OSTERWEIS CAPITAL MANAGEMENT INC Q4 2022 Filing

Filed February 14, 2023

Portfolio Value

$1.4T

Holdings

233

Report Date

Q4 2022

Filing Type

13F-HR

All Holdings (233 positions)

StockValue
NTRANATERA INC
$1.7B
HASIHANNON ARMSTRONG SUST INFR C
$1.7B
AKOYA BIOSCIENCES INC
$1.2B
IRDMIRIDIUM COMMUNICATIONS INC
$1.2B
XOMEXXON MOBIL CORP
$1.2B
8CWCROWN CASTLE INC
$1.2B
HDHOME DEPOT INC
$973.5M
ABBVABBVIE INC
$868.8M
ESSESSEX PPTY TR INC
$859.3M
VOOVANGUARD INDEX FDS
$770.1M
MRKMERCK & CO INC
$636.0M
GKDGRAND CANYON ED INC
$616.4M
TMOTHERMO FISHER SCIENTIFIC INC
$576.6M
WFCWELLS FARGO CO NEW
$573.8M
ABTABBOTT LABS
$499.0M
ISTBISHARES TR
$486.2M
HYSPIMCO ETF TR
$451.2M
XLKSELECT SECTOR SPDR TR
$425.7M
COSTCOSTCO WHSL CORP NEW
$410.9M
UNHUNITEDHEALTH GROUP INC
$369.5M
CVXCHEVRON CORP NEW
$368.9M
PLTRPALANTIR TECHNOLOGIES INC
$351.6M
UCBUNITED CMNTY BKS BLAIRSVLE G
$345.8M
LECOLINCOLN ELEC HLDGS INC
$317.9M
SBUXSTARBUCKS CORP
$274.8M
WRBBERKLEY W R CORP
$266.1M
PEPPEPSICO INC
$256.9M
VTIVANGUARD INDEX FDS
$227.7M
DISDISNEY WALT CO
$226.8M
FISVFISERV INC
$218.3M
SCHMSCHWAB STRATEGIC TR
$217.8M
BMYBRISTOL-MYERS SQUIBB CO
$214.2M
SCHBSCHWAB STRATEGIC TR
$209.6M
WEPMAGELLAN MIDSTREAM PRTNRS LP
$200.8M
NVDANVIDIA CORPORATION
$198.8M
HTBKHERITAGE COMM CORP
$195.3M
WBAWALGREENS BOOTS ALLIANCE INC
$193.7M
AJGGALLAGHER ARTHUR J & CO
$181.9M
SPYSPDR S&P 500 ETF TR
$172.5M
RTXRAYTHEON TECHNOLOGIES CORP
$170.6M
NEENEXTERA ENERGY INC
$147.6M
AXPAMERICAN EXPRESS CO
$145.1M
MAAMID-AMER APT CMNTYS INC
$141.3M
NOBLPROSHARES TR
$135.9M
ABNBAIRBNB INC
$129.5M
OREALTY INCOME CORP
$126.9M
NFGNEW FOUND GOLD CORP
$126.3M
IUSVISHARES TR
$119.4M
AFLAFLAC INC
$117.3M
MGCVANGUARD WORLD FD
$109.4M
EFXEQUIFAX INC
$108.8M
AMGNAMGEN INC
$99.0M
RSRELIANCE STEEL & ALUMINUM CO
$97.2M
HONHONEYWELL INTL INC
$94.9M
COPCONOCOPHILLIPS
$80.1M
PFEPFIZER INC
$77.7M
BOHBANK HAWAII CORP
$77.6M
VIOOVANGUARD ADMIRAL FDS INC
$72.6M
ATRAPTARGROUP INC
$72.6M
BACVERIZON COMMUNICATIONS INC
$72.6M
MTDMETTLER TOLEDO INTERNATIONAL
$72.3M
LYFTLYFT INC
$67.2M
MDLZMONDELEZ INTL INC
$60.5M
STZCONSTELLATION BRANDS INC
$57.9M
USBUS BANCORP DEL
$57.1M
MCKMCKESSON CORP
$56.3M
NKENIKE INC
$52.1M
EVGOEVGO INC
$51.9M
DWDMORGAN STANLEY
$50.2M
LMTLOCKHEED MARTIN CORP
$50.1M
AG8AGILENT TECHNOLOGIES INC
$48.5M
TJXTJX COS INC NEW
$47.8M
CSCOCISCO SYS INC
$47.1M
SCHFSCHWAB STRATEGIC TR
$45.6M
NDQINVESCO QQQ TR
$44.7M
HCAHCA HEALTHCARE INC
$44.4M
EMREMERSON ELEC CO
$43.8M
IBBISHARES TR
$43.7M
AWCAMERICAN WTR WKS CO INC NEW
$43.6M
MAMASTERCARD INCORPORATED
$42.1M
AVGOBROADCOM INC
$41.9M
OXYOCCIDENTAL PETE CORP
$40.8M
TANINVESCO EXCH TRADED FD TR II
$36.5M
IGMISHARES TR
$36.4M
BABAALIBABA GROUP HLDG LTD
$34.8M
ECLECOLAB INC
$34.2M
CMICUMMINS INC
$33.4M
PLDPROLOGIS INC.
$32.7M
KOCOCA COLA CO
$32.4M
USRTISHARES TR
$32.2M
WMWASTE MGMT INC DEL
$31.4M
NFLXNETFLIX INC
$29.5M
CARRCARRIER GLOBAL CORPORATION
$28.9M
CMCSACOMCAST CORP NEW
$28.8M
BMRCBANK MARIN BANCORP
$27.9M
SPGIS&P GLOBAL INC
$25.8M
MCDMCDONALDS CORP
$24.5M
MSCIMSCI INC
$24.2M
HDBHDFC BANK LTD
$23.9M
XBXMXNUVEEN S&P 500 BUY-WRITE INC
$22.8M
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