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
KO
Coca Cola CO

Consumer Defensive
-178
- 0.51%
$68.37 - $73.9 $12.2K - $13.2K
34.6K $2.45M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-230
- 8.52%
$468.22 - $566.51 $108K - $130K
2.47K $1.4M
NEE
Nextera Energy Inc

Utilities
-351
- 3.22%
$64.11 - $75.0 $22.5K - $26.3K
10.6K $733K
AMT
American Tower Corp

Real Estate
-300
- 3.44%
$203.96 - $228.19 $61.2K - $68.5K
8.42K $1.86M
VB
Vanguard Small Cap ETF

ETFs
-223
- 15.64%
$193.73 - $237.37 $43.2K - $52.9K
1.2K $285K
CMCSA
Comcast Corp

Communication Services
-399
- 4.43%
$32.84 - $36.72 $13.1K - $14.7K
8.61K $307K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-225
- 11.37%
$272.36 - $339.57 $61.3K - $76.4K
1.75K $595K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-704
- 5.06%
$152.93 - $181.74 $108K - $128K
13.2K $2.4M
ICLN
Ishares

ETFs
-3.23K
- 16.47%
$10.56 - $13.31 $34.1K - $43K
16.4K $214K
SMOG
Vaneck ETF Tr Low Carbon Energ

ETFs
-250
- 11.33%
$89.06 - $112.24 $22.3K - $28.1K
1.96K $215K
MAR
Marriott International Inc

Consumer Cyclical
-200
- 13.84%
$211.12 - $274.14 $42.2K - $54.8K
1.25K $340K
Ge Vernova Inc
-21
- 1.74%
N/A
1.19K $0
Veralto Corp
-469
- 4.53%
N/A
9.88K $0
Jpmorgan Chase Finl CO LLC
-7.26K
- 1.88%
N/A
379K $0
Kenvue Inc
-1.3K
- 2.9%
N/A
43.5K $0
AMAT
Applied Materials Inc

Technology
-260
- 12.88%
$126.95 - $183.52 $33K - $47.7K
1.76K $322K
IBM
International Business Machines Corp

Technology
-439
- 12.74%
$221.03 - $294.78 $97K - $129K
3.01K $886K
MS
Morgan Stanley

Financial Services
-128
- 6.43%
$99.83 - $140.86 $12.8K - $18K
1.86K $262K
ECL
Ecolab Inc.

Basic Materials
-35
- 1.4%
$225.65 - $270.95 $7.9K - $9.48K
2.46K $663K
RTX
Raytheon Technologies Corp

Industrials
-5.7K
- 8.94%
$113.75 - $148.48 $648K - $846K
58.1K $8.48M
CSCO
Cisco Systems, Inc.

Technology
-1.91K
- 7.98%
$53.19 - $69.38 $102K - $133K
22.1K $1.53M
IWD
Ishares Russell 1000 Val ETF

ETFs
-120
- 0.97%
$166.82 - $194.23 $20K - $23.3K
12.2K $2.37M
CF
Cf Industries Holdings, Inc.

Basic Materials
-200
- 3.86%
$68.47 - $102.48 $13.7K - $20.5K
4.98K $458K
SCHW
Schwab Charles Corp

Financial Services
-385
- 4.27%
$69.06 - $91.24 $26.6K - $35.1K
8.63K $787K
VEA
Vanguard Ftse Developed Market

ETFs
-1K
- 4.44%
$45.65 - $57.01 $45.7K - $57K
21.5K $1.23M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-9.54K
- 3.64%
$35.77 - $42.27 $341K - $403K
252K $10.7M
IWM
Ishares Russell 2000 ETF

ETFs
-79
- 1.05%
$174.82 - $215.79 $13.8K - $17K
7.44K $1.6M
NUE
Nucor Corp

Basic Materials
-1.25K
- 4.24%
$103.22 - $131.43 $129K - $164K
28.2K $3.65M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-109
- 4.13%
$416.06 - $551.64 $45.4K - $60.1K
2.53K $1.4M
IVV
Ishares Core S&P 500 ETF

ETFs
-10
- 0.34%
$498.8 - $620.9 $4.99K - $6.21K
2.9K $1.8M
SRLN
Ssga Active Trust

ETFs
-2.91K
- 0.39%
$39.47 - $41.59 $115K - $121K
739K $30.7M
GE
General Electric CO

Industrials
-188
- 3.7%
$166.81 - $257.39 $31.4K - $48.4K
4.89K $1.26M
PDP
Invesco Exchange Traded Fd Tr

ETFs
-335
- 0.92%
$89.44 - $108.59 $30K - $36.4K
36K $3.91M
COST
Costco Wholesale Corp

Consumer Defensive
-233
- 1.89%
$908.13 - $1056.85 $212K - $246K
12.1K $12M
CAT
Caterpillar Inc

Industrials
-53
- 0.87%
$273.94 - $388.21 $14.5K - $20.6K
6.04K $2.34M
AXP
American Express CO

Financial Services
-43
- 0.55%
$231.39 - $318.98 $9.95K - $13.7K
7.77K $2.48M
LNG
Cheniere Energy, Inc.

Energy
-2.07K
- 2.76%
$197.25 - $244.33 $409K - $507K
73K $17.8M
AVGO
Broadcom Inc.

Technology
-895
- 12.72%
$146.29 - $275.65 $131K - $247K
6.14K $1.69M
CBRE
Cbre Group, Inc.

Real Estate
-26
- 0.04%
$113.94 - $140.12 $2.96K - $3.64K
60.9K $8.54M
ORCL
Oracle Corp

Technology
-590
- 6.21%
$122.82 - $218.63 $72.5K - $129K
8.91K $1.95M
PWR
Quanta Services, Inc.

Industrials
-1.31K
- 13.78%
$239.47 - $381.26 $313K - $498K
8.18K $3.09M
PM
Philip Morris International Inc.

Consumer Defensive
-1.5K
- 3.45%
$149.23 - $184.95 $224K - $277K
42K $7.65M
VMC
Vulcan Materials CO

Basic Materials
-1.52K
- 3.54%
$226.49 - $276.01 $345K - $421K
41.5K $10.8M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-30
- 0.21%
$320.42 - $424.58 $9.61K - $12.7K
14.3K $6.07M
PLNT
Planet Fitness, Inc.

Consumer Cyclical
-5.71K
- 3.98%
$90.58 - $109.05 $517K - $623K
138K $15M
VUG
Vanguard Growth ETF

ETFs
-85
- 0.47%
$329.49 - $438.4 $28K - $37.3K
18.2K $7.97M
INCO
Columbia ETF Tr Ii Columbia In

ETFs
-613
- 0.26%
$57.46 - $65.66 $35.2K - $40.2K
232K $15.1M
NXPI
Nxp Semiconductors N.V.

Technology
-1.05K
- 1.77%
$153.5 - $218.72 $160K - $229K
58.1K $12.7M
WMT
Walmart Inc.

Consumer Defensive
-351
- 0.23%
$81.79 - $99.98 $28.7K - $35.1K
151K $14.7M
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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