Fund HoldingsOSTERWEIS CAPITAL MANAGEMENT INC

Total Portfolio Value
$1.94B
Total Bought
$195.58M
Total Sold
$319.01M
Net Transaction
-$123.44M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
AFFIRM HLDGS INC(AFRM)000055,7752.88%+55,775
MARRIOTT VACATIONS WORLDWIDE(VAC)000048,1252.48%+48,125
JBT MAREL CORPORATION(JBTM)000041,2072.13%+41,207
PENN ENTERTAINMENT INC(PENN)000035,4621.83%+35,462
Q2 HLDGS INC(QTWO)000035,2831.82%+35,283
PEBBLEBROOK HOTEL TR(PEB)0008,58333,0761.71%+24,493
ABBVIE INC(ABBV)0107,478+107,478023,3751.21%+23,375
PUBLIC STORAGE OPER CO(PSA)078,807+78,807021,3471.10%+21,347
ZIFF DAVIS INC(ZD)00010,38330,0601.55%+19,676
SLB LIMITED(SLB)0373,334+373,334019,1860.99%+19,186
NVIDIA CORPORATION(NVDA)0228,679+228,679039,8822.06%+39,882
UPWORK INC(UPWK)000014,4050.74%+14,405
DIGITALOCEAN HLDGS INC(DOCN)0115,965+115,96509,9470.51%+9,947
APPLIED MATLS INC152,877142,132-10,74539,28848,5792.51%+9,291
BOOT BARN HLDGS INC058,680+58,68008,5880.44%+8,588
LOAR HOLDINGS INC(LOAR)0138,370+138,37007,9270.41%+7,927
TRANSCAT INC0100,462+100,46207,3790.38%+7,379
ANALOG DEVICES INC(ADI)151,936150,259-1,67741,20547,8032.47%+6,598
ALIGNMENT HEALTHCARE INC(ALHC)0346,985+346,98506,1140.32%+6,114
COGENT BIOSCIENCES INC(COGT)0150,810+150,81005,8050.30%+5,805
NEXTPOWER INC48,25082,335+34,0854,2039,9250.51%+5,722
VSE CORP(VSEC)48,46072,624+24,1648,37213,3920.69%+5,019
CARDINAL INFRASTRUCTURE GROU(CDNL)76,225169,936+93,7111,8436,7390.35%+4,896
DEERE & CO(DE)43,53443,491-4320,26824,4981.26%+4,230
AUTOZONE INC(AZO)012,601+12,601042,5632.20%+42,563
FASTLY INC(FSLY)0125,495+125,49503,6470.19%+3,647
US FOODS HLDG CORP(USFD)391,536354,083-37,45329,49032,6501.68%+3,160
BOSTON SCIENTIFIC CORP(BSX)0442,192+442,192027,7481.43%+27,748
KEYSIGHT TECHNOLOGIES INC(KEYS)0115,393+115,393032,5841.68%+32,584
ATRICURE INC(ATRC)0349,645+349,64509,9750.51%+9,975
REPLIGEN CORP(RGEN)092,220+92,220010,8650.56%+10,865
TWIST BIOSCIENCE CORP(TWST)256,878211,158-45,7208,14810,0340.52%+1,886
CAVA GROUP INC(CAVA)87,41583,695-3,7205,1306,7710.35%+1,641
AXOS FINANCIAL INC(AX)142,685163,740+21,05512,29413,9330.72%+1,639
CANADIAN PACIFIC KANSAS CITY(CP)0322,243+322,243025,3481.31%+25,348
LABCORP HOLDINGS INC(LH)076,983+76,983020,5401.06%+20,540
VERICEL CORP(VCEL)322,975401,045+78,07011,63012,9020.67%+1,271
LIFE TIME GROUP HOLDINGS INC(LTH)482,665519,560+36,89512,82913,9970.72%+1,168
FERGUSON ENTERPRISES INC(FERG)0117,703+117,703027,4551.42%+27,455
NOVARTIS AG(NVS)00012,08912,7990.66%+710
NOVANTA INC(NOVT)101,695107,050+5,35512,10112,6440.65%+543
EXXON MOBIL CORP010,797+10,79701,8320.09%+1,832
ENTERPRISE PRODS PARTNERS L(EPD)87,81587,81502,8153,3230.17%+508
CLOROX CO DEL(CLX)04,411+4,41104570.02%+457
TWILIO INC(TWLO)55,21565,930+10,7157,8548,2950.43%+442
PALOMAR HLDGS INC(PLMR)57,51068,090+10,5807,7508,1370.42%+387
WORKDAY INC(WDAY)012,743+12,74301,6560.09%+1,656
TERRENO RLTY CORP(TRNO)0555,710+555,710034,1321.76%+34,132
VANGUARD STAR FDS00004660.02%+466
SPX TECHNOLOGIES INC048,982+48,98209,7930.51%+9,793
JOHNSON & JOHNSON(JNJ)4,5104,431-799331,0830.06%+150
SPDR GOLD TR(GLD)00001840.01%+184
CECO ENVIRONMENTAL CORP(CECO)223,682226,617+2,93513,38713,5020.70%+114
HINGE HEALTH INC(HNGE)172,260210,270+38,0108,0018,1080.42%+107
RAYMOND JAMES FINL INC(RJF)0560+5600810.00%+81
EQUITY LIFESTYLE PROPERTIES(ELS)01,008+1,0080630.00%+63
KLA CORP(KLAC)21821802653210.02%+56
VERTIV HOLDINGS CO(VRT)0579+57901450.01%+145
VANGUARD INDEX FDS00001380.01%+138
WALMART INC(WMT)3,0723,07203423820.02%+40
QUANTA SVCS INC0300+30001650.01%+165
FIRST TR EXCHANGE TRAD FD VI
FST TR GLB FD
00006860.04%+686
MERCK & CO INC(MRK)4,4314,183-2484665030.03%+37
LAM RESEARCH CORP(LRCX)79679601361700.01%+34
COSTCO WHOLESALE CORPORATION(COST)0455+45504530.02%+453
ISHARES BITCOIN TRUST ETF(IBIT)0000770.00%+77
VALERO ENERGY CORP(VLO)0341+3410840.00%+84
OLD DOMINION FREIGHT LINE IN(ODFL)0606+60601180.01%+118
RBC BEARINGS INC(RBC)2122120951150.01%+20
AGNICO EAGLE MINES LTD(AEM)59159101001200.01%+20
CONOCOPHILLIPS(COP)0511+5110670.00%+67
ESCO TECHNOLOGIES INC(ESE)0205+2050580.00%+58
EMCOR GROUP INC(EME)0136+13601000.01%+100
TAIWAN SEMICONDUCTOR MANUFAC(TSM)0001441600.01%+16
RTX CORPORATION(RTX)01,625+1,62503130.02%+313
NORTHROP GRUMMAN CORP(NOC)0119+1190810.00%+81
COSTAR GROUP INC(CSGP)0326+3260130.00%+13
HA SUSTAINABLE INFRA CAP INC(HASI)02,390+2,3900880.00%+88
ENTERGY CORP NEW(ETR)0626+6260700.00%+70
CATERPILLAR INC(CAT)9191052640.00%+12
PERPETUA RESOURCES CORP(PPTA)2,6222,622063740.00%+10
EQT CORP(EQT)0921+9210590.00%+59
PRIMORIS SVCS CORP(PRIM)0431+4310620.00%+62
PULSE BIOSCIENCES INC(PLSE)01,000+1,0000220.00%+22
SUMMIT THERAPEUTICS INC(SMMT)05,000+5,0000950.00%+95
TJX COS INC NEW(TJX)01,104+1,10401760.01%+176
ISHARES TR
CORE MSCI EAFE
00005650.03%+565
VANGUARD ADMIRAL FDS INC00001770.01%+177
IDACORP INC(IDA)352352045500.00%+6
HOWMET AEROSPACE INC(HWM)0208+2080480.00%+48
MCKESSON CORP(MCK)0226+22601960.01%+196
PROLOGIS INC.(PLD)01,020+1,02001350.01%+135
GENERAL DYNAMICS CORP(GD)0594+59402040.01%+204
TEXAS INSTRS INC(TXN)0180+1800350.00%+35
ALIGN TECHNOLOGY INC0211+2110360.00%+36
BANK NEW YORK MELLON CORP01,199+1,19901420.01%+142
PARKER-HANNIFIN CORP(PH)18718701641670.01%+3
AMGEN INC(AMGN)0117+1170410.00%+41
PEPSICO INC(PEP)0230+2300360.00%+36
CUMMINS INC(CMI)095+950510.00%+51
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