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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 Q2 2024 · Filed August 1, 2024 · Accession 0001085146-24-003381

Total Value
$1.74B
Positions
247
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (247)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46432F339645,679$110.3M6.32%
2BERKSHIRE HATHAWAY INC DELBRK-A246,960$100.5M5.76%
3MICROSOFT CORPMSFT221,439$99.0M5.67%
4APPLE INCAAPL374,661$78.9M4.52%
5ALPHABET INCGOOG413,689$75.9M4.35%
6VANECK ETF TRUST92189F643800,520$69.3M3.97%
7VANGUARD INDEX FDS922908363123,549$61.8M3.54%
8MASTERCARD INCORPORATEDMA135,007$59.6M3.41%
9AMAZON COM INCAMZN285,103$55.1M3.16%
10TAIWAN SEMICONDUCTOR MFG LTD874039100301,129$52.3M3.00%
11UNITEDHEALTH GROUP INCUNH87,745$44.7M2.56%
12META PLATFORMS INCMETA87,581$44.2M2.53%
13NVR INCNVR4,697$35.6M2.04%
14BROADCOM INCAVGO21,643$34.7M1.99%
15LOCKHEED MARTIN CORPLMT73,000$34.1M1.95%
16HOME DEPOT INCHD98,011$33.7M1.93%
17AON PLCAON112,592$33.1M1.89%
18ASML HOLDING N VASMLF32,169$32.9M1.89%
19SPDR SER TR78468R853750,676$31.2M1.79%
20RTX CORPORATIONRTX288,233$28.9M1.66%
21ORACLE CORPORCL-PD186,331$26.3M1.51%
22WALMART INCWMT380,538$25.8M1.48%
23VANGUARD INDEX FDS92290876994,991$25.4M1.46%
24UNION PAC CORPUNP109,706$24.8M1.42%
25PROCTER AND GAMBLE CO742718109144,571$23.8M1.37%
26ISHARES TR464288646447,776$22.9M1.31%
27JOHNSON & JOHNSONJNJ156,816$22.9M1.31%
28TEXAS INSTRS INC882508104117,505$22.9M1.31%
29MERCK & CO INCMRK183,691$22.7M1.30%
30CME GROUP INCCME115,511$22.7M1.30%
31ABBOTT LABSABLZF216,440$22.5M1.29%
32COMCAST CORP NEWCCZ537,913$21.1M1.21%
33CHEVRON CORP NEWCVX126,205$19.7M1.13%
34NVIDIA CORPORATIONNVDA153,300$18.9M1.09%
35EXXON MOBIL CORPXOM152,312$17.5M1.00%
36INVESCO QQQ TRIVZ34,262$16.4M0.94%
37NOVO-NORDISK A SNONOF108,678$15.5M0.89%
38FIRST TR EXCHANGE-TRADED FD33739Q200295,876$14.2M0.81%
39ELI LILLY & COLLY14,903$13.5M0.77%
40DEERE & CODE31,537$11.8M0.68%
41VANGUARD SCOTTSDALE FDS92206C409101,856$7.9M0.45%
42RBB FD INC74933W452151,004$7.6M0.43%
43VANGUARD TAX-MANAGED FDS921943858148,333$7.3M0.42%
44SPDR S&P 500 ETF TRSPY12,925$7.0M0.40%
45JPMORGAN CHASE & CO.VYLD34,120$6.9M0.40%
46ALPHABET INCGOOG36,051$6.6M0.38%
47VISA INCV19,999$5.2M0.30%
48BERKSHIRE HATHAWAY INC DELBRK-A19$4.7M0.27%
49LOWES COS INC54866110719,623$4.3M0.25%
50SCHWAB CHARLES FAMILY FDSCHW-PJ3,743,000$3.7M0.21%
51EATON CORP PLCETN10,685$3.4M0.19%
52ISHARES TR46428786160,000$3.3M0.19%
53ABBVIE INCABBV18,436$3.2M0.18%
54ARES CAPITAL CORPARCC150,489$3.1M0.18%
55BLUE OWL CAPITAL INCOWL166,492$3.0M0.17%
56WASTE MGMT INC DEL94106L10913,548$2.9M0.17%
57AVADEL PHARMACEUTICALS PLCG29687103204,105$2.9M0.16%
58VANGUARD INDEX FDS92290863710,504$2.6M0.15%
59SPDR GOLD TRGLD11,645$2.5M0.14%
60WATSCO INCWSO-B5,353$2.5M0.14%
61CHUBB LIMITEDCB9,670$2.5M0.14%
62ISHARES TR4642872004,488$2.5M0.14%
63THE CIGNA GROUP1255231007,026$2.3M0.13%
64ANALOG DEVICES INCADI9,971$2.3M0.13%
65MCDONALDS CORPMCD8,573$2.2M0.13%
66IRON MTN INC DEL46284V10124,069$2.2M0.12%
67MICROCHIP TECHNOLOGY INC.MCHPP23,428$2.1M0.12%
68CANADIAN NAT RES LTD13638510159,106$2.1M0.12%
69COSTCO WHSL CORP NEW22160K1052,461$2.1M0.12%
70VANGUARD WHITEHALL FDS92194640617,629$2.1M0.12%
71COCA COLA COKO32,529$2.1M0.12%
72ACCENTURE PLC IRELANDACN6,560$2.0M0.11%
73SYSCO CORPSYY27,030$1.9M0.11%
74BLUE OWL CAPITAL CORPORATIONOWL123,158$1.9M0.11%
75ISHARES TR46428780416,917$1.8M0.10%
76VICI PPTYS INC92565210962,546$1.8M0.10%
77AMERICAN EXPRESS COAXP7,442$1.7M0.10%
78APPLIED MATLS INC0382221057,156$1.7M0.10%
79IDEXX LABS INC45168D1043,421$1.7M0.10%
80ENTERPRISE PRODS PARTNERS L29379210756,605$1.6M0.09%
81CATERPILLAR INCCAT4,747$1.6M0.09%
82CORTEVA INCCTVA27,270$1.5M0.08%
83SALESFORCE INCCRM5,713$1.5M0.08%
84BROOKFIELD RENEWABLE CORPBEPC50,132$1.4M0.08%
85EATON VANCE TAX-MANAGED BUY-ETN98,312$1.3M0.08%
86MOTOROLA SOLUTIONS INCMSI3,398$1.3M0.08%
87ISHARES TR4642876556,425$1.3M0.07%
88TJX COS INC NEW87254010911,810$1.3M0.07%
89AMGEN INCAMGN4,139$1.3M0.07%
90MPLX LPMPLXP29,681$1.3M0.07%
91DISNEY WALT CO25468710612,380$1.2M0.07%
92SHELL PLCRYDAF16,822$1.2M0.07%
93PETROLEO BRASILEIRO SA PETRO71654V10185,593$1.2M0.07%
94LYONDELLBASELL INDUSTRIES NLYB12,052$1.2M0.07%
95ISHARES TR4642876143,109$1.1M0.06%
96ISHARES TR46428723426,238$1.1M0.06%
97D R HORTON INC23331A1097,905$1.1M0.06%
98DOVER CORPDOV5,873$1.1M0.06%
99DUPONT DE NEMOURS INCDD12,352$994,2120.06%
100EQUINIX INCEQIX1,253$947,8560.05%
101ADOBE INCADBE1,682$934,4180.05%
102AERCAP HOLDINGS NVAER10,000$932,0000.05%
103AIR PRODS & CHEMS INCAIIR3,598$928,4640.05%
104DIMENSIONAL ETF TRUST25434V70828,415$916,0970.05%
105PFIZER INCPFE32,717$915,4220.05%
106MARVELL TECHNOLOGY INCMRVL12,749$891,1640.05%
107ISHARES TR46428749910,303$835,3670.05%
108WELLS FARGO CO NEW94974610113,770$817,8000.05%
109ROYAL BK CDA7800871027,611$809,6580.05%
110VERIZON COMMUNICATIONS INCVZ19,549$806,1960.05%
111CROWN CASTLE INCCCI8,149$796,1570.05%
112T-MOBILE US INCTMUSZ4,454$784,7060.04%
113SEMPRASREA10,279$781,8210.04%
114BRITISH AMERN TOB PLC11044810725,000$773,2500.04%
115THERMO FISHER SCIENTIFIC INCTMO1,352$747,8030.04%
116KKR & CO INCKKRT7,090$746,1520.04%
117PRINCIPAL FINANCIAL GROUP INPFG9,511$746,1380.04%
118SELECT SECTOR SPDR TR81369Y8033,217$727,7570.04%
119INVESCO EXCH TRADED FD TR IIIVZ17,671$708,0590.04%
120ISHARES TR46429B7476,954$691,8530.04%
121AUTOMATIC DATA PROCESSING INADP2,878$687,0020.04%
122INVESCO EXCH TRADED FD TR IIIVZ7,362$681,8780.04%
123ENERGY TRANSFER L PET-PI41,959$680,5750.04%
124S&P GLOBAL INCSPGI1,463$652,2930.04%
125VANGUARD INDEX FDS9229087444,060$651,2410.04%
126PETROLEO BRASILEIRO SA PETRO71654V40844,550$645,5300.04%
127WEC ENERGY GROUP INCWEC8,103$635,7610.04%
128DOW INCDOW11,887$630,6050.04%
129PEPSICO INCPEP3,765$620,9610.04%
130SPDR S&P MIDCAP 400 ETF TRMDY1,146$613,2020.04%
131CENCORA INCCOR2,666$600,6500.03%
132WP CAREY INC92936U10910,881$598,9990.03%
133ISHARES TR4642875232,406$593,3920.03%
134ISHARES TR4642875983,396$592,5000.03%
135MONDELEZ INTL INC6092071058,860$579,7980.03%
136EMERSON ELEC COEMR5,221$575,1450.03%
137APOLLO GLOBAL MGMT INC03769M1064,779$564,2370.03%
138COLGATE PALMOLIVE COCL5,642$547,5000.03%
139MEDTRONIC PLCMDT6,813$536,2510.03%
140INVESCO EXCHANGE TRADED FD TIVZ5,052$519,2900.03%
141BANK AMERICA CORP06050510412,958$515,3420.03%
142BLACKROCK INCBLK652$513,3330.03%
143SYNOPSYS INCSNPS859$511,1570.03%
144PRICE T ROWE GROUP INCTROW4,326$498,8310.03%
145J P MORGAN EXCHANGE TRADED F46641Q1678,372$496,1270.03%
146ALLSTATE CORPALL-PJ3,100$494,9460.03%
147SPDR SER TR78464A37514,960$487,0980.03%
148VANGUARD INDEX FDS9229087512,206$480,9960.03%
149PALO ALTO NETWORKS INCPANW1,398$473,8510.03%
150CONSTELLATION BRANDS INCSTZ1,819$467,9920.03%
151INTUITINTU709$465,9620.03%
152WELLTOWER INCWELL4,457$464,6420.03%
153HERSHEY COHSY2,510$461,4880.03%
154FISERV INCFISV3,081$459,1550.03%
155GALLAGHER ARTHUR J & CO3635761091,737$450,4210.03%
156SELECT SECTOR SPDR TR81369Y5064,928$449,1870.03%
157OCCIDENTAL PETE CORP6745991056,940$437,4280.03%
158BRISTOL-MYERS SQUIBB COCELG-RI10,437$433,4450.02%
159ISHARES SILVER TRSLV16,062$426,7670.02%
160PROTAGONIST THERAPEUTICS INCPTGX12,242$424,1850.02%
161NETFLIX INCNFLX623$420,4500.02%
162TARGET CORPTGT2,822$417,7690.02%
163TE CONNECTIVITY LTDTEL2,777$417,7440.02%
164PHILLIPS 66PSX2,910$410,7870.02%
165CORNING INCGLW10,534$409,2460.02%
166CAMBRIA ETF TR1320612015,992$409,1210.02%
167SPDR SER TR78468R6634,400$403,8320.02%
168AMERICAN WTR WKS CO INC NEW0304201033,116$402,4630.02%
169GREEN BRICK PARTNERS INCGRBK-PA6,975$399,2490.02%
170VANGUARD INTL EQUITY INDEX F9220428589,030$395,1530.02%
171BROADSTONE NET LEASE INCBNL24,400$387,2280.02%
172LINDE PLCLIN874$383,5200.02%
173ISHARES TR46432F8425,185$376,6380.02%
174SCHWAB CHARLES CORPSCHW-PJ5,111$376,6300.02%
175CISCO SYS INCCSCO7,739$367,6930.02%
176NIKE INCNKE4,831$364,1150.02%
177HONEYWELL INTL INC4385161061,681$358,9610.02%
178ADVANCED MICRO DEVICES INCAMD2,177$353,1310.02%
179VANGUARD INDEX FDS922908736941$351,9430.02%
180FEDEX CORPFDX1,157$346,9150.02%
181ISHARES TR4642871682,819$341,0430.02%
182PHILIP MORRIS INTL INC7181721093,349$339,3540.02%
183PIPER SANDLER COMPANIESPIPR1,469$338,1200.02%
184DANAHER CORPORATION2358511021,352$337,7970.02%
185ULTA BEAUTY INCULTA855$329,9190.02%
186DRAFTKINGS INC NEWDKNG8,633$329,5220.02%
187ISHARES TR4642886386,410$328,5770.02%
188SCHWAB STRATEGIC TR8085247974,223$328,3800.02%
189INVITATION HOMES INCINVH8,961$321,6100.02%
190FIRST TR EXCHANGE TRADED FD33734X8465,682$320,5780.02%
191ISHARES TR46428822423,770$316,6160.02%
192SHOPIFY INCSHOP4,730$312,4170.02%
193PACER FDS TR69374H6598,352$310,4460.02%
194ZOETIS INCZTS1,766$306,1540.02%
195BLACKSTONE INCBX2,462$304,7960.02%
196VANGUARD SCOTTSDALE FDS92206C8703,686$294,6220.02%
197FLOOR & DECOR HLDGS INCFND2,925$290,7740.02%
198UNITED PARCEL SERVICE INCUPS2,124$290,6690.02%
199NATIONAL GRID PLCNMPWP5,000$284,0000.02%
200DIGITAL RLTY TR INC2538681031,815$275,9710.02%
201DOCUSIGN INCDOCU5,000$267,5000.02%
202BUILDERS FIRSTSOURCE INCBLDR1,920$265,7470.02%
203SPDR SER TR78464A6311,885$263,8620.02%
204AGILENT TECHNOLOGIES INCA2,010$260,5560.01%
205KIMBERLY-CLARK CORPKMB1,857$256,6370.01%
206NORFOLK SOUTHN CORP6558441081,187$254,8370.01%
207ON HLDG AGH5919C1046,500$252,2000.01%
208GENERAL DYNAMICS CORPGD864$250,5970.01%
209INVESCO EXCHANGE TRADED FD TIVZ13,886$248,8400.01%
210ATLANTA BRAVES HLDGS INCBATRB6,000$247,9800.01%
211SCHWAB STRATEGIC TR8085248886,898$245,4310.01%
212BROWN FORMAN CORPBF-B5,625$242,9440.01%
213SPDR SER TR78464A4747,984$237,1250.01%
214PACER FDS TR69374H8814,340$236,5000.01%
215GRAINGER W W INC384802104261$235,7260.01%
216TESLA INCTSLA1,182$233,7950.01%
217BP PLCBPPFF6,433$232,2400.01%
218KROGER COKR4,632$231,2760.01%
219INTERCONTINENTAL EXCHANGE IN45866F1041,685$230,6600.01%
220QUANTA SVCS INC74762E102900$228,6810.01%
221VANGUARD BD INDEX FDS9219378353,147$226,7410.01%
222STARBUCKS CORPSBUX2,894$225,2640.01%
223UBER TECHNOLOGIES INCUBER3,075$223,5090.01%
224AMERICAN TOWER CORP NEW03027X1001,149$223,3430.01%
225BRIGHT HORIZONS FAM SOL IN D1091941002,028$223,2420.01%
226ISHARES TR46432F8343,273$221,1240.01%
227ALTRIA GROUP INCMO4,845$220,6900.01%
228ARCHER DANIELS MIDLAND COADM3,637$219,8570.01%
229BOEING COBA-PA1,204$219,1400.01%
230L3HARRIS TECHNOLOGIES INCLHX969$217,6180.01%
231PROLOGIS INC.PLDGP1,936$217,4320.01%
232BROOKFIELD CORP11271J1075,229$217,2130.01%
233MARSH & MCLENNAN COS INC5717481021,024$215,7790.01%
234VANGUARD SPECIALIZED FUNDS9219088441,170$213,5310.01%
235AVANTOR INCAVTR10,053$213,1240.01%
236BALL CORPBALL3,538$212,3510.01%
237CBRE GROUP INCCBRE2,366$210,8340.01%
238TRAVELERS COMPANIES INCTRV1,013$205,9830.01%
239BANK AMERICA CORP060505682172$205,7400.01%
240SCHWAB STRATEGIC TR8085246074,315$204,7470.01%
241SCHWAB STRATEGIC TR8085243002,006$202,2850.01%
242CLEVELAND-CLIFFS INC NEWCLF10,000$153,9000.01%
243EMPIRE ST RLTY OP L P29210220910,738$94,1720.01%
244REDWOOD TRUST INCRWTQ55,000$54,6780.00%
245ALTICE USA INCOPTU18,000$36,7200.00%
246NEXTNAV INCNXNVW27,000$33,0820.00%
247NEXTNAV INCNXNVW2,635$21,3700.00%