OSTERWEIS CAPITAL MANAGEMENT INC - Portfolio Stock Holdings
OSTERWEIS CAPITAL MANAGEMENT INC disclosed 210 stock positions in a recent SEC 13F filing. $1,839,654,028 of stock holdings were filed, with the largest holdings including GOOG, AAPL, and AMZN. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $439,351,047 and has 66 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
210Est. Stock Holding Value:
$1,839,654,028Top Stock Holdings By Sector
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Portfolio Stock Holdings - OSTERWEIS CAPITAL MANAGEMENT INC
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