Fund HoldingsOSTERWEIS CAPITAL MANAGEMENT INC

Total Portfolio Value
$2.36B
Total Bought
$190.96M
Total Sold
$169.94M
Net Transaction
+$21.02M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
BENTLEY SYS INC(BSY)000075,6623.20%+75,662
MARRIOTT VACATIONS WORLDWIDE(VAC)000070,9263.00%+70,926
ENPHASE ENERGY INC(ENPH)0009,77567,8152.87%+58,040
US FOODS HLDG CORP(USFD)0391,536+391,536029,4901.25%+29,490
NVR INC(NVR)02,625+2,625019,1440.81%+19,144
SUMMIT HOTEL PPTYS00053,19970,3252.98%+17,126
ALARM COM HLDGS INC(ALRM)00028,32041,2681.75%+12,948
NOVANTA INC(NOVT)0101,695+101,695012,1010.51%+12,101
ELI LILLY & CO(LLY)47,98244,778-3,20436,61048,1222.04%+11,512
VAIL RESORTS INC(MTN)00031,33941,7251.77%+10,385
MACOM TECH SOLUTIONS HLDGS I(MTSI)15,26560,970+45,7051,90010,4430.44%+8,543
HURON CONSULTING GROUP INC(HURN)048,660+48,66008,4140.36%+8,414
VSE CORP(VSEC)048,460+48,46008,3720.35%+8,372
TWIST BIOSCIENCE CORP(TWST)0256,878+256,87808,1480.34%+8,148
HINGE HEALTH INC(HNGE)0172,260+172,26008,0010.34%+8,001
TWILIO INC(TWLO)055,215+55,21507,8540.33%+7,854
PALOMAR HLDGS INC(PLMR)057,510+57,51007,7500.33%+7,750
INTERCONTINENTAL EXCHANGE IN(ICE)125,163174,553+49,39021,08728,2711.20%+7,183
AIRBNB INC(ABNB)00069,33576,1363.22%+6,801
CHIME FINL INC(CHYM)191,190422,350+231,1603,85610,6310.45%+6,774
ALPHABET INC(GOOG)439,530359,207-80,323107,048112,7194.77%+5,672
CAVA GROUP INC(CAVA)087,415+87,41505,1300.22%+5,130
NEXTPOWER INC048,250+48,25004,2030.18%+4,203
WASTE CONNECTIONS INC(WCN)0237,665+237,665041,6771.76%+41,677
CASELLA WASTE SYS INC(CWST)123,185160,735+37,55011,68815,7420.67%+4,055
LIFE TIME GROUP HOLDINGS INC(LTH)330,325482,665+152,3409,11712,8290.54%+3,712
MODINE MFG CO(MOD)62,60289,222+26,6208,90011,9120.50%+3,013
SERVICETITAN INC(TTAN)96,510117,055+20,5459,73112,4660.53%+2,735
ANALOG DEVICES INC(ADI)156,820151,936-4,88438,53141,2051.74%+2,674
CECO ENVIRONMENTAL CORP(CECO)210,032223,682+13,65010,75413,3870.57%+2,634
SALESFORCE INC(CRM)097,748+97,748025,8941.10%+25,894
BRAZE INC(BRZE)069,305+69,30502,3760.10%+2,376
LATTICE SEMICONDUCTOR CORP(LSCC)132,225160,565+28,3409,69511,8140.50%+2,120
PEBBLEBROOK HOTEL TR(PEB)0006,5918,5830.36%+1,992
VERICEL CORP(VCEL)0322,975+322,975011,6300.49%+11,630
CARDINAL INFRASTRUCTURE GROU(CDNL)076,225+76,22501,8430.08%+1,843
SILICON MOTION TECHNOLOGY CO(SIMO)0003,5995,2220.22%+1,623
AMPRIUS TECHNOLOGIES INC(AMPX)187,445454,830+267,3851,9723,5890.15%+1,617
AMETEK INC148,664143,205-5,45927,94929,4011.24%+1,453
APPLIED MATLS INC185,746152,877-32,86938,03039,2881.66%+1,258
VITAL FARMS INC0335,630+335,630010,7200.45%+10,720
DEERE & CO(DE)043,534+43,534020,2680.86%+20,268
VISA INC(V)0141,242+141,242049,5352.10%+49,535
TURNING PT BRANDS INC(TPB)83,58084,555+9758,2639,1660.39%+903
CORPAY INC(CPAY)043,422+43,422013,0670.55%+13,067
CABLE ONE INC00068,65369,4262.94%+773
SELECT SECTOR SPDR TR
ST STR TECHN ETF
00007460.03%+746
NOVARTIS AG(NVS)00011,37212,0890.51%+717
ALPHABET INC(GOOG)5,7956,098+3031,4091,9090.08%+500
HAEMONETICS CORP MASS(HAE)00047,72048,2062.04%+486
GUARDANT HEALTH INC(GH)215,011135,936-79,07513,43413,8850.59%+451
SPDR SERIES TRUST
ST STR BLO 1 ETF
00003070.01%+307
APPLE INC(AAPL)47,70145,788-1,91312,14612,4480.53%+302
AXOS FINANCIAL INC(AX)141,955142,685+73012,01612,2940.52%+277
FAIR ISAAC CORP(FICO)01,292+1,29202,1840.09%+2,184
ZIFF DAVIS INC(ZD)00010,19010,3830.44%+193
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
00001670.01%+167
TAIWAN SEMICONDUCTOR MFG LTD(TSM)00001440.01%+144
MERCK & CO INC(MRK)04,431+4,43104660.02%+466
JOHNSON & JOHNSON(JNJ)4,4314,510+798229330.04%+112
NEXTNAV INC(NN)06,533+6,53301090.00%+109
AGNICO EAGLE MINES LTD(AEM)0591+59101000.00%+100
RBC BEARINGS INC(RBC)0212+2120950.00%+95
TESLA INC(TSLA)8501,034+1843784650.02%+87
QXO INC(QXO)04,245+4,2450820.00%+82
ALLIANCEBERNSTEIN HLDG L P(AB)02,124+2,1240820.00%+82
KRANESHARES TRUST0000780.00%+78
ETSY INC(ETSY)0006,8656,9420.29%+78
BERKSHIRE HATHAWAY INC DEL5,6535,805+1522,8422,9180.12%+76
ENTERPRISE PRODS PARTNERS L(EPD)87,81587,81502,7462,8150.12%+69
ARS PHARMACEUTICALS INC05,610+5,6100650.00%+65
PERPETUA RESOURCES CORP(PPTA)02,622+2,6220630.00%+63
INTUITIVE SURGICAL INC0398+39802250.01%+225
UBER TECHNOLOGIES INC(UBER)01,669+1,66901360.01%+136
CITIGROUP INC(C)01,314+1,31401530.01%+153
AMERICAN EXPRESS CO(AXP)1,5251,52505075640.02%+58
WALMART INC(WMT)03,072+3,07203420.01%+342
CATERPILLAR INC(CAT)091+910520.00%+52
ASTRAZENECA PLC(AZN)0000510.00%+51
PTC INC(PTC)0289+2890500.00%+50
IDACORP INC(IDA)0352+3520450.00%+45
COLUMBIA BKG SYS INC(COLB)01,553+1,5530430.00%+43
WELLS FARGO CO NEW(WFC)04,307+4,30704010.02%+401
GOLDMAN SACHS GROUP INC(GS)043+430380.00%+38
BP PLC(BP)0000370.00%+37
BLACKSTONE SECD LENDING FD(BXSL)01,272+1,2720330.00%+33
KLA CORP(KLAC)21821802352650.01%+30
LAM RESEARCH CORP(LRCX)79679601071360.01%+30
TMC THE METALS COMPANY INC(TMC)04,675+4,6750290.00%+29
CAPITAL ONE FINL CORP(COF)0118+1180290.00%+29
SONY GROUP CORP(SONY)0000280.00%+28
CHEVRON CORP NEW(CVX)0803+80301220.01%+122
CISCO SYS INC(CSCO)03,067+3,06702360.01%+236
MICRON TECHNOLOGY INC(MU)223223037640.00%+26
AIRBNB INC01,715+1,71502330.01%+233
UNILEVER PLC(UL)0000230.00%+23
PARKER-HANNIFIN CORP(PH)0187+18701640.01%+164
SCHWAB CHARLES CORP(SCHW)0226+2260230.00%+23
MASTERCARD INCORPORATED(MA)039+390220.00%+22
ING GROEP N.V.(ING)0000210.00%+21
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