Filed: 1/27/2026ACC: 0001765380-26-000042
📋 What this filing means
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 196 equity positions with a total reported market value of $1.94B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
196
Positions
$1.94B
Total AUM (reported)
23.09M
Total Shares
Allocation by class
COM$796.63M41.0%
ALLWRLD EX US$136.51M7.0%
CL A$64.39M3.3%
FTSE EMR MKT ETF$63.83M3.3%
MSCI JAPAN ETF$42.56M2.2%
FTSE EUROPE ETF$40.85M2.1%
REAL ESTATE ETF$40.20M2.1%
Portfolio Concentration
Top 3$278.75M14.4%
4–10$297.78M15.3%
11–25$379.76M19.6%
Rest$985.37M50.7%
Top 3 weight
14.4%
Top 10 weight
29.7%
Voting Authority Distribution
Total shares with voting rights: 23.09M
Sole
Full voting authority
274.39K
shares
% of voting shares1.2%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
22.82M
shares
% of voting shares98.8%
Investment Discretion (by position count)
Sole196
Shared0
Other0
Dominant voting typeNone · 98.8% of voting shares
Institutional Holdings196
Rows:
VANGUARD INTL EQUITY INDEX F
SOLEShares1.86M
TypeSH
Market value$136.51M
7.03%
Sole
20.99K
Shared
0.00
None
1.83M
APPLE INC
SOLEShares284.36K
TypeSH
Market value$77.31M
3.98%
Sole
31.67K
Shared
0.00
None
252.68K
MICROSOFT CORP
SOLEShares134.27K
TypeSH
Market value$64.93M
3.34%
Sole
771.00
Shared
0.00
None
133.50K
VANGUARD INTL EQUITY INDEX F
SOLEShares1.19M
TypeSH
Market value$63.83M
3.29%
Sole
12.45K
Shared
0.00
None
1.17M
ISHARES INC
SOLEShares527.15K
TypeSH
Market value$42.56M
2.19%
Sole
5.44K
Shared
0.00
None
521.71K
VANGUARD INTL EQUITY INDEX F
SOLEShares488.54K
TypeSH
Market value$40.85M
2.10%
Sole
5.39K
Shared
0.00
None
483.14K
VANGUARD INDEX FDS
SOLEShares454.33K
TypeSH
Market value$40.20M
2.07%
Sole
4.89K
Shared
0.00
None
449.44K
ALPHABET INC
SOLEShares120.98K
TypeSH
Market value$37.96M
1.96%
Sole
195.00
Shared
0.00
None
120.78K
NVIDIA CORPORATION
SOLEShares197.02K
TypeSH
Market value$36.74M
1.89%
Sole
225.00
Shared
0.00
None
196.79K
JPMORGAN CHASE & CO.
SOLEShares110.57K
TypeSH
Market value$35.63M
1.83%
Sole
968.00
Shared
0.00
None
109.61K
AMAZON COM INC
SOLEShares140.31K
TypeSH
Market value$32.39M
1.67%
Sole
1.31K
Shared
0.00
None
139K
SPDR INDEX SHS FDS
SOLEShares1.15M
TypeSH
Market value$32.15M
1.66%
Sole
14.81K
Shared
0.00
None
1.13M
SSGA ACTIVE ETF TR
SOLEShares768.82K
TypeSH
Market value$31.73M
1.63%
Sole
11.58K
Shared
0.00
None
757.24K
ISHARES TR
SOLEShares565.43K
TypeSH
Market value$28.60M
1.47%
Sole
27.37K
Shared
0.00
None
538.06K
ALPHABET INC
SOLEShares90.22K
TypeSH
Market value$28.24M
1.45%
Sole
1.22K
Shared
0.00
None
89K
GLOBAL X FDS
SOLEShares609.31K
TypeSH
Market value$27.80M
1.43%
Sole
6.18K
Shared
0.00
None
603.13K
BARCLAYS BANK PLC
SOLEShares736.02K
TypeSH
Market value$27.68M
1.43%
Sole
7.56K
Shared
0.00
None
728.46K
ADVANCED MICRO DEVICES INC
SOLEShares108.75K
TypeSH
Market value$23.29M
1.20%
Sole
1.19K
Shared
0.00
None
107.56K
ISHARES INC
SOLEShares393.20K
TypeSH
Market value$22.42M
1.15%
Sole
4.10K
Shared
0.00
None
389.10K
DANAHER CORPORATION
SOLEShares97.70K
TypeSH
Market value$22.37M
1.15%
Sole
735.00
Shared
0.00
None
96.97K
SPDR SERIES TRUST
SOLEShares180.96K
TypeSH
Market value$22.06M
1.14%
Sole
2K
Shared
0.00
None
178.97K
ISHARES TR
SOLEShares669.62K
TypeSH
Market value$20.39M
1.05%
Sole
7.16K
Shared
0.00
None
662.46K
THERMO FISHER SCIENTIFIC INC
SOLEShares35.17K
TypeSH
Market value$20.38M
1.05%
Sole
327.00
Shared
0.00
None
34.85K
MERCADOLIBRE INC
SOLEShares10.10K
TypeSH
Market value$20.33M
1.05%
Sole
82.00
Shared
0.00
None
10.01K
PALO ALTO NETWORKS INC
SOLEShares108.22K
TypeSH
Market value$19.93M
1.03%
Sole
817.00
Shared
0.00
None
107.41K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 1.86M | SH | $136.51M 7.03% | 20.99K | 0.00 | 1.83M |
APPLE INCSOLE | COM | 284.36K | SH | $77.31M 3.98% | 31.67K | 0.00 | 252.68K |
MICROSOFT CORPSOLE | COM | 134.27K | SH | $64.93M 3.34% | 771.00 | 0.00 | 133.50K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 1.19M | SH | $63.83M 3.29% | 12.45K | 0.00 | 1.17M |
ISHARES INCSOLE | MSCI JAPAN ETF | 527.15K | SH | $42.56M 2.19% | 5.44K | 0.00 | 521.71K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EUROPE ETF | 488.54K | SH | $40.85M 2.10% | 5.39K | 0.00 | 483.14K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 454.33K | SH | $40.20M 2.07% | 4.89K | 0.00 | 449.44K |
ALPHABET INCSOLE | CAP STK CL C | 120.98K | SH | $37.96M 1.96% | 195.00 | 0.00 | 120.78K |
NVIDIA CORPORATIONSOLE | COM | 197.02K | SH | $36.74M 1.89% | 225.00 | 0.00 | 196.79K |
JPMORGAN CHASE & CO.SOLE | COM | 110.57K | SH | $35.63M 1.83% | 968.00 | 0.00 | 109.61K |
AMAZON COM INCSOLE | COM | 140.31K | SH | $32.39M 1.67% | 1.31K | 0.00 | 139K |
SPDR INDEX SHS FDSSOLE | DJ INTL RL ETF | 1.15M | SH | $32.15M 1.66% | 14.81K | 0.00 | 1.13M |
SSGA ACTIVE ETF TRSOLE | STATE STREET BLA | 768.82K | SH | $31.73M 1.63% | 11.58K | 0.00 | 757.24K |
ISHARES TRSOLE | ULTRA SHORT DUR | 565.43K | SH | $28.60M 1.47% | 27.37K | 0.00 | 538.06K |
ALPHABET INCSOLE | CAP STK CL A | 90.22K | SH | $28.24M 1.45% | 1.22K | 0.00 | 89K |
GLOBAL X FDSSOLE | DAX GERMANY ETF | 609.31K | SH | $27.80M 1.43% | 6.18K | 0.00 | 603.13K |
BARCLAYS BANK PLCSOLE | DJUBS CMDT ETN36 | 736.02K | SH | $27.68M 1.43% | 7.56K | 0.00 | 728.46K |
ADVANCED MICRO DEVICES INCSOLE | COM | 108.75K | SH | $23.29M 1.20% | 1.19K | 0.00 | 107.56K |
ISHARES INCSOLE | MSCI NETHERL ETF | 393.20K | SH | $22.42M 1.15% | 4.10K | 0.00 | 389.10K |
DANAHER CORPORATIONSOLE | COM | 97.70K | SH | $22.37M 1.15% | 735.00 | 0.00 | 96.97K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 180.96K | SH | $22.06M 1.14% | 2K | 0.00 | 178.97K |
ISHARES TRSOLE | LATN AMER 40 ETF | 669.62K | SH | $20.39M 1.05% | 7.16K | 0.00 | 662.46K |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 35.17K | SH | $20.38M 1.05% | 327.00 | 0.00 | 34.85K |
MERCADOLIBRE INCSOLE | COM | 10.10K | SH | $20.33M 1.05% | 82.00 | 0.00 | 10.01K |
PALO ALTO NETWORKS INCSOLE | COM | 108.22K | SH | $19.93M 1.03% | 817.00 | 0.00 | 107.41K |
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