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  Name: OSBORNE PARTNERS CAPITAL MANAGEMENT
  City: SAN FRANCISCO
  State: CA
  Zip: 94104
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $1,623,077,000
  Total Value Change : $95,081,000
  Securities Held Change : -7
   
All Securities Held : 201
  New Positions : 5
  Closed Positions : 12
  Increased Positions : 68
  Unchanged Positions : 32
  Decreased Positions : 96

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Holdings Found : 5     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (LW)1 Year Chart         LW Lamb Weston Holdings, Inc. 91 New $85.16 $5,561,000 52,202 0.34% 5,561,000 52,202 0.036    N/A
   (DFUV)1 Year Chart         DFUV DFA Dimensional Us Marketwi... 186 New $40.04 $249,000 6,086 0.02% 249,000 6,086 0.001    N/A
   (AMLP)1 Year Chart         AMLP Alerian MLP ETF 189 New $4.60 $239,000 5,035 0.01% 239,000 5,035 0.003    Closed - End Fund - Debt
   (IVW)1 Year Chart         IVW ishares tr S&P 500 BARRA GR 196 New $84.71 $210,000 2,485 0.01% 210,000 2,485 0    Closed - End Fund - E...
   (VB)1 Year Chart         VB Vanguard Small Cap VIPERS 197 New $222.54 $208,000 909 0.01% 208,000 909 0.001    Closed - End Fund - E...
      5 Records Found
  1    
Page 1 of 1
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