Osborne Partners Capital Management, LLC has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.86 Billion distributed in 205 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 $130M, Microsoft Corp with a value of $68.8M, Apple Inc. with a value of $60.6M, Vanguard Ftse Emerging Mkts Et with a value of $60M, and Ishares Msci Japan ETF with a value of $40M.

Examining the 13F form we can see an increase of $145M in the current position value, from $1.72B to 1.86B.

Below you can find more details about Osborne Partners Capital Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.86 Billion
ETFs: $766 Million
Technology: $306 Million
Consumer Cyclical: $203 Million
Financial Services: $105 Million
Healthcare: $104 Million
Communication Services: $100 Million
Industrials: $94.9 Million
Consumer Defensive: $69.5 Million
Other: $113 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 205
  • Current Value $1.86 Billion
  • Prior Value $1.72 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 111 stocks
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