OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
All 13F Filings
- Location
- San Francisco, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,891,301
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/27/2026 | 197 | 1,891,301 | 13F-HR | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC |
| Q4 2025 | 1/27/2026 | 196 | 1,941,662 | 13F-HR | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC |
| Q3 2025 | 10/30/2025 | 206 | 1,969,651 | 13F-HR | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC |
| Q2 2025 | 8/12/2025 | 205 | 1,880,677 | 13F-HR | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC |
| Q2 2014 | 7/16/2014 | 176 | 777,140 | 13F-HR | OSBORNE PARTNERS CAPITAL MANAGEMENT |
| Q1 2014 | 4/18/2014 | 182 | 763,600 | 13F-HR | OSBORNE PARTNERS CAPITAL MANAGEMENT |
| Q4 2013 | 1/29/2014 | 181 | 766,998 | 13F-HR | OSBORNE PARTNERS CAPITAL MANAGEMENT |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.123 M | 59.5% | 0 | 384.3 K | -384.3 K |
| ETFs | 763.8 K | 40.5% | 333.9 K | 0 | 333.9 K |
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Fund Snapshot
Q1 2026
Latest filed
4/27/2026
Total value ($000)
1,891,301
Holdings
197
QoQ value change ($000)
-50,361
(-2.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.