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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
42
5
3
1
2
0
34
11
1
OSBORNE PARTNERS CAPITAL MANAGEMENT LLC

Time Period2019-06-30

Total Holdings165

Total Value ($x1000)522,650
Activities
New11

Increased19

Unchanged42

Decreased93

Sold Out9

Top 10 Stock Holdingstotal 26.26%
MSFT4.09

AAPL3.39

JPM3.14

PRF2.52

DHR2.48

 
ABT2.32

TMO2.14

VIG2.13

PEP2.03

GOOG2.02

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
MSFT
4.09%
COM
AAPL
3.39%
COM
JPM
3.14%
COM
PRF
2.52%
FTSE RAFI 1000
DHR
2.48%
COM
ABT
2.32%
COM
TMO
2.14%
COM
VIG
2.13%
DIV APP ETF
PEP
2.03%
COM
GOOG
2.02%
CAP STK CL C
DIS
2%
COM DISNEY
CNC
1.99%
COM
CF
1.85%
COM
WFC
1.82%
COM
SYF
1.63%
COM
UNP
1.57%
COM
PWR
1.55%
COM
AVGO
1.42%
COM
EXPE
1.4%
COM NEW
MMC
1.34%
COM
CVS
1.32%
COM
JNJ
1.31%
COM
VUG
1.31%
GROWTH ETF
PSX
1.29%
COM
PDP
1.28%
DWA MOMENTUM
LOW
1.23%
COM
PG
1.23%
COM
QCOM
1.22%
COM
DVY
1.21%
SELECT DIVID ETF
VTV
1.17%
VALUE ETF
AZO
1.17%
COM
BABA
1.16%
SPONSORED ADS
UTX
1.15%
COM
LNG
1.12%
COM NEW
DOW
1.11%
COM
FMC
1.11%
COM NEW
DNOW
1.11%
COM
SLB
1.11%
COM
ADP
1.02%
COM
RSP
1.01%
S&P500 EQL WGT
EBAY
1%
COM
GOOGL
0.94%
CAP STK CL A
PANW
0.89%
COM
KO
0.89%
COM
NXPI
0.89%
COM
MCK
0.85%
COM
BWA
0.83%
COM
DD
0.8%
COM
VMC
0.8%
COM
DLTR
0.79%
COM
CVX
0.78%
COM
CSCO
0.77%
COM
XRAY
0.77%
COM
EOG
0.77%
COM
FISV
0.75%
COM
IWF
0.74%
RUS 1000 GRW ETF
VANGUARD...
0.66%
MF
DFA US T...
0.64%
MF
PENN
0.64%
COM
ORCL
0.63%
COM
LAZ
0.61%
SHS A
BA
0.6%
COM
XOM
0.57%
COM
MGM
0.57%
COM
INTC
0.55%
COM
SPY
0.54%
TR UNIT
T. ROWE ...
0.53%
MF
HD
0.5%
COM
IWD
0.49%
RUS 1000 VAL ETF
FLOW
0.48%
COM
PYPL
0.48%
COM
PFE
0.45%
COM
PCAR
0.42%
COM
ABBV
0.41%
COM
AXP
0.4%
COM
CAT
0.39%
COM
WBA
0.37%
COM
DFA US L...
0.33%
MF
GE
0.32%
COM
DFA U.S....
0.32%
MF
VANGUARD...
0.31%
MF
ECL
0.26%
COM
AQR LG C...
0.25%
MF
DODGE & ...
0.24%
MF
IBM
0.23%
COM
VTI
0.2%
TOTAL STK MKT
VANGUARD...
0.2%
MF
SEI TAX ...
0.2%
MF
BRK.B
0.19%
CL B NEW
PBE
0.17%
DYNMC BIOTECH
TRV
0.17%
COM
DUK
0.17%
COM NEW
ED
0.16%
COM
V
0.16%
COM CL A
D
0.16%
COM
APD
0.15%
COM
VANGUARD...
0.15%
MF
AMGN
0.14%
COM
MRK
0.14%
COM
MTUM
0.13%
MSCI USAMOMFCT
VZ
0.12%
COM
BAC
0.12%
COM
BRK.A
0.12%
CL A
BP
0.11%
SPONSORED ADR
DE
0.11%
COM
MDY
0.11%
UTSER1 S&PDCRP
QQQ
0.11%
UNIT SER 1
EVRG
0.11%
COM
PNW
0.1%
COM
SCHW
0.1%
COM
FIDELITY...
0.1%
MF
DEUTSCHE...
0.1%
MF
FIDELITY...
0.1%
MF
SCHWAB S...
0.09%
MF
GEX
0.09%
GLOBAL ALTER ETF
SCHWAB S...
0.09%
MF
VOO
0.09%
SHS
AMZN
0.09%
COM
LONGLEAF...
0.08%
MF
USFD
0.08%
COM
WMT
0.08%
COM
WEC
0.08%
COM
SPGI
0.08%
COM
FTV
0.08%
COM
ACN
0.08%
SHS CLASS A
RDS/A
0.08%
SPONS ADR A
DFA TAX-...
0.08%
MF
WELLS FA...
0.08%
MF
JCI
0.07%
SHS
KMB
0.07%
COM
SCHWAB I...
0.07%
MF
T ROWE P...
0.07%
MF
BIIB
0.07%
COM
T
0.07%
COM
VB
0.06%
SMALL CP ETF
XLK
0.06%
TECHNOLOGY
FB
0.06%
CL A
1/100 BE...
0.06%
COM
SO
0.06%
COM
AEE
0.06%
COM
VANGUARD...
0.06%
MF
MCD
0.06%
COM
KTCC
0.05%
COM
DTE
0.05%
COM
PM
0.05%
COM
VANGUARD...
0.05%
MF
DFA T.A....
0.05%
MF
NEE
0.05%
COM
MMM
0.05%
COM
KMX
0.05%
COM
XLV
0.05%
SBI HEALTHCARE
APU
0.05%
UNIT L P INT
NVS
0.05%
SPONSORED ADR
BMY
0.04%
COM
INVESCO ...
0.04%
MF
AMT
0.04%
COM
PARNASSU...
0.04%
MF
HE
0.04%
COM
OAKMARK ...
0.04%
MF
SEI TAX ...
0.04%
MF
AEP
0.04%
COM
VGT
0.04%
INF TECH ETF
DODGE & ...
0.04%
MF
DEUTSCHE...
0.04%
MF
IRIX
0.03%
COM
DWDP
1.6%
COM
LTHM
0.15%
COM
AMERICAN...
0.07%
MF
XEL
0.05%
COM
NBL
0.05%
COM
MO
0.04%
COM
TIF
0.04%
COM
T. ROWE ...
0.04%
MF
PGF
0.04%
FINL PFD ETF