OSTERWEIS CAPITAL MANAGEMENT INC Q1 2025 Filing

Filed May 14, 2025

Portfolio Value

$20.3B

Holdings

337

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (337 positions)

StockValue
ABBVABBVIE INC
$9.1B
PLTRPALANTIR TECHNOLOGIES INC
$8.9B
GOOGLALPHABET INC
$7.6B
FTGCFIRST TR EXCHANGE TRAD FD VI
$6.5B
XLKSELECT SECTOR SPDR TR
$6.2B
IGMISHARES TR
$5.8B
COSTCOSTCO WHSL CORP NEW
$5.0B
HYSPIMCO ETF TR
$5.0B
ISTBISHARES TR
$4.4B
ABTABBOTT LABS
$3.8B
MRKMERCK & CO INC
$3.8B
WRBBERKLEY W R CORP
$3.8B
HDHOME DEPOT INC
$3.8B
CRCRANE COMPANY
$3.1B
DISDISNEY WALT CO
$3.0B
FISVFISERV INC
$2.9B
NOBLPROSHARES TR
$2.7B
ORCLORACLE CORP
$2.6B
AXPAMERICAN EXPRESS CO
$2.3B
BMYBRISTOL-MYERS SQUIBB CO
$2.2B
ABNBAIRBNB INC
$2.1B
TSLATESLA INC
$2.0B
SPGIS&P GLOBAL INC
$1.8B
HEIHEICO CORP NEW
$1.8B
AJGGALLAGHER ARTHUR J & CO
$1.8B
HONHONEYWELL INTL INC
$1.7B
VXUSVANGUARD STAR FDS
$1.7B
VTIVANGUARD INDEX FDS
$1.6B
SCHMSCHWAB STRATEGIC TR
$1.6B
FASTFASTENAL CO
$1.5B
VIOOVANGUARD ADMIRAL FDS INC
$1.5B
VXFVANGUARD INDEX FDS
$1.4B
KVUEKENVUE INC
$1.4B
WFCWELLS FARGO CO NEW
$1.4B
SPYSPDR S&P 500 ETF TR
$1.4B
NSCNORFOLK SOUTHN CORP
$1.4B
NOWSERVICENOW INC
$1.3B
PLDPROLOGIS INC.
$1.2B
FNDASCHWAB STRATEGIC TR
$1.1B
NFLXNETFLIX INC
$979.2M
SMMTSUMMIT THERAPEUTICS INC
$964.5M
SBUXSTARBUCKS CORP
$917.1M
RTXRTX CORPORATION
$865.0M
IBITISHARES BITCOIN TRUST ETF
$850.5M
LYFTLYFT INC
$724.0M
DWDMORGAN STANLEY
$702.4M
HASIHA SUSTAINABLE INFRA CAP INC
$698.8M
CXTCRANE NXT CO
$678.5M
ECLECOLAB INC
$608.4M
MTDMETTLER TOLEDO INTERNATIONAL
$590.5M
IVVISHARES TR
$561.9M
RSRELIANCE INC
$540.0M
EFXEQUIFAX INC
$511.5M
CNTACENTESSA PHARMACEUTICALS PLC
$471.1M
WMTWALMART INC
$456.5M
VUGVANGUARD INDEX FDS
$455.4M
AG8AGILENT TECHNOLOGIES INC
$384.9M
AMGNAMGEN INC
$380.1M
NFGNEW FOUND GOLD CORP
$375.0M
PEPPEPSICO INC
$367.4M
SNAPSNAP INC
$348.4M
UBERUBER TECHNOLOGIES INC
$341.0M
AFWALIGN TECHNOLOGY INC
$335.2M
WMWASTE MGMT INC DEL
$317.2M
AVTRAVANTOR INC
$305.7M
CVXCHEVRON CORP NEW
$292.8M
ORLYOREILLY AUTOMOTIVE INC
$286.5M
OTISOTIS WORLDWIDE CORP
$263.2M
PLSEPULSE BIOSCIENCES INC
$160.9M
CPRTCOPART INC
$152.8M
RIVNRIVIAN AUTOMOTIVE INC
$146.3M
POOLPOOL CORP
$130.5M
KOCOCA COLA CO
$117.5M
MUMICRON TECHNOLOGY INC
$72.1M
MAMASTERCARD INCORPORATED
$54.8M
BACBANK AMERICA CORP
$54.2M
TAT&T INC
$39.6M
CSCOCISCO SYS INC
$37.0M
BACVERIZON COMMUNICATIONS INC
$24.9M
NEENEXTERA ENERGY INC
$24.8M
4I1PHILIP MORRIS INTL INC
$23.8M
GILDGILEAD SCIENCES INC
$22.4M
PFEPFIZER INC
$21.5M
TRVCCITIGROUP INC
$21.3M
DTEDTE ENERGY CO
$20.7M
KELKELLANOVA
$20.6M
AMDADVANCED MICRO DEVICES INC
$20.5M
MDLZMONDELEZ INTL INC
$20.4M
GEGE AEROSPACE
$20.0M
ADBEADOBE INC
$19.2M
TJXTJX COS INC NEW
$18.3M
GRNYTIDAL ETF TR
$18.2M
TXNTEXAS INSTRS INC
$18.0M
ICEINTERCONTINENTAL EXCHANGE IN
$17.3M
EVRGEVERGY INC
$17.2M
INTCINTEL CORP
$17.0M
APHAMPHENOL CORP NEW
$16.4M
SCHWSCHWAB CHARLES CORP
$15.7M
MCDMCDONALDS CORP
$15.6M
PHMPULTE GROUP INC
$15.4M
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