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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 HOME DEPOT INC 47,294 6,944 0.99%
102 HEALTHCARE SVCS GRP INC 20,900 901 0.13%
103 HAWAIIAN ELEC INDUSTRIES COM 9,605 320 0.05%
104 GREAT PLAINS ENERGY INC 30,841 901 0.13%
105 GLAXOSMITHKLINE PLC 25,671 1,082 0.15%
106 GENERAL MLS INC 4,553 269 0.04%
107 GENERAL ELECTRIC CO 505,025 15,050 2.16%
108 Fidelity Equity Income II 18,159 500 0.07%
109 FRANKLIN RESOURCES INC 33,000 1,391 0.20%
110 FORTIVE CORP 46,735 2,814 0.40%
111 FISERV INC 24,300 2,802 0.40%
112 FIDELITY CONTRAFUND INC 3,831 413 0.06%
113 FACEBOOK INC 2,773 394 0.06%
114 EXXON MOBIL CORP 164,909 13,524 1.94%
115 ENVISION HEALTHCARE CORP 55,985 3,433 0.49%
116 ELECTRONIC ARTS INC 27,750 2,484 0.36%
117 ECOLAB INC 66,355 8,317 1.19%
118 EBAY INC 199,003 6,681 0.96%
119 Deutsche Small Mid Cap Val VIP 10,012 191 0.03%
120 Deutsche Large Cap Value 25,372 425 0.06%
121 DUN & BRADSTREET CORP DEL NE 6,185 668 0.10%
122 DUKE ENERGY CORP NEW 12,645 1,037 0.15%
123 DTE ENERGY CO 2,500 255 0.04%
124 DOMINION ENERGY INC 11,495 892 0.13%
125 DODGE & COX STOCK FUND 9,021 1,714 0.25%
126 DODGE & COX BALANCED 2,086 219 0.03%
127 DISNEY WALT CO 95,541 10,833 1.55%
128 DEERE & CO 3,500 381 0.05%
129 DANAHER CORP DEL 182,976 15,650 2.24%
130 CVS HEALTH CORP 118,792 9,325 1.34%
131 CSX CORP 6,500 303 0.04%
132 COSTCO WHSL CORP NEW 12,285 2,060 0.29%
133 CONSOLIDATED EDISON INC 13,428 1,043 0.15%
134 COMERICA INC 3,999 274 0.04%
135 COCA COLA CO 102,442 4,348 0.62%
136 CISCO SYS INC 105,274 3,558 0.51%
137 CHEVRON CORP NEW 54,792 5,883 0.84%
138 CHENIERE ENERGY INC 70,422 3,329 0.48%
139 CF INDS HLDGS INC 168,923 4,958 0.71%
140 CENTENE CORP DEL 137,700 9,813 1.41%
141 CDK GLOBAL INC 22,233 1,445 0.21%
142 CATERPILLAR INC 21,417 1,987 0.28%
143 CARMAX INC 18,475 1,094 0.16%
144 Berkshire Hathaway Class A 1/100 100 250 0.04%
145 BUNGE LIMITED 59,218 4,694 0.67%
146 BRISTOL MYERS SQUIBB CO 106,292 5,780 0.83%
147 BP PLC 41,311 1,426 0.20%
148 BOX INC 115,413 1,882 0.27%
149 BOEING CO 21,205 3,750 0.54%
150 BIOGEN INC 2,769 757 0.11%
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