0001005607-25-000002.txt : 20250124 0001005607-25-000002.hdr.sgml : 20250124 20250124110555 ACCESSION NUMBER: 0001005607-25-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20241231 FILED AS OF DATE: 20250124 DATE AS OF CHANGE: 20250124 EFFECTIVENESS DATE: 20250124 FILER: COMPANY DATA: COMPANY CONFORMED NAME: OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC CENTRAL INDEX KEY: 0001005607 ORGANIZATION NAME: IRS NUMBER: 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: 25552448 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 12-31-2024 12-31-2024 OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC

ONE EMBARCADERO CENTER SUITE 4100 SAN FRANCISCO CA 94111

13F HOLDINGS REPORT 028-05208 000108100 801-56319 N ALICIA W. CHENG 415-362-5637 ALICIA W. CHENG SAN FRANCISCO CA 01-24-2025 0 218 1728234078 false INFORMATION TABLE 2 inftable.xml 13F FOR PERIOD ENDING DECEMBER 31, 2024 ABBOTT LABS COM 002824100 13476629 119146 SH SOLE 0 780 0 118366 ABBVIE INC COM 00287Y109 2281846 12841 SH SOLE 0 0 0 12841 ABM INDS INC COM 000957100 225192 4400 SH SOLE 0 0 0 4400 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 5150557 14641 SH SOLE 0 0 0 14641 ADVANCED MICRO DEVICES INC COM 007903107 11627849 96265 SH SOLE 0 730 0 95535 AIR PRODS & CHEMS INC COM 009158106 8027727 27678 SH SOLE 0 195 0 27483 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 9592744 113135 SH SOLE 0 1047 0 112088 ALPHABET INC CAP STK CL C 02079K107 28452886 149406 SH SOLE 0 300 0 149106 ALPHABET INC CAP STK CL A 02079K305 22037739 116417 SH SOLE 0 1378 0 115039 ALPS ETF TR ALERIAN MLP 00162Q452 242486 5035 SH SOLE 0 0 0 5035 AMAZON COM INC COM 023135106 1288697 5874 SH SOLE 0 90 0 5784 AMERICAN EXPRESS CO COM 025816109 2326240 7838 SH SOLE 0 0 0 7838 AMERICAN TOWER CORP NEW COM 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