OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC - Portfolio overview

OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC has 223 reported holdings in this dataset, with the latest filing dated 2026-04-27.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. VEU - VANGUARD INTL EQUITY INDEX F, 7.03%
2. AAPL - APPLE INC, 3.65%
3. VWO - VANGUARD INTL EQUITY INDEX F, 3.28%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.