Osborne Partners Capital Management, LLC holds a diversified book of 197 stocks worth $1.9B as of Q1 2026 (disclosed Apr 27, 2026, a ~45-day 13F lag). This quarter they opened Servicenow Inc and trimmed Vanguard Ftse All-World Ex-U. Their largest long position is Vanguard Ftse All-World Ex-U at 7% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1005607/holdings"
Use Arkolith to show OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
57% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Intl Equity Index F ALLWRLD EX US | $138.3M | 1.84M | 7.3% | ▼−0.8% Reduced · −14K sh | |
| 2 | Apple Inc COM | $71.9M | 283.1K | 3.8% | ▼−0.4% Reduced · −1K sh | |
| 3 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $64.5M | 1.19M | 3.4% | ▲+0.5% Added · +5K sh | |
| 4 | Microsoft Corp COM | $57.7M | 155.9K | 3.1% | ▲+16% Added · +22K sh | |
| 5 | Ishares Inc MSCI JAPAN ETF | $44.6M | 528.0K | 2.4% | ▲+0.2% Added · +849 sh | |
| 6 | Ishares TR 0-3 MNTH TREASRY | $43.7M | 434.6K | 2.3% | ▲+120% Added · +237K sh | |
| 7 | Vanguard Index FDS REAL ESTATE ETF | $43.1M | 485.5K | 2.3% | ▲+6.8% Added · +31K sh | |
| 8 | Vanguard Intl Equity Index F FTSE EUROPE ETF | $40.3M | 489.1K | 2.1% | ▲+0.1% Added · +599 sh | |
| 9 | Amazon Com Inc COM | $37.3M | 179.0K | 2.0% | ▲+28% Added · +39K sh | |
| 10 | Barclays Bank PLC DJUBS CMDT ETN36 | $34.5M | 715.8K | 1.8% | ▼−2.7% Reduced · −20K sh | |
| 11 | Alphabet Inc CAP STK CL C | $34.3M | 119.7K | 1.8% | ▼−1.1% Reduced · −1K sh | |
| 12 | Nvidia Corporation COM | $32.6M | 186.8K | 1.7% | ▼−5.2% Reduced · −10K sh | |
| 13 | JPMorgan Chase & Co COM | $32.6M | 110.7K | 1.7% | ▲+0.1% Added · +145 sh | |
| 14 | Ssga Active ETF TR STATE STREET BLA | $30.8M | 767.8K | 1.6% | ▼−0.1% Reduced · −1K sh | |
| 15 | SPDR Index SHS FDS STATE STREET SPD | $30.7M | 1.15M | 1.6% | ▲+0.5% Added · +6K sh | |
| 16 | Ishares TR ULTRA SHORT DUR | $30.6M | 604.7K | 1.6% | ▲+7.0% Added · +39K sh | |
| 17 | Alphabet Inc CAP STK CL A | $27.1M | 94.2K | 1.4% | ▲+4.4% Added · +4K sh | |
| 18 | Global X FDS DAX GERMANY ETF | $26.1M | 618.6K | 1.4% | ▲+1.5% Added · +9K sh | |
| 19 | Ishares TR LATN AMER 40 ETF | $23.1M | 650.9K | 1.2% | ▼−2.8% Reduced · −19K sh | |
| 20 | Ishares Inc MSCI NETHERL ETF | $22.6M | 393.5K | 1.2% | ▲+0.1% Added · +324 sh | |
| 21 | Palo Alto Networks Inc COM | $22.6M | 140.7K | 1.2% | ▲+30% Added · +33K sh | |
| 22 | Advanced Micro Devices Inc COM | $21.8M | 107.4K | 1.2% | ▼−1.3% Reduced · −1K sh | |
| 23 | SPDR Series Trust STATE STREET SPD | $21.8M | 170.8K | 1.2% | ▼−5.6% Reduced · −10K sh | |
| 24 | Thermo Fisher Scientific Inc COM | $21.6M | 44.0K | 1.1% | ▲+25% Added · +9K sh | |
| 25 | New York Life Investments Et NYLI MERGER ARBI | $20.1M | 554.3K | 1.1% | ▲+1.2% Added · +7K sh | |
| 26 | Ishares TR 20 YR TR BD ETF | $19.2M | 221.7K | 1.0% | ▲+1.4% Added · +3K sh | |
| 27 | Borgwarner Inc COM | $18.9M | 348.6K | 1.0% | ▼−4.6% Reduced · −17K sh | |
| 28 | Danaher Corp Del COM | $18.8M | 99.1K | 1.0% | ▲+1.4% Added · +1K sh | |
| 29 | SPDR Index SHS FDS STATE STREET SPD | $18.2M | 195.4K | 1.0% | ▲+1.5% Added · +3K sh | |
| 30 | Mercadolibre Inc COM | $17.2M | 9.9K | 0.9% | ▼−1.5% Reduced · −149 sh | |
| 31 | Exxon Mobil Corp COM | $17.2M | 101.2K | 0.9% | ▼−0.3% Reduced · −332 sh | |
| 32 | State STR SPDR S&P 500 ETF T TR UNIT | $16.8M | 25.8K | 0.9% | ▲+2.5% Added · +617 sh | |
| 33 | Berkshire Hathaway Inc Del CL B NEW | $16.6M | 34.6K | 0.9% | ▼−0.7% Reduced · −244 sh | |
| 34 | Meta Platforms Inc CL A | $16.4M | 28.7K | 0.9% | ▲+0.8% Added · +231 sh | |
| 35 | Walmart Inc COM | $15.3M | 123.1K | 0.8% | ▼−8.0% Reduced · −11K sh | |
| 36 | Ishares TR CONV BD ETF | $15.2M | 149.7K | 0.8% | ▼−0.6% Reduced · −976 sh | |
| 37 | Alibaba Group Hldg Ltd SPONSORED ADS | $14.5M | 115.9K | 0.8% | ▲+7.5% Added · +8K sh | |
| 38 | Columbia ETF TR II INDIA CONSMR ETF | $14.5M | 263.0K | 0.8% | ▲+15% Added · +34K sh | |
| 39 | Block Inc CL A | $14.4M | 239.8K | 0.8% | ▲+4.2% Added · +10K sh | |
| 40 | Carnival PLC ADS | $14.2M | 549.5K | 0.7% | ▼−1.6% Reduced · −9K sh | |
| 41 | Salesforce Inc COM | $14.1M | 75.8K | 0.7% | ▲+14% Added · +9K sh | |
| 42 | Marsh & McLennan Cos Inc COM | $14.0M | 80.9K | 0.7% | ▲+2.6% Added · +2K sh | |
| 43 | Wisdomtree TR BLMBG US BULL | $14.0M | 530.7K | 0.7% | ▲+3.4% Added · +17K sh | |
| 44 | Visa Inc COM CL A | $14.0M | 46.2K | 0.7% | ▲+3.7% Added · +2K sh | |
| 45 | Air Products And Chemicals I COM | $13.3M | 45.8K | 0.7% | ▲+0.5% Added · +248 sh | |
| 46 | MGM Resorts International COM | $12.7M | 344.1K | 0.7% | ▲+0.4% Added · +1K sh | |
| 47 | JPMorgan Chase Finl Co LLC CAL LKD 44 | $12.7M | 368.0K | 0.7% | ▼−0.2% Reduced · −677 sh | |
| 48 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $12.5M | 157.6K | 0.7% | ▲+0.2% Added · +369 sh | |
| 49 | SLB Limited COM STK | $12.5M | 242.5K | 0.7% | ▲+0.7% Added · +2K sh | |
| 50 | Kinder Morgan Inc Del COM | $12.2M | 363.7K | 0.6% | ▼−0.8% Reduced · −3K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | Apr 27, 2026 | 197 | $1.9B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 27, 2026 | 196 | $1.9B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 30, 2025 | 206 | $2.0B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 12, 2025 | 205 | $1.9B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 21, 2025 | 212 | $1.7B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 24, 2025 | 218 | $1.7B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 23, 2024 | 221 | $1.8B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 22, 2024 | 218 | $1.7B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Apr 25, 2024 | 201 | $1.6B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Jan 22, 2024 | 208 | $1.5B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Oct 26, 2023 | 195 | $1.4B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Jul 20, 2023 | 205 | $1.4B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | Apr 24, 2023 | 209 | $1.4B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Jan 24, 2023 | 204 | $1.3B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Oct 27, 2022 | 200 | $1.2B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 1, 2022 | 203 | $1.3B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 5, 2022 | 207 | $1.4B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Jan 31, 2022 | 216 | $1.4B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Oct 25, 2021 | 195 | $1.2B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 9, 2021 | 200 | $1.2B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | Aug 9, 2021 | 192 | $1.1B | 13F-HR/A |
| Q4 2020 | Dec 31, 2020 | Feb 1, 2021 | 183 | $818.0M | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Oct 28, 2020 | 155 | $496.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.