Obermeyer Wood Investment Counsel, Lllp Portfolio Holdings
Obermeyer Wood Investment Counsel, Lllp
- $1.93 Billion
- Q2 2025
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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 280
- Current Value $1.93 Billion
- Prior Value $1.8 Billion
- Filing
- Period Q2 2025
- Filing Date August 05, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 28 stocks
- Additional Purchases 110 stocks
- Sold out of 0 stocks
- Reduced holdings in 90 stocks