OBERMEYER WOOD INVESTMENT COUNSEL, LLLP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BN | 646K | $29.65M |
 | NVDA | 435K | $81.21M |
 | ARCC | 413K | $8.36M |
 | GOOG | 385K | $120.76M |
 | WMT | 352K | $39.27M |
 | AAPL | 327K | $89.01M |
 | AMZN | 321K | $74.01M |
 | NEE | 293K | $23.51M |
 | RTX | 263K | $48.27M |
 | TSM | 257K | $77.97M |
 | VOYG | 209K | $5.47M |
 | MSFT | 203K | $97.99M |
 | OBDC | 196K | $2.44M |
 | AVGO | 193K | $66.66M |
 | XOM | 168K | $20.20M |
 | UPS | 154K | $15.30M |
 | NVO | 141K | $7.16M |
 | BRK-B | 134K | $67.34M |
 | MA | 119K | $67.74M |
 | USB | 118K | $6.31M |
Brookfield Corporation
BN
Shares Held
646K
Value
$29.65M
NVIDIA Corporation
NVDA
Shares Held
435K
Value
$81.21M
Ares Capital Corporation
ARCC
Shares Held
413K
Value
$8.36M
Alphabet Inc.
GOOG
Shares Held
385K
Value
$120.76M
Walmart Inc.
WMT
Shares Held
352K
Value
$39.27M
Apple Inc.
AAPL
Shares Held
327K
Value
$89.01M
Amazon.com, Inc.
AMZN
Shares Held
321K
Value
$74.01M
NextEra Energy, Inc.
NEE
Shares Held
293K
Value
$23.51M
RTX Corporation
RTX
Shares Held
263K
Value
$48.27M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
257K
Value
$77.97M
Voyager Technologies, Inc.
VOYG
Shares Held
209K
Value
$5.47M
Microsoft Corporation
MSFT
Shares Held
203K
Value
$97.99M
Blue Owl Capital Corporation
OBDC
Shares Held
196K
Value
$2.44M
Broadcom Inc.
AVGO
Shares Held
193K
Value
$66.66M
Exxon Mobil Corporation
XOM
Shares Held
168K
Value
$20.20M
United Parcel Service, Inc.
UPS
Shares Held
154K
Value
$15.30M
Novo Nordisk A/S
NVO
Shares Held
141K
Value
$7.16M
Berkshire Hathaway Inc.
BRK-B
Shares Held
134K
Value
$67.34M
Mastercard Incorporated
MA
Shares Held
119K
Value
$67.74M
U.S. Bancorp
USB
Shares Held
118K
Value
$6.31M