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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 Q4 2024 · Filed February 14, 2025 · Accession 0001085146-25-001371

Total Value
$1.92B
Positions
258
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (258)

#IssuerTicker / CUSIPSharesValue% of Filing
1BERKSHIRE HATHAWAY INC DELBRK-A238,750$108.2M5.64%
2ISHARES TR46432F339527,450$93.9M4.89%
3APPLE INCAAPL364,614$91.3M4.76%
4MICROSOFT CORPMSFT215,839$91.0M4.74%
5VANECK ETF TRUST92189F643851,412$78.9M4.11%
6ALPHABET INCGOOG408,875$77.9M4.06%
7VANGUARD INDEX FDS922908363144,448$77.8M4.05%
8MASTERCARD INCORPORATEDMA128,280$67.5M3.52%
9AMAZON COM INCAMZN273,515$60.0M3.13%
10TAIWAN SEMICONDUCTOR MFG LTD874039100281,622$55.6M2.90%
11META PLATFORMS INCMETA82,373$48.2M2.51%
12BROADCOM INCAVGO207,413$48.1M2.50%
13JANUS DETROIT STR TR47103U845943,003$47.8M2.49%
14NVIDIA CORPORATIONNVDA319,267$42.9M2.23%
15UNITEDHEALTH GROUP INCUNH78,976$40.0M2.08%
16AON PLCAON108,090$38.8M2.02%
17HOME DEPOT INCHD93,147$36.2M1.89%
18NVR INCNVR4,285$35.0M1.83%
19WALMART INCWMT370,925$33.5M1.75%
20RTX CORPORATIONRTX284,244$32.9M1.71%
21ASML HOLDING N VASMLF46,752$32.4M1.69%
22RBB FD INC74933W452627,987$31.3M1.63%
23SPDR SER TR78468R853683,380$30.7M1.60%
24VANGUARD INDEX FDS922908769100,736$29.2M1.52%
25ORACLE CORPORCL-PD165,042$27.5M1.43%
26SAP SESAPGF108,070$26.6M1.39%
27SHERWIN WILLIAMS COSHW77,559$26.4M1.37%
28CME GROUP INCCME113,399$26.3M1.37%
29BROOKFIELD CORP11271J107426,362$24.5M1.28%
30CHUBB LIMITEDCB87,334$24.1M1.26%
31TEXAS INSTRS INC882508104124,128$23.3M1.21%
32PROCTER AND GAMBLE CO742718109136,217$22.8M1.19%
33JOHNSON & JOHNSONJNJ139,876$20.2M1.05%
34LOCKHEED MARTIN CORPLMT40,735$19.8M1.03%
35COMCAST CORP NEWCCZ515,716$19.4M1.01%
36INVESCO QQQ TRIVZ36,071$18.4M0.96%
37MERCK & CO INCMRK165,381$16.5M0.86%
38EXXON MOBIL CORPXOM149,731$16.1M0.84%
39FIRST TR EXCHANGE-TRADED FD33739Q200277,124$13.5M0.70%
40DEERE & CODE31,278$13.3M0.69%
41BERKSHIRE HATHAWAY INC DELBRK-A19$12.9M0.67%
42ELI LILLY & COLLY15,885$12.3M0.64%
43NOVO-NORDISK A SNONOF130,104$11.2M0.58%
44VANGUARD SCOTTSDALE FDS92206C409111,924$8.7M0.45%
45JPMORGAN CHASE & CO.VYLD34,622$8.3M0.43%
46SPDR S&P 500 ETF TRSPY13,460$7.9M0.41%
47VISA INCV24,184$7.6M0.40%
48ALPHABET INCGOOG38,451$7.3M0.38%
49VANGUARD TAX-MANAGED FDS921943858148,484$7.1M0.37%
50LOWES COS INC54866110719,734$4.9M0.25%
51ABBVIE INCABBV23,192$4.1M0.21%
52ARES CAPITAL CORPARCC174,913$3.8M0.20%
53EATON CORP PLCETN9,468$3.1M0.16%
54BLUE OWL CAPITAL INCOWL132,685$3.1M0.16%
55ACCENTURE PLC IRELANDACN8,261$2.9M0.15%
56ISHARES TR46428786155,000$2.9M0.15%
57VANGUARD INDEX FDS92290863710,504$2.8M0.15%
58SPDR GOLD TRGLD11,682$2.8M0.15%
59UNION PAC CORPUNP12,396$2.8M0.15%
60WASTE MGMT INC DEL94106L10913,845$2.8M0.15%
61ISHARES TR4642872004,627$2.7M0.14%
62WATSCO INCWSO-B5,450$2.6M0.13%
63COSTCO WHSL CORP NEW22160K1052,775$2.5M0.13%
64VANGUARD WHITEHALL FDS92194640618,392$2.3M0.12%
65BLUE OWL CAPITAL CORPORATIONOWL145,684$2.2M0.11%
66CANADIAN NAT RES LTD13638510171,235$2.2M0.11%
67SYSCO CORPSYY27,544$2.1M0.11%
68ANALOG DEVICES INCADI9,658$2.1M0.11%
69COCA COLA COKO32,031$2.0M0.10%
70ISHARES TR46428780417,019$2.0M0.10%
71MCDONALDS CORPMCD6,586$1.9M0.10%
72AMERICAN EXPRESS COAXP6,394$1.9M0.10%
73S&P GLOBAL INCSPGI3,665$1.8M0.10%
74VICI PPTYS INC92565210961,780$1.8M0.09%
75CORTEVA INCCTVA31,482$1.8M0.09%
76SALESFORCE INCCRM5,167$1.7M0.09%
77DISNEY WALT CO25468710615,236$1.7M0.09%
78ABBOTT LABSABLZF14,311$1.6M0.08%
79ENTERPRISE PRODS PARTNERS L29379210750,534$1.6M0.08%
80MOTOROLA SOLUTIONS INCMSI3,398$1.6M0.08%
81TJX COS INC NEW87254010911,860$1.4M0.07%
82EATON VANCE TAX-MANAGED BUY-ETN99,373$1.4M0.07%
83MPLX LPMPLXP29,705$1.4M0.07%
84MARVELL TECHNOLOGY INCMRVL12,749$1.4M0.07%
85BRITISH AMERN TOB PLC11044810738,163$1.4M0.07%
86ISHARES TR4642876556,048$1.3M0.07%
87WELLS FARGO CO NEW94974610117,874$1.3M0.07%
88DUPONT DE NEMOURS INCDD15,985$1.2M0.06%
89SHELL PLCRYDAF19,343$1.2M0.06%
90EQUINIX INCEQIX1,256$1.2M0.06%
91LAMB WESTON HLDGS INCLW17,596$1.2M0.06%
92APPLIED MATLS INC0382221057,032$1.1M0.06%
93ISHARES TR4642876142,806$1.1M0.06%
94AMGEN INCAMGN4,289$1.1M0.06%
95D R HORTON INC23331A1097,905$1.1M0.06%
96ISHARES TR46428723426,370$1.1M0.06%
97IDEXX LABS INC45168D1042,593$1.1M0.06%
98EMERSON ELEC COEMR8,115$1.0M0.05%
99PETROLEO BRASILEIRO SA PETRO71654V10184,533$1.0M0.05%
100DIMENSIONAL ETF TRUST25434V70828,757$994,7020.05%
101INVESCO EXCHANGE TRADED FD TIVZ5,592$979,8860.05%
102AIR PRODS & CHEMS INCAIIR3,361$974,8240.05%
103INVESCO EXCH TRADED FD TR IIIVZ21,031$962,3980.05%
104AERCAP HOLDINGS NVAER10,000$957,0000.05%
105STRYKER CORPORATIONSYK2,657$956,7550.05%
106CHEVRON CORP NEWCVX6,598$955,6540.05%
107ROYAL BK CDA7800871027,611$917,2020.05%
108ISHARES TR46428749910,303$910,7850.05%
109LYONDELLBASELL INDUSTRIES NLYB12,052$895,1020.05%
110KKR & CO INCKKRT5,956$880,9520.05%
111INVESCO EXCHANGE TRADED FD TIVZ8,188$858,7160.04%
112ENERGY TRANSFER L PET-PI41,959$821,9770.04%
113PFIZER INCPFE30,949$821,0770.04%
114APOLLO GLOBAL MGMT INC03769M1064,779$789,2720.04%
115PEPSICO INCPEP5,110$777,0270.04%
116WEC ENERGY GROUP INCWEC8,103$762,0060.04%
117PRINCIPAL FINANCIAL GROUP INPFG9,511$736,2470.04%
118INVESCO EXCH TRADED FD TR IIIVZ7,510$735,3760.04%
119CROWN CASTLE INCCCI7,968$723,1760.04%
120VANGUARD INDEX FDS9229087444,170$705,9570.04%
121ADOBE INCADBE1,539$684,3630.04%
122AUTOMATIC DATA PROCESSING INADP2,278$666,9030.03%
123BLACKROCK INCBLK648$664,2710.03%
124SPDR S&P MIDCAP 400 ETF TRMDY1,146$652,7390.03%
125SELECT SECTOR SPDR TR81369Y8032,799$650,8230.03%
126UBER TECHNOLOGIES INCUBER10,698$645,3030.03%
127THERMO FISHER SCIENTIFIC INCTMO1,200$624,4150.03%
128US BANCORP DELUSB-PS13,027$623,0750.03%
129CISCO SYS INCCSCO10,426$617,2360.03%
130NETFLIX INCNFLX691$615,9020.03%
131PETROLEO BRASILEIRO SA PETRO71654V40847,436$610,0270.03%
132CENCORA INCCOR2,688$603,9400.03%
133WP CAREY INC92936U10911,048$601,8950.03%
134ISHARES TR46429B7475,980$601,5880.03%
135VERIZON COMMUNICATIONS INCVZ14,954$598,0100.03%
136ALLSTATE CORPALL-PJ3,100$597,6490.03%
137BRISTOL-MYERS SQUIBB COCELG-RI10,186$576,1200.03%
138SHOPIFY INCSHOP5,307$564,2930.03%
139PALO ALTO NETWORKS INCPANW3,094$562,8930.03%
140WELLTOWER INCWELL4,457$561,7160.03%
141DOW INCDOW13,632$547,0520.03%
142FISERV INCFISV2,581$530,1380.03%
143J P MORGAN EXCHANGE TRADED F46641Q1678,372$529,9500.03%
144CONAGRA BRANDS INCCAG18,969$526,3900.03%
145ISHARES TR4642875982,806$519,4750.03%
146ISHARES TR4642875232,384$513,7280.03%
147TESLA INCTSLA1,269$512,2710.03%
148GALLAGHER ARTHUR J & CO3635761091,803$511,7820.03%
149BLACKSTONE INCBX2,947$508,0560.03%
150CAMBRIA ETF TR1320612017,416$507,7960.03%
151CORNING INCGLW10,534$500,5760.03%
152MEDTRONIC PLCMDT6,146$490,9420.03%
153SPDR SER TR78464A37514,960$490,0900.03%
154PRICE T ROWE GROUP INCTROW4,326$489,2270.03%
155HERSHEY COHSY2,888$489,1520.03%
156COLGATE PALMOLIVE COCL5,362$487,4590.03%
157VANGUARD INDEX FDS9229087361,179$483,9090.03%
158SEMPRASREA5,479$480,6180.03%
159MONDELEZ INTL INC6092071058,012$478,5570.02%
160SELECT SECTOR SPDR TR81369Y5065,566$476,7840.02%
161DANAHER CORPORATION2358511022,012$461,8550.02%
162THE CIGNA GROUP1255231001,665$459,7730.02%
163VANGUARD INDEX FDS9229087511,899$456,2920.02%
164DOCUSIGN INCDOCU5,000$449,7000.02%
165INTUITINTU709$445,6070.02%
166PIPER SANDLER COMPANIESPIPR1,469$440,6270.02%
167SYNOPSYS INCSNPS890$431,9700.02%
168BECTON DICKINSON & COBDX1,897$430,3720.02%
169PACCAR INCPCAR4,084$424,8180.02%
170ISHARES SILVER TRSLV16,062$422,9120.02%
171VANGUARD INTL EQUITY INDEX F9220428589,494$418,1160.02%
172ALTRIA GROUP INCMO7,984$417,4810.02%
173TE CONNECTIVITY PLCTEL2,913$416,4720.02%
174PHILIP MORRIS INTL INC7181721093,444$414,4850.02%
175HONEYWELL INTL INC4385161061,820$411,1200.02%
176SPDR SER TR78468R6634,400$402,2920.02%
177GREEN BRICK PARTNERS INCGRBK-PA6,975$394,0180.02%
178ISHARES TR4642875723,852$388,1670.02%
179AMERICAN WTR WKS CO INC NEW0304201033,116$387,9110.02%
180SCHWAB CHARLES CORPSCHW-PJ5,111$378,2650.02%
181STARBUCKS CORPSBUX4,116$375,5450.02%
182TARGET CORPTGT2,756$372,5560.02%
183ISHARES TR4642871682,834$372,0760.02%
184BROADSTONE NET LEASE INCBNL23,314$369,7600.02%
185FIRST TR EXCHANGE TRADED FD33734X8465,682$360,5230.02%
186SERVICENOW INCNOW340$360,4410.02%
187NEXTNAV INCNXNVW22,699$353,1960.02%
188ISHARES GOLD TRIAU7,133$353,1550.02%
189SCHWAB STRATEGIC TR80852479712,669$346,1170.02%
190VANGUARD SCOTTSDALE FDS92206C8704,276$343,2350.02%
191ISHARES TR4642886466,507$336,4230.02%
192INTERNATIONAL BUSINESS MACHSINTR1,522$334,6260.02%
193FEDEX CORPFDX1,157$325,4990.02%
194PHILLIPS 66PSX2,856$325,3690.02%
195TRAVELERS COMPANIES INCTRV1,346$324,2380.02%
196CONOCOPHILLIPSCOP3,249$322,2250.02%
197DRAFTKINGS INC NEWDKNG8,633$321,1480.02%
198LINDE PLCLIN767$321,1200.02%
199ISHARES TR46432F8424,527$318,1580.02%
200SPDR SER TR78464A6311,885$312,5710.02%
201CBRE GROUP INCCBRE2,366$310,6320.02%
202DIGITAL RLTY TR INC2538681031,750$310,3280.02%
203KROGER COKR5,045$308,5020.02%
204ISHARES TR4642886385,960$307,0000.02%
205INVESCO EXCHANGE TRADED FD TIVZ3,700$305,6950.02%
206QUANTA SVCS INC74762E102955$301,8280.02%
207PACER FDS TR69374H6597,886$298,9390.02%
208NEXTERA ENERGY INCNEE-PW4,073$291,9930.02%
209FLOOR & DECOR HLDGS INCFND2,925$291,6230.02%
210GE AEROSPACE3696043011,743$290,7170.02%
211BANK AMERICA CORP0605051046,591$289,6730.02%
212NORFOLK SOUTHN CORP6558441081,225$287,5080.01%
213INVITATION HOMES INCINVH8,961$286,4830.01%
214ZOETIS INCZTS1,736$282,8460.01%
215BUILDERS FIRSTSOURCE INCBLDR1,938$276,9980.01%
216GRAINGER W W INC384802104261$275,3890.01%
217INTERCONTINENTAL EXCHANGE IN45866F1041,847$275,2210.01%
218UNITED PARCEL SERVICE INCUPS2,149$270,9890.01%
219AGILENT TECHNOLOGIES INCA2,010$270,0230.01%
220MORGAN STANLEYMS-PQ2,111$265,3950.01%
221GENERAL DYNAMICS CORPGD973$256,3000.01%
222VANGUARD WORLD FD9219107332,402$251,9460.01%
223SPDR DOW JONES INDL AVERAGE78467X109587$249,7690.01%
224XCEL ENERGY INCXELLL3,657$246,9210.01%
225KIMBERLY-CLARK CORPKMB1,857$243,3410.01%
226DUTCH BROS INCBROS4,610$241,4720.01%
227CATERPILLAR INCCAT665$241,2350.01%
228SPDR SER TR78464A4747,984$238,4020.01%
229SCHWAB STRATEGIC TR8085248886,898$236,8080.01%
230ISHARES BITCOIN TRUST ETFIBIT4,388$232,7830.01%
231SCHWAB STRATEGIC TR8085246078,954$231,5500.01%
232WHIRLPOOL CORPWHR-PA2,000$228,9600.01%
233BRIGHT HORIZONS FAM SOL IN D1091941002,042$226,3560.01%
234SELECT SECTOR SPDR TR81369Y4071,000$224,3500.01%
235NIKE INCNKE2,955$223,6140.01%
236MARSH & MCLENNAN COS INC5717481021,046$222,1820.01%
237ISHARES TR46428822419,479$221,6710.01%
238VANGUARD BD INDEX FDS9219378353,082$221,6270.01%
239INTUITIVE SURGICAL INCISRG420$219,2230.01%
240DOVER CORPDOV1,168$219,1170.01%
241CHENIERE ENERGY INCLNG1,014$217,8450.01%
242ISHARES TR46432F8343,273$216,4760.01%
243BROWN FORMAN CORPBF-B5,625$213,6380.01%
244FERRARI N VRACE501$212,8450.01%
245PACER FDS TR69374H8813,757$212,2160.01%
246BANK AMERICA CORP060505682172$209,7110.01%
247GOLDMAN SACHS GROUP INCGSCE365$209,0060.01%
248WILLIAMS COS INC9694571003,852$208,4700.01%
249VANGUARD SPECIALIZED FUNDS9219088441,061$207,7190.01%
250LOUISIANA PAC CORPLPX2,000$207,1000.01%
251SWEETGREEN INCSG6,329$202,9080.01%
252PROLOGIS INC.PLDGP1,919$202,8380.01%
253MADISON SQUARE GRDN SPRT COR55825T103897$202,4350.01%
254EMPIRE ST RLTY OP L P29210220910,738$107,3800.01%
255CLEVELAND-CLIFFS INC NEWCLF10,000$94,0000.00%
256NEXTNAV INCNXNVW15,900$88,4380.00%
257ALTICE USA INCOPTU18,000$43,3800.00%
258PAVMED INCPAVM21,500$13,4910.00%