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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 $2,444,547,574
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 723,980 $267,901,510 10.96%
2.
Alphabet Inc.
 GOOGL 369,046 $130,394,911 5.33%
3.
Taiwan Semiconductor Manufacturing Co Ltd
 TSM 250,513 $119,637,533 4.89%
4.
Vanguard Index Fds - S&P 500 ETF SHS
 159,773 $109,733,497 4.49%
5.
Vanguard Star Fds
 1,144,537 $97,846,428 4%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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