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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
151 TRAVELCENTERS OF AMERICA 180,000 0 0.00%
152 TRAVELERS COMPANIES INC 138,011 12,983 1.67%
153 UNION PAC CORP 115,900 11,561 1.49%
154 UNITED TECHNOLOGIES CORP 87,678 10,122 1.30%
155 US BANCORP DEL 14,527 629 0.08%
156 VANGUARD INDEX FDS 60,988 4,937 0.64%
157 VANGUARD INDEX FDS 3,009 544 0.07%
158 VANGUARD INDEX FDS 5,890 599 0.08%
159 VANGUARD INDEX FDS 45,024 4,453 0.57%
160 VANGUARD SPECIALIZED FUNDS 33,059 2,577 0.33%
161 VANGUARD VALUE INDEX ADMIRAL 20,201 638 0.08%
162 VANGUARD WELL FUND 22,417 894 0.12%
163 VANGUARD WINDSOR II FUND ADMIRAL SHS 19,108 1,326 0.17%
164 VANGUARD WINDSOR II INVESTOR 59,034 2,309 0.30%
165 VANGUARD/WELLINGTON FD INC 90,682 6,248 0.80%
166 VERIZON COMMUNICATIONS INC 35,282 1,726 0.22%
167 VISA INC CL A COMMON STOCK 3,306 697 0.09%
168 VODAFONE GROUP PLC NEW 30,599 1,022 0.13%
169 WAL-MART STORES INC 114,655 8,607 1.11%
170 WELLS FARGO & CO NEW 555,001 29,171 3.75%
171 Walgreens 53,641 3,976 0.51%
172 Wells Fargo VT Advantage Oppor 15,644 275 0.04%
173 Welltower Inc. 3,807 239 0.03%
174 XCEL ENERGY INC 15,745 507 0.07%
175 YUM BRANDS INC 19,434 1,578 0.20%
176 ZIMMER BIOMET HLDGS INC 12,784 1,328 0.17%
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