Notify me when OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 196 | $1,941,662,174 | +$35,049,460 | -$97,765,499 | -$62,716,039 | VEU, AAPL, MSFT, VWO, EWJ | 13F-HR | 27 Jan 2026, 16:46 |
| Q3 2025 | 206 | $1,969,650,549 | +$31,376,030 | -$48,177,329 | -$16,801,299 | VEU, AAPL, MSFT, VWO, EWJ | 13F-HR | 30 Oct 2025, 09:58 |
| Q2 2025 | 205 | $1,880,676,518 | +$110,709,943 | -$80,404,812 | +$30,305,131 | VEU, MSFT, AAPL, VWO, EWJ | 13F-HR | 12 Aug 2025, 14:07 |
| Q1 2025 | 212 | $1,734,614,324 | +$61,703,121 | -$49,912,763 | +$11,790,358 | VEU, AAPL, VWO, MSFT, VNQ | 13F-HR | 21 Apr 2025, 16:35 |
| Q4 2024 | 218 | $1,728,234,078 | +$60,270,967 | -$31,495,279 | +$28,775,688 | VEU, AAPL, MSFT, VWO, VNQ | 13F-HR | 24 Jan 2025, 11:05 |
| Q3 2024 | 221 | $1,763,920,711 | +$38,503,369 | -$40,132,612 | -$1,629,243 | VEU, AAPL, MSFT, VWO, VNQ | 13F-HR | 23 Oct 2024, 11:17 |
| Q2 2024 | 218 | $1,669,474,355 | +$120,998,531 | -$44,956,661 | +$76,041,870 | VEU, MSFT, AAPL, VWO, VNQ | 13F-HR | 22 Jul 2024, 11:41 |
| Q1 2024 | 201 | $1,623,074,576 | +$63,196,515 | -$57,893,211 | +$5,303,304 | VEU, MSFT, AAPL, VWO, ICSH | 13F-HR | 25 Apr 2024, 15:35 |
| Q4 2023 | 208 | $1,528,002,622 | +$89,411,173 | -$34,081,169 | +$55,330,004 | VEU, AAPL, MSFT, VWO, ICSH | 13F-HR | 22 Jan 2024, 12:42 |
| Q3 2023 | 195 | $1,350,760,188 | +$54,293,675 | -$31,981,500 | +$22,312,175 | VEU, AAPL, VWO, MSFT, EWJ | 13F-HR | 26 Oct 2023, 12:52 |
| Q2 2023 | 205 | $1,386,984,727 | +$33,531,439 | -$71,691,796 | -$38,160,357 | VEU, AAPL, MSFT, VWO, VNQ | 13F-HR | 20 Jul 2023, 14:35 |
| Q1 2023 | 209 | $1,363,764,150 | +$28,898,074 | -$20,739,963 | +$8,158,111 | VEU, AAPL, VWO, MSFT, VNQ | 13F-HR | 24 Apr 2023, 16:01 |
| Q4 2022 | 204 | $1,273,771,128 | +$72,332,843 | -$78,194,426 | -$5,861,583 | VEU, AAPL, VWO, MSFT, VNQ | 13F-HR | 24 Jan 2023, 11:49 |
| Q3 2022 | 200 | $1,195,457,000 | +$102,890,172 | -$99,599,819 | +$3,290,353 | VEU, AAPL, VWO, MSFT, VNQ | 13F-HR | 27 Oct 2022, 13:55 |
| Q2 2022 | 203 | $1,306,736,000 | +$226,478,095 | -$89,355,925 | +$137,122,170 | VEU, MSFT, AAPL, VWO, DHR | 13F-HR | 29 Jul 2022, 17:32 |
| Q1 2022 | 205 | $1,354,973,000 | +$86,238,014 | -$51,231,740 | +$35,006,274 | VEU, VWO, AAPL, VNQ, VNQI | 13F-HR | 04 May 2022, 18:09 |
| Q4 2021 | 216 | $1,370,659,000 | +$103,511,767 | -$42,764,296 | +$60,747,471 | VEU, AAPL, VWO, VNQ, MSFT | 13F-HR | 31 Jan 2022, 12:18 |
| Q3 2021 | 195 | $1,245,001,000 | +$82,306,067 | -$43,000,645 | +$39,305,422 | VEU, VWO, AAPL, VNQ, INCO | 13F-HR | 25 Oct 2021, 13:59 |
| Q2 2021 | 200 | $1,214,740,000 | +$75,468,306 | -$30,762,449 | +$44,705,857 | VEU, VWO, AAPL, VNQ, INCO | 13F-HR | 06 Aug 2021, 17:51 |
| Q1 2021 | 192 | $1,098,821,000 | +$561,619,257 | -$329,170,840 | +$232,448,417 | VEU, VWO, AAPL, VNQ, INCO | Restatement | 06 Aug 2021, 18:30 |
| Q4 2020 | 183 | $818,029,000 | +$279,534,252 | -$32,372,170 | +$247,162,082 | SPY, AAPL, MSFT, DHR, JPM | 13F-HR | 01 Feb 2021, 14:13 |
| Q3 2020 | 155 | $496,921,000 | +$47,300,157 | -$36,850,790 | +$10,449,367 | AAPL, MSFT, TMO, JPM, DHR | 13F-HR | 28 Oct 2020, 13:12 |
| Q2 2020 | 150 | $467,217,000 | +$33,719,214 | -$36,921,918 | -$3,202,704 | AAPL, MSFT, JPM, DHR, TMO | 13F-HR | 23 Jul 2020, 13:02 |
| Q1 2020 | 145 | $384,036,000 | +$36,780,363 | -$33,827,846 | +$2,952,517 | AAPL, MSFT, JPM, DHR, VIG | 13F-HR | 29 Apr 2020, 16:14 |
| Q4 2019 | 154 | $493,953,000 | +$9,219,777 | -$57,740,313 | -$48,520,536 | AAPL, JPM, MSFT, PRF, VIG | 13F-HR | 27 Jan 2020, 16:31 |
| Q3 2019 | 162 | $497,920,000 | +$7,439,386 | -$38,338,710 | -$30,899,324 | MSFT, AAPL, JPM, DHR, PRF | 13F-HR | 25 Oct 2019, 16:40 |
| Q2 2019 | 165 | $522,650,000 | +$27,948,791 | -$37,895,283 | -$9,946,492 | MSFT, AAPL, JPM, PRF, DHR | 13F-HR | 18 Jul 2019, 12:17 |
| Q1 2019 | 163 | $512,071,000 | +$18,931,278 | -$250,858,922 | -$231,927,644 | MSFT, JPM, AAPL, PRF, DHR | 13F-HR | 24 Apr 2019, 16:40 |
| Q4 2018 | 178 | $668,512,000 | +$24,571,732 | -$35,443,370 | -$10,871,638 | MSFT, SPY, JPM, DHR, AAPL | 13F-HR | 28 Jan 2019, 15:12 |
| Q3 2018 | 185 | $782,334,000 | +$19,818,003 | -$27,704,179 | -$7,886,176 | MSFT, SPY, AAPL, JPM, DHR | 13F-HR | 26 Oct 2018, 15:51 |
| Q2 2018 | 182 | $733,890,000 | +$50,626,444 | -$66,413,247 | -$15,786,803 | SPY, MSFT, AAPL, JPM, DHR | 13F-HR | 19 Jul 2018, 12:32 |
| Q1 2018 | 181 | $726,208,000 | +$35,961,830 | -$45,441,798 | -$9,479,968 | SPY, MSFT, JPM, AAPL, DHR | 13F-HR | 19 Apr 2018, 16:49 |
| Q4 2017 | 191 | $754,920,000 | +$10,816,132 | -$30,352,376 | -$19,536,244 | SPY, MSFT, JPM, AAPL, DHR | 13F-HR | 24 Jan 2018, 18:09 |
| Q3 2017 | 187 | $730,395,000 | +$23,762,454 | -$23,313,003 | +$449,451 | SPY, MSFT, JPM, AAPL, PRF | 13F-HR | 19 Oct 2017, 11:19 |
| Q2 2017 | 181 | $702,954,000 | +$21,097,954 | -$27,679,424 | -$6,581,470 | SPY, MSFT, JPM, WFC, AAPL | 13F-HR | 24 Jul 2017, 12:03 |
| Q1 2017 | 177 | $698,369,000 | +$6,571,362 | -$21,828,285 | -$15,256,923 | SPY, MSFT, AAPL, JPM, WFC | 13F-HR | 24 Apr 2017, 16:08 |
| Q4 2016 | 175 | $683,400,000 | +$23,998,035 | -$27,652,101 | -$3,654,066 | SPY, MSFT, JPM, WFC, AAPL | 13F-HR | 26 Jan 2017, 14:01 |
| Q3 2016 | 173 | $667,958,000 | +$15,967,144 | -$28,085,724 | -$12,118,580 | SPY, WFC, MSFT, AAPL, JPM | 13F-HR | 02 Nov 2016, 13:52 |
| Q2 2016 | 170 | $670,652,000 | +$8,685,838 | -$30,778,025 | -$22,092,187 | SPY, WFC, XOM, DHR, MSFT | 13F-HR | 19 Jul 2016, 13:26 |
| Q1 2016 | 170 | $681,613,000 | +$18,039,517 | -$27,877,935 | -$9,838,418 | SPY, WFC, MSFT, XOM, DHR | 13F-HR | 14 Apr 2016, 12:45 |
| Q4 2015 | 172 | $687,529,000 | +$30,575,062 | -$47,169,737 | -$16,594,675 | WFC, SPY, MSFT, DHR, DIS | 13F-HR | 20 Jan 2016, 13:28 |
| Q3 2015 | 173 | $680,454,000 | +$18,612,847 | -$27,625,731 | -$9,012,884 | WFC, SPY, PG, DIS, AAPL | 13F-HR | 16 Oct 2015, 12:44 |
| Q2 2015 | 177 | $747,031,000 | +$17,584,664 | -$26,028,370 | -$8,443,706 | WFC, SPY, PG, DIS, AAPL | 13F-HR | 21 Jul 2015, 12:38 |
| Q1 2015 | 177 | $760,964,000 | +$10,878,576 | -$76,434,996 | -$65,556,420 | WFC, SPY, PG, AAPL, XOM | 13F-HR | 28 Apr 2015, 14:19 |
| Q4 2014 | 183 | $826,824,000 | +$38,955,966 | -$18,668,634 | +$20,287,332 | WFC, PG, SPY, XOM, AAPL | 13F-HR | 16 Jan 2015, 18:04 |
| Q3 2014 | 175 | $774,096,000 | +$11,898,041 | -$16,548,240 | -$4,650,199 | WFC, PG, SPY, XOM, MSFT | 13F-HR | 21 Oct 2014, 18:17 |
| Q2 2014 | 174 | $777,140,000 | +$33,202,010 | -$23,186,219 | +$10,015,791 | WFC, SPY, PG, XOM, SLB | 13F-HR | 16 Jul 2014, 13:35 |
| Q1 2014 | 180 | $763,600,000 | +$8,277,990 | -$20,810,558 | -$12,532,568 | WFC, PG, SPY, XOM, DHR | 13F-HR | 17 Apr 2014, 19:23 |
| Q4 2013 | 179 | $766,998,000 | $0 | $0 | $0 | WFC, PG, SPY, XOM, DHR | 13F-HR | 29 Jan 2014, 13:06 |