StockDriftsStockDriftsTop 50 Osterweis Capital Management Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC | 4.84% | 327.2K | $93.8M | -8.92%(-32.05K) | $46.91(+738.48%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.78% | 259.1K | $54.0M | -22.97%(-77.27K) | $154.66(+70.79%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.76% | 144.7K | $53.6M | -18.09%(-31.96K) | $129.68(+225.36%) | 2026-03-31 | |
| AMAT | APPLIED MATLS INC | 2.51% | 142.1K | $48.6M | -7.03%(-10.74K) | $164.41(+165.56%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 2.48% | 155.1K | $48.0M | -14.84%(-27.02K) | $174.74(+143.33%) | 2026-03-31 | |
| ADI | ANALOG DEVICES INC | 2.47% | 150.3K | $47.8M | -1.10%(-1.68K) | $169.06(+146.95%) | 2026-03-31 | |
| V | VISA INC | 2.24% | 143.9K | $43.5M | +1.88%(+2.66K) | $151.54(+114.97%) | 2026-03-31 | |
| AZO | AUTOZONE INC | 2.2% | 12.6K | $42.6M | +11.25%(+1.27K) | $3099.62(+7.15%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 2.15% | 141.5K | $41.6M | +1.77%(+2.46K) | $228.00(+30.62%) | 2026-03-31 | |
| LLY | ELI LILLY & CO | 2.12% | 44.8K | $41.2M | +0.02%(+10) | $606.01(+65.82%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.72% | +28.50% |
| Top 20 Holdings Unweighted | +7.43% | +23.97% |
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