Fund HoldingsOSTERWEIS CAPITAL MANAGEMENT INC

Total Portfolio Value
$1.51B
Total Bought
$165.37M
Total Sold
$95.20M
Net Transaction
+$70.17M
Filing Period:
Securities
SharesValue ($K)
Q1 2023
Q2 2023
Change
Q1 2023
Q2 2023
Weight (%)
Change
AGILENT TECHNOLOGIES INC(A)0169,041+169,041020,3271.35%+20,327
MICROSOFT CORP(MSFT)292,289294,502+2,21384,267100,2906.64%+16,023
AMAZON COM INC(AMZN)240,101288,853+48,75224,80037,6552.49%+12,855
L3HARRIS TECHNOLOGIES INC(LHX)131,957177,402+45,44525,89534,7302.30%+8,835
ALPHABET INC(GOOG)454,391458,051+3,66047,25755,4103.67%+8,154
ADOBE SYSTEMS INCORPORATED(ADBE)61,17261,623+45123,57430,1331.99%+6,559
MICRON TECHNOLOGY INC(MU)235,090326,747+91,65714,18520,6211.36%+6,436
BROWN & BROWN INC(BRO)392,868394,772+1,90422,55827,1761.80%+4,618
ENSIGN GROUP INC(ENSG)041,370+41,37003,9490.26%+3,949
PROCORE TECHNOLOGIES INC(PCOR)059,680+59,68003,8830.26%+3,883
TRANSMEDICS GROUP INC(TMDX)044,215+44,21503,7130.25%+3,713
AMETEK INC199,739201,257+1,51829,02832,5792.16%+3,551
OLD DOMINION FREIGHT LINE IN(ODFL)92,06193,652+1,59131,37834,6282.29%+3,250
ACM RESH INC(ACMR)283,916491,086+207,1703,3226,4230.43%+3,102
IMPINJ INC(PI)031,320+31,32002,8080.19%+2,808
DOUBLEVERIFY HLDGS INC(DV)186,545215,440+28,8955,6248,3850.56%+2,761
GENERAC HLDGS INC(GNRC)017,860+17,86002,6630.18%+2,663
VISA INC(V)147,951151,487+3,53633,35735,9752.38%+2,618
JOHNSON & JOHNSON(JNJ)177,766181,908+4,14227,55430,1091.99%+2,556
BECTON DICKINSON & CO(BDX)117,558119,388+1,83029,10031,5202.09%+2,419
ADVANCED MICRO DEVICES INC(AMD)302,846281,257-21,58929,68232,0382.12%+2,356
KBR INC(KBR)175,885181,280+5,3959,68211,7940.78%+2,112
VERRA MOBILITY CORP333,660393,065+59,4055,6467,7510.51%+2,106
SYSCO CORP(SYY)395,080439,568+44,48830,51232,6162.16%+2,104
TREX CO INC(TREX)93,675101,045+7,3704,5596,6250.44%+2,065
ROSS STORES INC(ROST)218,587224,744+6,15723,19925,2011.67%+2,002
TARGET CORP(TGT)201,215267,846+66,63133,32735,3292.34%+2,002
BOSTON SCIENTIFIC CORP(BSX)550,810546,470-4,34027,55729,5591.96%+2,002
EASTGROUP PPTYS INC(EGP)201,520203,367+1,84733,31535,3042.34%+1,989
META PLATFORMS INC(META)25,11725,327+2105,3237,2680.48%+1,945
UFP TECHNOLOGIES INC(UFPT)33,48030,900-2,5804,3475,9900.40%+1,643
MANHATTAN ASSOCIATES INC(MANH)40,39539,160-1,2356,2557,8270.52%+1,572
NOVARTIS AG(NVS)0005,7487,2720.48%+1,524
HEALTHEQUITY INC(HQY)78,25096,525+18,2754,5946,0950.40%+1,501
SYNOPSYS INC(SNPS)30,95430,897-5711,95613,4530.89%+1,497
LILLY ELI & CO(LLY)14,33413,684-6504,9236,4180.42%+1,495
APPLE INC(AAPL)34,64936,699+2,0505,7147,1180.47%+1,405
CLEARWATER ANALYTICS HLDGS I(CWAN)0189,065+189,06503,0000.20%+3,000
IRIDIUM COMMUNICATIONS INC(IRDM)57,91579,750+21,8353,5874,9540.33%+1,367
ONTO INNOVATION INC(ONTO)112,83096,650-16,1809,91611,2570.75%+1,341
FIRSTSERVICE CORP NEW71,78374,173+2,39010,12111,4290.76%+1,309
CHEFS WHSE INC(CHEF)228,720254,320+25,6007,7889,0940.60%+1,307
WASTE CONNECTIONS INC(WCN)267,333269,182+1,84937,17838,4742.55%+1,296
AIR PRODS & CHEMS INC140,470138,929-1,54140,34441,6132.75%+1,269
SPS COMM INC(SPSC)61,17054,750-6,4209,31610,5150.70%+1,199
TELEFLEX INCORPORATED(TFX)66,07673,840+7,76416,73817,8711.18%+1,134
AVANTOR INC(AVTR)828,495907,465+78,97017,51418,6391.23%+1,125
ZURN ELKAY WATER SOLNS CORP(ZWS)185,890186,650+7603,9715,0190.33%+1,048
MADRIGAL PHARMACEUTICALS INC(MDGL)04,288+4,28809910.07%+991
LAMAR ADVERTISING CO NEW(LAMR)188,230197,880+9,65018,80219,6401.30%+837
LENDINGTREE INC00021,03521,8531.45%+818
FORD MTR CO DEL(F)0008,0328,8040.58%+772
PATRICK INDS INC(PATK)00010,21510,9800.73%+765
UNION PAC CORP(UNP)115,258116,857+1,59923,19723,9111.58%+714
ANALOG DEVICES INC(ADI)178,609184,334+5,72535,22535,9102.38%+685
SALESFORCE INC(CRM)03,283+3,28306940.05%+694
INNOSPEC INC(IOSP)66,16072,930+6,7706,7937,3250.48%+532
PARSONS CORP DEL(PSN)00013,83814,3690.95%+531
NCL CORP LTD(NCLH)00002,3160.15%+2,316
TYLER TEX INDPT SCH DIST(TYL)0006,7207,2450.48%+525
APPLIED MATLS INC197,687171,585-26,10224,28224,8011.64%+519
BENTLEY SYS INC(BSY)137,875116,655-21,2205,9276,3260.42%+399
PALANTIR TECHNOLOGIES INC(PLTR)054,761+54,76108390.06%+839
JAMF HLDG CORP0008,7779,1370.60%+360
JOHN BEAN TECHNOLOGIES CORP(JBTM)0008,8909,2490.61%+359
NVIDIA CORPORATION(NVDA)01,679+1,67907100.05%+710
INTEGRAL AD SCIENCE HLDNG CO015,850+15,85002850.02%+285
ENTERPRISE PRODS PARTNERS L(EPD)360,764365,282+4,5189,3449,6250.64%+281
CRANE COMPANY(CR)02,000+2,00001780.01%+178
NATERA INC(NTRA)66,18078,955+12,7753,6743,8420.25%+168
ALPHABET INC(GOOG)04,715+4,71505640.04%+564
ENVESTNET INC0008,6068,7550.58%+148
BOEING CO(BA)0700+70001480.01%+148
HOME DEPOT INC(HD)03,260+3,26001,0130.07%+1,013
VANGUARD INDEX FDS00005470.04%+547
HONEYWELL INTL INC(HON)0823+82301710.01%+171
ENOVA INTL INC(ENVA)02,300+2,30001220.01%+122
BRISTOL-MYERS SQUIBB CO(BMY)05,049+5,04903230.02%+323
EZCORP INC0009,5959,7090.64%+114
CRANE NXT CO(CXT)02,000+2,00001130.01%+113
ESSEX PPTY TR INC(ESS)04,055+4,05509500.06%+950
INSULET CORP(PODD)19,93222,399+2,4676,3586,4590.43%+101
ALTERYX INC02,000+2,0000910.01%+91
SOUTHWEST AIRLS CO(LUV)0008,9769,0580.60%+83
SELECT SECTOR SPDR TR
ST STR TECHN ETF
00005950.04%+595
DOCUSIGN INC(DOCU)01,500+1,5000770.01%+77
WELLS FARGO CO NEW(WFC)013,896+13,89605930.04%+593
REPLIMUNE GROUP INC150,865117,855-33,0102,6642,7370.18%+72
LINCOLN ELEC HLDGS INC(LECO)02,200+2,20004370.03%+437
DISNEY WALT CO(DIS)03,630+3,63003240.02%+324
PROCTER AND GAMBLE CO(PG)19,97719,972-52,9703,0310.20%+60
PERSPECTIVE THERAPEUTICS INC01,582,100+1,582,10001,0570.07%+1,057
LOUISIANA PAC CORP(LPX)0600+6000450.00%+45
HAEMONETICS CORP MASS(HAE)00015,36315,4061.02%+43
MERCK & CO INC(MRK)05,647+5,64706520.04%+652
ABBOTT LABS04,215+4,21504600.03%+460
MAGELLAN MIDSTREAM PRTNRS LP04,000+4,00002490.02%+249
VANGUARD WORLD FD00001390.01%+139
S&P GLOBAL INC(SPGI)0335+33501340.01%+134
EQUIFAX INC(EFX)0560+56001320.01%+132
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