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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
46
5
5
1
2
0
40
13
4
OSBORNE PARTNERS CAPITAL MANAGEMENT LLC

Time Period2018-12-31

Total Holdings178

Total Value ($x1000)668,512
Activities
New7

Increased35

Unchanged69

Decreased67

Sold Out14

Top 10 Stock Holdingstotal 28.12%
MSFT4.83

SPY4.81

JPM3.01

DHR2.78

AAPL2.72

 
ADP2.21

PG2.08

PFE1.96

PRF1.93

ABT1.79

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
MSFT
4.83%
COM
SPY
4.81%
TR UNIT
JPM
3.01%
COM
DHR
2.78%
COM
AAPL
2.72%
COM
ADP
2.21%
COM
PG
2.08%
COM
PFE
1.96%
COM
PRF
1.93%
FTSE RAFI 1000
ABT
1.79%
COM
CNC
1.71%
COM
GOOG
1.52%
CAP STK CL C
PEP
1.46%
COM
DIS
1.44%
COM DISNEY
UNP
1.43%
COM
WFC
1.41%
COM
CF
1.38%
COM
PWR
1.32%
COM
TMO
1.32%
COM
VIG
1.28%
DIV APP ETF
ACN
1.2%
SHS CLASS A
JNJ
1.19%
COM
WMT
1.19%
COM
MMC
1.18%
COM
HD
1.18%
COM
CVS
1.17%
COM
SYF
1.15%
COM
DWDP
1.15%
COM
XOM
1.12%
COM
INTC
1.08%
COM
BRK.B
1.07%
CL B NEW
AVGO
1.07%
COM
SLB
1.04%
COM
DVY
0.95%
SELECT DIVID ETF
EXPE
0.95%
COM NEW
PSX
0.95%
COM
VUG
0.91%
GROWTH ETF
LNG
0.9%
COM NEW
BA
0.87%
COM
VTV
0.86%
VALUE ETF
PDP
0.85%
DWA MOMENTUM
EBAY
0.85%
COM
GOOGL
0.85%
CAP STK CL A
LOW
0.85%
COM
BMY
0.82%
COM
AZO
0.81%
COM
FMC
0.77%
COM NEW
BABA
0.76%
SPONSORED ADS
QCOM
0.76%
COM
UTX
0.75%
COM
RSP
0.75%
S&P500 EQL WGT
VANGUARD...
0.72%
MF
NKE
0.71%
CL B
DNOW
0.69%
COM
NXPI
0.68%
COM
KO
0.63%
COM
ABBV
0.59%
COM
CSCO
0.59%
COM
PM
0.59%
COM
OAK
0.58%
UNIT 99/99/9999
MCK
0.56%
COM
IBM
0.56%
COM
DLTR
0.55%
COM
EOG
0.54%
COM
JWN
0.54%
COM
ECL
0.49%
COM
AMGN
0.49%
COM
IWF
0.48%
RUS 1000 GRW ETF
FISV
0.48%
COM
LAZ
0.47%
SHS A
MO
0.47%
COM
FTV
0.47%
COM
VMC
0.47%
COM
INTU
0.44%
COM
T. ROWE ...
0.43%
MF
ORCL
0.43%
COM
CVX
0.43%
COM
XRAY
0.39%
COM
WBA
0.39%
COM
COST
0.38%
COM
KMB
0.38%
COM
TRV
0.34%
COM
IWD
0.33%
RUS 1000 VAL ETF
PANW
0.33%
COM
EA
0.33%
COM
DODGE & ...
0.32%
MF
MGM
0.32%
COM
V
0.31%
COM CL A
RDS/A
0.3%
SPONS ADR A
CAT
0.3%
COM
BMS
0.29%
COM
PYPL
0.29%
COM
MDLZ
0.27%
CL A
PCAR
0.26%
COM
VANGUARD...
0.25%
MF
YUM
0.25%
COM
BP
0.23%
SPONSORED ADR
NUE
0.22%
COM
VZ
0.22%
COM
T
0.21%
COM
AMT
0.2%
COM
AQR LG C...
0.19%
MF
BEN
0.18%
COM
KMX
0.17%
COM
ZMH
0.17%
COM
GE
0.17%
COM
AXP
0.16%
COM
CDK
0.16%
COM
VANGUARD...
0.16%
MF
GSK
0.15%
SPONSORED ADR
SHPG
0.15%
SPONSORED ADR
DUK
0.14%
COM NEW
DNB
0.13%
COM
SEI TAX ...
0.13%
MF
ED
0.13%
COM
VTI
0.13%
TOTAL STK MKT
HCSG
0.13%
COM
D
0.12%
COM
PBE
0.12%
DYNMC BIOTECH
C
0.12%
COM NEW
BAC
0.12%
COM
MRK
0.11%
COM
EVRG
0.11%
COM
VANGUARD...
0.1%
MF
VANGUARD...
0.1%
MF
KHC
0.1%
COM
T ROWE P...
0.1%
MF
NEE
0.09%
COM
YUMC
0.09%
COM
APD
0.09%
COM
BRK.A
0.09%
CL A
PNW
0.09%
COM
LONGLEAF...
0.09%
MF
AMZN
0.08%
COM
SPGI
0.08%
COM
SCHW
0.08%
COM
OAKMARK ...
0.07%
MF
BIIB
0.07%
COM
MTUM
0.07%
MSCI USAMOMFCT
WEC
0.07%
COM
MMM
0.06%
COM
DEUTSCHE...
0.06%
MF
MCD
0.06%
COM
FIDELITY...
0.06%
MF
LLY
0.06%
COM
QQQ
0.06%
UNIT SER 1
SCHWAB S...
0.06%
MF
GEX
0.06%
GLOBAL ALTER ETF
MDY
0.06%
UTSER1 S&PDCRP
SCHWAB S...
0.06%
MF
CSX
0.06%
COM
AMG
0.06%
COM
USFD
0.06%
COM
FIDELITY...
0.06%
MF
AMERICAN...
0.05%
MF
SCHWAB I...
0.05%
MF
VB
0.05%
SMALL CP ETF
WELLS FA...
0.05%
MF
KTCC
0.05%
COM
1/100 BE...
0.05%
COM
HE
0.05%
COM
SO
0.05%
COM
VANGUARD...
0.04%
MF
JCI
0.04%
SHS
APU
0.04%
UNIT L P INT
DTE
0.04%
COM
AEE
0.04%
COM
POST
0.04%
COM
TFX
0.04%
COM
FB
0.04%
CL A
XEL
0.03%
COM
VOO
0.03%
SHS
IRIX
0.03%
COM
NBL
0.03%
COM
SEI TAX ...
0.03%
MF
PGF
0.03%
FINL PFD ETF
DEUTSCHE...
0.03%
MF
UEC
0.01%
COM
SRCL
0.37%
COM
DE
0.07%
COM
T. ROWE ...
0.04%
MF
TIF
0.03%
COM
INVESCO ...
0.03%
MF
PARNASSU...
0.03%
MF
DODGE & ...
0.03%
MF
MRO
0.03%
COM
XLV
0.03%
SBI HEALTHCARE
XLK
0.03%
TECHNOLOGY
NOC
0.03%
COM
CMA
0.03%
COM
USB
0.03%
COM NEW
VGT
0.03%
INF TECH ETF