Fund Holdings — OSTERWEIS CAPITAL MANAGEMENT INC

Total Portfolio Value
$1.94B
Total Bought
$195.58M
Total Sold
$319.01M
Net Transaction
-$123.44M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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AFFIRM HLDGS INC(AFRM)000055,7752.88%+55,775
MARRIOTT VACATIONS WORLDWIDE(VAC)000048,1252.48%+48,125
JBT MAREL CORPORATION(JBTM)0004,19241,2072.13%+37,015
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)3,751107,478+103,72785723,3751.21%+22,518
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)132,507228,679+96,17224,71339,8822.06%+15,169
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 INC(TRNS)0100,462+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)11,32712,601+1,27438,41642,5632.20%+4,148
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)269,480442,192+172,71225,69527,7481.43%+2,053
KEYSIGHT TECHNOLOGIES INC(KEYS)150,363115,393-34,97030,55232,5841.68%+2,031
ATRICURE INC(ATRC)203,575349,645+146,0708,0539,9750.51%+1,922
REPLIGEN CORP(RGEN)54,63592,220+37,5858,95210,8650.56%+1,913
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)323,619322,243-1,37623,82825,3481.31%+1,520
LABCORP HOLDINGS INC(LH)76,06376,983+92019,08320,5401.06%+1,457
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)119,258117,703-1,55526,55027,4551.42%+905
NOVARTIS AG(NVS)00012,08912,7990.66%+710
NOVANTA INC(NOVT)101,695107,050+5,35512,10112,6440.65%+543
EXXON MOBIL CORP10,79710,79701,2991,8320.09%+533
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)6,00012,743+6,7431,2891,6560.09%+367
TERRENO RLTY CORP(TRNO)575,384555,710-19,67433,78134,1321.76%+351
VANGUARD STAR FDS0002134660.02%+254
SPX TECHNOLOGIES INC48,13048,982+8529,6299,7930.51%+165
JOHNSON & JOHNSON(JNJ)4,5104,431-799331,0830.06%+150
SPDR GOLD TR(GLD)000631840.01%+121
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)5795790941450.01%+51
VANGUARD INDEX FDS000981380.01%+40
WALMART INC(WMT)3,0723,07203423820.02%+40
QUANTA SVCS INC30030001271650.01%+38
FIRST TR EXCHANGE TRAD FD VI
FST TR GLB FD
0006486860.04%+38
MERCK & CO INC(MRK)4,4314,183-2484665030.03%+37
LAM RESEARCH CORP(LRCX)79679601361700.01%+34
COSTCO WHOLESALE CORPORATION(COST)489455-344224530.02%+32
ISHARES BITCOIN TRUST ETF(IBIT)00047770.00%+31
VALERO ENERGY CORP(VLO)341341056840.00%+29
OLD DOMINION FREIGHT LINE IN(ODFL)6066060951180.01%+23
RBC BEARINGS INC(RBC)2122120951150.01%+20
AGNICO EAGLE MINES LTD(AEM)59159101001200.01%+20
CONOCOPHILLIPS(COP)511511048670.00%+20
ESCO TECHNOLOGIES INC(ESE)205205040580.00%+18
EMCOR GROUP INC(EME)1361360831000.01%+17
TAIWAN SEMICONDUCTOR MANUFAC(TSM)0001441600.01%+16
RTX CORPORATION(RTX)1,6251,62502983130.02%+15
NORTHROP GRUMMAN CORP(NOC)119119068810.00%+13
COSTAR GROUP INC(CSGP)0326+3260130.00%+13
HA SUSTAINABLE INFRA CAP INC(HASI)2,3902,390075880.00%+13
ENTERGY CORP NEW(ETR)626626058700.00%+12
CATERPILLAR INC(CAT)9191052640.00%+12
PERPETUA RESOURCES CORP(PPTA)2,6222,622063740.00%+10
EQT CORP(EQT)921921049590.00%+9
PRIMORIS SVCS CORP(PRIM)431431054620.00%+8
PULSE BIOSCIENCES INC(PLSE)1,0001,000014220.00%+8
SUMMIT THERAPEUTICS INC(SMMT)5,0005,000087950.00%+7
TJX COS INC NEW(TJX)1,1041,10401701760.01%+7
ISHARES TR
CORE MSCI EAFE
0005585650.03%+7
VANGUARD ADMIRAL FDS INC0001711770.01%+6
IDACORP INC(IDA)352352045500.00%+6
HOWMET AEROSPACE INC(HWM)208208043480.00%+5
MCKESSON CORP(MCK)232226-61901960.01%+5
PROLOGIS INC.(PLD)1,0201,02001301350.01%+5
GENERAL DYNAMICS CORP(GD)59459402002040.01%+4
TEXAS INSTRS INC(TXN)180180031350.00%+4
ALIGN TECHNOLOGY INC211211033360.00%+3
BANK NEW YORK MELLON CORP1,1991,19901391420.01%+3
PARKER-HANNIFIN CORP(PH)18718701641670.01%+3
AMGEN INC(AMGN)117117038410.00%+3
PEPSICO INC(PEP)230230033360.00%+3
CUMMINS INC(CMI)9595048510.00%+3
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OSTERWEIS CAPITAL MANAGEMENT INC — 13F Holdings — Q1 2026 | TickerTrail