OBERMEYER WOOD INVESTMENT COUNSEL, LLLP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BN | 622K | $25.15M |
 | NVDA | 424K | $73.94M |
 | GOOG | 376K | $107.77M |
 | AAPL | 324K | $82.28M |
 | AMZN | 321K | $66.85M |
 | ARCC | 286K | $5.16M |
 | RTX | 263K | $50.69M |
 | TSM | 254K | $85.68M |
 | MSFT | 203K | $74.99M |
 | AVGO | 193K | $59.67M |
 | UPS | 135K | $13.25M |
 | BRK-B | 134K | $64.36M |
 | USB | 118K | $6.12M |
 | PBR-A | 117K | $2.20M |
 | MA | 117K | $58.67M |
 | UNH | 112K | $30.43M |
 | TXN | 112K | $21.68M |
 | CME | 110K | $32.52M |
 | SAP | 101K | $17.37M |
 | AON | 98K | $31.75M |
Brookfield Corporation
BN
Shares Held
622K
Value
$25.15M
NVIDIA Corporation
NVDA
Shares Held
424K
Value
$73.94M
Alphabet Inc.
GOOG
Shares Held
376K
Value
$107.77M
Apple Inc.
AAPL
Shares Held
324K
Value
$82.28M
Amazon.com, Inc.
AMZN
Shares Held
321K
Value
$66.85M
Ares Capital Corporation
ARCC
Shares Held
286K
Value
$5.16M
RTX Corporation
RTX
Shares Held
263K
Value
$50.69M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
254K
Value
$85.68M
Microsoft Corporation
MSFT
Shares Held
203K
Value
$74.99M
Broadcom Inc.
AVGO
Shares Held
193K
Value
$59.67M
United Parcel Service, Inc.
UPS
Shares Held
135K
Value
$13.25M
Berkshire Hathaway Inc.
BRK-B
Shares Held
134K
Value
$64.36M
U.S. Bancorp
USB
Shares Held
118K
Value
$6.12M
Petróleo Brasileiro S.A. - Petrobras
PBR-A
Shares Held
117K
Value
$2.20M
Mastercard Incorporated
MA
Shares Held
117K
Value
$58.67M
UnitedHealth Group Incorporated
UNH
Shares Held
112K
Value
$30.43M
Texas Instruments Incorporated
TXN
Shares Held
112K
Value
$21.68M
CME Group Inc.
CME
Shares Held
110K
Value
$32.52M
SAP SE
SAP
Shares Held
101K
Value
$17.37M
Aon plc
AON
Shares Held
98K
Value
$31.75M