Obermeyer Wood Investment Counsel, Lllp has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.86 Billion distributed in 258 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 $108M, Ishares Msci Usa Quality Facto with a value of $93.9M, Apple Inc. with a value of $91.3M, Microsoft Corp with a value of $91M, and Vanguard Index Fds S&P 500 ETF with a value of $77.8M.
Examining the 13F form we can see an increase of $15.6M in the current position value, from $1.84B to 1.86B.
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
$1.86 Billion
Technology: $456 Million
ETFs: $447 Million
Financial Services: $318 Million
Communication Services: $157 Million
Consumer Cyclical: $144 Million
Healthcare: $114 Million
Industrials: $83.7 Million
Consumer Defensive: $70.1 Million
Other: $66.4 Million
Stock Holdings Table Market Cap. of $200 Billions or more
