Stock Taper 
OSTERWEIS CAPITAL MANAGEMENT INC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Northrop Grumman Corporation | NOC | 119 | $60.61K |
 Amgen Inc. | AMGN | 117 | $42.37K |
 Reliance Steel & Aluminum Co. | RS | 111 | $41.47K |
 RBC Bearings Incorporated | RBC | 100 | $64.41K |
 Carlisle Companies Incorporated | CSL | 96 | $34.82K |
 Cummins Inc. | CMI | 95 | $67.75K |
 Caterpillar Inc. | CAT | 91 | $96.91K |
 LPL Financial Holdings Inc. | LPLA | 70 | $19.72K |
 Martin Marietta Materials, Inc. | MLM | 68 | $39.22K |
 BlackRock, Inc. | BLK | 62 | $59.62K |
 The Goldman Sachs Group, Inc. | GS | 43 | $43.49K |
 Marriott Vacations Worldwide Corporation | VAC | 21 | $2.14K |
 Vertex Pharmaceuticals Incorporated | VRTX | 21 | $10.43K |
 Thermo Fisher Scientific Inc. | TMO | 11 | $5.51K |
 Berkshire Hathaway Inc. | BRK-A | 5 | $3.74M |
 Host Hotels & Resorts, Inc. | HST | 1 | $24 |