Osterweis Capital Management Inc Incresed Positions 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
AMAT
Applied Materials Inc

Technology
184K
+ 1835280.0%
$126.95 - $183.52 $23.3M - $33.7M
184K $33.6M
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
LAMR
Lamar Advertising CO

Real Estate
59.6K
+ 29.14%
$102.35 - $121.67 $6.1M - $7.26M
264K $32.1M
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
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
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
NVS
Novartis Ag

Healthcare
1.15K
+ 1.32%
$101.96 - $121.01 $117K - $139K
88.3K $10.7M
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
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
ABT
Abbott Laboratories

Healthcare
1.37K
+ 47.38%
$123.95 - $138.08 $169K - $189K
4.25K $578K
SO
Southern CO

Utilities
1.97K
+ 13106.67%
$84.91 - $92.56 $167K - $182K
1.98K $181K
T
At&T Inc.

Communication Services
6.09K
+ 4352.86%
$26.33 - $28.94 $160K - $176K
6.23K $180K
NOW
Service Now, Inc.

Technology
133
+ 81.1%
$721.65 - $1040.18 $96K - $138K
297 $305K
CVX
Chevron Corp

Energy
1.19K
+ 678.86%
$133.73 - $168.51 $159K - $200K
1.36K $195K
DUK
Duke Energy Corp

Utilities
1.39K
+ 13850.0%
$112.46 - $124.05 $156K - $172K
1.4K $164K
RTX
Raytheon Technologies Corp

Industrials
1.01K
+ 153.91%
$113.75 - $148.48 $114K - $149K
1.66K $242K
HD
Home Depot, Inc.

Consumer Cyclical
405
+ 39.44%
$335.24 - $380.78 $136K - $154K
1.43K $525K
TJX
Tjx Companies Inc

Consumer Cyclical
1.09K
+ 7260.0%
$119.13 - $135.03 $130K - $147K
1.1K $136K
AXP
American Express CO

Financial Services
260
+ 30.13%
$231.39 - $318.98 $60.2K - $82.9K
1.12K $358K
ABBV
Abb Vie Inc.

Healthcare
1.22K
+ 28.21%
$170.16 - $206.27 $207K - $251K
5.54K $1.03M
MCD
Mcdonalds Corp

Consumer Cyclical
402
+ 8040.0%
$285.55 - $321.23 $115K - $129K
407 $118K
PANW
Palo Alto Networks Inc

Technology
555
+ 11100.0%
$152.44 - $204.64 $84.6K - $114K
560 $114K
BK
Bank Of New York Mellon Corp

Financial Services
1.19K
+ 11890.0%
$73.31 - $91.62 $87.2K - $109K
1.2K $109K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
1.5K
+ 7475.0%
$87.84 - $1441.89 $131K - $2.16M
1.52K $136K
CME
Cme Group Inc.

Financial Services
379
+ 7580.0%
$252.37 - $290.71 $95.6K - $110K
384 $105K
HON
Honeywell International Inc

Industrials
370
+ 44.79%
$182.86 - $232.88 $67.7K - $86.2K
1.2K $278K
NFLX
Netflix Inc

Communication Services
44
+ 41.9%
$855.86 - $1339.13 $37.7K - $58.9K
149 $199K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.79K
+ 7176.0%
$45.98 - $56.15 $82.5K - $101K
1.82K $102K
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.34K
+ 4470.0%
$63.54 - $68.5 $85.2K - $91.9K
1.37K $92K
NDAQ
Nasdaq, Inc.

Financial Services
995
+ 19900.0%
$66.4 - $89.42 $66.1K - $89K
1K $89K
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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