Fund HoldingsOSTERWEIS CAPITAL MANAGEMENT INC

Total Portfolio Value
$2.12B
Total Bought
$301.34M
Total Sold
$320.08M
Net Transaction
-$18.74M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
APPLE INC(AAPL)45,576239,818+194,24211,56769,3943.27%+57,827
REDFIN CORP
NOTE
000034,1391.61%+34,139
GALLAGHER ARTHUR J & CO(AJG)091,965+91,965021,1121.00%+21,112
ALPHABET INC(GOOG)327,158322,182-4,97693,849113,8375.37%+19,988
DUTCH BROS INC(BROS)0201,610+201,610014,4780.68%+14,478
MARRIOTT VACATIONS WORLDWIDE(VAC)00048,12562,2162.93%+14,091
WORKIVA INC(WK)000013,3690.63%+13,369
SYNOPSYS INC(SNPS)44,03467,599+23,56517,45930,1541.42%+12,695
ELI LILLY & CO(LLY)44,78843,596-1,19241,19552,2902.47%+11,096
ABBVIE INC(ABBV)107,478134,915+27,43723,37533,9501.60%+10,575
MICRON TECHNOLOGY INC(MU)1908,964+8,7746410,3470.49%+10,283
APPLIED MATLS INC142,13281,318-60,81448,57958,7932.77%+10,214
CARDINAL INFRASTRUCTURE GROU(CDNL)169,936179,516+9,5806,73916,9100.80%+10,172
AFFIRM HLDGS INC(AFRM)60,760157,605+96,8452,78412,8530.61%+10,069
BOEING CO(BA)109,106146,792+37,68621,71531,7761.50%+10,061
SEMTECH CORP(SMTC)060,445+60,44509,7830.46%+9,783
NVR INC(NVR)2,7253,962+1,23717,95726,9951.27%+9,037
TWILIO INC(TWLO)65,93080,590+14,6608,29516,6280.78%+8,333
ALIGNMENT HEALTHCARE INC(ALHC)346,985604,000+257,0156,11414,3810.68%+8,267
NAVAN INC(NAVN)0337,640+337,64007,7220.36%+7,722
SPX TECHNOLOGIES INC48,98271,108+22,1269,79317,4340.82%+7,640
WASTE CONNECTIONS INC(WCN)240,762278,498+37,73639,10946,4232.19%+7,313
BANK OF AMER CORP0128,256+128,25607,3080.34%+7,308
LOAR HOLDINGS INC(LOAR)138,370188,865+50,4957,92715,2240.72%+7,297
PEBBLEBROOK HOTEL TR(PEB)00033,07640,2911.90%+7,215
DAVE INC(DAVE)017,672+17,67206,5840.31%+6,584
MAYVILLE ENGR CO INC(MEC)0174,600+174,60006,5410.31%+6,541
AGILYSYS INC(AGYS)062,440+62,44006,5250.31%+6,525
AMAZON COM INC(AMZN)259,065252,721-6,34453,95560,2342.84%+6,278
ANALOG DEVICES INC(ADI)150,259135,169-15,09047,80353,6852.53%+5,882
SERVICETITAN INC(TTAN)59,480135,580+76,1003,7759,5870.45%+5,812
WAYSTAR HLDG CORP(WAY)0281,360+281,36005,7760.27%+5,776
LAMAR ADVERTISING CO(LAMR)201,236197,476-3,76025,48930,8021.45%+5,314
GALAXY DIGITAL INC.(GLXY)0194,339+194,33905,3130.25%+5,313
VISA INC(V)143,901142,213-1,68843,49348,7922.30%+5,299
TRANSCAT INC(TRNS)100,462132,797+32,3357,37912,3200.58%+4,941
VERICEL CORP(VCEL)401,045398,365-2,68012,90217,7230.84%+4,822
BOOT BARN HLDGS INC58,68081,015+22,3358,58813,3080.63%+4,720
NVIDIA CORPORATION(NVDA)228,679222,332-6,34739,88244,4862.10%+4,605
DIGITALOCEAN HLDGS INC(DOCN)115,96591,535-24,4309,94714,3740.68%+4,426
NOVANTA INC(NOVT)107,050105,125-1,92512,64417,0550.80%+4,412
REPLIGEN CORP(RGEN)92,220110,995+18,77510,86515,1440.71%+4,279
JPMORGAN CHASE & CO(JPM)141,453140,002-1,45141,61045,8272.16%+4,217
ARROWHEAD PHARMACEUTICALS IN(ARWR)050,315+50,31504,1010.19%+4,101
ATRICURE INC(ATRC)349,645501,355+151,7109,97514,0280.66%+4,053
FIRSTSERVICE CORP NEW64,88491,739+26,8559,01513,0370.61%+4,022
SITIME CORP(SITM)25,13716,670-8,4678,68112,4280.59%+3,747
LIFE TIME GROUP HOLDINGS INC(LTH)519,560429,210-90,35013,99717,5290.83%+3,532
US FOODS HLDG CORP(USFD)354,083353,146-93732,65036,1091.70%+3,459
BROADCOM INC(AVGO)155,094135,358-19,73648,00351,1312.41%+3,128
VSE CORP(VSEC)72,62471,699-92513,39216,3830.77%+2,991
AMETEK INC116,894115,696-1,19825,05727,9911.32%+2,934
DEERE & CO(DE)43,49143,068-42324,49827,3191.29%+2,821
BOSTON SCIENTIFIC CORP(BSX)442,192708,949+266,75727,74830,2581.43%+2,510
LATTICE SEMICONDUCTOR CORP(LSCC)105,91079,865-26,0459,82412,2160.58%+2,392
PROGRESSIVE CORP(PGR)144,766142,193-2,57328,69831,0621.46%+2,364
AXOS FINANCIAL INC(AX)163,740165,685+1,94513,93316,1360.76%+2,203
MACOM TECH SOLUTIONS HLDGS I(MTSI)36,54325,396-11,1478,1159,6600.46%+1,545
CORPAY INC(CPAY)41,86740,873-99412,18313,6220.64%+1,439
TWIST BIOSCIENCE CORP(TWST)211,158111,458-99,70010,03411,4670.54%+1,433
TURNING PT BRANDS INC(TPB)58,87576,076+17,2015,1106,4520.30%+1,342
PROCEPT BIOROBOTICS CORP(PRCT)101,325167,095+65,7702,5343,7730.18%+1,239
CANADIAN PACIFIC KANSAS CITY(CP)322,243304,752-17,49125,34826,4071.25%+1,059
AFFIRM HLDGS INC(AFRM)00055,77556,6382.67%+863
COGENT BIOSCIENCES INC(COGT)150,810172,085+21,2755,8056,6600.31%+855
GUARDANT HEALTH INC(GH)148,94697,320-51,62613,75814,6010.69%+843
VANGUARD INDEX FDS0001,0381,5910.08%+553
HINGE HEALTH INC(HNGE)210,270103,545-106,7258,1088,5940.41%+486
INVESCO QQQ TR00004060.02%+406
KLA CORP(KLAC)2182,180+1,9623216580.03%+337
SELECT SECTOR SPDR TR
ST STR TECHN ETF
0006899870.05%+299
ZIFF DAVIS INC(ZD)00030,06030,3291.43%+269
ESSEX PPTY TR INC(ESS)4,0004,00009681,1660.05%+198
ALPHABET INC(GOOG)4,9784,511-4671,4311,6120.08%+181
LAM RESEARCH CORP(LRCX)79679601703450.02%+175
CASELLA WASTE SYS INC(CWST)148,270123,055-25,21511,76411,9330.56%+169
UPWORK INC(UPWK)00014,40514,5700.69%+165
FAIR ISAAC CORP(FICO)1,2921,29201,3791,5440.07%+164
BERKSHIRE HATHAWAY INC DEL5503,5913,7440.18%+154
ETSY INC(ETSY)0006,9397,0920.33%+153
VANGUARD INDEX FDS000631990.01%+136
CISCO SYS INC(CSCO)3,0673,06702383600.02%+122
UNION PAC CORP(UNP)4,0034,00309711,0890.05%+118
VANGUARD BD INDEX FDS00001160.01%+116
NOVARTIS AG(NVS)00012,79912,9130.61%+114
MARRIOTT INTL INC NEW(MAR)144420+276471560.01%+109
CROWDSTRIKE HLDGS INC(CRWD)28628601122180.01%+107
ISHARES TR0002243280.02%+104
SPACE EXPLORATION TECHN CORP0550+5500940.00%+94
VANGUARD INDEX FDS0001382110.01%+73
MORGAN STANLEY(MS)2,2782,128-1503754450.02%+70
BERKSHIRE HATHAWAY INC DEL5,2845,192-922,5322,5980.12%+66
ADVANCED MICRO DEVICES INC(AMD)150150031870.00%+57
AMERICAN EXPRESS CO(AXP)1,5151,51504585120.02%+54
QUANTA SVCS INC30030001652160.01%+51
TESLA INC(TSLA)1,0341,03403844350.02%+51
VERTIV HOLDINGS CO(VRT)57957901451940.01%+49
JOHNSON & JOHNSON(JNJ)4,4314,43101,0831,1250.05%+42
CITIGROUP INC(C)1,3141,31401491840.01%+35
CATERPILLAR INC(CAT)9191064970.00%+32
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