Osborne Partners Capital Management, LLC has filed its 13F form on July 22, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.65 Billion distributed in 218 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse All World Ex Us with a value of $117M, Microsoft Corp with a value of $63.3M, Apple Inc. with a value of $60.4M, Vanguard Ftse Emerging Mkts Et with a value of $49.6M, and Vanguard Specialized Funds Van with a value of $33.4M.
Examining the 13F form we can see an increase of $34.1M in the current position value, from $1.62B to 1.65B.
Below you can find more details about Osborne Partners Capital Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.65 Billion
ETFs: $681 Million
Technology: $264 Million
Consumer Cyclical: $129 Million
Healthcare: $122 Million
Financial Services: $105 Million
Communication Services: $85.4 Million
Industrials: $79.6 Million
Consumer Defensive: $66.7 Million
Other: $117 Million
Stock Holdings Table Market Cap. of $200 Billions or more