Stock Taper 
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Keysight Technologies, Inc. | KEYS | 1K | $350.07K |
 Arm Holdings plc American Depositary Shares | ARM | 1K | $355.63K |
 VSE Corporation | VSEC | 1.1K | $250.89K |
 Equinix, Inc. | EQIX | 1.13K | $1.18M |
 Western Digital Corporation | WDC | 1.16K | $739K |
 Dover Corporation | DOV | 1.17K | $261.96K |
 Norfolk Southern Corporation | NSC | 1.21K | $379.08K |
 Cigna Corporation | CI | 1.21K | $334.12K |
 Cummins Inc. | CMI | 1.21K | $865.12K |
 Nucor Corporation | NUE | 1.25K | $278.44K |
 Ferrari N.V. | RACE | 1.26K | $469.46K |
 Adobe Inc. | ADBE | 1.27K | $260.38K |
 3M Company | MMM | 1.28K | $207.25K |
 The Goldman Sachs Group, Inc. | GS | 1.28K | $1.3M |
 Franco-Nevada Corporation | FNV | 1.33K | $277.23K |
 QUALCOMM Incorporated | QCOM | 1.4K | $258.52K |
 Valero Energy Corporation | VLO | 1.42K | $370.08K |
 The Progressive Corporation | PGR | 1.43K | $312.17K |
 Sphere Entertainment Co. | SPHR | 1.44K | $248.82K |
 Marvell Technology, Inc. | MRVL | 1.45K | $431.94K |