OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
All 13F Filings
- Location
- San Francisco, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,800,102
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/4/2026 | 203 | 1,800,102 | 13F-HR | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC |
| 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 | 992.9 K | 55.2% | 0 | 130.5 K | -130.5 K |
| ETFs | 807.2 K | 44.8% | 43.36 K | 0 | 43.36 K |
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Fund Snapshot
Q2 2026
Latest filed
8/4/2026
Total value ($000)
1,800,102
Holdings
203
QoQ value change ($000)
-91,199
(-4.8%)
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.