The Osterweis Fund

The Osterweis Fund is a registered fund series of Professionally Managed Portfolios (series S000004931). Net assets $133.9M as of 2026-03-31.

Profile

Advisers

Top holdings (40 reported)

Showing 15 of 40 holdings by value.

HoldingTickerValue% of fund
Alphabet Inc$10.0M747.16%
Amazon.com Inc$5.5M410.10%
Microsoft Corp$5.3M395.52%
Broadcom Inc$5.1M379.34%
Visa Inc$4.9M366.93%
Analog Devices Inc$4.9M364.04%
JPMorgan Chase & Co$4.6M343.32%
Applied Materials Inc$4.3M320.09%
Waste Connections Inc$4.1M306.80%
AutoZone Inc$4.1M303.97%
NVIDIA Corp$4.1M303.24%
Danaher Corp$3.7M274.80%
Federated Hermes US Treasury C$3.5M259.28%
Airbus SE$3.5M258.06%
Keysight Technologies Inc$3.4M255.31%

Net asset history

Report dateNet assets
2026-03-31$133.9M
2025-12-31$148.4M
2025-09-30$153.9M
2025-06-30$151.4M
2025-03-31$142.7M
2024-12-31$151.0M
2024-09-30$155.7M
2024-06-30$151.7M

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