StockDriftsStockDriftsTop 50 Osborne Partners Capital Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEU | VANGUARD INTL EQUITY INDEX F | 7.31% | 1.84M | $138.3M | -0.77%(-14.20K) | $59.00(+40.62%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.8% | 283.1K | $71.9M | -0.44%(-1.24K) | $88.88(+236.26%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 3.41% | 1.19M | $64.5M | +0.46%(+5.43K) | $48.93(+22.50%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.05% | 155.9K | $57.7M | +16.13%(+21.66K) | $262.81(+54.18%) | 2026-03-31 | |
| EWJ | ISHARES INC | 2.36% | 528.0K | $44.6M | +0.16%(+849) | $67.32(+38.28%) | 2026-03-31 | |
| SGOV | ISHARES TR | 2.31% | 434.6K | $43.7M | +120.32%(+237.33K) | $100.59(-0.08%) | 2026-03-31 | |
| VNQ | VANGUARD INDEX FDS | 2.28% | 485.5K | $43.1M | +6.85%(+31.14K) | $87.14(+10.04%) | 2026-03-31 | |
| VGK | VANGUARD INTL EQUITY INDEX F | 2.13% | 489.1K | $40.3M | +0.12%(+599) | $62.60(+39.93%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 1.97% | 179.0K | $37.3M | +27.57%(+38.68K) | $209.11(+29.18%) | 2026-03-31 | |
| DJP | BARCLAYS BANK PLC | 1.82% | 715.8K | $34.5M | -2.75%(-20.22K) | $24.29(+111.21%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.01% | +36.79% |
| Top 20 Holdings Unweighted | +11.51% | +38.66% |
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