Stock Taper 
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 D.R. Horton, Inc. | DHI | 1.75K | $284.55K |
 Applied Materials, Inc. | AMAT | 1.77K | $1.28M |
 Morgan Stanley | MS | 1.88K | $391.95K |
 The Home Depot, Inc. | HD | 1.91K | $675.03K |
 The Boeing Company | BA | 2.13K | $460K |
 Keysight Technologies, Inc. | KEYS | 2.15K | $754.4K |
 RTX Corporation | RTX | 2.24K | $425.75K |
 Walmart Inc. | WMT | 2.43K | $275.11K |
 Carrier Global Corporation | CARR | 2.78K | $203.99K |
 Merck & Co., Inc. | MRK | 2.81K | $361.19K |
 International Business Machines Corporation | IBM | 2.83K | $794.98K |
 Deere & Company | DE | 3.05K | $1.93M |
 Centene Corp. | CNC | 3.15K | $202.26K |
 Lam Research Corporation | LRCX | 3.36K | $1.46M |
 Eli Lilly and Company | LLY | 3.46K | $4.15M |
 Vulcan Materials Company | VMC | 3.56K | $1.05M |
 Berkshire Hathaway Inc. | BRK-B | 4.48K | $2.24M |
 CF Industries Holdings, Inc. | CF | 4.98K | $539.46K |
 Union Pacific Corporation | UNP | 5.34K | $1.45M |
 GE Aerospace | GE | 5.34K | $2M |