Arkolith/Funds/OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC

OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC

CIK: 1005607Q1 2026
Active Filer
Portfolio Value
$1.9B
Positions
207
New Buys
11
10 sold
Changes
68 ↑ / 82 ↓

Top HoldingsQ1 2026

207 total positions
#SecurityValueShares% PortChangeΔ Shares
1VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
$138.3M1.84M7.3%
REDUCED
-14,198
2APPLE INC
COM
$71.9M283.1K3.8%
REDUCED
-1,238
3VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
$64.5M1.19M3.4%
ADDED
+5.4K
4MICROSOFT CORP
COM
$57.7M155.9K3.1%
ADDED
+21.7K
5ISHARES INC
MSCI JAPAN ETF
$44.6M528.0K2.4%
ADDED
+849
6ISHARES TR
0-3 MNTH TREASRY
$43.7M434.6K2.3%
ADDED
+237.3K
7VANGUARD INDEX FDS
REAL ESTATE ETF
$43.1M485.5K2.3%
ADDED
+31.1K
8VANGUARD INTL EQUITY INDEX F
FTSE EUROPE ETF
$40.3M489.1K2.1%
ADDED
+599
9AMAZON COM INC
COM
$37.3M179.0K2.0%
ADDED
+38.7K
10BARCLAYS BANK PLC
DJUBS CMDT ETN36
$34.5M715.8K1.8%
REDUCED
-20,217
11ALPHABET INC
CAP STK CL C
$34.3M119.7K1.8%
REDUCED
-1,319
12NVIDIA CORPORATION
COM
$32.6M186.8K1.7%
REDUCED
-10,250
13JPMORGAN CHASE & CO
COM
$32.6M110.7K1.7%
ADDED
+145
14SSGA ACTIVE ETF TR
STATE STREET BLA
$30.8M767.8K1.6%
REDUCED
-1,038
15SPDR INDEX SHS FDS
STATE STREET SPD
$30.7M1.15M1.6%
ADDED
+5.8K
16ISHARES TR
ULTRA SHORT DUR
$30.6M604.7K1.6%
ADDED
+39.3K
17ALPHABET INC
CAP STK CL A
$27.1M94.2K1.4%
ADDED
+4.0K
18GLOBAL X FDS
DAX GERMANY ETF
$26.1M618.6K1.4%
ADDED
+9.3K
19ISHARES TR
LATN AMER 40 ETF
$23.1M650.9K1.2%
REDUCED
-18,686
20ISHARES INC
MSCI NETHERL ETF
$22.6M393.5K1.2%
ADDED
+324
21PALO ALTO NETWORKS INC
COM
$22.6M140.7K1.2%
ADDED
+32.5K
22ADVANCED MICRO DEVICES INC
COM
$21.8M107.4K1.2%
REDUCED
-1,363
23SPDR SERIES TRUST
STATE STREET SPD
$21.8M170.8K1.2%
REDUCED
-10,125
24THERMO FISHER SCIENTIFIC INC
COM
$21.6M44.0K1.1%
ADDED
+8.8K
25NEW YORK LIFE INVESTMENTS ET
NYLI MERGER ARBI
$20.1M554.3K1.1%
ADDED
+6.7K
Showing top 25 of 207 positions

Filing History

Q1 2026197 pos
$1.9B
Q4 2025196 pos
$1.9B

Data Source

Holdings data sourced from SEC EDGAR 13F-HR filings. Updated quarterly, approximately 45 days after quarter end. All data is public domain.

Last filed: Apr 27, 2026