OBERMEYER WOOD INVESTMENT COUNSEL, LLLP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 451K | $84.07M |
 | BN | 433K | $29.71M |
 | GOOG | 402K | $98.01M |
 | CMCSA | 394K | $12.37M |
 | NVO | 393K | $21.83M |
 | ARCC | 370K | $7.55M |
 | WMT | 359K | $36.96M |
 | AAPL | 340K | $86.48M |
 | AMZN | 320K | $70.29M |
 | NEE | 295K | $22.30M |
 | RTX | 273K | $45.68M |
 | TSM | 268K | $74.85M |
 | MSFT | 210K | $108.75M |
 | AVGO | 202K | $66.49M |
 | OBDC | 174K | $2.23M |
 | XOM | 172K | $19.34M |
 | UPS | 155K | $12.98M |
 | BRK-B | 138K | $69.26M |
 | ZTS | 125K | $18.36M |
 | MA | 121K | $68.99M |
NVIDIA Corporation
NVDA
Shares Held
451K
Value
$84.07M
Brookfield Corporation
BN
Shares Held
433K
Value
$29.71M
Alphabet Inc.
GOOG
Shares Held
402K
Value
$98.01M
Comcast Corporation
CMCSA
Shares Held
394K
Value
$12.37M
Novo Nordisk A/S
NVO
Shares Held
393K
Value
$21.83M
Ares Capital Corporation
ARCC
Shares Held
370K
Value
$7.55M
Walmart Inc.
WMT
Shares Held
359K
Value
$36.96M
Apple Inc.
AAPL
Shares Held
340K
Value
$86.48M
Amazon.com, Inc.
AMZN
Shares Held
320K
Value
$70.29M
NextEra Energy, Inc.
NEE
Shares Held
295K
Value
$22.30M
RTX Corporation
RTX
Shares Held
273K
Value
$45.68M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
268K
Value
$74.85M
Microsoft Corporation
MSFT
Shares Held
210K
Value
$108.75M
Broadcom Inc.
AVGO
Shares Held
202K
Value
$66.49M
Blue Owl Capital Corporation
OBDC
Shares Held
174K
Value
$2.23M
Exxon Mobil Corporation
XOM
Shares Held
172K
Value
$19.34M
United Parcel Service, Inc.
UPS
Shares Held
155K
Value
$12.98M
Berkshire Hathaway Inc.
BRK-B
Shares Held
138K
Value
$69.26M
Zoetis Inc.
ZTS
Shares Held
125K
Value
$18.36M
Mastercard Incorporated
MA
Shares Held
121K
Value
$68.99M