FD T	9,760	$2M	0.1%	TRIM −14%
126	CSCOCISCO SYS INC	23,554	$2M	0.1%	HOLD
127	DEDEERE & CO	3,050	$2M	0.1%	HOLD
128	EFAISHARES TR	16,998	$2M	0.1%	HOLD
129	QQQINVESCO QQQ TR	2,746	$2M	0.1%	ADD 13%
130	VEAVANGUARD TAX-MANAGED FDS	24,211	$2M	0.1%	ADD 12%
131	IWMISHARES TR	5,868	$1M	0.1%	HOLD
132	GEGE AEROSPACE	4,892	$1M	0.1%	HOLD
133	WFCWELLS FARGO CO NEW	16,738	$1M	0.1%	HOLD
134	NEARISHARES U S ETF TR	24,400	$1M	0.1%	HOLD
135	EEMISHARES TR	20,910	$1M	0.1%	HOLD
136	MDYSPDR S&P MIDCAP 400 ETF TR	1,843	$1M	0.1%	TRIM −9%
137	ORCLORACLE CORP	7,454	$1M	0.1%	TRIM −10%
138	RWRSPDR SERIES TRUST	10,814	$1M	0.1%	HOLD
139	AZOAUTOZONE INC	303	$1M	0.1%	HOLD
140	NEENEXTERA ENERGY INC	10,608	$985,271	0.1%	HOLD
141	VMCVULCAN MATLS CO	3,605	$981,642	0.1%	TRIM −91%
142	GEVGE VERNOVA INC	1,060	$925,274	0.0%	HOLD
143	IDEVISHARES TR	9,620	$803,943	0.0%	NEW
144	LRCXLAM RESEARCH CORP	3,751	$801,439	0.0%	TRIM −9%
145	IBMINTERNATIONAL BUSINESS MACHS	2,827	$685,237	0.0%	TRIM −2%
146	CSXCSX CORP	16,604	$681,594	0.0%	HOLD
147	VOOVANGUARD INDEX FDS	1,116	$666,866	0.0%	ADD 60%
148	SCHWSCHWAB CHARLES CORP	7,029	$660,585	0.0%	HOLD
149	CFCF INDS HLDGS INC	4,983	$646,993	0.0%	HOLD
150	IWRISHARES TR	6,600	$641,718	0.0%	HOLD
151	AMATAPPLIED MATLS INC	1,775	$606,677	0.0%	HOLD
152	VNQIVANGUARD INTL EQUITY INDEX F	13,396	$595,452	0.0%	HOLD
153	ESGUISHARES TR	4,132	$584,347	0.0%	HOLD
154	IWBISHARES TR	1,524	$543,397	0.0%	TRIM −13%
155	EFVISHARES TR	6,985	$519,335	0.0%	HOLD
156	VOVANGUARD INDEX FDS	1,737	$498,832	0.0%	ADD 98%
157	VONEVanguard Russell 1000 ETF	1,514	$446,812	0.0%	NEW
158	RTXRTX CORPORATION	2,310	$445,599	0.0%	TRIM −96%
159	IJHISHARES TR	6,357	$429,303	0.0%	TRIM −10%
160	SHELSHELL PLC	4,615	$429,195	0.0%	TRIM −23%
161	BABOEING CO	2,125	$422,939	0.0%	HOLD
162	ABMABM INDS INC	10,900	$419,868	0.0%	HOLD
163	JEPIJPMorgan Equity Premium Income ETF	6,555	$371,537	0.0%	HOLD
164	IEURISHARES TR	5,060	$355,566	0.0%	HOLD
165	MCDMCDONALDS CORP	1,113	$345,909	0.0%	HOLD
166	VXUSVANGUARD STAR FDS	4,295	$331,187	0.0%	TRIM −17%
167	IJRISHARES TR	2,611	$324,620	0.0%	NEW
168	ITOTISHARES TR	2,258	$321,607	0.0%	HOLD
169	VBVANGUARD INDEX FDS	1,203	$315,205	0.0%	HOLD
170	OGEOGE ENERGY CORP	6,500	$311,740	0.0%	HOLD
171	MSMORGAN STANLEY	1,875	$308,569	0.0%	HOLD
172	CDNSCADENCE DESIGN SYSTEM INC	1,061	$294,820	0.0%	TRIM −24%
173	BACBANK AMERICA CORP	5,961	$290,599	0.0%	ADD 5%
174	MRKMERCK & CO INC	2,411	$290,002	0.0%	HOLD
175	ICLNISHARES TR	15,375	$281,209	0.0%	TRIM −6%
176	MCHIISHARES TR MSCI CHINA ETF	4,990	$280,338	0.0%	HOLD
177	PHOINVESCO EXCHANGE TRADED FD T	4,077	$272,588	0.0%	ADD 14%
178	SMOGVANECK ETF TRUST	1,956	$271,413	0.0%	HOLD
179	MAMASTERCARD INCORPORATED	539	$269,150	0.0%	HOLD
180	MUMICRON TECHNOLOGY INC	775	$261,826	0.0%	TRIM −57%
181	LINLINDE PLC	509	$252,342	0.0%	HOLD
182	TELTE CONNECTIVITY PLC	1,199	$250,615	0.0%	HOLD
183	CMCSACOMCAST CORP NEW	8,552	$245,528	0.0%	HOLD
184	IEMGISHARES INC	3,461	$241,405	0.0%	NEW
185	DHID R HORTON INC	1,747	$239,723	0.0%	HOLD
186	TSLATESLA INC	644	$239,407	0.0%	TRIM −7%
187	ECLECOLAB INC	878	$233,566	0.0%	TRIM −64%
188	LMTLOCKHEED MARTIN CORP	375	$226,646	0.0%	TRIM −12%
189	AMTAMERICAN TOWER CORP	1,300	$224,354	0.0%	HOLD
190	INTCINTEL CORP	5,013	$221,224	0.0%	TRIM −9%
191	VIOGVANGUARD ADMIRAL FDS INC	1,770	$220,294	0.0%	HOLD
192	FDXFEDEX CORP	607	$216,201	0.0%	TRIM −13%
193	VZVERIZON COMMUNICATIONS INC	4,290	$215,358	0.0%	NEW
194	BKLNINVESCO EXCH TRADED FD TR II	10,290	$210,019	0.0%	HOLD
195	LHLABCORP HOLDINGS INC	768	$204,910	0.0%	NEW
196	NCANUVEEN CALIFORNIA MUNI VLU F	17,000	$159,460	0.0%	HOLD
197	ASANASANA INC	12,226	$78,246	0.0%	HOLD

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

VEUVANGUARD INTL EQUITY INDEX F

2.1M

1.9M

1.8M

$138M

AAPLAPPLE INC

276K

300K

295K

294K

284K

283K

$72M

VWOVANGUARD INTL EQUITY INDEX F

1.2M

$64M

MSFTMICROSOFT CORP

147K

142K

138K

137K

134K

156K

$58M

EWJISHARES INC

494K

507K

534K

537K

527K

528K

$45M

SGOVISHARES TR

—

220K

189K

197K

435K

$44M

VNQVANGUARD INDEX FDS

401K

413K

433K

454K

485K

$43M

VGKVANGUARD INTL EQUITY INDEX F

497K

492K

497K

500K

489K

$40M

AMZNAMAZON COM INC

41K

89K

141K

140K

179K

$37M

DJPBARCLAYS BANK PLC

755K

753K

743K

753K

736K

716K

$34M

GOOGALPHABET INC

149K

145K

140K

121K

120K

$34M

NVDANVIDIA CORPORATION

228K

222K

215K

213K

197K

187K

$33M

JPMJPMORGAN CHASE & CO

125K

119K

114K

113K

111K

$33M

SRLNSSGA ACTIVE ETF TR

682K

742K

739K

771K

769K

768K

$31M

RWXSPDR INDEX SHS FDS

1.2M

1.3M

1.2M

1.1M

1.2M

$31M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC

Implied return what this book implies · modeled, not advice methodology →

Exposures · what this manager owns, by sector & size (2026-Q1)

By sector

By market cap

By region

By industry group GICS — finer than sector

Top holdings

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Contribution holdings-based, any period

Holdings· 197 positions (2026-Q1) · largest first · Δ vs 2025-Q4

Position trends· top 15 holdings · shares held over 6 quarters

Related· where to look next

OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC