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CIK: 0001005607
Total reported value
$1.8B
$1.8B
212 檔
18.7%
At the close of Q1 2025, Osborne Partners Capital Management, LLC disclosed equity holdings valued at approximately $1.8B, spread across 212 reported holdings.
In Q1 2025, Osborne Partners Capital Management, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 212 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 7.26% | +1.24% | +1.01% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.84% | +0.05% | +8.84% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.08% | +0.53% | +1.41% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.08% | -0.13% | -3.06% | |
| 5 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.16% | +0.21% | +3.10% | |
| 6 | EWJ | Ishares Msci Japan ETF | ETF-Other | 2.00% | +0.39% | +2.47% | |
| 7 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 1.99% | +0.30% | -1.01% | |
| 8 | ICSH | Ishares Ultra Short Duration | ETF-Other | 1.96% | -0.41% | +16.62% | |
| 9 | RWX | State Street Spdr Dow Jones | ETF-Other | 1.86% | +0.14% | +7.24% | |
| 10 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 1.76% | -0.01% | +8.79% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.68% | -0.02% | -4.94% | |
| 12 | DJP | Ipath Bloomberg Commodity In | ETF-Commodities | 1.53% | -0.10% | -0.28% | |
| 13 | DAX | Global X Dax Germany ETF | ETF-Other | 1.44% | +0.16% | -3.49% | |
| 14 | EWN | Ishares Msci Netherlands ETF | ETF-Other | 1.42% | +0.33% | +0.27% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.39% | +0.26% | -2.81% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.31% | +0.47% | -2.69% | |
| 17 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 1.14% | -0.15% | -1.00% | |
| 18 | DHR | Danaher CORP | Stock-Healthcare | 1.11% | -0.19% | -0.37% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.09% | +0.05% | -0.80% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.09% | -0.76% | +0.11% | |
| 21 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.09% | -0.11% | +0.16% | |
| 22 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.07% | +0.06% | +9.27% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.04% | +0.20% | -0.24% | |
| 24 | MNA | Nyli Merger Arbitrage ETF | ETF-Other | 1.03% | +0.09% | +10.51% | |
| 25 | LNG | Cheniere Energy Inc | Stock-Energy | 1.00% | -0.21% | -2.12% | |
| 26 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.99% | +0.09% | — | |
| 27 | CRM | Salesforce Inc | Stock-Tech | 0.97% | -0.16% | +0.81% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.96% | -0.05% | -1.99% | |
| 29 | GXC | State Street Spdr S&p China | ETF-Emerging Markets | 0.95% | -0.01% | -1.31% | |
| 30 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.93% | -0.08% | -0.45% | |
| 31 | ADP | Automatic Data Processing | Stock-Tech | 0.91% | -0.32% | -0.38% | |
| 32 | ABT | Abbott Laboratories | Stock-Healthcare | 0.88% | -0.06% | -3.05% | |
| 33 | ILF | Ishares Latin America 40 ETF | ETF-Other | 0.88% | -0.01% | +4.21% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.85% | +0.16% | -28.08% | |
| 35 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.83% | -0.17% | -3.82% | |
| 36 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.83% | +0.02% | -1.63% | |
| 37 | UNP | Union Pacific CORP | Stock-Industrials | 0.82% | -0.12% | -0.32% | |
| 38 | PLNT | Planet Fitness Inc - Cl A | Stock-Consumer Disc | 0.80% | -0.13% | -2.85% | |
| 39 | INCO | Columbia India Consumer ETF | ETF-Other | 0.80% | — | +2.67% | |
| 40 | CNC | Centene CORP | Stock-Healthcare | 0.77% | +0.01% | NEW | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.76% | -0.79% | +0.25% | |
| 42 | CVS | Cvs Health CORP | Stock-Healthcare | 0.76% | +0.22% | -5.54% | |
| 43 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 0.75% | +0.21% | +5.09% | |
| 44 | USDU | Wisdomtree Bbg Usd Bullish | ETF-Other | 0.74% | +0.09% | +2.47% | |
| 45 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.73% | +0.02% | -0.95% | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.72% | -0.81% | -2.00% | |
| 47 | AMJB | Alerian Mlp Etn2044 | ETF-Other | 0.72% | +0.03% | -1.74% | |
| 48 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.72% | -0.41% | -3.19% | |
| 49 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.71% | -0.10% | -10.02% | |
| 50 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.67% | -0.53% | — |
According to official SEC Form 13F filings, Osborne Partners Capital Management, LLC reported a total U.S. public equity portfolio value of $1.8B across 212 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VEU, AAPL, VWO) accounted for 18.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
VEU
市值: $126.0M
During Q1 2025, Osborne Partners Capital Management, LLC's top holdings by market value included VEU (7.3%)、AAPL (3.8%)、VWO (3.1%). The largest single position, VEU, represented 7.3% of total portfolio value.
In Q1 2025, Osborne Partners Capital Management, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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