Obermeyer Wood Investment Counsel, Lllp has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.93 Billion distributed in 280 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $106M, Ishares Msci Usa Quality Facto with a value of $101M, Berkshire Hathaway Inc Class B with a value of $98.8M, Vanguard Index Fds S&P 500 ETF with a value of $86.6M, and Alphabet Inc. with a value of $70.7M.
Examining the 13F form we can see an increase of $127M in the current position value, from $1.8B to 1.93B.
Obermeyer Wood Investment Counsel, Lllp is based out at Aspen, CO
Below you can find more details about Obermeyer Wood Investment Counsel, Lllp portfolio as well as his latest detailed transactions.
Portfolio value
$1.93 Billion
ETFs: $490 Million
Technology: $464 Million
Financial Services: $316 Million
Communication Services: $156 Million
Consumer Cyclical: $145 Million
Healthcare: $111 Million
Industrials: $87.8 Million
Consumer Defensive: $67.9 Million
Other: $91.1 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
