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Home > Institutional Investor > Osborne Partners Capital Management, Llc > Profile

Instuitional Investor - Osborne Partners Capital Management, Llc

Fund Profile
Filing Period:
Fund Name: Osborne Partners Capital Management, Llc
Portfolio Value $1,734,614,324
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Intl Equity Index Funds
 VWO 2,077,105 $125,997,215 7.26%
2.
Apple Inc.
 AAPL 299,989 $66,636,632 3.84%
3.
Vanguard Intl Equity Index Funds
 VWO 1,181,497 $53,474,537 3.08%
4.
Microsoft Corp
 MSFT 142,281 $53,411,045 3.08%
5.
Vanguard Index Fds - REAL ESTATE ETF
 413,208 $37,411,815 2.16%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)