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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 Q3 2024 · Filed November 5, 2024 · Accession 0001085146-24-005376

Total Value
$1.87B
Positions
260
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (260)

#IssuerTicker / CUSIPSharesValue% of Filing
1BERKSHIRE HATHAWAY INC DELBRK-A242,233$111.5M5.97%
2ISHARES TR46432F339572,102$102.6M5.49%
3MICROSOFT CORPMSFT216,676$93.2M4.99%
4APPLE INCAAPL369,159$86.0M4.60%
5VANECK ETF TRUST92189F643820,877$79.6M4.26%
6VANGUARD INDEX FDS922908363134,821$71.1M3.81%
7ALPHABET INCGOOG402,983$67.4M3.61%
8MASTERCARD INCORPORATEDMA131,914$65.1M3.49%
9AMAZON COM INCAMZN277,874$51.8M2.77%
10TAIWAN SEMICONDUCTOR MFG LTD874039100291,282$50.6M2.71%
11UNITEDHEALTH GROUP INCUNH85,669$50.1M2.68%
12META PLATFORMS INCMETA84,553$48.4M2.59%
13NVR INCNVR4,410$43.3M2.32%
14NVIDIA CORPORATIONNVDA320,897$39.0M2.09%
15HOME DEPOT INCHD94,165$38.2M2.04%
16AON PLCAON110,164$38.1M2.04%
17BROADCOM INCAVGO213,273$36.8M1.97%
18RTX CORPORATIONRTX282,755$34.3M1.83%
19SPDR SER TR78468R853704,528$32.1M1.72%
20WALMART INCWMT371,371$30.0M1.61%
21ORACLE CORPORCL-PD175,881$30.0M1.60%
22VANGUARD INDEX FDS92290876999,352$28.1M1.51%
23JANUS DETROIT STR TR47103U845523,181$26.6M1.42%
24ASML HOLDING N VASMLF31,734$26.4M1.42%
25UNION PAC CORPUNP107,058$26.4M1.41%
26CHUBB LIMITEDCB88,166$25.4M1.36%
27CME GROUP INCCME114,659$25.3M1.35%
28SAP SESAPGF108,619$24.9M1.33%
29PROCTER AND GAMBLE CO742718109139,935$24.2M1.30%
30JOHNSON & JOHNSONJNJ149,062$24.2M1.29%
31LOCKHEED MARTIN CORPLMT41,103$24.0M1.29%
32TEXAS INSTRS INC882508104114,285$23.6M1.26%
33COMCAST CORP NEWCCZ527,663$22.0M1.18%
34MERCK & CO INCMRK180,767$20.5M1.10%
35CHEVRON CORP NEWCVX120,383$17.7M0.95%
36EXXON MOBIL CORPXOM150,829$17.7M0.95%
37INVESCO QQQ TRIVZ34,353$16.8M0.90%
38FIRST TR EXCHANGE-TRADED FD33739Q200279,508$13.8M0.74%
39NOVO-NORDISK A SNONOF114,884$13.7M0.73%
40ELI LILLY & COLLY14,908$13.2M0.71%
41DEERE & CODE31,106$13.0M0.69%
42BERKSHIRE HATHAWAY INC DELBRK-A18$11.2M0.60%
43RBB FD INC74933W452195,672$9.8M0.52%
44VANGUARD TAX-MANAGED FDS921943858152,156$8.0M0.43%
45VANGUARD SCOTTSDALE FDS92206C40999,076$7.9M0.42%
46SPDR S&P 500 ETF TRSPY13,405$7.7M0.41%
47JPMORGAN CHASE & CO.VYLD33,978$7.2M0.38%
48ALPHABET INCGOOG36,363$6.0M0.32%
49VISA INCV21,565$5.9M0.32%
50LOWES COS INC54866110719,018$5.2M0.28%
51SCHWAB CHARLES FAMILY FDSCHW-PJ4,878,000$4.9M0.26%
52ABBVIE INCABBV18,701$3.7M0.20%
53SPDR GOLD TRGLD13,797$3.4M0.18%
54ARES CAPITAL CORPARCC156,015$3.3M0.17%
55ISHARES TR46428786155,000$3.2M0.17%
56EATON CORP PLCETN9,341$3.1M0.17%
57WASTE MGMT INC DEL94106L10913,648$2.8M0.15%
58VANGUARD INDEX FDS92290863710,504$2.8M0.15%
59ABBOTT LABSABLZF23,486$2.7M0.14%
60WATSCO INCWSO-B5,377$2.6M0.14%
61ISHARES TR4642872004,559$2.6M0.14%
62BLUE OWL CAPITAL INCOWL131,230$2.5M0.14%
63THE CIGNA GROUP1255231007,059$2.4M0.13%
64CANADIAN NAT RES LTD13638510170,335$2.3M0.13%
65ACCENTURE PLC IRELANDACN6,601$2.3M0.12%
66COCA COLA COKO31,801$2.3M0.12%
67VANGUARD WHITEHALL FDS92194640617,629$2.3M0.12%
68ANALOG DEVICES INCADI9,571$2.2M0.12%
69COSTCO WHSL CORP NEW22160K1052,475$2.2M0.12%
70MCDONALDS CORPMCD7,000$2.1M0.11%
71SYSCO CORPSYY27,221$2.1M0.11%
72BLUE OWL CAPITAL CORPORATIONOWL144,023$2.1M0.11%
73VICI PPTYS INC92565210961,780$2.1M0.11%
74SHERWIN WILLIAMS COSHW5,315$2.0M0.11%
75ISHARES TR46428780417,009$2.0M0.11%
76MICROCHIP TECHNOLOGY INC.MCHPP23,595$1.9M0.10%
77CATERPILLAR INCCAT4,821$1.9M0.10%
78AMERICAN EXPRESS COAXP6,793$1.8M0.10%
79IDEXX LABS INC45168D1043,335$1.7M0.09%
80DIMENSIONAL ETF TRUST25434V70848,608$1.7M0.09%
81BROOKFIELD RENEWABLE CORPBEPC49,729$1.6M0.09%
82ENTERPRISE PRODS PARTNERS L29379210755,295$1.6M0.09%
83CORTEVA INCCTVA27,193$1.6M0.09%
84MOTOROLA SOLUTIONS INCMSI3,398$1.5M0.08%
85SALESFORCE INCCRM5,565$1.5M0.08%
86D R HORTON INC23331A1097,905$1.5M0.08%
87APPLIED MATLS INC0382221057,017$1.4M0.08%
88TJX COS INC NEW87254010911,861$1.4M0.07%
89EATON VANCE TAX-MANAGED BUY-ETN100,812$1.4M0.07%
90BRITISH AMERN TOB PLC11044810737,500$1.4M0.07%
91AMGEN INCAMGN4,232$1.4M0.07%
92MPLX LPMPLXP29,681$1.3M0.07%
93ISHARES TR4642876555,937$1.3M0.07%
94SHELL PLCRYDAF19,322$1.3M0.07%
95ISHARES TR46428723426,238$1.2M0.06%
96LYONDELLBASELL INDUSTRIES NLYB12,052$1.2M0.06%
97PETROLEO BRASILEIRO SA PETRO71654V10187,112$1.1M0.06%
98NXP SEMICONDUCTORS N VNXPI4,742$1.1M0.06%
99DISNEY WALT CO25468710611,733$1.1M0.06%
100DOVER CORPDOV5,873$1.1M0.06%
101EQUINIX INCEQIX1,251$1.1M0.06%
102DUPONT DE NEMOURS INCDD12,321$1.1M0.06%
103ISHARES TR4642876142,910$1.1M0.06%
104AIR PRODS & CHEMS INCAIIR3,531$1.1M0.06%
105INVESCO EXCHANGE TRADED FD TIVZ5,544$993,2630.05%
106ROYAL BK CDA7800871027,611$949,3200.05%
107AERCAP HOLDINGS NVAER10,000$947,2000.05%
108CROWN CASTLE INCCCI7,973$945,8370.05%
109PFIZER INCPFE32,099$928,9450.05%
110MARVELL TECHNOLOGY INCMRVL12,749$919,4580.05%
111ISHARES TR46428749910,303$908,1060.05%
112ADOBE INCADBE1,662$860,5500.05%
113THERMO FISHER SCIENTIFIC INCTMO1,352$836,4710.04%
114PEPSICO INCPEP4,833$821,8520.04%
115PRINCIPAL FINANCIAL GROUP INPFG9,511$816,9950.04%
116INVESCO EXCH TRADED FD TR IIIVZ17,685$808,3670.04%
117AUTOMATIC DATA PROCESSING INADP2,903$803,4080.04%
118VERIZON COMMUNICATIONS INCVZ17,368$779,9970.04%
119WEC ENERGY GROUP INCWEC8,103$779,3470.04%
120WELLS FARGO CO NEW94974610113,770$777,8670.04%
121KKR & CO INCKKRT5,956$777,7340.04%
122S&P GLOBAL INCSPGI1,463$755,5770.04%
123INVESCO EXCH TRADED FD TR IIIVZ7,362$722,0010.04%
124VANGUARD INDEX FDS9229087444,060$708,7290.04%
125WP CAREY INC92936U10910,881$677,8860.04%
126ENERGY TRANSFER L PET-PI41,959$673,4420.04%
127SPDR S&P MIDCAP 400 ETF TRMDY1,146$652,8300.03%
128ISHARES TR46429B7476,441$652,6020.03%
129DOW INCDOW11,887$649,3870.03%
130MONDELEZ INTL INC6092071058,737$643,6550.03%
131PETROLEO BRASILEIRO SA PETRO71654V40844,550$641,9660.03%
132EMERSON ELEC COEMR5,862$641,1270.03%
133VANGUARD INDEX FDS9229087512,656$630,0300.03%
134SELECT SECTOR SPDR TR81369Y8032,752$621,2920.03%
135BLACKROCK INCBLK639$606,7370.03%
136CENCORA INCCOR2,666$600,0630.03%
137APOLLO GLOBAL MGMT INC03769M1064,779$596,9240.03%
138ALLSTATE CORPALL-PJ3,100$587,9150.03%
139GREEN BRICK PARTNERS INCGRBK-PA6,975$582,5520.03%
140ISHARES TR4642875983,066$581,9270.03%
141WELLTOWER INCWELL4,457$570,6300.03%
142VANGUARD INTL EQUITY INDEX F92204285811,837$566,4000.03%
143ISHARES TR4642875232,406$554,8000.03%
144FISERV INCFISV3,081$553,4570.03%
145MEDTRONIC PLCMDT6,146$553,3240.03%
146COLGATE PALMOLIVE COCL5,315$551,7500.03%
147HERSHEY COHSY2,860$548,5690.03%
148J P MORGAN EXCHANGE TRADED F46641Q1678,372$536,3960.03%
149INVESCO EXCHANGE TRADED FD TIVZ5,068$530,4800.03%
150BRISTOL-MYERS SQUIBB COCELG-RI10,187$527,0710.03%
151VANGUARD WORLD FD92204A702885$519,0700.03%
152PALO ALTO NETWORKS INCPANW1,511$516,3740.03%
153SPDR SER TR78464A37514,960$504,3020.03%
154GALLAGHER ARTHUR J & CO3635761091,737$488,7400.03%
155PRICE T ROWE GROUP INCTROW4,376$476,6780.03%
156CORNING INCGLW10,534$475,6100.03%
157SEMPRASREA5,621$470,0840.03%
158CONSTELLATION BRANDS INCSTZ1,819$468,7380.03%
159NETFLIX INCNFLX659$467,4090.03%
160BROADSTONE NET LEASE INCBNL24,400$462,3800.02%
161ISHARES SILVER TRSLV16,062$456,3210.02%
162AMERICAN WTR WKS CO INC NEW0304201033,116$455,6840.02%
163TARGET CORPTGT2,863$446,2270.02%
164DANAHER CORPORATION2358511021,602$445,3880.02%
165SELECT SECTOR SPDR TR81369Y5065,016$440,4050.02%
166INTUITINTU709$440,2890.02%
167BLACKSTONE INCBX2,850$436,3620.02%
168SYNOPSYS INCSNPS859$434,9890.02%
169CAMBRIA ETF TR1320612015,992$433,6280.02%
170BANK AMERICA CORP06050510410,805$428,7420.02%
171CISCO SYS INCCSCO7,976$424,4590.02%
172TE CONNECTIVITY PLCTEL2,777$419,2990.02%
173PIPER SANDLER COMPANIESPIPR1,469$416,9170.02%
174LINDE PLCLIN874$416,7760.02%
175PHILIP MORRIS INTL INC7181721093,416$414,7020.02%
176STARBUCKS CORPSBUX4,249$414,1920.02%
177NIKE INCNKE4,638$410,0060.02%
178SPDR SER TR78468R6634,400$403,9640.02%
179SHOPIFY INCSHOP4,930$395,0900.02%
180ISHARES TR4642871682,819$380,7620.02%
181ISHARES TR4642886467,142$376,1150.02%
182PHILLIPS 66PSX2,851$374,7470.02%
183BUILDERS FIRSTSOURCE INCBLDR1,920$372,2110.02%
184FLOOR & DECOR HLDGS INCFND2,925$363,1970.02%
185OCCIDENTAL PETE CORP6745991056,940$357,6880.02%
186SCHWAB STRATEGIC TR8085247974,223$356,9700.02%
187HONEYWELL INTL INC4385161061,724$356,3680.02%
188VANGUARD SCOTTSDALE FDS92206C8704,246$355,6030.02%
189ISHARES TR46428822423,770$349,1810.02%
190ISHARES TR46432F8424,390$342,6400.02%
191DRAFTKINGS INC NEWDKNG8,633$338,4140.02%
192FIRST TR EXCHANGE TRADED FD33734X8465,682$336,5450.02%
193VANGUARD INDEX FDS922908736873$335,1710.02%
194SCHWAB CHARLES CORPSCHW-PJ5,111$331,2440.02%
195ON HLDG AGH5919C1046,500$325,9750.02%
196ISHARES TR4642886385,960$320,1710.02%
197ZOETIS INCZTS1,632$318,8600.02%
198TESLA INCTSLA1,217$318,2730.02%
199FEDEX CORPFDX1,157$316,6480.02%
200INVITATION HOMES INCINVH8,961$315,9650.02%
201DIMENSIONAL ETF TRUST25434V88011,676$315,3690.02%
202DOCUSIGN INCDOCU5,000$310,4500.02%
203AGILENT TECHNOLOGIES INCA2,010$298,4450.02%
204SPDR SER TR78464A6311,885$296,5860.02%
205NORFOLK SOUTHN CORP6558441081,187$294,9700.02%
206CBRE GROUP INCCBRE2,366$294,5200.02%
207UNITED PARCEL SERVICE INCUPS2,148$292,8580.02%
208KROGER COKR5,045$289,0790.02%
209BRIGHT HORIZONS FAM SOL IN D1091941002,028$284,1840.02%
210DIGITAL RLTY TR INC2538681031,750$283,2030.02%
211BROOKFIELD CORP11271J1075,229$277,9210.01%
212BROWN FORMAN CORPBF-B5,625$276,7500.01%
213GRAINGER W W INC384802104261$271,4070.01%
214INTERCONTINENTAL EXCHANGE IN45866F1041,680$269,8750.01%
215QUANTA SVCS INC74762E102900$268,3350.01%
216SERVICENOW INCNOW299$267,4230.01%
217SCHWAB STRATEGIC TR8085248886,898$265,7800.01%
218KIMBERLY-CLARK CORPKMB1,857$264,2140.01%
219GENERAL DYNAMICS CORPGD859$259,5030.01%
220PROLOGIS INC.PLDGP1,994$251,8020.01%
221SPDR DOW JONES INDL AVERAGE78467X109587$248,3710.01%
222ALTRIA GROUP INCMO4,845$247,2890.01%
223SPDR SER TR78464A4747,984$241,7560.01%
224VANGUARD BD INDEX FDS9219378353,182$239,0000.01%
225XCEL ENERGY INCXELLL3,657$238,8020.01%
226INTERNATIONAL BUSINESS MACHSINTR1,076$237,8830.01%
227ISHARES TR46432F8343,273$237,7180.01%
228L3HARRIS TECHNOLOGIES INCLHX999$237,6320.01%
229TRAVELERS COMPANIES INCTRV1,013$237,1640.01%
230UBER TECHNOLOGIES INCUBER3,092$232,4140.01%
231VANGUARD SPECIALIZED FUNDS9219088441,170$231,6730.01%
232SWEETGREEN INCSG6,529$231,4530.01%
233SCHWAB STRATEGIC TR8085246074,477$230,5660.01%
234VANGUARD WORLD FD9219107332,257$229,4240.01%
235MARSH & MCLENNAN COS INC5717481021,024$228,4460.01%
236FERRARI N VRACE485$228,0030.01%
237SCHWAB STRATEGIC TR8085243002,183$227,4250.01%
238ARCHER DANIELS MIDLAND COADM3,748$223,9060.01%
239BANK AMERICA CORP060505682172$218,9580.01%
240ISHARES TR4642888773,761$216,3700.01%
241LOUISIANA PAC CORPLPX2,000$214,9200.01%
242MORGAN STANLEYMS-PQ2,057$214,4220.01%
243WHIRLPOOL CORPWHR-PA2,000$214,0000.01%
244SPDR SER TR78464A7631,500$213,0600.01%
245WELLS FARGO CO NEW949746804165$211,5630.01%
246ISHARES GOLD TRIAU4,232$210,3300.01%
247US BANCORP DELUSB-PS4,547$207,9280.01%
248VANGUARD INDEX FDS9229085532,133$207,7970.01%
249SMUCKER J M CO8326964051,700$205,8700.01%
250INTUITIVE SURGICAL INCISRG412$202,4030.01%
251ISHARES TR4642875722,033$201,6410.01%
252SELECT SECTOR SPDR TR81369Y4071,000$200,3700.01%
253PACER FDS TR69374H8813,463$200,2890.01%
254NEXTNAV INCNXNVW22,700$170,0230.01%
255CLEVELAND-CLIFFS INC NEWCLF10,000$127,7000.01%
256EMPIRE ST RLTY OP L P29210220910,738$118,1180.01%
257ALTICE USA INCOPTU18,000$44,2800.00%
258GRAYSCALE ETHEREUM MINI TR E38964R10411,546$28,1720.00%
259PAVMED INCPAVM21,500$26,4450.00%
260NEXTNAV INCNXNVW12,000$5,4000.00%