John Tavernetti
@Osterweis Capital Management Inc
Latest period2024 - Q3ReportedManaged Assets$1.974BTotal holdings190
Assets growth rate1.99%Assets growth rate (2-Q avg)7.84%Continuous growth in asset value4 quarters
Portfolio positions
This chart displays the top 10 holdings in Osterweis Capital Management Inc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 190 positions.
Assets under management
The assets under management (AUM) of Osterweis Capital Management Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.974B in assets, with a quarterly growth rate of 1.99% and a 2-quarter average growth rate of 7.84%. The portfolio is managed by John Tavernetti, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
ROSTRoss Stores Inc
| 2.02% | $39.676M 263,611 shares@ $150.52 avg price | Increased 0.88% |
TMOThermo Fisher Scientific Inc
| 1.98% | $38.888M 62,867 shares@ $618.57 avg price | Increased 15.81% |
BROBrown & Brown Inc
| 1.97% | $38.846M 374,965 shares@ $103.6 avg price | Decreased -1.59% |
EGPEastgroup Pptys Inc
| 1.95% | $38.361M 205,336 shares@ $186.82 avg price | Increased 0.47% |
KEYSKeysight Technologies Inc
| 1.88% | $37.063M 233,203 shares@ $158.94 avg price | Increased 9.98% |
ADBEAdobe Inc
| 1.88% | $36.954M 71,371 shares@ $517.79 avg price | Increased 0.51% |
HSYHershey Co
| 1.86% | $36.556M 190,614 shares@ $191.79 avg price | New Position |
AZOAutozone Inc
| 1.84% | $36.178M 11,485 shares@ $3150.05 avg price | Increased 20.42% |
AVGOBroadcom Inc
| 1.66% | $32.582M 188,881 shares@ $172.51 avg price | Increased 906.19% |
LHXL3harris Technologies Inc
| 1.55% | $30.446M 127,993 shares@ $237.87 avg price | Decreased -13.89% |