Obermeyer Wood Investment Counsel, Lllp Portfolio Holdings
Obermeyer Wood Investment Counsel, Lllp
- $1.8 Billion
- Q1 2025
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.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 262
- Current Value $1.8 Billion
- Prior Value $1.86 Billion
- Filing
- Period Q1 2025
- Filing Date May 05, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 23 stocks
- Additional Purchases 91 stocks
- Sold out of 0 stocks
- Reduced holdings in 110 stocks