Osborne Partners Capital Management, LLC has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.72 Billion distributed in 212 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 $126M, Apple Inc. with a value of $66.6M, Vanguard Ftse Emerging Mkts Et with a value of $53.5M, Microsoft Corp with a value of $53.4M, and Vanguard Specialized Funds Van with a value of $37.4M.
Examining the 13F form we can see an increase of $3.92M in the current position value, from $1.71B to 1.72B.
Below you can find more details about Osborne Partners Capital Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.72 Billion
ETFs: $719 Million
Technology: $271 Million
Consumer Cyclical: $156 Million
Healthcare: $116 Million
Financial Services: $102 Million
Industrials: $92.3 Million
Communication Services: $79.7 Million
Consumer Defensive: $70.3 Million
Other: $110 Million
Stock Holdings Table Market Cap. of $200 Billions or more
