OSTERWEIS CAPITAL MANAGEMENT INC - Portfolio overview

OSTERWEIS CAPITAL MANAGEMENT INC has 301 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. GOOG - ALPHABET INC, 6.31%
2. AMZN - AMAZON COM INC, 3.70%
3. MSFT - MICROSOFT CORP, 3.68%

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

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