OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | KEYS | 45K | $7.86M |
 | KVUE | 44K | $706.00K |
 | PM | 42K | $6.81M |
 | FTV | 42K | $2.04M |
 | VMC | 41K | $12.47M |
 | LOW | 40K | $9.98M |
 | PLD | 39K | $4.47M |
 | POOL | 36K | $11.28M |
 | KO | 36K | $2.40M |
 | BRK-B | 35K | $17.82M |
 | TMO | 33K | $15.82M |
 | APO | 30K | $4.00M |
 | META | 29K | $21.49M |
 | NUE | 28K | $3.82M |
 | WDAY | 27K | $6.54M |
 | CSCO | 24K | $1.63M |
 | EFC | 22K | $286.53K |
 | BP | 22K | $747.88K |
 | KMB | 21K | $2.56M |
 | JNJ | 19K | $3.60M |
Keysight Technologies, Inc.
KEYS
Shares Held
45K
Value
$7.86M
Kenvue Inc.
KVUE
Shares Held
44K
Value
$706.00K
Philip Morris International Inc.
PM
Shares Held
42K
Value
$6.81M
Fortive Corporation
FTV
Shares Held
42K
Value
$2.04M
Vulcan Materials Company
VMC
Shares Held
41K
Value
$12.47M
Lowe's Companies, Inc.
LOW
Shares Held
40K
Value
$9.98M
Prologis, Inc.
PLD
Shares Held
39K
Value
$4.47M
Pool Corporation
POOL
Shares Held
36K
Value
$11.28M
The Coca-Cola Company
KO
Shares Held
36K
Value
$2.40M
Berkshire Hathaway Inc.
BRK-B
Shares Held
35K
Value
$17.82M
Thermo Fisher Scientific Inc.
TMO
Shares Held
33K
Value
$15.82M
Apollo Global Management, Inc.
APO
Shares Held
30K
Value
$4.00M
Meta Platforms, Inc.
META
Shares Held
29K
Value
$21.49M
Nucor Corporation
NUE
Shares Held
28K
Value
$3.82M
Workday, Inc.
WDAY
Shares Held
27K
Value
$6.54M
Cisco Systems, Inc.
CSCO
Shares Held
24K
Value
$1.63M
Ellington Financial Inc.
EFC
Shares Held
22K
Value
$286.53K
BP p.l.c.
BP
Shares Held
22K
Value
$747.88K
Kimberly-Clark Corporation
KMB
Shares Held
21K
Value
$2.56M
Johnson & Johnson
JNJ
Shares Held
19K
Value
$3.60M