Osterweis Capital Management Inc has filed its 13F form on June 04, 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 $180M in the current position value, from $1.66B 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.
Portfolio value
$1.48 Billion
Technology: $374 Million
Healthcare: $272 Million
Consumer Cyclical: $211 Million
Financial Services: $165 Million
Industrials: $158 Million
Communication Services: $91.4 Million
Real Estate: $80.5 Million
Utilities: $43.3 Million
Other: $85.6 Million
Stock Holdings Table Market Cap. of $200 Billions or more
