OBERMEYER WOOD INVESTMENT COUNSEL, LLLP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TXN | 121K | $22.20M |
 | PBR-A | 118K | $1.40M |
 | USB | 118K | $5.69M |
 | OWL | 115K | $1.95M |
 | UNH | 114K | $39.44M |
 | CME | 110K | $29.82M |
 | SAP | 107K | $28.71M |
 | AON | 101K | $36.04M |
 | HD | 89K | $36.05M |
 | CB | 82K | $23.27M |
 | META | 79K | $58.23M |
 | CNQ | 74K | $2.37M |
 | SHW | 73K | $25.13M |
 | VICI | 61K | $1.98M |
 | ET | 59K | $1.01M |
 | DE | 54K | $24.56M |
 | PBR | 45K | $565.27K |
 | ASML | 44K | $42.95M |
 | GSBD | 43K | $437.31K |
 | EPD | 43K | $1.34M |
Texas Instruments Incorporated
TXN
Shares Held
121K
Value
$22.20M
Petróleo Brasileiro S.A. - Petrobras
PBR-A
Shares Held
118K
Value
$1.40M
U.S. Bancorp
USB
Shares Held
118K
Value
$5.69M
Blue Owl Capital Inc.
OWL
Shares Held
115K
Value
$1.95M
UnitedHealth Group Incorporated
UNH
Shares Held
114K
Value
$39.44M
CME Group Inc.
CME
Shares Held
110K
Value
$29.82M
SAP SE
SAP
Shares Held
107K
Value
$28.71M
Aon plc
AON
Shares Held
101K
Value
$36.04M
The Home Depot, Inc.
HD
Shares Held
89K
Value
$36.05M
Chubb Limited
CB
Shares Held
82K
Value
$23.27M
Meta Platforms, Inc.
META
Shares Held
79K
Value
$58.23M
Canadian Natural Resources Limited
CNQ
Shares Held
74K
Value
$2.37M
The Sherwin-Williams Company
SHW
Shares Held
73K
Value
$25.13M
VICI Properties Inc.
VICI
Shares Held
61K
Value
$1.98M
Energy Transfer LP
ET
Shares Held
59K
Value
$1.01M
Deere & Company
DE
Shares Held
54K
Value
$24.56M
Petróleo Brasileiro S.A. - Petrobras
PBR
Shares Held
45K
Value
$565.27K
ASML Holding N.V.
ASML
Shares Held
44K
Value
$42.95M
Goldman Sachs BDC, Inc.
GSBD
Shares Held
43K
Value
$437.31K
Enterprise Products Partners L.P.
EPD
Shares Held
43K
Value
$1.34M