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Osborne Partners Capital Management, Llc
gestore patrimoniale · portafoglio $1.80 Mld · 203 posizioni · report al 30.06.2026
Posizioni azionarie report per 30.06.2026, depositato il 04.08.2026; variazione — rispetto al 31.03.2026 · 214
| Società | Azioni | Valore | % del portafoglio | Variazione trimestrale |
|---|---|---|---|---|
| Vanguard FTSE All-World ex-U… US:VEU · ETF | 1 836 963 | $154 Mln | 8.55% | −4 600 |
| Vanguard FTSE Emerging Marke… US:VWO · ETF | 1 186 805 | $70.8 Mln | 3.94% | −5 911 |
| Apple Inc. US:AAPL | 239 363 | $69.3 Mln | 3.85% | −43 755 |
| Microsoft Corporation US:MSFT | 141 053 | $52.6 Mln | 2.92% | −14 871 |
| iShares MSCI Japan ETF US:EWJ · ETF | 530 341 | $49.5 Mln | 2.75% | +2 340 |
| Vanguard Real Estate Index F… US:VNQ · ETF | 464 333 | $44.8 Mln | 2.49% | −21 138 |
| Vanguard FTSE Europe Index F… US:VGK · ETF | 493 178 | $43.7 Mln | 2.43% | +4 039 |
| Alphabet Inc. US:GOOG | 116 116 | $41.0 Mln | 2.28% | −3 543 |
| Amazon.com, Inc. US:AMZN | 159 640 | $38.0 Mln | 2.11% | −19 354 |
| NVIDIA Corporation US:NVDA | 178 271 | $35.7 Mln | 1.98% | −8 495 |
| SPDR® Dow Jones Internationa… US:RWX · ETF | 1 176 078 | $31.8 Mln | 1.76% | +22 261 |
| Barclays ETN+ Select MLP ETN US:DJP · ETF | 710 414 | $31.1 Mln | 1.73% | −5 391 |
| JPMorgan Chase & Co. US:JPM | 93 527 | $30.6 Mln | 1.70% | −17 192 |
| Advanced Micro Devices Inc US:AMD | 51 791 | $30.1 Mln | 1.67% | −55 596 |
| Alphabet Inc. US:GOOGL | 82 223 | $29.4 Mln | 1.63% | −11 960 |
| SPDR Blackstone Senior Loan… US:SRLN · ETF | 723 630 | $29.2 Mln | 1.62% | −44 152 |
| Global X DAX Germany ETF US:DAX · ETF | 627 800 | $27.7 Mln | 1.54% | +9 192 |
| iShares MSCI Netherlands ETF US:EWN · ETF | 392 552 | $27.6 Mln | 1.53% | −973 |
| SPDR® S&P Biotech ETF US:XBI · ETF | 169 027 | $26.7 Mln | 1.49% | −1 812 |
| iShares Latin America 40 ETF US:ILF · ETF | 647 988 | $21.9 Mln | 1.21% | −2 942 |
| iShares Ultra Short-Term Bon… US:ICSH · ETF | 431 446 | $21.8 Mln | 1.21% | −173 280 |
| Thermo Fisher Scientific Inc US:TMO | 41 743 | $20.9 Mln | 1.16% | −2 223 |
| IQ Merger Arbitrage ETF US:MNA · ETF | 571 652 | $20.9 Mln | 1.16% | +17 348 |
| iShares 20+ Year Treasury Bo… US:TLT · ETF | 225 391 | $19.5 Mln | 1.08% | +3 704 |
| Palo Alto Networks Inc US:PANW | 56 975 | $19.4 Mln | 1.08% | −83 750 |
| iShares 0-3 Month Treasury B… US:SGOV · ETF | 191 811 | $19.3 Mln | 1.07% | −242 762 |
| State Street® SPDR® S&P 500®… US:SPY · ETF | 25 414 | $19.0 Mln | 1.05% | −344 |
| iShares Convertible Bond ETF US:ICVT · ETF | 150 291 | $18.3 Mln | 1.02% | +619 |
| SPDR® S&P China ETF US:GXC · ETF | 198 188 | $17.1 Mln | 0.95% | +2 824 |
| Meta Platforms, Inc. US:META | 29 299 | $16.5 Mln | 0.92% | +586 |
| Block Inc US:XYZ | 214 915 | $16.3 Mln | 0.91% | −24 914 |
| CARNIVAL CORP LTD CUSIP G2004J103 | 546 785 | $15.6 Mln | 0.87% | nuova |
| Take-Two Interactive Softwar… US:TTWO | 59 826 | $15.0 Mln | 0.83% | +254 |
| MercadoLibre Inc. US:MELI | 8 802 | $14.9 Mln | 0.83% | −1 144 |
| WisdomTree Bloomberg U.S. Do… US:USDU · ETF | 556 910 | $14.9 Mln | 0.83% | +26 171 |
| ASML HLDG NV CUSIP N07059210 | 7 341 | $14.6 Mln | 0.81% | −62 |
| Danaher Corporation US:DHR | 75 311 | $14.3 Mln | 0.80% | −23 758 |
| Columbia India Consumer ETF US:INCO · ETF | 230 518 | $13.7 Mln | 0.76% | −32 511 |
| BorgWarner Inc US:BWA | 201 332 | $13.4 Mln | 0.74% | −147 284 |
| Air Products and Chemicals I… US:APD | 45 373 | $13.3 Mln | 0.74% | −391 |
| Ryanair Holdings plc US:RYAAY | 203 810 | $13.2 Mln | 0.73% | +2 472 |
| Invesco FTSE RAFI US 1000 ET… US:PRF · ETF | 235 402 | $12.7 Mln | 0.71% | −1 042 |
| NXP SEMICONDUCTORS N V CUSIP N6596X109 | 45 181 | $12.7 Mln | 0.71% | −12 833 |
| JPMorgan Chase & Co. US:AMJB · ETF | 364 721 | $12.6 Mln | 0.70% | −3 231 |
| Visa Inc. Class A US:V | 36 231 | $12.4 Mln | 0.69% | −9 986 |
| CVS Health Corp US:CVS | 119 356 | $12.3 Mln | 0.69% | −5 136 |
| ERMENEGILDO ZEGNA N V CUSIP N30577105 | 936 573 | $12.2 Mln | 0.68% | −5 885 |
| Walt Disney Co US:DIS | 123 970 | $11.9 Mln | 0.66% | −939 |
| Kinder Morgan, Inc. US:KMI | 364 609 | $11.7 Mln | 0.65% | +927 |
| Phillips 66 US:PSX | 65 747 | $11.1 Mln | 0.62% | −505 |
| Caesars Entertainment Corpor… US:CZR | 361 162 | $10.9 Mln | 0.61% | −5 478 |
| UNITEDHEALTH GROUP INC US:UNH | 26 083 | $10.8 Mln | 0.60% | +76 |
| Alibaba Group Holding Limite… US:BABA | 112 569 | $10.8 Mln | 0.60% | −3 327 |
| Salesforce.com Inc US:CRM | 68 157 | $10.7 Mln | 0.59% | −7 614 |
| Marsh & McLennan Companies,… US:MRSH | 63 706 | $10.6 Mln | 0.59% | −17 176 |
| iShares MSCI ACWI ex U.S. ET… US:ACWX · ETF | 136 270 | $10.4 Mln | 0.58% | — |
| Vanguard Short-Term Corporat… US:VCSH · ETF | 127 791 | $10.1 Mln | 0.56% | −29 785 |
| Trex Company Inc US:TREX | 199 236 | $9.97 Mln | 0.55% | −8 900 |
| ABBOTT LABORATORIES US:ABT | 109 722 | $9.96 Mln | 0.55% | −2 778 |
| Booking Holdings Inc US:BKNG | 55 044 | $9.81 Mln | 0.55% | +52 996 |
| United Rentals Inc US:URI | 8 464 | $9.59 Mln | 0.53% | −304 |
| POOL CORP US:POOL | 43 323 | $9.31 Mln | 0.52% | −6 722 |
| Vanguard Growth Index Fund E… US:VUG · ETF | 106 582 | $9.18 Mln | 0.51% | +88 785 |
| Lowe's Companies Inc US:LOW | 41 469 | $9.14 Mln | 0.51% | +1 685 |
| iShares Gold Trust US:IAU · ETF | 119 988 | $9.06 Mln | 0.50% | −649 |
| MGM Resorts International US:MGM | 189 102 | $9.04 Mln | 0.50% | −154 955 |
| Schlumberger NV US:SLB | 194 359 | $9.04 Mln | 0.50% | −48 110 |
| Willscot Mobile Mini Holding… US:WSC | 301 109 | $8.69 Mln | 0.48% | +1 011 |
| PepsiCo Inc US:PEP | 63 411 | $8.59 Mln | 0.48% | +1 363 |
| ICON PUB LTD CO CUSIP G4705A100 | 48 671 | $8.45 Mln | 0.47% | −1 093 |
| Planet Fitness Inc US:PLNT | 161 997 | $8.45 Mln | 0.47% | +9 800 |
| ELASTIC N V CUSIP N14506104 | 143 544 | $8.18 Mln | 0.45% | +400 |
| CBRE Group Inc Class A US:CBRE | 60 288 | $8.12 Mln | 0.45% | +1 404 |
| Vanguard Dividend Appreciati… US:VIG · ETF | 33 536 | $7.94 Mln | 0.44% | −901 |
| Las Vegas Sands Corp US:LVS | 171 426 | $7.92 Mln | 0.44% | +1 056 |
| Vanguard Intermediate-Term C… US:VCIT · ETF | 88 720 | $7.33 Mln | 0.41% | +429 |
| Nike Inc US:NKE | 176 069 | $7.23 Mln | 0.40% | +7 352 |
| ServiceNow Inc US:NOW | 71 611 | $7.11 Mln | 0.39% | −15 490 |
| iShares Russell 1000 Growth… US:IWF · ETF | 56 840 | $7.06 Mln | 0.39% | +42 630 |
| Goldman Sachs Physical Gold… US:AAAU · ETF | 177 988 | $7.04 Mln | 0.39% | +5 648 |
| Vanguard Value Index Fund ET… US:VTV · ETF | 32 290 | $7.04 Mln | 0.39% | — |
| Caterpillar Inc US:CAT | 5 970 | $6.36 Mln | 0.35% | −175 |
| First Busey Corp US:BUSE | 210 214 | $6.20 Mln | 0.34% | — |
| Trip.com Group Limited US:TCOM | 149 123 | $5.94 Mln | 0.33% | −30 576 |
| Sun Communities Inc US:SUI | 48 551 | $5.82 Mln | 0.32% | +951 |
| Quanta Services Inc US:PWR | 7 358 | $5.30 Mln | 0.29% | — |
| Prologis Inc US:PLD | 38 355 | $5.20 Mln | 0.29% | −83 |
| Netflix Inc US:NFLX | 72 214 | $5.16 Mln | 0.29% | −3 793 |
| Invesco DWA Momentum ETF US:PDP · ETF | 33 954 | $5.15 Mln | 0.29% | — |
| McGrath RentCorp US:MGRC | 36 210 | $4.38 Mln | 0.24% | nuova |
| Fidelity National Informatio… US:FIS | 110 384 | $4.29 Mln | 0.24% | +1 612 |
| Eli Lilly and Company US:LLY | 3 458 | $4.15 Mln | 0.23% | +1 |
| Quest Diagnostics Incorporat… US:DGX | 18 635 | $3.95 Mln | 0.22% | nuova |
| Apollo Global Management LLC… US:APO | 32 216 | $3.81 Mln | 0.21% | −5 123 |
| Boston Scientific Corp US:BSX | 86 598 | $3.70 Mln | 0.21% | +4 087 |
| American Express Company US:AXP | 10 027 | $3.39 Mln | 0.19% | — |
| Trane Technologies plc US:TT | 40 516 | $3.32 Mln | 0.18% | nuova |
| Invesco Senior Loan ETF US:BKLN · ETF | 149 975 | $3.05 Mln | 0.17% | +139 685 |
| iShares Russell 1000 Value E… US:IWD · ETF | 12 583 | $3.05 Mln | 0.17% | +3 |
| Goldman Sachs Equal Weight U… US:GSEW · ETF | 31 061 | $2.93 Mln | 0.16% | +1 196 |
| Freeport-McMoran Copper & Go… US:FCX | 44 070 | $2.77 Mln | 0.15% | −12 365 |
| Cisco Systems Inc US:CSCO | 23 559 | $2.77 Mln | 0.15% | +5 |
| iShares Core S&P 500 ETF US:IVV · ETF | 3 683 | $2.76 Mln | 0.15% | +130 |
| Automatic Data Processing In… US:ADP | 12 307 | $2.76 Mln | 0.15% | −31 250 |
| Vanguard Total Stock Market… US:VTI · ETF | 6 703 | $2.48 Mln | 0.14% | −16 510 |
| iShares Russell 2000 ETF US:IWM · ETF | 7 834 | $2.35 Mln | 0.13% | +1 966 |
| Broadcom Inc. US:AVGO | 6 142 | $2.32 Mln | 0.13% | +20 |
| Procter & Gamble Company US:PG | 15 520 | $2.28 Mln | 0.13% | −55 300 |
| BERKSHIRE HATHAWAY INC US:BRK-A | 4 484 | $2.24 Mln | 0.12% | −30 136 |
| The Coca-Cola Company US:KO | 27 341 | $2.22 Mln | 0.12% | −6 280 |
| Cheniere Energy Inc US:LNG | 8 801 | $2.10 Mln | 0.12% | −12 993 |
| Invesco S&P 500® Equal Weigh… US:RSP · ETF | 9 573 | $2.04 Mln | 0.11% | −187 |
| GE Aerospace US:GE | 5 342 | $2.00 Mln | 0.11% | +450 |
| Invesco QQQ Trust US:QQQ · ETF | 2 646 | $1.95 Mln | 0.11% | −100 |
| iShares Select Dividend ETF US:DVY · ETF | 12 429 | $1.94 Mln | 0.11% | −135 |
| Deere & Company US:DE | 3 050 | $1.93 Mln | 0.11% | — |
| Chevron Corp US:CVX | 11 078 | $1.84 Mln | 0.10% | −95 |
| Exxon Mobil Corporation US:XOM | 13 113 | $1.79 Mln | 0.10% | −88 111 |
| Johnson & Johnson US:JNJ | 7 021 | $1.78 Mln | 0.10% | −11 500 |
| Vanguard FTSE Developed Mark… US:VEA · ETF | 24 548 | $1.75 Mln | 0.10% | +337 |
| Vanguard Ultra-Short Bond ET… US:VUSB · ETF | 31 000 | $1.54 Mln | 0.09% | −8 000 |
| Lam Research Corp US:LRCX | 3 361 | $1.46 Mln | 0.08% | −390 |
| Union Pacific Corporation US:UNP | 5 341 | $1.45 Mln | 0.08% | −9 962 |
| iShares MSCI Emerging Market… US:EEM · ETF | 20 910 | $1.43 Mln | 0.08% | — |
| GE Vernova LLC US:GEV | 1 172 | $1.38 Mln | 0.08% | +112 |
| SPDR® S&P MIDCAP 400 ETF Tru… US:MDY · ETF | 1 847 | $1.30 Mln | 0.07% | +4 |
| Applied Materials Inc US:AMAT | 1 775 | $1.28 Mln | 0.07% | — |
| iShares Short Maturity Bond… US:NEAR · ETF | 24 400 | $1.24 Mln | 0.07% | — |
| SPDR® Dow Jones REIT ETF US:RWR · ETF | 10 814 | $1.22 Mln | 0.07% | — |
| Oracle Corporation US:ORCL | 8 304 | $1.22 Mln | 0.07% | +850 |
| WELLS FARGO & COMPANY/MN US:WFC | 13 988 | $1.16 Mln | 0.06% | −2 750 |
| Vulcan Materials Company US:VMC | 3 561 | $1.05 Mln | 0.06% | −44 |
| iShares MSCI EAFE ETF US:EFA · ETF | 9 493 | $986 k | 0.05% | −7 505 |
| AutoZone Inc US:AZO | 303 | $968 k | 0.05% | — |
| Nextera Energy Inc US:NEE | 10 608 | $931 k | 0.05% | — |
| Intel Corporation US:INTC | 6 423 | $897 k | 0.05% | +1 410 |
| iShares Core MSCI Internatio… US:IDEV · ETF | 9 620 | $856 k | 0.05% | — |
| CSX Corporation US:CSX | 17 054 | $811 k | 0.05% | +450 |
| International Business Machi… US:IBM | 2 827 | $795 k | 0.04% | — |
| Keysight Technologies, Inc. US:KEYS | 2 155 | $754 k | 0.04% | −22 674 |
| Micron Technology Inc US:MU | 648 | $748 k | 0.04% | −127 |
| iShares Russell Mid-Cap ETF US:IWR · ETF | 6 600 | $728 k | 0.04% | — |
| Vanguard S&P 500 ETF US:VOO · ETF | 1 029 | $707 k | 0.04% | −87 |
| Pfizer Inc US:PFE | 28 881 | $695 k | 0.04% | −79 700 |
| The Home Depot Inc US:HD | 1 914 | $675 k | 0.04% | −17 065 |
| iShares ESG Aware MSCI USA E… US:ESGU · ETF | 3 972 | $650 k | 0.04% | −160 |
| SCHWAB CHARLES CORP US:SCHW | 7 029 | $649 k | 0.04% | — |
| Vanguard Long-Term Treasury… US:VGLT · ETF | 11 510 | $635 k | 0.04% | nuova |
| iShares Russell 1000 ETF US:IWB · ETF | 1 524 | $624 k | 0.03% | — |
| Vanguard Global ex-U.S. Real… US:VNQI · ETF | 13 472 | $604 k | 0.03% | +76 |
| Costco Wholesale Corporation US:COST | 601 | $562 k | 0.03% | −10 055 |
| CF Industries Holdings Inc US:CF | 4 983 | $539 k | 0.03% | — |
| iShares MSCI EAFE Value ETF US:EFV · ETF | 7 032 | $538 k | 0.03% | +47 |
| Avantis® Emerging Markets Eq… US:AVEM · ETF | 5 498 | $531 k | 0.03% | nuova |
| Vanguard Russell 1000 Index… US:VONE · ETF | 1 514 | $513 k | 0.03% | — |
| ABM Industries Incorporated US:ABM | 10 900 | $482 k | 0.03% | — |
| The Boeing Company US:BA | 2 125 | $460 k | 0.03% | — |
| iShares Core S&P Mid-Cap ETF US:IJH · ETF | 5 890 | $454 k | 0.03% | −467 |
| RTX Corporation US:RTX | 2 244 | $426 k | 0.02% | −66 |
| Vanguard Mid-Cap Index Fund… US:VO · ETF | 5 272 | $425 k | 0.02% | +3 535 |
| Cadence Design Systems Inc US:CDNS | 1 061 | $398 k | 0.02% | — |
| Mastercard Inc US:MA | 764 | $392 k | 0.02% | +225 |
| MORGAN STANLEY US:MS | 1 875 | $392 k | 0.02% | — |
| iShares Core MSCI Europe ETF US:IEUR · ETF | 5 060 | $380 k | 0.02% | — |
| Vanguard Small-Cap Index Fun… US:VB · ETF | 1 242 | $377 k | 0.02% | +39 |
| iShares Core S&P Total U.S.… US:ITOT · ETF | 2 258 | $371 k | 0.02% | — |
| JPMorgan Equity Premium Inco… US:JEPI · ETF | 6 555 | $370 k | 0.02% | — |
| McDonald’s Corporation US:MCD | 1 363 | $368 k | 0.02% | +250 |
| Vanguard Total International… US:VXUS · ETF | 4 295 | $367 k | 0.02% | — |
| MERCK & CO INC US:MRK | 2 811 | $361 k | 0.02% | +400 |
| Bank of America Corp US:BAC | 5 961 | $340 k | 0.02% | — |
| iShares Core S&P Small-Cap E… US:IJR · ETF | 2 160 | $320 k | 0.02% | −451 |
| OGE Energy Corporation US:OGE | 6 500 | $316 k | 0.02% | — |
| LINDE PLC CUSIP G54950103 | 609 | $316 k | 0.02% | +100 |
| iShares Global Clean Energy… US:ICLN · ETF | 15 365 | $315 k | 0.02% | −10 |
| iShares Core MSCI Emerging M… US:IEMG · ETF | 3 487 | $289 k | 0.02% | +26 |
| VanEck Low Carbon Energy ETF US:SMOG · ETF | 1 956 | $286 k | 0.02% | — |
| DR Horton Inc US:DHI | 1 747 | $285 k | 0.02% | — |
| Invesco Water Resources ETF US:PHO · ETF | 4 077 | $282 k | 0.02% | — |
| Walmart Inc. US:WMT | 2 429 | $275 k | 0.02% | −120 660 |
| Ecolab Inc US:ECL | 978 | $272 k | 0.02% | +100 |
| Vanguard S&P Small-Cap 600 G… US:VIOG · ETF | 1 770 | $272 k | 0.02% | — |
| Tesla, Inc. US:TSLA | 644 | $271 k | 0.02% | — |
| SPDR® S&P Dividend ETF US:SDY · ETF | 1 725 | $263 k | 0.01% | nuova |
| iShares MSCI USA Momentum Fa… US:MTUM · ETF | 755 | $259 k | 0.01% | nuova |
| iShares MSCI China ETF US:MCHI · ETF | 4 990 | $255 k | 0.01% | — |
| Amgen Inc US:AMGN | 685 | $248 k | 0.01% | −11 425 |
| Steel Dynamics Inc US:STLD | 1 080 | $248 k | 0.01% | nuova |
| QUALCOMM INC/DE US:QCOM | 1 311 | $242 k | 0.01% | nuova |
| TE CONNECTIVITY PLC CUSIP G87052109 | 1 199 | $242 k | 0.01% | — |
| Yum! Brands Inc US:YUM | 1 500 | $240 k | 0.01% | −16 400 |
| Northern Trust Corporation US:NTRS | 1 300 | $226 k | 0.01% | nuova |
| CHUBB LIMITED CUSIP H1467J104 | 653 | $223 k | 0.01% | nuova |
| Technology Select Sector SPD… US:XLK · ETF | 1 159 | $221 k | 0.01% | nuova |
| iShares ESG Aware MSCI EAFE… US:ESGD · ETF | 2 100 | $216 k | 0.01% | nuova |
| The Travelers Companies Inc US:TRV | 650 | $215 k | 0.01% | −12 500 |
| Laboratory Corporation of Am… US:LH | 753 | $211 k | 0.01% | −15 |
| Comcast Corporation US:CMCSA | 8 552 | $210 k | 0.01% | — |
| Carrier Global Corp US:CARR | 2 781 | $204 k | 0.01% | nuova |
| 3M Company US:MMM | 1 250 | $202 k | 0.01% | nuova |
| Centene Corp US:CNC | 3 151 | $202 k | 0.01% | nuova |
| NUVEEN CALIFORNIA MUNI VLU F CUSIP 67062C107 | 17 000 | $159 k | 0.01% | — |
| Asana Inc US:ASAN | 12 226 | $85.6 k | 0.00% | — |
| AbbVie Inc US:ABBV | 0 (era 11 479) | — | — | venduta |
| AIR LEASE CORP CUSIP 00912X302 | 0 (era 68 860) | — | — | venduta |
| American Tower Corp US:AMT | 0 (era 1 300) | — | — | venduta |
| CARNIVAL PLC CUSIP 14365C103 | 0 (era 549 495) | — | — | venduta |
| FEDEX CORP US:FDX | 0 (era 607) | — | — | venduta |
| Lockheed Martin Corporation US:LMT | 0 (era 375) | — | — | venduta |
| Mondelez International Inc US:MDLZ | 0 (era 44 989) | — | — | venduta |
| Nucor Corp US:NUE | 0 (era 28 200) | — | — | venduta |
| Philip Morris International… US:PM | 0 (era 40 000) | — | — | venduta |
| Shell PLC US:SHEL | 0 (era 4 615) | — | — | venduta |
| Verizon Communications Inc US:VZ | 0 (era 4 290) | — | — | venduta |
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