Osborne Partners Capital Management, LLC Reduced Holdings in Q2 2025

Osborne Partners Capital Management, LLC

  • $1.86 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-170K
- 55.06%
$49.48 - $61.22 $8.41M - $10.4M
139K $8.46M
AAPL
Apple Inc.

Technology
-4.77K
- 1.59%
$172.42 - $223.89 $823K - $1.07M
295K $60.6M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-108K
- 16.16%
$50.48 - $50.71 $5.46M - $5.49M
561K $28.5M
CVS
Cvs Health Corp

Healthcare
-74.7K
- 38.24%
$60.04 - $70.18 $4.48M - $5.24M
121K $8.32M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-3.5K
- 4.32%
$212.1 - $244.27 $743K - $855K
77.6K $17M
EWN
Ishares Msci Netherlnds ETF

ETFs
-125K
- 23.75%
$41.88 - $54.73 $5.23M - $6.83M
401K $21.8M
XOM
Exxon Mobil Corp

Energy
-5.15K
- 4.88%
$99.93 - $119.04 $515K - $613K
100K $10.8M
LKQ
Lkq Corp

Consumer Cyclical
-2K
- 0.75%
$36.86 - $43.38 $73.9K - $86.9K
265K $9.81M
PEP
Pepsico Inc

Consumer Defensive
-2.49K
- 3.79%
$128.02 - $151.37 $319K - $377K
63.4K $8.37M
BMY
Bristol Myers Squibb CO

Healthcare
-700
- 0.83%
$44.12 - $59.6 $30.9K - $41.7K
83.3K $3.86M
TCOM
Trip.Com Group LTD

Consumer Cyclical
-992
- 0.68%
$52.21 - $67.1 $51.8K - $66.6K
144K $8.44M
UNP
Union Pacific Corp

Industrials
-809
- 1.35%
$208.27 - $238.46 $168K - $193K
59.1K $13.6M
ABBV
Abb Vie Inc.

Healthcare
-1.27K
- 9.87%
$170.16 - $206.27 $216K - $262K
11.6K $2.16M
ABT
Abbott Laboratories

Healthcare
-6.83K
- 5.92%
$123.95 - $138.08 $847K - $944K
109K $14.8M
AMGN
Amgen Inc

Healthcare
-365
- 2.93%
$262.28 - $309.85 $95.7K - $113K
12.1K $3.38M
JNJ
Johnson & Johnson

Healthcare
-1.51K
- 7.89%
$146.36 - $159.82 $221K - $242K
17.7K $2.7M
LOW
Lowes Companies Inc

Consumer Cyclical
-27
- 0.07%
$210.83 - $235.28 $5.69K - $6.35K
39.4K $8.75M
KMB
Kimberly Clark Corp

Consumer Defensive
-900
- 4.19%
$126.84 - $145.22 $114K - $131K
20.6K $2.66M
SHEL
Shell PLC

Energy
-4.8K
- 29.54%
$59.75 - $73.05 $287K - $351K
11.4K $806K
ACN
Accenture PLC

Technology
-509
- 3.47%
$279.23 - $323.21 $142K - $165K
14.2K $4.23M
VIG
Vanguard Dividend Appreciation

ETFs
-1.84K
- 4.41%
N/A
39.8K $7.25M
CVX
Chevron Corp

Energy
-349
- 3.02%
$133.73 - $168.51 $46.7K - $58.8K
11.2K $1.61M
DJP
Barclays Bank PLC

ETFs
-9.8K
- 1.3%
N/A
743K $24M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
-1.69K
- 1.25%
$50.56 - $59.57 $85.2K - $100K
133K $6.89M
PSX
Phillips 66

Energy
-15
- 0.02%
$92.87 - $125.73 $1.39K - $1.89K
66.8K $7.96M
PFE
Pfizer Inc

Healthcare
-2.62K
- 1.37%
$21.59 - $24.84 $56.6K - $65.2K
188K $4.56M
YUM
Yum Brands Inc

Consumer Cyclical
-580
- 3.14%
$138.36 - $161.45 $80.2K - $93.6K
17.9K $2.65M
KMX
Carmax Inc

Consumer Cyclical
-725
- 4.03%
$62.27 - $82.77 $45.1K - $60K
17.3K $1.16M
OHI
Omega Healthcare Investors Inc

Real Estate
-5.54K
- 22.24%
$35.55 - $39.05 $197K - $216K
19.4K $709K
AAAU
Goldman Sachs Physical Gold ETF

ETFs
-24.3K
- 7.48%
$29.44 - $33.91 $715K - $823K
300K $9.81M
RWX
Spdr Dow Jones International R

ETFs
-148K
- 11.22%
$23.06 - $27.4 $3.42M - $4.06M
1.17M $32.1M
TSLA
Tesla, Inc.

Consumer Cyclical
-901
- 52.66%
$221.86 - $362.89 $200K - $327K
810 $257K
TRV
Travelers Companies, Inc.

Financial Services
-821
- 5.24%
$233.83 - $276.34 $192K - $227K
14.9K $3.97M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-580
- 3.14%
$41.37 - $53.28 $24K - $30.9K
17.9K $800K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-3.12K
- 2.0%
$77.94 - $79.5 $243K - $248K
153K $12.2M
IAU
Ishares Gold Trust

ETFs
-13.2K
- 6.7%
$56.1 - $64.74 $742K - $856K
184K $11.5M
V
Visa Inc.

Financial Services
-990
- 2.09%
$308.27 - $373.31 $305K - $370K
46.4K $16.5M
KMI
Kinder Morgan, Inc.

Energy
-16.2K
- 4.06%
$25.21 - $29.4 $408K - $475K
382K $11.2M
BP
Bp PLC

Energy
-1.21K
- 5.27%
$26.11 - $33.81 $31.5K - $40.8K
21.7K $649K
DVY
Ishares Tr

ETFs
-661
- 4.47%
$118.37 - $134.86 $78.2K - $89.1K
14.1K $1.88M
AZO
Autozone Inc

Consumer Cyclical
-20
- 5.67%
$3478.38 - $3880.15 $69.6K - $77.6K
333 $1.24M
ADP
Automatic Data Processing Inc

Industrials
-808
- 1.56%
$276.76 - $326.81 $224K - $264K
50.8K $15.7M
VNQI
Vanguard Global Ex U.S. Real

ETFs
-4.1K
- 22.91%
$37.77 - $46.15 $155K - $189K
13.8K $635K
HD
Home Depot, Inc.

Consumer Cyclical
-217
- 1.11%
$335.24 - $380.78 $72.7K - $82.6K
19.4K $7.11M
BAC
Bank Of America Corp

Financial Services
-2.49K
- 29.14%
$34.39 - $47.46 $85.6K - $118K
6.05K $286K
VZ
Verizon Communications Inc

Communication Services
-1.19K
- 14.26%
$41.67 - $45.62 $49.7K - $54.4K
7.17K $310K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-2.4K
- 12.47%
$72.96 - $90.39 $175K - $217K
16.9K $1.51M
MCD
Mcdonalds Corp

Consumer Cyclical
-48
- 2.75%
$285.55 - $321.23 $13.7K - $15.4K
1.7K $496K
CPRT
Copart Inc

Consumer Cyclical
-200
- 4.01%
$47.72 - $63.84 $9.54K - $12.8K
4.79K $235K
Activity Summary
Buys All Purchases 61 New Holdings 9 Increased Positions 52 Sells All Sells 111 Reductions 111 Sold out 0 Options Calls 0 Puts 0
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