OBERMEYER WOOD INVESTMENT COUNSEL, LLLP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BTI | 38K | $2.00M |
 | GOOGL | 37K | $9.07M |
 | SHEL | 35K | $2.48M |
 | CTVA | 34K | $2.30M |
 | MPLX | 34K | $1.69M |
 | JPM | 33K | $10.54M |
 | NN | 32K | $461.10K |
 | PLUG | 30K | $69.90K |
 | KO | 30K | $1.97M |
 | NCDL | 30K | $407.10K |
 | MSDL | 26K | $418.08K |
 | DD | 25K | $1.96M |
 | PFE | 25K | $640.49K |
 | V | 24K | $8.36M |
 | DOW | 24K | $545.71K |
 | LOW | 22K | $5.53M |
 | PAVM | 22K | $9.27K |
 | ATO | 18K | $3.01M |
 | BNL | 18K | $314.31K |
 | LLY | 15K | $11.75M |
British American Tobacco p.l.c.
BTI
Shares Held
38K
Value
$2.00M
Alphabet Inc.
GOOGL
Shares Held
37K
Value
$9.07M
Shell plc
SHEL
Shares Held
35K
Value
$2.48M
Corteva, Inc.
CTVA
Shares Held
34K
Value
$2.30M
MPLX Lp
MPLX
Shares Held
34K
Value
$1.69M
JPMorgan Chase & Co.
JPM
Shares Held
33K
Value
$10.54M
NextNav Inc.
NN
Shares Held
32K
Value
$461.10K
Plug Power Inc.
PLUG
Shares Held
30K
Value
$69.90K
The Coca-Cola Company
KO
Shares Held
30K
Value
$1.97M
Nuveen Churchill Direct Lending Corp.
NCDL
Shares Held
30K
Value
$407.10K
Morgan Stanley Direct Lending Fund
MSDL
Shares Held
26K
Value
$418.08K
DuPont de Nemours, Inc.
DD
Shares Held
25K
Value
$1.96M
Pfizer Inc.
PFE
Shares Held
25K
Value
$640.49K
Visa Inc.
V
Shares Held
24K
Value
$8.36M
Dow Inc.
DOW
Shares Held
24K
Value
$545.71K
Lowe's Companies, Inc.
LOW
Shares Held
22K
Value
$5.53M
PAVmed Inc.
PAVM
Shares Held
22K
Value
$9.27K
Atmos Energy Corporation
ATO
Shares Held
18K
Value
$3.01M
Broadstone Net Lease, Inc.
BNL
Shares Held
18K
Value
$314.31K
Eli Lilly and Company
LLY
Shares Held
15K
Value
$11.75M