Obermeyer Wood Investment Counsel, Lllp has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.8 Billion distributed in 262 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $126M, Ishares Msci Usa Quality Facto with a value of $93.1M, Microsoft Corp with a value of $79.8M, Apple Inc. with a value of $79.7M, and Vanguard Index Fds S&P 500 ETF with a value of $76.9M.
Examining the 13F form we can see an decrease of $54.1M in the current position value, from $1.86B to 1.8B.
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
$1.8 Billion
ETFs: $463 Million
Technology: $373 Million
Financial Services: $343 Million
Communication Services: $137 Million
Consumer Cyclical: $126 Million
Healthcare: $115 Million
Industrials: $81.8 Million
Consumer Defensive: $68.6 Million
Other: $94.2 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
