Holdings
Osterweis Capital Management Inc
As of Jun 30, 2026, Osterweis Capital Management Inc reported 197 positions worth US$1.82B. Largest: Alphabet Inc (google) Class C, Apple Inc and Amazon.com, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Alphabet Inc (google) Class C | 323K | US$115M | −8,289 | Jun 30, 2026 |
| Apple Inc | 240K | US$69.4M | +194K | Jun 30, 2026 |
| Amazon.com, Inc. | 253K | US$60.2M | −6,344 | Jun 30, 2026 |
| Applied Materials, Inc. | 81,318 | US$58.8M | −60,814 | Jun 30, 2026 |
| Analog Devices, Inc. | 135K | US$53.7M | −15,090 | Jun 30, 2026 |
| Microsoft Corp. | 141K | US$52.6M | −3,766 | Jun 30, 2026 |
| Eli Lilly And Company | 43,596 | US$52.3M | −1,192 | Jun 30, 2026 |
| Broadcom Inc. | 135K | US$51.1M | −19,736 | Jun 30, 2026 |
| Visa Inc. | 142K | US$48.8M | −1,688 | Jun 30, 2026 |
| Waste Connections, Inc. | 278K | US$46.4M | +37,736 | Jun 30, 2026 |