Fund HoldingsOSBORNE PARTNERS CAPITAL MANAGEMENT, LLC

Total Portfolio Value
$1.76B
Total Bought
$113.07M
Total Sold
$101.60M
Net Transaction
+$11.48M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
NEW YORK LIFE INVESTMENTS ET
MERGE ARBIT ETF
0466,111+466,111015,3260.87%+15,326
VANGUARD INTL EQUITY INDEX F1,994,5392,013,084+18,545116,960126,8247.19%+9,865
RYANAIR HOLDINGS PLC(RYAAY)0199,606+199,60609,0180.51%+9,018
BLOCK INC(XYZ)097,720+97,72006,5600.37%+6,560
VANGUARD INDEX FDS399,110398,982-12833,42938,8692.20%+5,439
VANGUARD INTL EQUITY INDEX F1,132,4191,146,582+14,16349,55554,8643.11%+5,309
SPDR INDEX SHS FDS
ST DOW INTL ETF
01,225,509+1,225,509033,7871.92%+33,787
GLOBAL PMTS INC(GPN)094,408+94,40809,6690.55%+9,669
APPLE INC(AAPL)286,536276,798-9,73860,35064,4943.66%+4,144
ALIBABA GROUP HLDG LTD(BABA)109,592112,344+2,7527,89111,9220.68%+4,031
SPDR INDEX SHS FDS
SP CHINA ETF
187,265192,829+5,56412,81815,8350.90%+3,017
ELASTIC N V
ORD SHS
56,995117,052+60,0576,4928,9850.51%+2,493
POOL CORP(POOL)032,259+32,259012,1550.69%+12,155
META PLATFORMS INC(META)033,239+33,239019,0271.08%+19,027
DANAHER CORPORATION(DHR)93,55391,931-1,62223,37425,5591.45%+2,184
CBRE GROUP INC(CBRE)063,093+63,09307,8540.45%+7,854
LOWES COS INC(LOW)041,906+41,906011,3500.64%+11,350
TRIP COM GROUP LTD(TCOM)0148,333+148,33308,8150.50%+8,815
WALMART INC(WMT)150,504150,879+37510,19112,1830.69%+1,993
ISHARES INC
MSCI JAPAN ETF
0481,523+481,523034,4481.95%+34,448
AUTOMATIC DATA PROCESSING IN51,35251,352012,25714,2110.81%+1,953
GLOBAL X FDS
DAX GERMANY ETF
0656,433+656,433023,0471.31%+23,047
VANGUARD INTL EQUITY INDEX F0486,346+486,346034,5791.96%+34,579
BERKSHIRE HATHAWAY INC DEL035,503+35,503016,3410.93%+16,341
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
0171,591+171,591013,6280.77%+13,628
CENTENE CORP DEL(CNC)0210,641+210,641015,8570.90%+15,857
THERMO FISHER SCIENTIFIC INC(TMO)028,553+28,553017,6621.00%+17,662
BORGWARNER INC0361,649+361,649013,1240.74%+13,124
NIKE INC(NKE)0106,953+106,95309,4550.54%+9,455
MERCADOLIBRE INC(MELI)7,3056,539-76612,00513,4180.76%+1,413
SPDR S&P 500 ETF TR(SPY)043,623+43,623025,0291.42%+25,029
ABBOTT LABS0117,891+117,891013,4410.76%+13,441
ISHARES TR0319,250+319,250018,2671.04%+18,267
KKR & CO INC(KKR)71,61866,822-4,7967,5378,7260.49%+1,189
ISHARES GOLD TR(IAU)210,808210,096-7129,26110,4420.59%+1,181
RTX CORPORATION(RTX)70,27567,710-2,5657,0558,2040.47%+1,149
ISHARES TR182,449182,018-43116,74517,8561.01%+1,111
UNION PAC CORP(UNP)059,763+59,763014,7300.84%+14,730
AIR PRODS & CHEMS INC27,37027,387+177,0638,1540.46%+1,091
ISHARES TR
CONV BD ETF
0148,177+148,177012,3980.70%+12,398
KENVUE INC(KVUE)044,800+44,80001,0360.06%+1,036
KEYSIGHT TECHNOLOGIES INC(KEYS)43,68543,934+2495,9746,9820.40%+1,009
FMC CORP(FMC)0125,879+125,87908,3000.47%+8,300
SSGA ACTIVE ETF TR
ST STR BL LN ETF
637,685661,621+23,93626,65527,6291.57%+974
BRISTOL-MYERS SQUIBB CO(BMY)094,249+94,24904,8760.28%+4,876
GOLDMAN SACHS PHYSICAL GOLD(AAAU)328,898326,291-2,6077,5668,4920.48%+925
KINDER MORGAN INC DEL(KMI)411,403411,923+5208,1759,0990.52%+925
CAESARS ENTERTAINMENT INC NE(CZR)319,809325,842+6,03312,70913,6010.77%+891
LAS VEGAS SANDS CORP(LVS)97,720103,041+5,3214,3245,1870.29%+863
PHILIP MORRIS INTL INC(PM)43,70843,500-2084,4295,2810.30%+852
ISHARES TR0618,619+618,619016,0280.91%+16,028
NICE LTD(NICE)63,74167,821+4,08010,96211,7780.67%+817
DENTSPLY SIRONA INC(XRAY)0332,423+332,42308,9950.51%+8,995
FIDELITY NATL INFORMATION SV(FIS)0103,085+103,08508,6330.49%+8,633
VANGUARD SPECIALIZED FUNDS046,415+46,41509,1930.52%+9,193
PLANET FITNESS INC(PLNT)153,031147,765-5,26611,26212,0010.68%+740
ACCENTURE PLC IRELAND
SHS CLASS A
014,641+14,64105,1750.29%+5,175
CVS HEALTH CORP(CVS)0209,125+209,125013,1500.75%+13,150
SPDR SER TR
ST STR SP BIOT
92,84294,007+1,1658,6079,2880.53%+681
SUN CMNTYS INC(SUI)043,757+43,75705,9140.34%+5,914
INVESCO EXCHANGE TRADED FD T
RAFI US 1000 ETF
0268,506+268,506010,9090.62%+10,909
COLUMBIA ETF TR II
INDIA CONSMR ETF
0229,320+229,320017,6461.00%+17,646
VISA INC(V)048,669+48,669013,3820.76%+13,382
PROCTER AND GAMBLE CO(PG)76,41676,356-6012,60313,2250.75%+622
OTIS WORLDWIDE CORP(OTIS)077,578+77,57808,0630.46%+8,063
ISHARES TR2,4093,227+8181,3181,8620.11%+543
ISHARES INC507,805511,618+3,81325,50726,0211.48%+514
TRAVELERS COMPANIES INC(TRV)016,538+16,53803,8720.22%+3,872
HOME DEPOT INC(HD)019,610+19,61007,9460.45%+7,946
VANGUARD INDEX FDS034,112+34,11205,9550.34%+5,955
MARSH & MCLENNAN COS INC(MRSH)84,63881,929-2,70917,83518,2781.04%+443
ADVANCED MICRO DEVICES INC(AMD)90,14191,722+1,58114,62215,0500.85%+428
APOLLO GLOBAL MGMT INC(APO)58,99459,172+1786,9657,3910.42%+426
QUANTA SVCS INC09,662+9,66202,8810.16%+2,881
PEPSICO INC(PEP)63,43563,838+40310,46210,8560.62%+393
MONDELEZ INTL INC(MDLZ)045,394+45,39403,3440.19%+3,344
ISHARES TR05,890+5,89003670.02%+367
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
78,90079,567+6676,3066,6640.38%+357
ENTERPRISE PRODS PARTNERS L(EPD)012,058+12,05803510.02%+351
CATERPILLAR INC(CAT)06,040+6,04002,3620.13%+2,362
ABBVIE INC(ABBV)012,783+12,78302,5240.14%+2,524
VANGUARD INDEX FDS021,436+21,43606,0700.34%+6,070
JOHNSON & JOHNSON(JNJ)021,025+21,02503,4070.19%+3,407
AMERICAN TOWER CORP NEW(AMT)08,720+8,72002,0280.11%+2,028
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
014,881+14,88102,6660.15%+2,666
EXXON MOBIL CORP107,783108,603+82012,40812,7300.72%+322
AMERICAN EXPRESS CO(AXP)08,120+8,12002,2020.12%+2,202
ORACLE CORP(ORCL)8,4108,810+4001,1871,5010.09%+314
COCA COLA CO(KO)34,89535,070+1752,2212,5200.14%+299
COSTCO WHSL CORP NEW(COST)12,57312,363-21010,68710,9600.62%+273
YUM CHINA HLDGS INC(YUMC)018,480+18,48008320.05%+832
FRANKLIN TEMPLETON ETF TR
US MID CP MLTFCT
04,625+4,62502580.01%+258
INTERNATIONAL BUSINESS MACHS(IBM)4,6594,750+918061,0500.06%+244
ISHARES TR
MSCI CHINA ETF
04,675+4,67502380.01%+238
FREEPORT-MCMORAN INC(FCX)078,219+78,21903,9050.22%+3,905
SPDR SER TR
ST STR P500ETF
03,454+3,45402330.01%+233
TESLA INC(TSLA)0875+87502290.01%+229
MORGAN STANLEY(MS)02,162+2,16202250.01%+225
LENNAR CORP(LEN)01,150+1,15002160.01%+216
ISHARES TR015,205+15,20502,0540.12%+2,054
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