Stock Taper 
OSTERWEIS CAPITAL MANAGEMENT INC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Advanced Micro Devices, Inc. | AMD | 150 | $87.14K |
 IDACORP, Inc. | IDA | 166 | $25.12K |
 Adobe Inc. | ADBE | 176 | $36.08K |
 Texas Instruments Incorporated | TXN | 180 | $53.65K |
 Waste Management, Inc. | WM | 181 | $40.34K |
 Parker-Hannifin Corporation | PH | 187 | $182.91K |
 ESCO Technologies Inc. | ESE | 205 | $71.76K |
 Howmet Aerospace Inc. | HWM | 208 | $55.92K |
 Equifax Inc. | EFX | 210 | $33.33K |
 Align Technology, Inc. | ALGN | 211 | $35.59K |
 McKesson Corporation | MCK | 226 | $170.77K |
 HEICO Corporation | HEI | 227 | $80.86K |
 PepsiCo, Inc. | PEP | 230 | $31.14K |
 Salesforce, Inc. | CRM | 236 | $36.97K |
 CME Group Inc. | CME | 258 | $56.97K |
 General Dynamics Corporation | GD | 262 | $92.81K |
 Agnico Eagle Mines Limited | AEM | 278 | $43.13K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 281 | $134.2K |
 CrowdStrike Holdings, Inc. | CRWD | 286 | $218.26K |
 Quanta Services, Inc. | PWR | 300 | $216.01K |