Stock Taper 
OSTERWEIS CAPITAL MANAGEMENT INC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Loar Holdings Inc. | LOAR | 188.87K | $15.22M |
 Danaher Corporation | DHR | 186.01K | $35.43M |
 Cardinal Infrastructure Group Inc. | CDNL | 179.52K | $16.91M |
 Cogent Biosciences, Inc. | COGT | 172.09K | $6.66M |
 PROCEPT BioRobotics Corporation | PRCT | 167.09K | $3.77M |
 Axos Financial, Inc. | AX | 165.69K | $16.14M |
 Chime Financial, Inc. Class A Common Stock | CHYM | 164.89K | $3.38M |
 Affirm Holdings, Inc. | AFRM | 157.6K | $12.85M |
 The Boeing Company | BA | 146.79K | $31.78M |
 Visa Inc. | V | 142.21K | $48.79M |
 The Progressive Corporation | PGR | 142.19K | $31.06M |
 Microsoft Corporation | MSFT | 140.9K | $52.56M |
 JPMorgan Chase & Co. | JPM | 140K | $45.83M |
 ServiceTitan, Inc. | TTAN | 135.58K | $9.59M |
 Broadcom Inc. | AVGO | 135.36K | $51.13M |
 Analog Devices, Inc. | ADI | 135.17K | $53.69M |
 AbbVie Inc. | ABBV | 134.91K | $33.95M |
 Bank of America Corporation | BAC | 128.26K | $7.31M |
 Casella Waste Systems, Inc. | CWST | 123.06K | $11.93M |
 AMETEK, Inc. | AME | 115.7K | $27.99M |