Institutional Fund
Osborne Partners Capital Management, LLC
San Francisco, CACIK 10056075 filings on record
Portfolio Value
$1.89B
Q1 2026
Holdings
197
Reported positions
New Buys
11
Opened this quarter
QoQ Change
-2.6%
from $1.94B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Intl Equity Index F7.3%
- Apple Inc3.8%
- Vanguard Intl Equity Index F3.4%
- Microsoft Corp3.1%
- Ishares Inc2.4%
- Ishares Tr2.3%
- Other77.8%
Portfolio Holdings
197 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Intl Equity Index F | 1.84M | $138.30M | 7.3% | −14.2K | Reduced |
| 2 | Apple Inc | 283.1K | $71.85M | 3.8% | −1.2K | Reduced |
| 3 | Vanguard Intl Equity Index F | 1.19M | $64.47M | 3.4% | +5.4K | Added |
| 4 | Microsoft Corp | 155.9K | $57.72M | 3.1% | +21.7K | Added |
| 5 | Ishares Inc | 528.0K | $44.58M | 2.4% | +849 | Added |
| 6 | Ishares Tr | 434.6K | $43.74M | 2.3% | +237.3K | Added |
| 7 | Vanguard Index Fds | 485.5K | $43.06M | 2.3% | +31.1K | Added |
| 8 | Vanguard Intl Equity Index F | 489.1K | $40.32M | 2.1% | +599 | Added |
| 9 | Amazon Com Inc | 179.0K | $37.28M | 2.0% | +38.7K | Added |
| 10 | Barclays Bank PLC | 715.8K | $34.46M | 1.8% | −20.2K | Reduced |
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