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Home > Institutional Investor > Obermeyer Wood Investment Counsel, Lllp > Profile

Instuitional Investor - Obermeyer Wood Investment Counsel, Lllp

Fund Profile
Filing Period:
Fund Name: Obermeyer Wood Investment Counsel, Lllp
Portfolio Value $1,874,372,997
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 236,055 $125,717,906 6.71%
2.
Ishares Tr - MSCI USA QLT FCT
 544,691 $93,082,323 4.97%
3.
Microsoft Corp
 MSFT 212,557 $79,791,928 4.26%
4.
Apple Inc.
 AAPL 358,645 $79,665,830 4.25%
5.
Vaneck Etf Trust
 881,212 $77,546,698 4.14%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)