- New Purchases: BWA, LTHM, DE, XLK, NVS, TIF, XLV,
- Added Positions: CNC, CVX, WFC, AXP, PANW, DWDP, MGM, KO, CVS, GOOG, LOW, LAZ, GE, VIG, VTI, EOG, MDY, MTUM, QQQ,
- Reduced Positions: SPY, MSFT, PFE, ADP, DHR, PG, ACN, WMT, BRK.B, HD, BMY, XOM, AAPL, PM, MO, BA, FTV, IBM, UNP, AMGN, PWR, KMB, JPM, MMC, ECL, INTC, EBAY, RDS.A, JNJ, TRV, V, ABT, DIS, AMT, SLB, T, ABBV, NXPI, KMX, BP, PEP, VZ, LNG, GOOGL, CSCO, RSP, NEE, AZO, DVY, AVGO, SPGI, TMO, VTV, DLTR, MCD, AMZN, UTX, BABA, PSX, EVRG, CF, QCOM, PNW, BAC, EXPE, MMM, DNOW, ED, PYPL, SO, VB, APD, XRAY, VUG, WBA, ORCL, MRK, MCK, CAT, IRIX, APU, D, VOO, DTE, FB,
- Sold Out: NKE, OAK, JWN, INTU, COST, EA, BMS, MDLZ, YUM, NUE, BEN, ZBH, CDK, SHPG, GSK, DNB, HCSG, C, KHC, YUMC, LLY, CSX, AMG, TFX, POST, UEC,
For the details of OSBORNE PARTNERS CAPITAL MANAGEMENT's stock buys and sells, go to https://www.gurufocus.com/guru/osborne+partners+capital+management/current-portfolio/portfolio
These are the top 5 holdings of OSBORNE PARTNERS CAPITAL MANAGEMENT- Microsoft Corp (MSFT) - 162,087 shares, 4.08% of the total portfolio. Shares reduced by 49.04%
- JPMorgan Chase & Co (JPM) - 183,594 shares, 3.96% of the total portfolio. Shares reduced by 10.92%
- Apple Inc (AAPL) - 91,324 shares, 3.70% of the total portfolio. Shares reduced by 20.76%
- Danaher Corp (DHR) - 95,371 shares, 2.69% of the total portfolio. Shares reduced by 47.08%
- Abbott Laboratories (ABT) - 146,706 shares, 2.50% of the total portfolio. Shares reduced by 11.29%
Osborne Partners Capital Management initiated holding in BorgWarner Inc. The purchase prices were between $34.07 and $41.96, with an estimated average price of $39.29. The stock is now traded at around $43.55. The impact to a portfolio due to this purchase was 0.81%. The holding were 98,740 shares as of .
New Purchase: Livent Corp (LTHM)Osborne Partners Capital Management initiated holding in Livent Corp. The purchase prices were between $12.09 and $14.56, with an estimated average price of $13.04. The stock is now traded at around $10.83. The impact to a portfolio due to this purchase was 0.16%. The holding were 61,800 shares as of .
New Purchase: Deere & Co (DE)Osborne Partners Capital Management initiated holding in Deere & Co. The purchase prices were between $144.05 and $165.97, with an estimated average price of $159.68. The stock is now traded at around $165.31. The impact to a portfolio due to this purchase was 0.12%. The holding were 3,500 shares as of .
New Purchase: SPDR Select Sector Fund - Technology (XLK)Osborne Partners Capital Management initiated holding in SPDR Select Sector Fund - Technology. The purchase prices were between $58.89 and $75.09, with an estimated average price of $68.3. The stock is now traded at around $78.88. The impact to a portfolio due to this purchase was 0.07%. The holding were 4,322 shares as of .
New Purchase: Novartis AG (NVS)Osborne Partners Capital Management initiated holding in Novartis AG. The purchase prices were between $73.8 and $84.4, with an estimated average price of $78.6. The stock is now traded at around $77.82. The impact to a portfolio due to this purchase was 0.06%. The holding were 2,773 shares as of .
New Purchase: Tiffany & Co (TIF)Osborne Partners Capital Management initiated holding in Tiffany & Co. The purchase prices were between $79.59 and $105.55, with an estimated average price of $91.58. The stock is now traded at around $106.75. The impact to a portfolio due to this purchase was 0.05%. The holding were 2,000 shares as of .
Added: Centene Corp (CNC)Osborne Partners Capital Management added to a holding in Centene Corp by 95.83%. The purchase prices were between $52.12 and $65.89, with an estimated average price of $60.76. The stock is now traded at around $50.20. The impact to a portfolio due to this purchase was 1.08%. The holding were 194,180 shares as of .
Added: Chevron Corp (CVX)Osborne Partners Capital Management added to a holding in Chevron Corp by 56.71%. The purchase prices were between $108.57 and $125.88, with an estimated average price of $118.12. The stock is now traded at around $118.28. The impact to a portfolio due to this purchase was 0.39%. The holding were 41,017 shares as of .
Added: American Express Co (AXP)Osborne Partners Capital Management added to a holding in American Express Co by 49.20%. The purchase prices were between $93.43 and $113.55, with an estimated average price of $104.9. The stock is now traded at around $114.02. The impact to a portfolio due to this purchase was 0.13%. The holding were 17,100 shares as of .
Sold Out: Nike Inc (NKE)Osborne Partners Capital Management sold out a holding in Nike Inc. The sale prices were between $72.75 and $88.01, with an estimated average price of $82.38.
Sold Out: Oaktree Capital Group LLC (OAK)Osborne Partners Capital Management sold out a holding in Oaktree Capital Group LLC. The sale prices were between $39.75 and $49.65, with an estimated average price of $43.31.
Sold Out: Nordstrom Inc (JWN)Osborne Partners Capital Management sold out a holding in Nordstrom Inc. The sale prices were between $42.93 and $49.29, with an estimated average price of $45.64.
Sold Out: Intuit Inc (INTU)Osborne Partners Capital Management sold out a holding in Intuit Inc. The sale prices were between $188.52 and $261.41, with an estimated average price of $230.35.
Sold Out: Costco Wholesale Corp (COST)Osborne Partners Capital Management sold out a holding in Costco Wholesale Corp. The sale prices were between $200.42 and $242.14, with an estimated average price of $218.37.
Sold Out: Electronic Arts Inc (EA)Osborne Partners Capital Management sold out a holding in Electronic Arts Inc. The sale prices were between $78.71 and $106.84, with an estimated average price of $94.69.
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