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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 $1,464,280,787
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 254,822 $90,884,815 6.2%
2.
Microsoft Corp
 MSFT 216,957 $81,584,382 5.57%
3.
Ishares Tr
 541,748 $79,712,798 5.44%
4.
Alphabet Inc.
 GOOG 518,031 $73,006,109 4.98%
5.
Apple Inc.
 AAPL 369,345 $71,110,004 4.85%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)