Osborne Partners Capital Management, LLC Incresed Positions in Q1 2025

Osborne Partners Capital Management, LLC

  • $1.72 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VEU
Vanguard Ftse All World Ex Us

ETFs
20.8K
+ 1.01%
$56.51 - $62.98 $1.17M - $1.31M
2.08M $126M
AMZN
Amazon Com Inc

Consumer Cyclical
35.6K
+ 606.21%
$190.26 - $242.06 $6.77M - $8.62M
41.5K $7.89M
ICSH
Blackrock Ultra Short Term Bon

ETFs
95.4K
+ 16.62%
$50.44 - $50.7 $4.81M - $4.84M
669K $33.9M
RWX
Spdr Dow Jones International R

ETFs
89.1K
+ 7.24%
$22.39 - $24.7 $2M - $2.2M
1.32M $32.3M
SQ
Block, Inc.

Technology
104K
+ 105.84%
$54.04 - $92.95 $5.61M - $9.65M
202K $11.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
40
+ 0.11%
$442.66 - $534.52 $17.7K - $21.4K
35.5K $18.9M
LVS
Las Vegas Sands Corp

Consumer Cyclical
107K
+ 102.52%
$38.18 - $50.93 $4.09M - $5.45M
211K $8.17M
MNA
Iq Merger Arbitrage ETF

ETFs
49.6K
+ 10.51%
$33.08 - $34.35 $1.64M - $1.7M
521K $17.9M
TLT
Ishares Barclays 20+ Year Trea

ETFs
17.4K
+ 9.27%
$85.29 - $92.57 $1.48M - $1.61M
204K $18.6M
ILF
Ishares Latin America 40 ETF

ETFs
26.1K
+ 4.21%
$20.87 - $24.43 $545K - $638K
646K $15.2M
SRLN
Ssga Active Trust

ETFs
59.9K
+ 8.79%
$41.02 - $41.99 $2.46M - $2.52M
742K $30.5M
VNQ
Vanguard Specialized Funds Van

ETFs
12.4K
+ 3.1%
$85.55 - $94.34 $1.06M - $1.17M
413K $37.4M
LKQ
Lkq Corp

Consumer Cyclical
3.17K
+ 1.2%
$36.24 - $44.05 $115K - $140K
267K $11.4M
EWJ
Ishares Msci Japan ETF

ETFs
12.2K
+ 2.47%
$65.24 - $71.7 $795K - $874K
507K $34.7M
EWN
Ishares Msci Netherlnds ETF

ETFs
1.39K
+ 0.27%
$44.27 - $49.49 $61.6K - $68.9K
526K $24.6M
SLB
Schlumberger Limited

Energy
3.62K
+ 1.63%
$38.4 - $43.74 $139K - $159K
226K $9.45M
PSX
Phillips 66

Energy
260
+ 0.39%
$113.93 - $131.55 $29.6K - $34.2K
66.8K $8.25M
ICVT
Ishares Tr Convertible Bond Et

ETFs
7.52K
+ 5.09%
$83.18 - $89.27 $626K - $671K
155K $13M
ABBV
Abb Vie Inc.

Healthcare
42
+ 0.33%
$169.2 - $216.66 $7.11K - $9.1K
12.9K $2.7M
KO
Coca Cola CO

Consumer Defensive
1
+ 0.0%
$60.81 - $72.32 $60.8 - $72.3
34.7K $2.49M
SUI
Sun Communities Inc

Real Estate
460
+ 1.04%
$120.53 - $136.43 $55.4K - $62.8K
44.6K $5.74M
PLD
Prologis, Inc.

Real Estate
938
+ 2.79%
$103.59 - $124.04 $97.2K - $116K
34.6K $3.87M
CVX
Chevron Corp

Energy
215
+ 1.89%
$146.71 - $167.97 $31.5K - $36.1K
11.6K $1.93M
HUM
Humana Inc

Healthcare
117
+ 0.54%
$249.11 - $303.11 $29.1K - $35.5K
21.7K $5.73M
APD
Air Products & Chemicals, Inc.

Basic Materials
387
+ 1.4%
$283.24 - $338.07 $110K - $131K
28.1K $8.28M
GE
General Electric CO

Industrials
187
+ 3.82%
$168.59 - $212.13 $31.5K - $39.7K
5.08K $1.02M
LLY
Eli Lilly & CO

Healthcare
1
+ 0.03%
$725.72 - $929.72 $726 - $930
3.27K $2.7M
FCX
Freeport Mcmoran Inc

Basic Materials
4.01K
+ 4.99%
$34.5 - $43.01 $138K - $173K
84.4K $3.19M
USDU
Wisdomtree Bloomberg U.S. Doll

ETFs
11.4K
+ 2.47%
$26.9 - $27.93 $307K - $319K
473K $12.9M
BP
Bp PLC

Energy
34
+ 0.15%
$29.93 - $35.31 $1.02K - $1.2K
22.9K $774K
RSP
Invesco S&P 500 Equal Weight E

ETFs
611
+ 4.59%
$169.43 - $182.84 $104K - $112K
13.9K $2.41M
CSCO
Cisco Systems, Inc.

Technology
292
+ 1.23%
$58.74 - $64.87 $17.2K - $18.9K
24K $1.48M
VGLT
Vanguard Long Term Treasury Et

ETFs
805
+ 16.48%
$53.99 - $58.43 $43.5K - $47K
5.69K $327K
UNH
Unitedhealth Group Inc

Healthcare
26
+ 2.5%
$461.52 - $548.18 $12K - $14.3K
1.07K $558K
NEE
Nextera Energy Inc

Utilities
315
+ 2.97%
$66.96 - $76.16 $21.1K - $24K
10.9K $773K
BAC
Bank Of America Corp

Financial Services
700
+ 8.93%
$39.61 - $47.74 $27.7K - $33.4K
8.54K $356K
CDNS
Cadence Design Systems Inc

Technology
236
+ 20.27%
$233.96 - $324.52 $55.2K - $76.6K
1.4K $356K
ICLN
Ishares

ETFs
200
+ 1.03%
$10.94 - $11.86 $2.19K - $2.37K
19.6K $224K
Ge Vernova Inc
21
+ 1.77%
N/A
1.21K $0
AMAT
Applied Materials Inc

Technology
215
+ 11.92%
$145.06 - $195.51 $31.2K - $42K
2.02K $292K
CMCSA
Comcast Corp

Communication Services
54
+ 0.6%
$33.19 - $38.23 $1.79K - $2.06K
9.01K $332K
LMT
Lockheed Martin Corp

Industrials
6
+ 1.26%
$423.19 - $506.29 $2.54K - $3.04K
483 $215K
MRK
Merck & Co., Inc.

Healthcare
6
+ 0.21%
$83.01 - $101.02 $498 - $606
2.86K $256K
ASML
Asml Holding Nv

Technology
188
+ 2.67%
$662.63 - $776.99 $125K - $146K
7.23K $4.79M
CAT
Caterpillar Inc

Industrials
53
+ 0.88%
$326.75 - $407.63 $17.3K - $21.6K
6.09K $2.01M
RYAAY
Ryanair Holdings PLC

Industrials
740
+ 0.36%
$41.54 - $50.08 $30.7K - $37.1K
205K $8.67M
PFE
Pfizer Inc

Healthcare
223
+ 0.12%
$25.01 - $27.13 $5.58K - $6.05K
191K $4.84M
AVGO
Broadcom Inc.

Technology
961
+ 15.82%
$167.43 - $244.7 $161K - $235K
7.04K $1.18M
NICE
Nice Ltd.

Technology
5.37K
+ 7.7%
$139.18 - $178.5 $748K - $959K
75.1K $11.6M
Activity Summary
Buys All Purchases 78 New Holdings 6 Increased Positions 72 Sells All Sells 86 Reductions 86 Sold out 0 Options Calls 0 Puts 0
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