Osterweis Capital Management Inc Purchases in Q2 2025

Osterweis Capital Management Inc

  • $1.53 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
24.1K
+ 11.8%
$354.56 - $497.45 $8.54M - $12M
228K $114M
AVGO
Broadcom Inc.

Technology
79.9K
+ 59.38%
$146.29 - $275.65 $11.7M - $22M
214K $59.1M
TRNO
Terreno Realty Corp

Real Estate
601K
New
$51.18 - $63.89 $30.8M - $38.4M
601K $33.7M
AMAT
Applied Materials Inc

Technology
184K
+ 1835280.0%
$126.95 - $183.52 $23.3M - $33.7M
184K $33.6M
SNPS
Synopsys Inc

Technology
44.2K
New
$380.9 - $517.66 $16.8M - $22.9M
44.2K $22.7M
DHR
Danaher Corp

Healthcare
113K
+ 87.67%
$174.64 - $205.16 $19.7M - $23.1M
241K $47.7M
AMZN
Amazon Com Inc

Consumer Cyclical
19.4K
+ 5.78%
$167.32 - $223.3 $3.24M - $4.32M
354K $77.7M
LHX
L3 Harris Technologies, Inc.

Industrials
28.5K
+ 22.93%
$200.21 - $256.99 $5.7M - $7.31M
153K $38.3M
APD
Air Products & Chemicals, Inc.

Basic Materials
42.8K
+ 40.3%
$248.61 - $294.96 $10.6M - $12.6M
149K $42M
SITM
Sitime Corp

Technology
48.2K
New
$116.79 - $241.6 $5.63M - $11.6M
48.2K $10.3M
AFRM
Affirm Holdings, Inc.

Technology
129K
New
$35.75 - $69.14 $4.61M - $8.91M
129K $8.91M
LAMR
Lamar Advertising CO

Real Estate
59.6K
+ 29.14%
$102.35 - $121.67 $6.1M - $7.26M
264K $32.1M
TREX
Trex CO Inc

Industrials
154K
New
$50.52 - $61.77 $7.8M - $9.53M
154K $8.39M
SPXC
Spx Corp

Industrials
48.7K
New
$120.66 - $167.68 $5.87M - $8.16M
48.7K $8.16M
INTU
Intuit Inc

Technology
123
+ 0.29%
$544.07 - $787.63 $66.9K - $96.9K
43.3K $34.1M
AME
Ametek Inc

Industrials
35.7K
+ 31.89%
$151.41 - $182.75 $5.41M - $6.53M
148K $26.7M
JPM
Jpmorgan Chase & CO

Financial Services
3.35K
+ 2.42%
$210.28 - $289.91 $703K - $970K
142K $41.1M
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
45.8K
New
$89.13 - $167.48 $4.08M - $7.67M
45.8K $6.96M
AX
Axos Financial, Inc.

Financial Services
85K
New
$56.36 - $76.85 $4.79M - $6.53M
85K $6.46M
PLMR
Palomar Holdings, Inc.

Financial Services
37.1K
New
$129.99 - $175.67 $4.83M - $6.52M
37.1K $5.73M
ADMA
Adma Biologics, Inc.

Healthcare
296K
New
$17.6 - $24.51 $5.22M - $7.27M
296K $5.4M
BA
Boeing CO

Industrials
550
+ 0.5%
$136.59 - $217.51 $75.1K - $120K
110K $23.1M
META
Meta Platforms, Inc.

Communication Services
126
+ 0.5%
$484.66 - $738.09 $61.1K - $93K
25.5K $18.8M
GKOS
Glaukos Corp

Healthcare
35.2K
+ 59.59%
$82.27 - $103.29 $2.9M - $3.64M
94.4K $9.75M
AORT
Artivion, Inc.

Healthcare
121K
New
$22.19 - $31.19 $2.68M - $3.76M
121K $3.75M
TPB
Turning Point Brands, Inc.

Consumer Defensive
36.1K
New
$54.53 - $81.0 $1.97M - $2.92M
36.1K $2.73M
BSX
Boston Scientific Corp

Healthcare
3.87K
+ 1.38%
$89.7 - $107.41 $347K - $415K
283K $30.4M
ACMR
Acm Research, Inc.

Technology
56.9K
+ 27.14%
$18.33 - $26.51 $1.04M - $1.51M
266K $6.9M
DE
Deere & CO

Industrials
143
+ 0.35%
$412.99 - $531.48 $59.1K - $76K
41.4K $21M
V
Visa Inc.

Financial Services
2.1K
+ 1.52%
$308.27 - $373.31 $648K - $785K
140K $49.7M
IEFA
Ishares Tr

ETFs
11.7K
New
$67.83 - $84.09 $792K - $982K
11.7K $974K
NVS
Novartis Ag

Healthcare
1.15K
+ 1.32%
$101.96 - $121.01 $117K - $139K
88.3K $10.7M
LEVI
Levi Strauss & CO

Consumer Cyclical
50K
New
$12.42 - $18.62 $621K - $931K
50K $924K
ATRC
Atri Cure, Inc.

Healthcare
19.9K
+ 6.74%
$29.07 - $34.94 $579K - $696K
316K $10.3M
SLB
Schlumberger Limited

Energy
14.4K
+ 48083.33%
$31.95 - $42.2 $461K - $609K
14.5K $488K
COST
Costco Wholesale Corp

Consumer Defensive
294
+ 55.26%
$908.13 - $1056.85 $267K - $311K
826 $817K
MS
Morgan Stanley

Financial Services
1.83K
+ 304.15%
$99.83 - $140.86 $183K - $258K
2.43K $342K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.37K
New
$149.76 - $186.42 $205K - $256K
1.37K $255K
XOM
Exxon Mobil Corp

Energy
3.19K
+ 30.03%
$99.93 - $119.04 $319K - $379K
13.8K $1.49M
WMT
Walmart Inc.

Consumer Defensive
2.25K
+ 432.12%
$81.79 - $99.98 $184K - $225K
2.77K $270K
GOOGL
Alphabet Inc.

Communication Services
618
+ 12.58%
$144.7 - $178.6 $89.4K - $110K
5.53K $974K
WFC
Wells Fargo & Company

Financial Services
2.46K
+ 123.63%
$60.98 - $80.12 $150K - $197K
4.46K $357K
CSCO
Cisco Systems, Inc.

Technology
3.01K
+ 5011.67%
$53.19 - $69.38 $160K - $209K
3.07K $212K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
922
+ 18440.0%
$212.1 - $244.27 $196K - $225K
927 $202K
ISRG
Intuitive Surgical Inc

Healthcare
368
New
$451.58 - $565.94 $166K - $208K
368 $199K
ABT
Abbott Laboratories

Healthcare
1.37K
+ 47.38%
$123.95 - $138.08 $169K - $189K
4.25K $578K
KLAC
Kla Corp

Technology
218
New
$576.53 - $902.94 $126K - $197K
218 $195K
SO
Southern CO

Utilities
1.97K
+ 13106.67%
$84.91 - $92.56 $167K - $182K
1.98K $181K
BKNG
Booking Holdings Inc.

Consumer Cyclical
31
New
$4164.15 - $5789.24 $129K - $179K
31 $179K
Activity Summary
Buys All Purchases 190 New Holdings 100 Increased Positions 90 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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