Osterweis Capital Management Inc has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.53 Billion distributed in 327 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $114M, Alphabet Inc. with a value of $85.7M, Amazon Com Inc with a value of $77.7M, Broadcom Inc. with a value of $59.1M, and Visa Inc. with a value of $49.7M.
Examining the 13F form we can see an increase of $48.6M in the current position value, from $1.48B to 1.53B.
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.
Portfolio value
$1.53 Billion
Technology: $498 Million
Industrials: $187 Million
Financial Services: $184 Million
Healthcare: $180 Million
Consumer Cyclical: $157 Million
Communication Services: $106 Million
Real Estate: $85.1 Million
Basic Materials: $42.2 Million
Other: $87.9 Million
Stock Holdings Table Market Cap. of $200 Billions or more
