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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 $1,920,055,833
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 238,750 $108,220,373 5.63%
2.
Ishares Tr
 527,450 $93,928,247 4.89%
3.
Apple Inc.
 AAPL 364,614 $91,306,653 4.75%
4.
Microsoft Corp
 MSFT 215,839 $90,976,183 4.73%
5.
Vaneck Etf Trust
 851,412 $78,947,227 4.11%
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)