Osterweis Growth & Income Fund

Osterweis Growth & Income Fund is a registered fund series of Professionally Managed Portfolios (series S000029833). Net assets $178.7M as of 2026-03-31.

Profile

Advisers

Top holdings (159 reported)

Showing 15 of 159 holdings by value.

HoldingTickerValue% of fund
Alphabet Inc$7.6M427.09%
Federated Hermes US Treasury C$5.5M306.93%
Amazon.com Inc$4.4M244.35%
Microsoft Corp$4.2M232.25%
Broadcom Inc$4.0M226.01%
Visa Inc$4.0M222.74%
Analog Devices Inc$3.8M214.24%
JPMorgan Chase & Co$3.8M210.53%
Novartis AG$3.4M189.72%
AutoZone Inc$3.3M187.13%
Waste Connections Inc$3.2M180.39%
Applied Materials Inc$3.2M179.06%
NVIDIA Corp$3.2M178.06%
Airbus SE$3.0M170.03%
Danaher Corp$3.0M169.78%

Net asset history

Report dateNet assets
2026-03-31$178.7M
2025-12-31$189.7M
2025-09-30$185.2M
2025-06-30$182.1M
2025-03-31$178.1M
2024-12-31$180.9M
2024-09-30$187.6M
2024-06-30$176.6M

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