Stock Taper 
OSTERWEIS CAPITAL MANAGEMENT INC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 General Dynamics Corporation | GD | 262 | $92.81K |
 CME Group Inc. | CME | 258 | $56.97K |
 Salesforce, Inc. | CRM | 236 | $36.97K |
 PepsiCo, Inc. | PEP | 230 | $31.14K |
 HEICO Corporation | HEI | 227 | $80.86K |
 McKesson Corporation | MCK | 226 | $170.77K |
 Align Technology, Inc. | ALGN | 211 | $35.59K |
 Equifax Inc. | EFX | 210 | $33.33K |
 Howmet Aerospace Inc. | HWM | 208 | $55.92K |
 ESCO Technologies Inc. | ESE | 205 | $71.76K |
 Parker-Hannifin Corporation | PH | 187 | $182.91K |
 Waste Management, Inc. | WM | 181 | $40.34K |
 Texas Instruments Incorporated | TXN | 180 | $53.65K |
 Adobe Inc. | ADBE | 176 | $36.08K |
 IDACORP, Inc. | IDA | 166 | $25.12K |
 Advanced Micro Devices, Inc. | AMD | 150 | $87.14K |
 Broadridge Financial Solutions, Inc. | BR | 143 | $19.58K |
 MSCI Inc. | MSCI | 137 | $76.72K |
 EMCOR Group, Inc. | EME | 136 | $112.86K |
 PTC Inc. | PTC | 136 | $15.45K |