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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 (2014Q3)
Original 13F HR (0001005607-14-000011) filed in 2014.10.22
#
Name
Shares
Value ($)
%
Options
Notes
151 TRAVELCENTERS OF AMERICA 180,000 0 0.00%
152 TRAVELERS COMPANIES INC 137,962 12,960 1.67%
153 TRINITY INDS INC 45,445 2,123 0.27%
154 UNION PAC CORP 119,331 12,938 1.67%
155 UNITED TECHNOLOGIES CORP 86,933 9,180 1.19%
156 US BANCORP DEL 14,527 608 0.08%
157 VANGUARD INDEX FDS 45,724 4,557 0.59%
158 VANGUARD INDEX FDS 62,188 5,050 0.65%
159 VANGUARD INDEX FDS 6,150 623 0.08%
160 VANGUARD SPECIALIZED FUNDS 33,789 2,600 0.34%
161 VANGUARD VALUE INDEX ADMIRAL 20,319 643 0.08%
162 VANGUARD WELL FUND 22,417 889 0.11%
163 VANGUARD WINDSOR II FUND ADMIRAL SHS 19,108 1,323 0.17%
164 VANGUARD WINDSOR II INVESTOR 59,534 2,324 0.30%
165 VANGUARD/WELLINGTON FD INC 88,975 6,096 0.79%
166 VERIZON COMMUNICATIONS INC 34,608 1,730 0.22%
167 VISA INC CL A COMMON STOCK 3,221 687 0.09%
168 VODAFONE GROUP PLC NEW 27,837 916 0.12%
169 Vanguard 500 Index FD 3,009 548 0.07%
170 WAL-MART STORES INC 113,155 8,653 1.12%
171 WELLS FARGO & CO NEW 556,450 28,863 3.73%
172 Walgreens 52,526 3,113 0.40%
173 Wells Fargo VT Advantage Oppor 15,644 267 0.03%
174 Welltower Inc. 3,807 237 0.03%
175 XCEL ENERGY INC 15,745 479 0.06%
176 YUM BRANDS INC 19,330 1,391 0.18%
177 ZIMMER BIOMET HLDGS INC 12,240 1,231 0.16%
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