Filed: 8/12/2025ACC: 0001765380-25-000342
📋 What this filing means
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 205 equity positions with a total reported market value of $1.88B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
205
Positions
$1.88B
Total AUM (reported)
24.76M
Total Shares
Allocation by class
COM$791.40M42.1%
ALLWRLD EX US$129.53M6.9%
CL A$78.61M4.2%
FTSE EMR MKT ETF$60.01M3.2%
MSCI JPN ETF NEW$40.02M2.1%
FTSE EUROPE ETF$38.53M2.0%
REAL ESTATE ETF$38.53M2.0%
Portfolio Concentration
Top 3$258.91M13.8%
4–10$276.08M14.7%
11–25$345.63M18.4%
Rest$1.00B53.2%
Top 3 weight
13.8%
Top 10 weight
28.4%
Voting Authority Distribution
Total shares with voting rights: 24.76M
Sole
Full voting authority
277.41K
shares
% of voting shares1.1%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
24.48M
shares
% of voting shares98.9%
Investment Discretion (by position count)
Sole205
Shared0
Other0
Dominant voting typeNone · 98.9% of voting shares
Institutional Holdings205
Rows:
VANGUARD INTL EQUITY INDEX F
SOLEShares1.93M
TypeSH
Market value$129.53M
6.89%
Sole
23.33K
Shared
0.00
None
1.90M
MICROSOFT CORP
SOLEShares138.35K
TypeSH
Market value$68.82M
3.66%
Sole
781.00
Shared
0.00
None
137.57K
APPLE INC
SOLEShares295.22K
TypeSH
Market value$60.57M
3.22%
Sole
31.62K
Shared
0.00
None
263.60K
VANGUARD INTL EQUITY INDEX F
SOLEShares1.21M
TypeSH
Market value$60.01M
3.19%
Sole
12.96K
Shared
0.00
None
1.20M
ISHARES INC
SOLEShares533.84K
TypeSH
Market value$40.02M
2.13%
Sole
5.89K
Shared
0.00
None
527.95K
VANGUARD INTL EQUITY INDEX F
SOLEShares497.17K
TypeSH
Market value$38.53M
2.05%
Sole
5.83K
Shared
0.00
None
491.34K
VANGUARD INDEX FDS
SOLEShares432.62K
TypeSH
Market value$38.53M
2.05%
Sole
4.65K
Shared
0.00
None
427.97K
NVIDIA CORPORATION
SOLEShares214.64K
TypeSH
Market value$33.91M
1.80%
Sole
225.00
Shared
0.00
None
214.42K
JPMORGAN CHASE & CO.
SOLEShares113.72K
TypeSH
Market value$32.97M
1.75%
Sole
1.03K
Shared
0.00
None
112.69K
SPDR INDEX SHS FDS
SOLEShares1.17M
TypeSH
Market value$32.10M
1.71%
Sole
14.87K
Shared
0.00
None
1.16M
SSGA ACTIVE ETF TR
SOLEShares738.96K
TypeSH
Market value$30.73M
1.63%
Sole
11.04K
Shared
0.00
None
727.92K
ISHARES TR
SOLEShares561.28K
TypeSH
Market value$28.46M
1.51%
Sole
19.51K
Shared
0.00
None
541.77K
GLOBAL X FDS
SOLEShares627.54K
TypeSH
Market value$28.20M
1.50%
Sole
6.88K
Shared
0.00
None
620.66K
ALPHABET INC
SOLEShares145.22K
TypeSH
Market value$25.76M
1.37%
Sole
300.00
Shared
0.00
None
144.92K
BARCLAYS BANK PLC
SOLEShares743.21K
TypeSH
Market value$25.25M
1.34%
Sole
7.26K
Shared
0.00
None
735.95K
META PLATFORMS INC
SOLEShares30.86K
TypeSH
Market value$22.78M
1.21%
Sole
565.00
Shared
0.00
None
30.29K
PALO ALTO NETWORKS INC
SOLEShares109.99K
TypeSH
Market value$22.51M
1.20%
Sole
727.00
Shared
0.00
None
109.26K
ISHARES TR
SOLEShares220.26K
TypeSH
Market value$22.18M
1.18%
Sole
0.00
Shared
0.00
None
220.26K
ISHARES INC
SOLEShares400.73K
TypeSH
Market value$21.84M
1.16%
Sole
4.15K
Shared
0.00
None
396.58K
MERCADOLIBRE INC
SOLEShares8.07K
TypeSH
Market value$21.08M
1.12%
Sole
87.00
Shared
0.00
None
7.98K
ALPHABET INC
SOLEShares119K
TypeSH
Market value$20.97M
1.12%
Sole
1.73K
Shared
0.00
None
117.27K
AMAZON COM INC
SOLEShares89.49K
TypeSH
Market value$19.63M
1.04%
Sole
835.00
Shared
0.00
None
88.66K
ISHARES TR
SOLEShares214.17K
TypeSH
Market value$18.90M
1.00%
Sole
2.92K
Shared
0.00
None
211.24K
DANAHER CORPORATION
SOLEShares95.55K
TypeSH
Market value$18.88M
1.00%
Sole
645.00
Shared
0.00
None
94.91K
NEW YORK LIFE INVESTMENTS ET
SOLEShares523.51K
TypeSH
Market value$18.46M
0.98%
Sole
5.92K
Shared
0.00
None
517.58K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 1.93M | SH | $129.53M 6.89% | 23.33K | 0.00 | 1.90M |
MICROSOFT CORPSOLE | COM | 138.35K | SH | $68.82M 3.66% | 781.00 | 0.00 | 137.57K |
APPLE INCSOLE | COM | 295.22K | SH | $60.57M 3.22% | 31.62K | 0.00 | 263.60K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 1.21M | SH | $60.01M 3.19% | 12.96K | 0.00 | 1.20M |
ISHARES INCSOLE | MSCI JPN ETF NEW | 533.84K | SH | $40.02M 2.13% | 5.89K | 0.00 | 527.95K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EUROPE ETF | 497.17K | SH | $38.53M 2.05% | 5.83K | 0.00 | 491.34K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 432.62K | SH | $38.53M 2.05% | 4.65K | 0.00 | 427.97K |
NVIDIA CORPORATIONSOLE | COM | 214.64K | SH | $33.91M 1.80% | 225.00 | 0.00 | 214.42K |
JPMORGAN CHASE & CO.SOLE | COM | 113.72K | SH | $32.97M 1.75% | 1.03K | 0.00 | 112.69K |
SPDR INDEX SHS FDSSOLE | DJ INTL RL ETF | 1.17M | SH | $32.10M 1.71% | 14.87K | 0.00 | 1.16M |
SSGA ACTIVE ETF TRSOLE | BLACKSTONE SENR | 738.96K | SH | $30.73M 1.63% | 11.04K | 0.00 | 727.92K |
ISHARES TRSOLE | ULTRA SHORT DUR | 561.28K | SH | $28.46M 1.51% | 19.51K | 0.00 | 541.77K |
GLOBAL X FDSSOLE | DAX GERMANY ETF | 627.54K | SH | $28.20M 1.50% | 6.88K | 0.00 | 620.66K |
ALPHABET INCSOLE | CAP STK CL C | 145.22K | SH | $25.76M 1.37% | 300.00 | 0.00 | 144.92K |
BARCLAYS BANK PLCSOLE | DJUBS CMDT ETN36 | 743.21K | SH | $25.25M 1.34% | 7.26K | 0.00 | 735.95K |
META PLATFORMS INCSOLE | CL A | 30.86K | SH | $22.78M 1.21% | 565.00 | 0.00 | 30.29K |
PALO ALTO NETWORKS INCSOLE | COM | 109.99K | SH | $22.51M 1.20% | 727.00 | 0.00 | 109.26K |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 220.26K | SH | $22.18M 1.18% | 0.00 | 0.00 | 220.26K |
ISHARES INCSOLE | MSCI NETHERL ETF | 400.73K | SH | $21.84M 1.16% | 4.15K | 0.00 | 396.58K |
MERCADOLIBRE INCSOLE | COM | 8.07K | SH | $21.08M 1.12% | 87.00 | 0.00 | 7.98K |
ALPHABET INCSOLE | CAP STK CL A | 119K | SH | $20.97M 1.12% | 1.73K | 0.00 | 117.27K |
AMAZON COM INCSOLE | COM | 89.49K | SH | $19.63M 1.04% | 835.00 | 0.00 | 88.66K |
ISHARES TRSOLE | 20 YR TR BD ETF | 214.17K | SH | $18.90M 1.00% | 2.92K | 0.00 | 211.24K |
DANAHER CORPORATIONSOLE | COM | 95.55K | SH | $18.88M 1.00% | 645.00 | 0.00 | 94.91K |
NEW YORK LIFE INVESTMENTS ETSOLE | NYLI MERGER ARBI | 523.51K | SH | $18.46M 0.98% | 5.92K | 0.00 | 517.58K |
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