Investments: OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC

Aktie	Ticker	2025/Q1
		Investment ($)	QoQ Veränd. ($)
		1.332.850.298 $	+1.332.850.298 $
BANK OF AMERICA CORP /DE/	BAC	674.896.272 $	+674.896.272 $
BlackRock, Inc.	BLK	77.553.800 $	+77.553.800 $
APPFOLIO INC	APPF	66.636.632 $	+66.636.632 $
MICROSOFT CORP	MSFT	53.411.045 $	+53.411.045 $
ALPHA PRO TECH LTD	APT	40.673.811 $	+40.673.811 $
JPMORGAN CHASE & CO	JPM	29.095.752 $	+29.095.752 $
NVIDIA CORP	NVDA	24.036.516 $	+24.036.516 $
BERKSHIRE HATHAWAY INC	BRK-B	18.929.668 $	+18.929.668 $
Palo Alto Networks Inc	PANW	18.850.085 $	+18.850.085 $
MERCADOLIBRE INC	MELI	16.106.383 $	+16.106.383 $
CENTENE CORP	CNC	13.362.291 $	+13.362.291 $
Walmart Inc.	WMT	13.245.316 $	+13.245.316 $
CVS HEALTH Corp	CVS	13.235.265 $	+13.235.265 $
Walt Disney Co	DIS	12.630.127 $	+12.630.127 $
EXXON MOBIL CORP	XOM	12.563.004 $	+12.563.004 $
PROCTER & GAMBLE Co	PG	12.556.375 $	+12.556.375 $
ISHARES GOLD TRUST	IAU	11.633.221 $	+11.633.221 $
LKQ CORP	LKQ	11.359.068 $	+11.359.068 $
Booking Holdings Inc.	BKNG	11.116.713 $	+11.116.713 $
ADVANCED MICRO DEVICES INC	AMD	10.990.509 $	+10.990.509 $
BORGWARNER INC	BWA	10.684.983 $	+10.684.983 $
POOL CORP	POOL	10.650.451 $	+10.650.451 $
PEPSICO INC	PEP	9.874.840 $	+9.874.840 $
MGM Resorts International	MGM	9.668.467 $	+9.668.467 $
GLOBAL PAYMENTS INC	GPN	9.519.034 $	+9.519.034 $
RYANAIR HOLDINGS PLC	RYAAY	8.673.181 $	+8.673.181 $
Caesars Entertainment, Inc.	CZR	8.660.650 $	+8.660.650 $
RTX Corp	RTX	8.446.766 $	+8.446.766 $
Phillips 66	PSX	8.245.804 $	+8.245.804 $
LAS VEGAS SANDS CORP	LVS	8.167.818 $	+8.167.818 $
AMAZON COM INC	AMZN	7.892.556 $	+7.892.556 $
Otis Worldwide Corp	OTIS	7.748.944 $	+7.748.944 $
ICON PLC	ICLR	7.488.872 $	+7.488.872 $
HUMANA INC	HUM	5.728.866 $	+5.728.866 $
NICOLET BANKSHARES INC	NIC	4.931.092 $	+4.931.092 $
PFIZER INC	PFE	4.835.480 $	+4.835.480 $
ASML HOLDING NV	ASML	4.790.183 $	+4.790.183 $
Accenture plc	ACN	4.577.627 $	+4.577.627 $
AMGEN INC	AMGN	3.886.586 $	+3.886.586 $
NUCOR CORP	NUE	3.544.013 $	+3.544.013 $
FREEPORT-MCMORAN INC	FCX	3.194.956 $	+3.194.956 $
JOHNSON & JOHNSON	JNJ	3.178.655 $	+3.178.655 $
Fortive Corp	FTV	3.040.629 $	+3.040.629 $
YUM BRANDS INC	YUM	2.908.013 $	+2.908.013 $
ELI LILLY & Co	LLY	2.702.376 $	+2.702.376 $
AbbVie Inc.	ABBV	2.699.246 $	+2.699.246 $
COCA COLA CO	KO	2.488.509 $	+2.488.509 $
AMERICAN EXPRESS CO	AXP	2.100.742 $	+2.100.742 $
CATERPILLAR INC	CAT	2.009.471 $	+2.009.471 $
CHEVRON CORP	CVX	1.934.876 $	+1.934.876 $
DEERE & CO	DE	1.431.518 $	+1.431.518 $
CARMAX INC	KMX	1.400.612 $	+1.400.612 $
AUTOZONE INC	AZO	1.345.911 $	+1.345.911 $
ORACLE CORP	ORCL	1.327.636 $	+1.327.636 $
Shell plc	SHEL	1.190.653 $	+1.190.653 $
GENERAL ELECTRIC CO	GE	1.016.762 $	+1.016.762 $
Veralto Corp	VLTO	1.008.705 $	+1.008.705 $
BP PLC	BP	774.163 $	+774.163 $
NEXTERA ENERGY INC	NEE	773.481 $	+773.481 $
SCHWAB CHARLES CORP	SCHW	706.007 $	+706.007 $
UNITEDHEALTH GROUP INC	UNH	558.318 $	+558.318 $
MCDONALDS CORP	MCD	546.023 $	+546.023 $
CSX CORP	CSX	493.983 $	+493.983 $
VERIZON COMMUNICATIONS INC	VZ	379.074 $	+379.074 $
COMCAST CORP	CMCSA	332.358 $	+332.358 $
Mastercard Inc	MA	295.254 $	+295.254 $
COPART INC	CPRT	282.384 $	+282.384 $
GARTNER INC	IT	262.338 $	+262.338 $
LINDE PLC	LIN	253.774 $	+253.774 $
MORGAN STANLEY	MS	232.173 $	+232.173 $
LAM RESEARCH CORP	LRCX	223.262 $	+223.262 $
INTEL CORP	INTC	220.582 $	+220.582 $
AT&T INC.	T	216.370 $	+216.370 $
LOCKHEED MARTIN CORP	LMT	215.761 $	+215.761 $
STARBUCKS CORP	SBUX	207.657 $	+207.657 $
		1.332.850.298 $	+1.332.850.298 $