Fund Holdings — OSTERWEIS CAPITAL MANAGEMENT INC

Total Portfolio Value
$2.09B
Total Bought
$432.74M
Total Sold
$352.46M
Net Transaction
+$80.28M
Filing Period:
Securities
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SharesValue ($K)
Q1 2025
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Q2 2025
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Change
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Q1 2025
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Q2 2025
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Weight (%)
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Change
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INTEGRA LIFESCIENCES HLDGS C(IART)000051,7442.48%+51,744
MICROSOFT CORP(MSFT)204,234228,324+24,09076,668113,5705.43%+36,903
BROADCOM INC(AVGO)134,501214,373+79,87222,52059,0922.83%+36,572
TERRENO RLTY CORP(TRNO)0601,025+601,025033,6991.61%+33,699
APPLIED MATLS INC10183,538+183,528133,6001.61%+33,599
SYNOPSYS INC(SNPS)044,193+44,193022,6571.08%+22,657
DANAHER CORPORATION(DHR)128,535241,226+112,69126,35047,6522.28%+21,302
LABCORP HOLDINGS INC(LH)078,509+78,509020,6090.99%+20,609
CORPAY INC(CPAY)042,412+42,412014,0730.67%+14,073
AMAZON COM INC(AMZN)334,765354,127+19,36263,69277,6923.72%+14,000
L3HARRIS TECHNOLOGIES INC(LHX)124,107152,568+28,46125,97738,2701.83%+12,293
AIR PRODS & CHEMS INC106,193148,984+42,79131,31842,0222.01%+10,704
SITIME CORP(SITM)048,183+48,183010,2670.49%+10,267
ALPHABET INC(GOOG)483,754483,146-60875,57785,7054.10%+10,129
VERICEL CORP(VCEL)0228,275+228,27509,7130.46%+9,713
AFFIRM HLDGS INC(AFRM)0128,845+128,84508,9080.43%+8,908
LAMAR ADVERTISING CO NEW(LAMR)204,677264,323+59,64623,28832,0781.53%+8,790
TREX CO INC(TREX)0154,315+154,31508,3920.40%+8,392
SPX TECHNOLOGIES INC048,655+48,65508,1580.39%+8,158
FERGUSON ENTERPRISES INC(FERG)167,164159,920-7,24426,78534,8231.67%+8,038
INTUIT(INTU)43,15143,274+12326,49434,0841.63%+7,590
AMETEK INC112,007147,723+35,71619,28126,7321.28%+7,451
CECO ENVIRONMENTAL CORP(CECO)0253,440+253,44007,1750.34%+7,175
JPMORGAN CHASE & CO.(JPM)138,416141,761+3,34533,95341,0981.97%+7,144
BOOT BARN HLDGS INC045,820+45,82006,9650.33%+6,965
RUBRIK INC.(RBRK)077,185+77,18506,9150.33%+6,915
AXOS FINANCIAL INC(AX)084,960+84,96006,4600.31%+6,460
HINGE HEALTH INC(HNGE)0118,215+118,21506,1180.29%+6,118
PALOMAR HLDGS INC(PLMR)037,140+37,14005,7290.27%+5,729
ADMA BIOLOGICS INC0296,495+296,49505,3990.26%+5,399
ANALOG DEVICES INC(ADI)160,141157,532-2,60932,29637,4961.79%+5,200
BOEING CO(BA)109,881110,431+55018,74023,1391.11%+4,398
META PLATFORMS INC(META)25,34825,474+12614,61018,8020.90%+4,193
CAVA GROUP INC(CAVA)048,840+48,84004,1140.20%+4,114
GLAUKOS CORP(GKOS)59,13394,373+35,2405,8209,7480.47%+3,928
SERVICETITAN INC(TTAN)035,230+35,23003,7760.18%+3,776
ARTIVION INC(AORT)0120,580+120,58003,7500.18%+3,750
RAMBUS INC DEL(RMBS)286,305284,410-1,89514,82318,2080.87%+3,384
LENDINGTREE INC(TREE)00034,16636,9101.77%+2,744
TURNING PT BRANDS INC(TPB)036,065+36,06502,7330.13%+2,733
KEYSIGHT TECHNOLOGIES INC(KEYS)204,661203,235-1,42630,65233,3021.59%+2,650
BOSTON SCIENTIFIC CORP(BSX)279,343283,208+3,86528,18030,4191.46%+2,239
ACM RESH INC(ACMR)209,561266,426+56,8654,8916,9000.33%+2,009
DEERE & CO(DE)41,22741,370+14319,35021,0361.01%+1,686
VISA INC(V)137,963140,066+2,10348,35149,7302.38%+1,380
VITAL FARMS INC(VITL)377,595332,300-45,29511,50512,8000.61%+1,295
ENSIGN GROUP INC(ENSG)51,18550,460-7256,6237,7840.37%+1,161
ISHARES TR
CORE MSCI EAFE
00009750.05%+975
NOVARTIS AG(NVS)0009,72010,6900.51%+970
LEVI STRAUSS & CO NEW(LEVI)050,000+50,00009250.04%+925
CABLE ONE INC(CABO)00065,84066,6913.19%+852
ATRICURE INC(ATRC)295,605315,530+19,9259,53610,3400.49%+804
WIX COM LTD(WIX)00051,03451,8132.48%+779
AUTODESK INC15,06015,06003,9434,6620.22%+719
AIRBNB INC(ABNB)00067,70868,3803.27%+672
SCHLUMBERGER LTD(SLB)3014,455+14,42514890.02%+487
HAEMONETICS CORP MASS(HAE)00046,59847,0462.25%+448
PALANTIR TECHNOLOGIES INC(PLTR)10,5179,442-1,0758881,2870.06%+399
COSTCO WHSL CORP NEW(COST)532826+2945038180.04%+315
MORGAN STANLEY(MS)6022,433+1,831703430.02%+272
PNC FINL SVCS GROUP INC(PNC)01,371+1,37102560.01%+256
PACIRA BIOSCIENCES INC(PCRX)00029,91030,1391.44%+229
EXXON MOBIL CORP10,61713,805+3,1881,2631,4880.07%+225
WALMART INC(WMT)5202,767+2,247462710.01%+225
ALARM COM HLDGS INC(ALRM)00014,40814,6250.70%+218
ALPHABET INC(GOOG)4,9125,530+6187609750.05%+215
WELLS FARGO CO NEW(WFC)1,9934,457+2,4641433570.02%+214
CISCO SYS INC(CSCO)603,067+3,00742130.01%+209
OKTA INC(OKTA)00017,42917,6320.84%+204
MARSH & MCLENNAN COS INC(MRSH)5927+92212030.01%+201
INTUITIVE SURGICAL INC0368+36802000.01%+200
INTERNATIONAL BUSINESS MACHS(IBM)6,2655,954-3111,5581,7550.08%+197
ABBOTT LABS2,8854,252+1,3673835780.03%+196
KLA CORP(KLAC)0218+21801950.01%+195
SOUTHERN CO(SO)151,981+1,96611820.01%+181
BOOKING HOLDINGS INC(BKNG)031+3101790.01%+179
AT&T INC(T)1406,234+6,09441800.01%+176
SERVICENOW INC(NOW)164297+1331313050.01%+175
GENERAL DYNAMICS CORP(GD)0594+59401730.01%+173
CHEVRON CORP NEW(CVX)1751,363+1,188291950.01%+166
MCKESSON CORP(MCK)0226+22601660.01%+166
DUKE ENERGY CORP NEW(DUK)101,395+1,38511650.01%+163
THE CIGNA GROUP(CI)0492+49201630.01%+163
RTX CORPORATION(RTX)6531,658+1,005862420.01%+156
GODADDY INC(GDDY)0844+84401520.01%+152
CONOCOPHILLIPS(COP)01,686+1,68601510.01%+151
HOME DEPOT INC(HD)1,0271,432+4053765250.03%+149
COSTAR GROUP INC(CSGP)01,817+1,81701460.01%+146
CROWDSTRIKE HLDGS INC(CRWD)0286+28601460.01%+146
ORACLE CORP(ORCL)1,8601,845-152604030.02%+143
KKR & CO INC(KKR)01,054+1,05401400.01%+140
TJX COS INC NEW(TJX)151,104+1,08921360.01%+135
PARKER-HANNIFIN CORP(PH)0187+18701310.01%+131
AMERICAN EXPRESS CO(AXP)8631,123+2602323580.02%+126
ZIFF DAVIS INC(ZD)0009,97910,1050.48%+126
ABBVIE INC(ABBV)4,3215,540+1,2199051,0280.05%+123
MCDONALDS CORP(MCD)5407+40221190.01%+117
PALO ALTO NETWORKS INC(PANW)5560+55511150.01%+114
QUANTA SVCS INC0300+30001130.01%+113
BANK NEW YORK MELLON CORP101,199+1,18911090.01%+108
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OSTERWEIS CAPITAL MANAGEMENT INC — 13F Holdings — Q2 2025 | TickerTrail