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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
1 BERKSHIRE HATHAWAY INC DEL 2 380 0.05%
2 SPDR S&P MIDCAP 400 ETF TR 772 201 0.03%
3 LOCKHEED MARTIN CORP 1,275 205 0.03%
4 Ameriprise Financial 1,866 224 0.03%
5 TIFFANY & CO NEW 2,000 200 0.03%
6 OCCIDENTAL PETE CORP DEL 2,345 241 0.03%
7 Chubb Corporation 2,536 234 0.03%
8 PRAXAIR INC 2,665 354 0.05%
9 MCDONALDS CORP 2,733 275 0.04%
10 NEXTERA ENERGY INC 2,750 282 0.04%
11 VANGUARD INDEX FDS 3,009 544 0.07%
12 VISA INC CL A COMMON STOCK 3,306 697 0.09%
13 POWERSHARES QQQ TRUST 3,670 345 0.04%
14 BIOGEN INC 3,736 1,178 0.15%
15 MARKET VECTORS PHARMACEUTICAL 3,800 236 0.03%
16 Welltower Inc. 3,807 239 0.03%
17 DTE ENERGY CO 3,875 302 0.04%
18 OMNICOM GROUP INC 4,000 285 0.04%
19 S&P GLOBAL INC 4,025 334 0.04%
20 FLOWSERVE CORP 4,179 311 0.04%
21 LILLY ELI & CO 4,185 260 0.03%
22 DODGE & COX BALANCED 4,672 480 0.06%
23 EOG RES INC 4,790 560 0.07%
24 COVIDIEN PLC 5,000 451 0.06%
25 AMERICAN FD NEW PERSPECTIVE CL 5,319 207 0.03%
26 DEERE & CO 5,400 489 0.06%
27 GENERAL MLS INC 5,641 296 0.04%
28 VANGUARD INDEX FDS 5,890 599 0.08%
29 3M Co 5,972 855 0.11%
30 MOODYS CORP 6,000 526 0.07%
31 DUN & BRADSTREET CORP DEL NE 6,185 682 0.09%
32 CABOT CORP 7,100 412 0.05%
33 Schwab 1000 Fund 7,423 386 0.05%
34 TJX COS INC NEW 7,444 396 0.05%
35 AMERICAN WASHNTN MUTUAL INVESTRS CL A 7,473 311 0.04%
36 CSX CORP 7,500 231 0.03%
37 OAKMARK OAKMARK FUND INVESTOR CLASS 7,799 533 0.07%
38 T Rowe Price Blue Chip Growth 7,858 523 0.07%
39 Alphabet Inc. Class C 8,564 5,007 0.64%
40 DODGE & COX STOCK FUND 9,011 1,611 0.21%
41 T. Rowe Price Science & Tech 9,522 399 0.05%
42 Schwab S&P 500 Portfolio 9,536 302 0.04%
43 COMCAST CORP NEW 9,651 518 0.07%
44 ALPHABET INC C NON VOTING SHAR 9,925 5,710 0.73%
45 NOBLE ENERGY INC 10,000 775 0.10%
46 Deutsche Small Mid Cap Val VIP 10,012 166 0.02%
47 CONOCOPHILLIPS 11,978 1,027 0.13%
48 ZIMMER BIOMET HLDGS INC 12,784 1,328 0.17%
49 MARSH & MCLENNAN COS INC 13,250 687 0.09%
50 US BANCORP DEL 14,527 629 0.08%
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