OSTVX
Osterweis Growth & Income Fund
Professionally Managed Portfolios

Allocation breakdown

As of March 31, 2026 · N-PORT

By asset class

By country

By sector

By industry (SIC code)

As of March 31, 2026 · N-PORT

How we map holdings to the sectors above: each holding's issuer carries a U.S. SIC industry code in its EDGAR filer record, and each SIC code rolls up to a sector. Expand a sector to see its industries, and click a SIC code to list this fund's positions in that industry. Bonds and foreign or private issuers with no SEC filer record fall into Unclassified.

Semiconductors & Related Devices 8.03%
Services-Computer Programming, Data Processing, Etc. 4.30%
Services-Prepackaged Software 3.25%
Services-Computer Integrated Systems Design 0.49%
Office Machines, NEC 0.41%
Computer Peripheral Equipment, NEC 0.21%
Calculating & Accounting Machines (No Electronic Computers) 0.10%
Industrial Instruments For Measurement, Display, and Control 4.18%
Retail-Catalog & Mail-Order Houses 2.46%
Services-Business Services, NEC 2.24%
Retail-Auto & Home Supply Stores 1.88%
Search, Detection, Navigation, Guidance, Aeronautical Sys 1.48%
Services-Miscellaneous Equipment Rental & Leasing 1.13%
Motor Vehicle Parts & Accessories 0.43%
Apparel & Other Finishd Prods of Fabrics & Similar Matl 0.40%
Truck Trailers 0.37%
Services-Equipment Rental & Leasing, NEC 0.33%
Retail-Miscellaneous Retail 0.28%
Services-Help Supply Services 0.28%
Retail-Auto Dealers & Gasoline Stations 0.27%
Wholesale-Groceries & Related Products 1.45%
Air Transportation, Scheduled 1.40%
Wholesale-Hardware & Plumbing & Heating Equipment & Supplies 1.27%
Operative Builders 1.11%
Farm Machinery & Equipment 1.04%
Aircraft 0.84%
General Bldg Contractors - Nonresidential Bldgs 0.62%
Heavy Construction Other Than Bldg Const - Contractors 0.41%
Construction Machinery & Equip 0.29%
General Bldg Contractors - Residential Bldgs 0.28%
Metal Doors, Sash, Frames, Moldings & Trim 0.28%
Special Industry Machinery (No Metalworking Machinery) 0.28%
Services-Commercial Physical & Biological Research 0.28%
Wholesale-Groceries, General Line 0.27%
National Commercial Banks 2.12%
Security & Commodity Brokers, Dealers, Exchanges & Services 1.30%
Fire, Marine & Casualty Insurance 1.21%
Insurance Agents, Brokers & Service 1.16%
Personal Credit Institutions 1.10%
Mortgage Bankers & Loan Correspondents 0.26%
Pharmaceutical Preparations 4.93%
Services-Medical Laboratories 1.05%
Surgical & Medical Instruments & Apparatus 0.93%
Real Estate Investment Trusts 3.35%
Real Estate Agents & Managers (For Others) 1.57%
Industrial Inorganic Chemicals 2.48%
Tires & Inner Tubes 0.54%
Gold and Silver Ores 0.33%
Steel Works, Blast Furnaces & Rolling Mills (Coke Ovens) 0.33%
Primary Production of Aluminum 0.29%
Mining & Quarrying of Nonmetallic Minerals (No Fuels) 0.16%
Refuse Systems 1.82%
Water Supply 1.53%
Electric Services 0.28%
Oil & Gas Field Services, NEC 0.89%
Crude Petroleum & Natural Gas 0.29%
Cable & Other Pay Television Services 0.70%
Blankbooks, Looseleaf Binders & Bookbindg & Relatd Work 0.44%
Unclassified 28.62%

Machine-readable: JSON · Markdown. Programmatic access via the agent surface.