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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

OBERMEYER WOOD INVESTMENT COUNSEL, LLLP

Quarter ended Q1 2024 · Filed May 7, 2024 · Accession 0001085146-24-002272

Total Value
$1.70B
Positions
253
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (253)

#IssuerTicker / CUSIPSharesValue% of Filing
1BERKSHIRE HATHAWAY INC DELBRK-A249,552$104.9M6.18%
2ISHARES TR46432F339563,454$92.6M5.45%
3MICROSOFT CORPMSFT220,090$92.6M5.45%
4ALPHABET INCGOOG508,938$77.5M4.56%
5VANECK ETF TRUST92189F643769,035$69.1M4.07%
6MASTERCARD INCORPORATEDMA135,723$65.4M3.85%
7APPLE INCAAPL370,754$63.6M3.75%
8VANGUARD INDEX FDS922908363117,023$56.3M3.31%
9SALESFORCE INCCRM171,136$51.5M3.04%
10AMAZON COM INCAMZN281,609$50.8M2.99%
11UNITEDHEALTH GROUP INCUNH87,804$43.4M2.56%
12META PLATFORMS INCMETA84,548$41.1M2.42%
13TAIWAN SEMICONDUCTOR MFG LTD874039100300,173$40.8M2.41%
14NVR INCNVR4,766$38.6M2.27%
15HOME DEPOT INCHD98,900$37.9M2.23%
16AON PLCAON112,774$37.6M2.22%
17LOCKHEED MARTIN CORPLMT75,119$34.2M2.01%
18SPDR SER TR78468R853756,957$32.6M1.92%
19MCDONALDS CORPMCD112,624$31.8M1.87%
20ASML HOLDING N VASMLF30,463$29.6M1.74%
21BROADCOM INCAVGO21,608$28.6M1.69%
22RTX CORPORATIONRTX287,381$28.0M1.65%
23UNION PAC CORPUNP111,369$27.4M1.61%
24JOHNSON & JOHNSONJNJ165,338$26.2M1.54%
25ISHARES TR464288646487,848$25.0M1.47%
26CME GROUP INCCME114,192$24.6M1.45%
27VANGUARD INDEX FDS92290876993,654$24.3M1.43%
28MERCK & CO INCMRK184,316$24.3M1.43%
29ORACLE CORPORCL-PD186,631$23.4M1.38%
30COMCAST CORP NEWCCZ539,470$23.4M1.38%
31ADOBE INCADBE42,835$21.6M1.27%
32CHEVRON CORP NEWCVX127,884$20.2M1.19%
33EXXON MOBIL CORPXOM167,007$19.4M1.14%
34PEPSICO INCPEP108,739$19.0M1.12%
35NVIDIA CORPORATIONNVDA19,024$17.2M1.01%
36FIRST TR EXCHANGE-TRADED FD33739Q200316,106$15.3M0.90%
37INVESCO QQQ TRIVZ33,853$15.0M0.89%
38BERKSHIRE HATHAWAY INC DELBRK-A19$12.1M0.71%
39VANGUARD SCOTTSDALE FDS92206C409107,119$8.3M0.49%
40VANGUARD TAX-MANAGED FDS921943858149,452$7.5M0.44%
41SPDR S&P 500 ETF TRSPY12,635$6.6M0.39%
42JPMORGAN CHASE & COVYLD32,973$6.6M0.39%
43VISA INCV19,749$5.5M0.32%
44ALPHABET INCGOOG33,973$5.1M0.30%
45LOWES COS INC54866110719,454$5.0M0.29%
46AVADEL PHARMACEUTICALS PLC05337M104279,494$4.7M0.28%
47ISHARES TR46428786160,000$3.3M0.20%
48EATON CORP PLCETN10,538$3.3M0.19%
49ABBVIE INCABBV18,073$3.3M0.19%
50BLUE OWL CAPITAL INCOWL168,212$3.2M0.19%
51WASTE MGMT INC DEL94106L10913,686$2.9M0.17%
52ARES CAPITAL CORPARCC138,704$2.9M0.17%
53RBB FD INC74933W45257,089$2.9M0.17%
54ABBOTT LABSABLZF24,084$2.7M0.16%
55CROWN CASTLE INCCCI24,589$2.6M0.15%
56NOVO-NORDISK A SNONOF19,702$2.5M0.15%
57VANGUARD INDEX FDS92290863710,504$2.5M0.15%
58CHUBB LIMITEDCB9,670$2.5M0.15%
59SCHWAB CHARLES FAMILY FDSCHW-PJ2,470,000$2.5M0.15%
60THE CIGNA GROUP1255231006,767$2.5M0.14%
61SPDR GOLD TRGLD11,155$2.3M0.14%
62PROCTER AND GAMBLE CO74271810914,019$2.3M0.13%
63ISHARES TR4642872004,231$2.2M0.13%
64SYSCO CORPSYY27,126$2.2M0.13%
65VANGUARD WHITEHALL FDS92194640617,929$2.2M0.13%
66MICROCHIP TECHNOLOGY INC.MCHPP23,316$2.1M0.12%
67COCA COLA COKO33,130$2.0M0.12%
68IDEXX LABS INC45168D1043,740$2.0M0.12%
69IRON MTN INC DEL46284V10125,066$2.0M0.12%
70ANALOG DEVICES INCADI10,050$2.0M0.12%
71CANADIAN NAT RES LTD13638510125,552$2.0M0.11%
72ISHARES TR46428780417,111$1.9M0.11%
73VICI PPTYS INC92565210962,546$1.9M0.11%
74BLUE OWL CAPITAL CORPORATIONOWL120,427$1.9M0.11%
75ENTERPRISE PRODS PARTNERS L29379210756,605$1.7M0.10%
76LYONDELLBASELL INDUSTRIES NLYB15,552$1.6M0.09%
77AMERICAN EXPRESS COAXP6,910$1.6M0.09%
78CORTEVA INCCTVA27,270$1.6M0.09%
79COSTCO WHSL CORP NEW22160K1052,068$1.5M0.09%
80DISNEY WALT CO25468710611,835$1.4M0.09%
81APPLIED MATLS INC0382221057,002$1.4M0.09%
82PAYCHEX INCPAYX10,808$1.3M0.08%
83BROOKFIELD RENEWABLE CORPBEPC53,520$1.3M0.08%
84D R HORTON INC23331A1097,905$1.3M0.08%
85NXP SEMICONDUCTORS N VNXPI5,242$1.3M0.08%
86MPLX LPMPLXP30,662$1.3M0.08%
87MOTOROLA SOLUTIONS INCMSI3,398$1.2M0.07%
88PETROLEO BRASILEIRO SA PETRO71654V10180,599$1.2M0.07%
89SHELL PLCRYDAF17,822$1.2M0.07%
90ISHARES TR4642876555,623$1.2M0.07%
91AMGEN INCAMGN4,085$1.2M0.07%
92TJX COS INC NEW87254010911,384$1.2M0.07%
93ISHARES TR46428723427,443$1.1M0.07%
94ISHARES TR4642876143,109$1.0M0.06%
95DOVER CORPDOV5,873$1.0M0.06%
96EATON VANCE TAX-MANAGED BUY-ETN80,012$1.0M0.06%
97DUPONT DE NEMOURS INCDD12,596$965,7440.06%
98EQUINIX INCEQIX1,113$918,4110.05%
99PFIZER INCPFE32,717$907,8970.05%
100MARVELL TECHNOLOGY INCMRVL12,749$903,6580.05%
101AIR PRODS & CHEMS INCAIIR3,598$871,6870.05%
102AERCAP HOLDINGS NVAER10,000$869,1000.05%
103WELLS FARGO CO NEW94974610114,209$823,5680.05%
104PRINCIPAL FINANCIAL GROUP INPFG9,511$820,8940.05%
105VERIZON COMMUNICATIONS INCVZ19,512$818,7240.05%
106ROYAL BK CDA7800871027,611$767,7980.05%
107BRITISH AMERN TOB PLC11044810725,000$762,5000.04%
108THERMO FISHER SCIENTIFIC INCTMO1,307$759,7960.04%
109ISHARES TR46429B7477,629$758,5510.04%
110DOW INCDOW12,994$752,7420.04%
111T-MOBILE US INCTMUSZ4,501$734,6530.04%
112AUTOMATIC DATA PROCESSING INADP2,933$732,5420.04%
113DEERE & CODE1,755$720,8490.04%
114SEMPRASREA9,993$717,8140.04%
115KKR & CO INCKKRT7,090$713,1120.04%
116WALMART INCWMT11,758$707,4710.04%
117WEC ENERGY GROUP INCWEC8,151$669,3600.04%
118VANGUARD INDEX FDS9229087444,060$661,1880.04%
119ENERGY TRANSFER L PET-PI41,959$660,0150.04%
120SPDR S&P MIDCAP 400 ETF TRMDY1,178$655,4390.04%
121MONDELEZ INTL INC6092071058,992$629,4400.04%
122VANGUARD INDEX FDS9229087512,737$625,6510.04%
123ACCENTURE PLC IRELANDACN1,797$622,8630.04%
124MEDTRONIC PLCMDT7,124$620,8980.04%
125ELI LILLY & COLLY796$619,6190.04%
126ISHARES TR4642875983,436$615,4220.04%
127WP CAREY INC92936U10910,881$614,1240.04%
128PIMCO ETF TR72201R8336,022$605,4520.04%
129BRISTOL-MYERS SQUIBB COCELG-RI11,037$598,5320.04%
130CENCORA INCCOR2,450$595,3260.04%
131EMERSON ELEC COEMR5,245$594,8880.04%
132PETROLEO BRASILEIRO SA PETRO71654V40837,900$576,4590.03%
133SELECT SECTOR SPDR TR81369Y5065,975$564,1000.03%
134SELECT SECTOR SPDR TR81369Y8032,645$550,8740.03%
135ISHARES TR4642875232,406$543,5640.03%
136APOLLO GLOBAL MGMT INC03769M1064,779$537,3790.03%
137ALLSTATE CORPALL-PJ3,100$536,3310.03%
138PRICE T ROWE GROUP INCTROW4,326$527,4260.03%
139ISHARES TR4642874996,172$519,0030.03%
140CONSTELLATION BRANDS INCSTZ1,874$509,2780.03%
141TARGET CORPTGT2,822$500,0870.03%
142HERSHEY COHSY2,535$493,1370.03%
143SYNOPSYS INCSNPS860$491,6330.03%
144SPDR SER TR78464A37514,960$489,0420.03%
145BLACKROCK INCBLK580$483,5460.03%
146COLGATE PALMOLIVE COCL5,295$476,8150.03%
147PHILLIPS 66PSX2,910$475,2980.03%
148FISERV INCFISV2,868$458,3240.03%
149OCCIDENTAL PETE CORP6745991056,940$451,0310.03%
150ULTA BEAUTY INCULTA856$447,7160.03%
151GALLAGHER ARTHUR J & CO3635761091,737$434,3190.03%
152ISHARES TR46432F8425,824$432,2570.03%
153NIKE INCNKE4,580$430,3930.03%
154S&P GLOBAL INCSPGI1,002$426,1050.03%
155BANK AMERICA CORP06050510411,229$425,8030.03%
156GREEN BRICK PARTNERS INCGRBK-PA6,975$420,1040.02%
157WELLTOWER INCWELL4,457$416,4620.02%
158BLACKSTONE INCBX3,101$407,3780.02%
159LINDE PLCLIN874$405,8160.02%
160SPDR SER TR78468R6634,400$403,9200.02%
161TE CONNECTIVITY LTDTEL2,777$403,3310.02%
162BUILDERS FIRSTSOURCE INCBLDR1,920$400,4160.02%
163DRAFTKINGS INC NEWDKNG8,633$392,0250.02%
164CISCO SYS INCCSCO7,740$386,3100.02%
165BROADSTONE NET LEASE INCBNL24,400$382,3480.02%
166FLOOR & DECOR HLDGS INCFND2,925$379,1390.02%
167NETFLIX INCNFLX623$378,3670.02%
168VANGUARD INTL EQUITY INDEX F9220428589,030$377,1830.02%
169ISHARES SILVER TRSLV16,062$365,4110.02%
170DOLLAR GEN CORP NEW2566771052,338$364,8680.02%
171SCHWAB CHARLES CORPSCHW-PJ4,972$359,6740.02%
172SHOPIFY INCSHOP4,650$358,8410.02%
173AMERICAN WTR WKS CO INC NEW0304201032,929$357,9530.02%
174PROTAGONIST THERAPEUTICS INCPTGX12,242$354,1610.02%
175CORNING INCGLW10,734$353,7930.02%
176ISHARES TR4642871682,864$352,7880.02%
177FIVE BELOW INCFIVE1,930$350,0630.02%
178PHILIP MORRIS INTL INC7181721093,806$348,6830.02%
179PALO ALTO NETWORKS INCPANW1,223$347,4200.02%
180NATIONAL GRID PLCNMPWP5,000$341,1000.02%
181SCHWAB STRATEGIC TR8085247974,223$340,5000.02%
182HONEYWELL INTL INC4385161061,647$338,0470.02%
183BOEING COBA-PA1,739$335,6100.02%
184FEDEX CORPFDX1,157$335,2290.02%
185ISHARES TR46428822423,770$332,3050.02%
186ISHARES TR4642886386,410$330,7560.02%
187INTUITINTU502$326,3000.02%
188FIRST TR EXCHANGE TRADED FD33734X8465,682$320,4080.02%
189INVITATION HOMES INCINVH8,961$319,1010.02%
190ZOETIS INCZTS1,857$314,2230.02%
191DOCUSIGN INCDOCU5,000$297,7500.02%
192VANGUARD SCOTTSDALE FDS92206C8703,686$296,7600.02%
193UNITED PARCEL SERVICE INCUPS1,979$294,1390.02%
194AGILENT TECHNOLOGIES INCA2,010$292,4750.02%
195PIPER SANDLER COMPANIESPIPR1,469$291,5820.02%
196BROWN FORMAN CORPBF-B5,625$290,3630.02%
197KROGER COKR5,082$290,3350.02%
198DANAHER CORPORATION2358511021,144$285,6800.02%
199STARBUCKS CORPSBUX3,065$280,0700.02%
200VANGUARD BD INDEX FDS9219378353,854$279,9160.02%
201SCHWAB STRATEGIC TR8085243002,981$276,3980.02%
202WILLIAMS COS INC9694571007,029$273,9200.02%
203NORFOLK SOUTHN CORP6558441081,062$270,6720.02%
204CVS HEALTH CORPCVS3,382$269,7480.02%
205ISHARES TR4642888774,911$267,1580.02%
206SPDR SER TR78464A6311,885$264,8610.02%
207DIGITAL RLTY TR INC2538681031,815$261,4330.02%
208AVANTOR INCAVTR10,053$257,0550.02%
209PROLOGIS INC.PLDGP1,936$252,1060.01%
210ATLANTA BRAVES HLDGS INCBATRB6,000$251,4000.01%
211NUVEEN CA QUALTY MUN INCOMENU22,678$249,9120.01%
212LAUDER ESTEE COS INC5184391041,606$247,5650.01%
213TEXAS INSTRS INC8825081041,418$247,0300.01%
214SCHWAB STRATEGIC TR8085248886,898$246,9480.01%
215GENERAL DYNAMICS CORPGD864$243,9900.01%
216CATERPILLAR INCCAT662$242,5770.01%
217VANGUARD STAR FDS9219097684,005$241,5020.01%
218KIMBERLY-CLARK CORPKMB1,857$240,2030.01%
219BALL CORPBALL3,538$238,3200.01%
220SPDR SER TR78464A4747,984$237,6840.01%
221AMERICAN TOWER CORP NEW03027X1001,202$237,5030.01%
222QUANTA SVCS INC74762E102900$233,8200.01%
223TRAVELERS COMPANIES INCTRV1,013$233,1320.01%
224CBRE GROUP INCCBRE2,366$230,0700.01%
225ON HLDG AGH5919C1046,500$229,9700.01%
226BRIGHT HORIZONS FAM SOL IN D1091941002,028$229,8940.01%
227ARCHER DANIELS MIDLAND COADM3,637$228,4400.01%
228CLEVELAND-CLIFFS INC NEWCLF10,000$227,4000.01%
229GRAINGER W W INC384802104219$223,0610.01%
230SELECT SECTOR SPDR TR81369Y4071,200$220,6680.01%
231INTERCONTINENTAL EXCHANGE IN45866F1041,579$217,0020.01%
232RESTAURANT BRANDS INTL INC76131D1032,713$215,5480.01%
233SMUCKER J M CO8326964051,700$213,9790.01%
234VANGUARD SPECIALIZED FUNDS9219088441,170$213,6010.01%
235SCHWAB STRATEGIC TR8085246074,315$212,4710.01%
236ALTRIA GROUP INCMO4,863$212,1300.01%
237FERRARI N VRACE485$211,4310.01%
238MARSH & MCLENNAN COS INC5717481021,024$210,9250.01%
239ISHARES TR46432F8343,100$210,3660.01%
240US BANCORP DELUSB-PS4,700$210,0840.01%
241ADVANCED MICRO DEVICES INCAMD1,160$209,4140.01%
242TESLA INCTSLA1,187$208,5750.01%
243GENERAL MTRS CO37045V1004,595$208,3830.01%
244BP PLCBPPFF5,493$206,9760.01%
245L3HARRIS TECHNOLOGIES INCLHX969$206,4940.01%
246PUBLIC SVC ENTERPRISE GRP IN7445731063,075$205,3490.01%
247BANK AMERICA CORP060505682172$205,3230.01%
248WELLS FARGO CO NEW949746804165$201,1930.01%
249EMPIRE ST RLTY OP L P29210220910,738$108,9910.01%
250NUVEEN PFD & INCOME OPPORTUNNU10,977$78,9250.00%
251MFA FINL INC55272XAA055,000$55,1070.00%
252REDWOOD TRUST INCRWTQ55,000$54,5360.00%
253ALTICE USA INCOPTU18,000$46,9800.00%