Osterweis Capital Management Inc Portfolio Holdings
Osterweis Capital Management Inc
- $1.48 Billion
- Q1 2025
Osterweis Capital Management Inc has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.48 Billion distributed in 383 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $76.7M, Alphabet Inc. with a value of $75.6M, Amazon Com Inc with a value of $63.7M, Visa Inc. with a value of $48.4M, and Unitedhealth Group Inc with a value of $44.8M.
Examining the 13F form we can see an decrease of $669M in the current position value, from $2.15B to 1.48B.
Osterweis Capital Management Inc is based out at San Francisco, CA
Below you can find more details about Osterweis Capital Management Inc portfolio as well as his latest detailed transactions.
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 383
- Current Value $1.48 Billion
- Prior Value $2.15 Billion
- Filing
- Period Q1 2025
- Filing Date May 14, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 167 stocks
- Additional Purchases 60 stocks
- Sold out of 0 stocks
- Reduced holdings in 70 stocks