Stock Taper 
OSTERWEIS CAPITAL MANAGEMENT INC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Stifel Financial Corp | SF | 318 | $22.19K |
 Agilent Technologies, Inc. | A | 324 | $43.04K |
 Valero Energy Corporation | VLO | 341 | $88.81K |
 International Business Machines Corporation | IBM | 354 | $99.55K |
 Philip Morris International Inc. | PM | 357 | $64.58K |
 Intuitive Surgical, Inc. | ISRG | 368 | $146.35K |
 Marriott International, Inc. | MAR | 420 | $155.65K |
 Primoris Services Corporation | PRIM | 431 | $42.72K |
 Old Dominion Freight Line, Inc. | ODFL | 432 | $93.57K |
 Costco Wholesale Corporation | COST | 432 | $404.12K |
 Raymond James Financial, Inc. | RJF | 445 | $67.65K |
 The PNC Financial Services Group, Inc. | PNC | 449 | $110.55K |
 Shopify Inc. | SHOP | 463 | $52.87K |
 ConocoPhillips | COP | 511 | $53.12K |
 Marsh & McLennan Companies, Inc. | MRSH | 513 | $85.5K |
 Nasdaq, Inc. | NDAQ | 539 | $42.48K |
 Space Exploration Technologies Corp. | SPCX | 550 | $93.97K |
 Vertiv Holdings Co | VRT | 579 | $193.86K |
 Norfolk Southern Corporation | NSC | 582 | $183.09K |
 Equity LifeStyle Properties, Inc. | ELS | 593 | $38.22K |