Osterweis Capital Management Inc has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.59 Billion distributed in 320 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $107M, Microsoft Corp with a value of $99.3M, Amazon Com Inc with a value of $77.8M, Broadcom Inc. with a value of $69.7M, and Autozone Inc with a value of $50.1M.
Examining the 13F form we can see an increase of $59.1M in the current position value, from $1.53B to 1.59B.
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
$1.59 Billion
Technology: $484 Million
Financial Services: $213 Million
Healthcare: $211 Million
Industrials: $182 Million
Consumer Cyclical: $156 Million
Communication Services: $128 Million
Real Estate: $85.6 Million
Utilities: $42 Million
Other: $85.6 Million
Stock Holdings Table Market Cap. of $200 Billions or more
