The Analysis of OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC's Holdings

Currently, OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC holds 196 types of securities in its portfolio with a total value $1.9B. In the most recent quarter, they have increased their positions in UNH (+25.0K shares, valued at $8.3M), NKE (+84.6K shares, valued at $5.4M), TREX (+149.8K shares, valued at $5.3M); decreased their positions in LVS (-149.1K shares, valued at $9.7M), N/A (-28.3K shares, valued at $8.9M), N/A (-18.6K shares, valued at $5.8M); initiated new positions in UNH (+25.0K shares, valued at $8.3M), TREX (+149.8K shares, valued at $5.3M), MU (+1.8K shares, valued at $516.6K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VEU VANGUARD INTL EQUITY INDEX F1.9M shares-2.83%2025-12-312026-01-27

AAPL APPLE INC284.4K shares-3.35%2025-12-312026-01-27

MSFT MICROSOFT CORP134.3K shares-2.34%2025-12-312026-01-27

VWO VANGUARD INTL EQUITY INDEX F1.2M shares-2.66%2025-12-312026-01-27

EWJ ISHARES INC527.2K shares-1.86%2025-12-312026-01-27

VGK VANGUARD INTL EQUITY INDEX F488.5K shares-2.30%2025-12-312026-01-27

VNQ VANGUARD INDEX FDS454.3K shares0.00%2025-12-312026-01-27

ALPHABET INC ALPHABET INC121.0K shares-13.30%2025-12-312026-01-27

Sponsored

NVDA NVIDIA CORPORATION197.0K shares-7.41%2025-12-312026-01-27

JPM JPMORGAN CHASE & CO.110.6K shares-2.19%2025-12-312026-01-27

AMZN AMAZON COM INC140.3K shares-0.38%2025-12-312026-01-27

RWX SPDR INDEX SHS FDS1.1M shares-1.62%2025-12-312026-01-27

SRLN SSGA ACTIVE ETF TR768.8K shares-0.23%2025-12-312026-01-27

ICSH ISHARES TR565.4K shares5.71%2025-12-312026-01-27

ALPHABET INC ALPHABET INC90.2K shares-23.88%2025-12-312026-01-27

DAX GLOBAL X FDS609.3K shares-2.19%2025-12-312026-01-27

Sponsored

DJP BARCLAYS BANK PLC736.0K shares-2.26%2025-12-312026-01-27

AMD ADVANCED MICRO DEVICES INC108.8K shares-2.55%2025-12-312026-01-27

EWN ISHARES INC393.2K shares-2.70%2025-12-312026-01-27

DHR DANAHER CORPORATION97.7K shares-0.54%2025-12-312026-01-27

XBI SPDR SERIES TRUST181.0K shares-3.52%2025-12-312026-01-27

ILF ISHARES TR669.6K shares-1.96%2025-12-312026-01-27

TMO THERMO FISHER SCIENTIFIC INC35.2K shares7.87%2025-12-312026-01-27

MELI MERCADOLIBRE INC10.1K shares23.46%2025-12-312026-01-27

Sponsored

PANW PALO ALTO NETWORKS INC108.2K shares-1.27%2025-12-312026-01-27

SGOV ISHARES TR197.2K shares4.38%2025-12-312026-01-27

MNA NEW YORK LIFE INVESTMENTS ET547.6K shares0.05%2025-12-312026-01-27

TLT ISHARES TR218.5K shares0.13%2025-12-312026-01-27

META META PLATFORMS INC28.5K shares-2.69%2025-12-312026-01-27

GXC SPDR INDEX SHS FDS192.5K shares-2.12%2025-12-312026-01-27

CRM SALESFORCE INC66.6K shares0.70%2025-12-312026-01-27

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL34.9K shares-1.62%2025-12-312026-01-27

Sponsored

SPY SPDR S&P 500 ETF TR25.1K shares-5.72%2025-12-312026-01-27

CUK CARNIVAL PLC558.3K shares-1.89%2025-12-312026-01-27

BWA BORGWARNER INC365.5K shares-2.80%2025-12-312026-01-27

BABA ALIBABA GROUP HLDG LTD107.8K shares-3.66%2025-12-312026-01-27

V VISA INC44.6K shares-2.32%2025-12-312026-01-27

LVS LAS VEGAS SANDS CORP233.2K shares-39.00%2025-12-312026-01-27

TTWO TAKE-TWO INTERACTIVE SOFTWAR58.5K shares-2.49%2025-12-312026-01-27

XYZ BLOCK INC230.1K shares11.03%2025-12-312026-01-27

Sponsored

WMT WALMART INC133.8K shares-11.26%2025-12-312026-01-27

INCO COLUMBIA ETF TR II229.4K shares-1.49%2025-12-312026-01-27

ICVT ISHARES TR150.6K shares-1.42%2025-12-312026-01-27

MMC MARSH & MCLENNAN COS INC78.8K shares1.88%2025-12-312026-01-27

RYAAY RYANAIR HOLDINGS PLC201.9K shares-1.70%2025-12-312026-01-27

ISHARES GOLD TR ISHARES GOLD TR176.1K shares-3.42%2025-12-312026-01-27

LNG CHENIERE ENERGY INC73.4K shares0.40%2025-12-312026-01-27

UNP UNION PAC CORP59.0K shares-1.64%2025-12-312026-01-27

Sponsored

DIS DISNEY WALT CO119.6K shares-1.83%2025-12-312026-01-27

ABT ABBOTT LABS107.9K shares-0.70%2025-12-312026-01-27

USDU WISDOMTREE TR513.2K shares0.18%2025-12-312026-01-27

ADP AUTOMATIC DATA PROCESSING IN51.2K shares-0.65%2025-12-312026-01-27

TCOM TRIP COM GROUP LTD175.8K shares21.93%2025-12-312026-01-27

VCSH VANGUARD SCOTTSDALE FDS157.2K shares0.39%2025-12-312026-01-27

MGM MGM RESORTS INTERNATIONAL342.7K shares-0.15%2025-12-312026-01-27

NXPI NXP SEMICONDUCTORS N V57.1K shares-1.15%2025-12-312026-01-27

Sponsored

XOM EXXON MOBIL CORP101.6K shares0.18%2025-12-312026-01-27

AAAU GOLDMAN SACHS PHYSICAL GOLD281.5K shares-2.94%2025-12-312026-01-27

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T240.1K shares-4.02%2025-12-312026-01-27

APD AIR PRODS & CHEMS INC45.5K shares-0.75%2025-12-312026-01-27

VMC VULCAN MATLS CO38.8K shares-4.22%2025-12-312026-01-27

BKNG BOOKING HOLDINGS INC2.1K shares-2.45%2025-12-312026-01-27

AMJB JPMORGAN CHASE FINL CO LLC368.6K shares-1.77%2025-12-312026-01-27

NKE NIKE INC169.1K shares100.09%2025-12-312026-01-27

Sponsored

COST COSTCO WHSL CORP NEW12.4K shares1.74%2025-12-312026-01-27

PG PROCTER AND GAMBLE CO70.9K shares-1.73%2025-12-312026-01-27

KMI KINDER MORGAN INC DEL366.8K shares-1.53%2025-12-312026-01-27

RTX RTX CORPORATION54.1K shares-4.08%2025-12-312026-01-27

CVS CVS HEALTH CORP119.9K shares-2.15%2025-12-312026-01-27

LOW LOWES COS INC39.2K shares-1.20%2025-12-312026-01-27

CBRE CBRE GROUP INC57.8K shares-4.19%2025-12-312026-01-27

ICLR ICON PLC50.9K shares-1.38%2025-12-312026-01-27

Sponsored

ACWX ISHARES TR138.0K shares-0.54%2025-12-312026-01-27

SLB SLB LIMITED240.7K shares-0.29%2025-12-312026-01-27

PEP PEPSICO INC62.4K shares-0.99%2025-12-312026-01-27

NICE NICE LTD77.8K shares-1.08%2025-12-312026-01-27

PSX PHILLIPS 6667.7K shares0.56%2025-12-312026-01-27

VUG VANGUARD INDEX FDS17.8K shares-1.58%2025-12-312026-01-27

KEYS KEYSIGHT TECHNOLOGIES INC42.6K shares-5.12%2025-12-312026-01-27

POOL POOL CORP37.6K shares3.42%2025-12-312026-01-27

Sponsored

BUSE FIRST BUSEY CORP361.1K shares0.00%2025-12-312026-01-27

CZR CAESARS ENTERTAINMENT INC NE364.4K shares-3.85%2025-12-312026-01-27

UNH UNITEDHEALTH GROUP INC25.0K sharesnew addition2025-12-312026-01-27

VTI VANGUARD INDEX FDS24.5K shares0.16%2025-12-312026-01-27

GPN GLOBAL PMTS INC103.7K shares0.85%2025-12-312026-01-27

ASML ASML HOLDING N V7.5K shares-2.28%2025-12-312026-01-27

VIG VANGUARD SPECIALIZED FUNDS36.3K shares-6.42%2025-12-312026-01-27

PLNT PLANET FITNESS INC72.3K shares-0.33%2025-12-312026-01-27

Sponsored

VCIT VANGUARD SCOTTSDALE FDS87.1K shares-2.15%2025-12-312026-01-27

FIS FIDELITY NATL INFORMATION SV108.1K shares-1.06%2025-12-312026-01-27

ZGN ERMENEGILDO ZEGNA N V699.3K shares-2.55%2025-12-312026-01-27

WSC WILLSCOT HLDGS CORP363.3K shares-1.64%2025-12-312026-01-27

PM PHILIP MORRIS INTL INC42.0K shares0.08%2025-12-312026-01-27

IWF ISHARES TR14.1K shares1.41%2025-12-312026-01-27

HD HOME DEPOT INC19.1K shares-1.25%2025-12-312026-01-27

VTV VANGUARD INDEX FDS33.1K shares-1.05%2025-12-312026-01-27

Sponsored

ESTC ELASTIC N V80.0K shares-0.06%2025-12-312026-01-27

WDAY WORKDAY INC27.0K shares-0.50%2025-12-312026-01-27

SUI SUN CMNTYS INC46.8K shares-0.44%2025-12-312026-01-27

TREX TREX CO INC149.8K sharesnew addition2025-12-312026-01-27

PLD PROLOGIS INC.38.4K shares-1.55%2025-12-312026-01-27

FCX FREEPORT-MCMORAN INC91.3K shares-0.46%2025-12-312026-01-27

NUE NUCOR CORP28.2K shares0.00%2025-12-312026-01-27

AL AIR LEASE CORP70.4K shares-5.14%2025-12-312026-01-27

Sponsored

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC29.7K shares-1.23%2025-12-312026-01-27

PDP INVESCO EXCHANGE TRADED FD T34.1K shares-3.25%2025-12-312026-01-27

AMGN AMGEN INC12.1K shares0.00%2025-12-312026-01-27

JNJ JOHNSON & JOHNSON18.6K shares-4.26%2025-12-312026-01-27

TRV TRAVELERS COMPANIES INC13.2K shares-1.29%2025-12-312026-01-27

LLY ELI LILLY & CO3.5K shares0.14%2025-12-312026-01-27

AXP AMERICAN EXPRESS CO10.0K shares-0.97%2025-12-312026-01-27

CAT CATERPILLAR INC6.2K shares-4.29%2025-12-312026-01-27

Sponsored

PFE PFIZER INC134.9K shares-27.83%2025-12-312026-01-27

PWR QUANTA SVCS INC7.4K shares-5.82%2025-12-312026-01-27

IVV ISHARES TR4.2K shares47.11%2025-12-312026-01-27

YUM YUM BRANDS INC17.9K shares0.00%2025-12-312026-01-27

ABBV ABBVIE INC11.7K shares-5.00%2025-12-312026-01-27

IWD ISHARES TR12.6K shares5.95%2025-12-312026-01-27

MDLZ MONDELEZ INTL INC45.0K shares-1.03%2025-12-312026-01-27

GSEW GOLDMAN SACHS ETF TR27.9K shares-7.97%2025-12-312026-01-27

Sponsored

KO COCA COLA CO33.7K shares-6.70%2025-12-312026-01-27

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T11.4K shares-3.55%2025-12-312026-01-27

BROADCOM INC BROADCOM INC5.6K shares-1.19%2025-12-312026-01-27

DVY ISHARES TR12.9K shares-5.87%2025-12-312026-01-27

CSCO CISCO SYS INC23.6K shares-0.82%2025-12-312026-01-27

CVX CHEVRON CORP NEW11.2K shares-0.45%2025-12-312026-01-27

EFA ISHARES TR17.0K shares0.62%2025-12-312026-01-27

ORCL ORACLE CORP8.2K shares-2.39%2025-12-312026-01-27

Sponsored

WFC WELLS FARGO CO NEW16.7K shares-0.59%2025-12-312026-01-27

GE AEROSPACE GE AEROSPACE4.9K shares0.00%2025-12-312026-01-27

INVESCO QQQ TR INVESCO QQQ TR2.4K shares-0.98%2025-12-312026-01-27

IWM ISHARES TR5.9K shares-14.02%2025-12-312026-01-27

DE DEERE & CO3.1K shares0.07%2025-12-312026-01-27

VEA VANGUARD TAX-MANAGED FDS21.5K shares0.00%2025-12-312026-01-27

NEAR ISHARES U S ETF TR24.4K shares4.27%2025-12-312026-01-27

MDY SPDR S&P MIDCAP 400 ETF TR2.0K shares-15.78%2025-12-312026-01-27

Sponsored

EEM ISHARES TR20.9K shares0.00%2025-12-312026-01-27

RWR SPDR SERIES TRUST10.9K shares0.34%2025-12-312026-01-27

AZO AUTOZONE INC303 shares-9.01%2025-12-312026-01-27

IBM INTERNATIONAL BUSINESS MACHS2.9K shares-3.82%2025-12-312026-01-27

NEE NEXTERA ENERGY INC10.7K shares0.41%2025-12-312026-01-27

YUMC YUM CHINA HLDGS INC17.9K shares-0.23%2025-12-312026-01-27

LAM RESEARCH CORP LAM RESEARCH CORP4.1K shares99.95%2025-12-312026-01-27

SCHW SCHWAB CHARLES CORP7.0K shares-21.12%2025-12-312026-01-27

Sponsored

GEV GE VERNOVA INC1.1K shares-10.55%2025-12-312026-01-27

RAL RALLIANT CORP13.2K shares0.00%2025-12-312026-01-27

IWB ISHARES TR1.8K shares0.00%2025-12-312026-01-27

ECL ECOLAB INC2.4K shares0.00%2025-12-312026-01-27

IWR ISHARES TR6.6K shares0.00%2025-12-312026-01-27

VNQI VANGUARD INTL EQUITY INDEX F13.4K shares4.70%2025-12-312026-01-27

ESGU ISHARES TR4.1K shares3.42%2025-12-312026-01-27

CSX CSX CORP16.6K shares-1.08%2025-12-312026-01-27

Sponsored

OHI OMEGA HEALTHCARE INVS INC13.1K shares0.00%2025-12-312026-01-27

MU MICRON TECHNOLOGY INC1.8K sharesnew addition2025-12-312026-01-27

EFV ISHARES TR7.0K shares-20.63%2025-12-312026-01-27

IJH ISHARES TR7.1K shares19.90%2025-12-312026-01-27

BA BOEING CO2.1K shares0.00%2025-12-312026-01-27

ABM ABM INDS INC10.9K shares0.00%2025-12-312026-01-27

AMAT APPLIED MATLS INC1.8K shares-0.06%2025-12-312026-01-27

SHEL SHELL PLC6.0K shares-39.85%2025-12-312026-01-27

Sponsored

CDNS CADENCE DESIGN SYSTEM INC1.4K shares-0.36%2025-12-312026-01-27

VANGUARD INDEX FDS VANGUARD INDEX FDS696 shares-16.45%2025-12-312026-01-27

VXUS VANGUARD STAR FDS5.2K shares-3.74%2025-12-312026-01-27

CF CF INDS HLDGS INC5.0K shares0.00%2025-12-312026-01-27

JEPI J P MORGAN EXCHANGE TRADED F6.6K shares0.00%2025-12-312026-01-27

IEUR ISHARES TR5.1K shares0.00%2025-12-312026-01-27

SCHX SCHWAB STRATEGIC TR13.2K sharesnew addition2025-12-312026-01-27

MCD MCDONALDS CORP1.1K shares-34.66%2025-12-312026-01-27

Sponsored

ITOT ISHARES TR2.3K shares0.00%2025-12-312026-01-27

MS MORGAN STANLEY1.9K shares0.00%2025-12-312026-01-27

BAC BANK AMERICA CORP5.7K shares5.04%2025-12-312026-01-27

TSLA TESLA INC692 shares-13.72%2025-12-312026-01-27

VB VANGUARD INDEX FDS1.2K shares0.00%2025-12-312026-01-27

MA MASTERCARD INCORPORATED541 shares0.37%2025-12-312026-01-27

COPX GLOBAL X FDS4.2K shares13.56%2025-12-312026-01-27

MCHI ISHARES TR5.0K shares0.00%2025-12-312026-01-27

Sponsored

OGE OGE ENERGY CORP6.5K shares0.00%2025-12-312026-01-27

TE CONNECTIVITY PLC TE CONNECTIVITY PLC1.2K shares-7.70%2025-12-312026-01-27

ICLN ISHARES TR16.4K shares0.00%2025-12-312026-01-27

CMCSA COMCAST CORP NEW8.7K shares0.37%2025-12-312026-01-27

VO VANGUARD INDEX FDS876 shares-11.43%2025-12-312026-01-27

MERCK & CO INC MERCK & CO INC2.4K shares0.00%2025-12-312026-01-27

SMOG VANECK ETF TRUST2.0K shares0.00%2025-12-312026-01-27

PHO INVESCO EXCHANGE TRADED FD T3.6K shares0.00%2025-12-312026-01-27

Sponsored

DHI D R HORTON INC1.7K shares0.00%2025-12-312026-01-27

AMT AMERICAN TOWER CORP NEW1.3K shares-84.34%2025-12-312026-01-27

LINDE PLC LINDE PLC509 shares-6.61%2025-12-312026-01-27

BKLN INVESCO EXCH TRADED FD TR II10.3K sharesnew addition2025-12-312026-01-27

VIOG VANGUARD ADMIRAL FDS INC1.8K sharesnew addition2025-12-312026-01-27

GIS GENERAL MLS INC4.5K shares0.00%2025-12-312026-01-27

LMT LOCKHEED MARTIN CORP424 shares-0.70%2025-12-312026-01-27

INTC INTEL CORP5.5K sharesnew addition2025-12-312026-01-27

Sponsored

KMB KIMBERLY-CLARK CORP2.0K shares-90.29%2025-12-312026-01-27

FDX FEDEX CORP696 sharesnew addition2025-12-312026-01-27

ASAN ASANA INC12.2K shares-12.83%2025-12-312026-01-27

NCA NUVEEN CALIFORNIA MUNI VLU F17.0K shares0.00%2025-12-312026-01-27

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available