Osborne Partners Capital Management, LLC
Annual return '25
+16.7%
SPY '25
+17.7%
Alpha
-1.1ptsvs SPY
Invested
$1.9B
Holdings
198
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 95%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VEU
VANGUARD INTL EQUITY INDEX F
Q1 2025: Increased +1.0% (2.06M → 2.08M shares)
7.3%
02
$AAPL
APPLE INC
Q1 2026: Increased +478.1% (397.8k → 2.30M shares)
3.8%
03
$VWO
VANGUARD INTL EQUITY INDEX F
Q1 2026: Exited (was 220.8k shares)
3.4%
04
$MSFT
MICROSOFT CORP
Q1 2026: Exited (was 238.6k shares)
3.1%
05
$EWJ
ISHARES INC
Q1 2026: New position (26.2k shares)
2.4%
06
$SGOV
ISHARES TR
Q1 2026: Increased +92.0% (68.4k → 131.3k shares)
2.3%
07
$VNQ
VANGUARD INDEX FDS
Q1 2025: Increased +3.1% (400.8k → 413.2k shares)
2.3%
08
$VGK
VANGUARD INTL EQUITY INDEX F
Q1 2025: Sold 1.0% (496.8k → 491.7k shares)
2.1%
09
$AMZN
AMAZON COM INC
Q1 2026: Increased +484.3% (345.5k → 2.02M shares)
2.0%
10
$DJP
BARCLAYS BANK PLC
Q4 2024: New position (755.1k shares)
1.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:36 UTC.