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Institutional Investment Manager
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC (CIK: 0001005607) incorporated in California, located at One Embarcadero Center, San Francisco, CA. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q2)
Original 13F HR (0001005607-14-000008) filed in 2014.07.16
#
Name
Shares
Value ($)
%
Options
Notes
51 SCHWAB CHARLES CORP 15,169 409 0.05%
52 Wells Fargo VT Advantage Oppor 15,644 275 0.04%
53 KRAFT HEINZ CO COM 15,717 942 0.12%
54 XCEL ENERGY INC 15,745 507 0.07%
55 INTUIT 15,990 1,288 0.17%
56 COSTCO WHSL CORP NEW 16,615 1,913 0.25%
57 TEL OFFSHORE TRUST UBI 17,000 17 0.00%
58 AMGEN INC 17,248 2,042 0.26%
59 AMEREN CORP 17,713 724 0.09%
60 Fidelity Equity Income II 18,159 475 0.06%
61 PowerShares Dynamic Biotech & 18,670 816 0.11%
62 AMERIGAS PARTNERS L P 18,748 851 0.11%
63 VANGUARD WINDSOR II FUND ADMIRAL SHS 19,108 1,326 0.17%
64 YUM BRANDS INC 19,434 1,578 0.20%
65 ISHARES TR 20,000 2,025 0.26%
66 HAWAIIAN ELEC INDUSTRIES COM 20,030 507 0.07%
67 VANGUARD VALUE INDEX ADMIRAL 20,201 638 0.08%
68 MERCK & CO INC 20,763 1,201 0.15%
69 INTEGRYS ENERGY GROUP INC 21,402 1,522 0.20%
70 PINNACLE WEST 21,695 1,255 0.16%
71 PRECISION CASTPARTS 21,845 5,514 0.71%
72 KIMBERLY CLARK CORP 22,125 2,461 0.32%
73 VANGUARD WELL FUND 22,417 894 0.12%
74 BOEING CO 24,415 3,106 0.40%
75 FISERV INC 24,600 1,484 0.19%
76 POWERSHARES ETF TRUST 25,000 455 0.06%
77 Deutsche Large Cap Value 25,372 440 0.06%
78 CONSOLIDATED EDISON INC 25,570 1,476 0.19%
79 KINDER MORGAN INC DEL 26,960 978 0.13%
80 ISHARES TR 27,150 2,469 0.32%
81 CATERPILLAR INC 28,905 3,141 0.40%
82 CONAGRA BRANDS INC 28,905 858 0.11%
83 AFFILIATED MANAGERS GROUP 29,025 5,962 0.77%
84 DOMINION ENERGY INC 29,309 2,096 0.27%
85 FEDERATED INVESTORS 29,560 188 0.02%
86 VODAFONE GROUP PLC NEW 30,599 1,022 0.13%
87 LONGLEAF PARTNERS SM CAP FD 31,500 1,117 0.14%
88 NIKE INC 32,000 2,482 0.32%
89 FRANKLIN RESOURCES INC 33,000 1,909 0.25%
90 VANGUARD SPECIALIZED FUNDS 33,059 2,577 0.33%
91 PACCAR INC 33,227 2,088 0.27%
92 SOUTHERN CO 34,120 1,548 0.20%
93 VERIZON COMMUNICATIONS INC 35,282 1,726 0.22%
94 AMERICAN ELEC PWR INC 36,560 2,039 0.26%
95 ANADARKO PETE CORP 37,165 4,068 0.52%
96 ROYAL DUTCH SHELL PLC 38,507 3,172 0.41%
97 BERKSHIRE HATHAWAY INC DEL 38,923 4,926 0.63%
98 ELECTRONIC ARTS INC 39,700 1,424 0.18%
99 INTERNATIONAL BUSINESS MACHS 40,753 7,387 0.95%
100 Kinder Morgan Inc. 41,989 3,452 0.44%
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