Long-term investor
Osterweis Capital Management Inc. @osterweiscapitalmanageme
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001007524).
Record
- Tracked since 2025-06-30 (434 days), 179 trades recorded
- Returns: week n/a · month n/a · 90 days +10.9% · 6 months +10.0% · 1 year +14.3% · all +14.3%
- Max drawdown -4.1% · Sharpe 0.72 · win rate 31% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- GOOG · 5.4% · long · since 2025-06-30
- AAPL · 3.3% · long · since 2025-06-30
- 57164YAF4 · 2.9% · long · since 2026-03-31
- AMZN · 2.8% · long · since 2025-06-30
- AMAT · 2.8% · long · since 2025-06-30
- 00827BAB2 · 2.7% · long · since 2026-03-31
- ADI · 2.5% · long · since 2025-06-30
- MSFT · 2.5% · long · since 2025-06-30
- LLY · 2.5% · long · since 2025-06-30
- AVGO · 2.4% · long · since 2025-06-30
- V · 2.3% · long · since 2025-06-30
- WCN · 2.2% · long · since 2025-06-30