Chief Compliance Officer

0001765380-26-000127.txt : 20260427 0001765380-26-000127.hdr.sgml : 20260427 20260427170923 ACCESSION NUMBER: 0001765380-26-000127 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20260331 FILED AS OF DATE: 20260427 DATE AS OF CHANGE: 20260427 EFFECTIVENESS DATE: 20260427 FILER: COMPANY DATA: COMPANY CONFORMED NAME: OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC CENTRAL INDEX KEY: 0001005607 ORGANIZATION NAME: EIN: 943315228 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-05208 FILM NUMBER: 26901945 BUSINESS ADDRESS: STREET 1: ONE EMBARCADERO CENTER STREET 2: SUITE 4100 CITY: SAN FRANCISCO STATE: CA ZIP: 94111 BUSINESS PHONE: 4153625637 MAIL ADDRESS: STREET 1: ONE EMBARCADERO CENTER STREET 2: SUITE 4100 CITY: SAN FRANCISCO STATE: CA ZIP: 94111 FORMER COMPANY: FORMER CONFORMED NAME: OSBORNE PARTNERS CAPITAL MANAGEMENT DATE OF NAME CHANGE: 20010724 FORMER COMPANY: FORMER CONFORMED NAME: BERRY HARTELL EVERS & OSBORNE INC/ DATE OF NAME CHANGE: 19990406 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001005607 XXXXXXXX 03-31-2026 03-31-2026 OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC

ONE EMBARCADERO CENTER SUITE 4100 SAN FRANCISCO CA 94111

13F HOLDINGS REPORT 028-05208 000108100 801-56319 N Christy Fabian Chief Compliance Officer 813-543-9849 Christy Fabian Tampa FL 03-31-2026 0 197 1891301322 false INFORMATION TABLE 2 20261QOPCM13f.xml ABBOTT LABORATORIES COM 002824100 11550361 112500 SH SOLE 0 1132 0 111368 ABBVIE INC COM 00287Y109 2496568 11479 SH SOLE 0 0 0 11479 ABM INDS INC COM 000957100 419868 10900 SH SOLE 0 0 0 10900 ADVANCED MICRO DEVICES INC COM 007903107 21845737 107387 SH SOLE 0 1215 0 106172 AIR LEASE CORP CL A 00912X302 4471800 68860 SH SOLE 0 100 0 68760 AIR PRODUCTS AND CHEMICALS I COM 009158106 13293906 45764 SH SOLE 0 510 0 45254 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 14540307 115896 SH SOLE 0 1032 0 114864 ALPHABET INC CAP STK CL A 02079K305 27083152 94183 SH SOLE 0 1283 0 92900 ALPHABET INC CAP STK CL C 02079K107 34325374 119659 SH SOLE 0 195 0 119464 AMAZON COM INC COM 023135106 37279080 178994 SH SOLE 0 1770 0 177224 AMERICAN EXPRESS CO COM 025816109 3032967 10027 SH SOLE 0 0 0 10027 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