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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
101 FRANKLIN RESOURCES INC 33,000 1,391 0.20%
102 KRAFT HEINZ CO 14,809 1,345 0.19%
103 ZIMMER BIOMET HLDGS INC 11,000 1,343 0.19%
104 VISA INC 14,041 1,248 0.18%
105 VERIZON COMMUNICATIONS INC 24,429 1,191 0.17%
106 YUM BRANDS INC 18,480 1,181 0.17%
107 VANGUARD WELL FUND 28,037 1,126 0.16%
108 CARMAX INC 18,475 1,094 0.16%
109 GLAXOSMITHKLINE PLC 25,671 1,082 0.15%
110 MONSANTO CO NEW 9,330 1,056 0.15%
111 CONSOLIDATED EDISON INC 13,428 1,043 0.15%
112 DUKE ENERGY CORP NEW 12,645 1,037 0.15%
113 AMERICAN TOWER CORP NEW 8,420 1,023 0.15%
114 GREAT PLAINS ENERGY INC 30,841 901 0.13%
115 HEALTHCARE SVCS GRP INC 20,900 901 0.13%
116 DOMINION ENERGY INC 11,495 892 0.13%
117 VANGUARD WINDSOR II FUND ADMIRAL SHS 13,340 872 0.12%
118 LONGLEAF PARTNERS SM CAP FD 28,391 811 0.12%
119 BIOGEN INC 2,769 757 0.11%
120 POWERSHARES ETF DYNAMIC BIOTECHNOLOGY & GENOME 17,670 747 0.11%
121 VANGUARD INDEX FDS 6,161 747 0.11%
122 BANK AMER CORP 31,538 744 0.11%
123 MERCK & CO INC 11,619 738 0.11%
124 AFFILIATED MANAGERS GROUP 4,175 684 0.10%
125 DUN & BRADSTREET CORP DEL NE 6,185 668 0.10%
126 Vanguard 500 Index FD 3,016 658 0.09%
127 AMERIGAS PARTNERS L P 13,553 638 0.09%
128 PINNACLE WEST 7,465 622 0.09%
129 T Rowe Price Blue Chip Growth 7,528 604 0.09%
130 SCHWAB CHARLES CORP 14,071 574 0.08%
131 VANGUARD TOTAL STOCK MARKET IN 9,278 548 0.08%
132 OAKMARK OAKMARK FUND INVESTOR CLASS 7,185 542 0.08%
133 AIR PRODS & CHEMS INC 3,845 520 0.07%
134 YUM CHINA HLDGS INC 18,480 503 0.07%
135 BERKSHIRE HATHAWAY INC DEL 2 500 0.07%
136 Fidelity Equity Income II 18,159 500 0.07%
137 WEC ENERGY GROUP INC 8,171 495 0.07%
138 POWERSHARES QQQ TRUST 3,495 463 0.07%
139 3M CO 2,250 430 0.06%
140 Deutsche Large Cap Value 25,372 425 0.06%
141 S&P GLOBAL INC 3,250 425 0.06%
142 KEY TRONICS CORP 57,300 421 0.06%
143 FIDELITY CONTRAFUND INC 3,831 413 0.06%
144 SOUTHERN CO 8,195 408 0.06%
145 Schwab 1000 Fund 7,086 403 0.06%
146 JOHNSON CTLS INTL PLC 9,418 397 0.06%
147 FACEBOOK INC 2,773 394 0.06%
148 DEERE & CO 3,500 381 0.05%
149 Schwab S&P 500 Portfolio 9,536 374 0.05%
150 Schwab S&P 500 Index FD 10,126 370 0.05%
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