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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 (2017Q1)
Original 13F HR (0001005607-17-000005) filed in 2017.04.24
#
Name
Shares
Value ($)
%
Options
Notes
51 AMERIGAS PARTNERS L P 13,553 638 0.09%
52 Vanguard 500 Index FD 3,016 658 0.09%
53 DUN & BRADSTREET CORP DEL NE 6,185 668 0.10%
54 AFFILIATED MANAGERS GROUP 4,175 684 0.10%
55 MERCK & CO INC 11,619 738 0.11%
56 BANK AMER CORP 31,538 744 0.11%
57 POWERSHARES ETF DYNAMIC BIOTECHNOLOGY & GENOME 17,670 747 0.11%
58 VANGUARD INDEX FDS 6,161 747 0.11%
59 BIOGEN INC 2,769 757 0.11%
60 LONGLEAF PARTNERS SM CAP FD 28,391 811 0.12%
61 VANGUARD WINDSOR II FUND ADMIRAL SHS 13,340 872 0.12%
62 DOMINION ENERGY INC 11,495 892 0.13%
63 HEALTHCARE SVCS GRP INC 20,900 901 0.13%
64 GREAT PLAINS ENERGY INC 30,841 901 0.13%
65 AMERICAN TOWER CORP NEW 8,420 1,023 0.15%
66 DUKE ENERGY CORP NEW 12,645 1,037 0.15%
67 CONSOLIDATED EDISON INC 13,428 1,043 0.15%
68 MONSANTO CO NEW 9,330 1,056 0.15%
69 GLAXOSMITHKLINE PLC 25,671 1,082 0.15%
70 CARMAX INC 18,475 1,094 0.16%
71 VANGUARD WELL FUND 28,037 1,126 0.16%
72 YUM BRANDS INC 18,480 1,181 0.17%
73 VERIZON COMMUNICATIONS INC 24,429 1,191 0.17%
74 VISA INC 14,041 1,248 0.18%
75 ZIMMER BIOMET HLDGS INC 11,000 1,343 0.19%
76 KRAFT HEINZ CO 14,809 1,345 0.19%
77 FRANKLIN RESOURCES INC 33,000 1,391 0.20%
78 BP PLC 41,311 1,426 0.20%
79 CDK GLOBAL INC 22,233 1,445 0.21%
80 AQR Fds Momntm Fd Cl L 72,992 1,472 0.21%
81 AMERICAN EXPRESS CO 21,474 1,699 0.24%
82 DODGE & COX STOCK FUND 9,021 1,714 0.25%
83 INTUIT 15,100 1,751 0.25%
84 ROYAL DUTCH SHELL PLC 35,692 1,882 0.27%
85 BOX INC 115,413 1,882 0.27%
86 MONDELEZ INTL INC 44,289 1,908 0.27%
87 CATERPILLAR INC 21,417 1,987 0.28%
88 VANGUARD WINDSOR II INVESTOR 55,278 2,036 0.29%
89 COSTCO WHSL CORP NEW 12,285 2,060 0.29%
90 PACCAR INC 30,853 2,073 0.30%
91 BEMIS INC 42,850 2,094 0.30%
92 AT&T INC 53,949 2,242 0.32%
93 NOW INC 133,430 2,263 0.32%
94 ISHARES TR 20,000 2,299 0.33%
95 ELECTRONIC ARTS INC 27,750 2,484 0.36%
96 TRAVELERS COMPANIES INC 22,852 2,755 0.39%
97 AMGEN INC 16,932 2,778 0.40%
98 FISERV INC 24,300 2,802 0.40%
99 FORTIVE CORP 46,735 2,814 0.40%
100 ISHARES TR 24,750 2,817 0.40%
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