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Portfolio (Quarterly) Guide ↗

OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC

· CIK 0001005607
13F Portfolio $1.8B AUM 203 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 17 New 42 Added 84 Reduced 11 Exited
Page 3 of 3  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IEMG ISHARES INC 3,487.0 $289K 0.02% +26.0 +0.8% $82.84 -2.8%
42 ECL ECOLAB INC Basic Materials 978.0 $272K 0.01% +100.0 +11.4% $278.61 +3.0%
Page 3 of 3  ·  42 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.4%
Consumer Cyclical 17.6%
Financial Services 16.3%
Healthcare 10.1%
Communication Services 8.6%
Industrials 7.0%
Energy 4.1%
Real Estate 2.1%
Basic Materials 2.0%
Consumer Defensive 1.5%