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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 2025 · Filed May 6, 2025 · Accession 0001085146-25-002611

Total Value
$1.87B
Positions
262
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (262)

#IssuerTicker / CUSIPSharesValue% of Filing
1BERKSHIRE HATHAWAY INC DELBRK-A236,055$125.7M6.71%
2ISHARES TR46432F339544,691$93.1M4.97%
3MICROSOFT CORPMSFT212,557$79.8M4.26%
4APPLE INCAAPL358,645$79.7M4.25%
5VANECK ETF TRUST92189F643881,212$77.5M4.14%
6VANGUARD INDEX FDS922908363149,699$76.9M4.10%
7MASTERCARD INCORPORATEDMA124,891$68.5M3.65%
8ALPHABET INCGOOG402,035$62.8M3.35%
9JANUS DETROIT STR TR47103U8451,227,593$62.3M3.32%
10AMAZON COM INCAMZN269,366$51.2M2.73%
11RBB FD INC74933W452929,700$46.5M2.48%
12META PLATFORMS INCMETA79,226$45.7M2.44%
13TAIWAN SEMICONDUCTOR MFG LTD874039100268,976$44.7M2.38%
14AON PLCAON104,919$41.9M2.23%
15UNITEDHEALTH GROUP INCUNH75,902$39.8M2.12%
16RTX CORPORATIONRTX278,582$36.9M1.97%
17NVIDIA CORPORATIONNVDA330,730$35.8M1.91%
18BROADCOM INCAVGO208,191$34.9M1.86%
19HOME DEPOT INCHD89,386$32.8M1.75%
20WALMART INCWMT366,117$32.1M1.71%
21NVR INCNVR4,136$30.0M1.60%
22ASML HOLDING N VASMLF44,775$29.7M1.58%
23CME GROUP INCCME111,533$29.6M1.58%
24VANGUARD INDEX FDS922908769105,093$28.9M1.54%
25SAP SESAPGF106,724$28.6M1.53%
26SPDR SER TR78468R853642,354$26.2M1.40%
27SHERWIN WILLIAMS COSHW73,861$25.8M1.38%
28DEERE & CODE54,835$25.7M1.37%
29CHUBB LIMITEDCB83,833$25.3M1.35%
30PROCTER AND GAMBLE CO742718109132,833$22.6M1.21%
31BROOKFIELD CORP11271J107429,266$22.5M1.20%
32JOHNSON & JOHNSONJNJ134,091$22.2M1.19%
33TEXAS INSTRS INC882508104121,061$21.8M1.16%
34NEXTERA ENERGY INCNEE-PW295,584$21.0M1.12%
35EXXON MOBIL CORPXOM175,508$20.9M1.11%
36COMCAST CORP NEWCCZ490,259$18.1M0.97%
37INVESCO QQQ TRIVZ37,362$17.5M0.93%
38BERKSHIRE HATHAWAY INC DELBRK-A19$15.2M0.81%
39FIRST TR EXCHANGE-TRADED FD33739Q200299,089$14.7M0.78%
40MERCK & CO INCMRK161,286$14.5M0.77%
41ELI LILLY & COLLY16,696$13.8M0.74%
42VANGUARD SCOTTSDALE FDS92206C409129,354$10.2M0.54%
43SPDR S&P 500 ETF TRSPY17,263$9.7M0.52%
44NOVO-NORDISK A SNONOF136,174$9.5M0.50%
45VISA INCV24,624$8.6M0.46%
46JPMORGAN CHASE & CO.VYLD33,235$8.2M0.43%
47VANGUARD TAX-MANAGED FDS921943858158,162$8.0M0.43%
48ALPHABET INCGOOG42,624$6.6M0.35%
49ABBVIE INCABBV23,809$5.0M0.27%
50LOWES COS INC54866110718,892$4.4M0.24%
51ARES CAPITAL CORPARCC164,456$3.6M0.19%
52SPDR GOLD TRGLD11,632$3.4M0.18%
53WASTE MGMT INC DEL94106L10913,825$3.2M0.17%
54ACCENTURE PLC IRELANDACN10,018$3.1M0.17%
55COSTCO WHSL CORP NEW22160K1053,149$3.0M0.16%
56ISHARES TR46428786150,000$2.9M0.16%
57EATON CORP PLCETN10,702$2.9M0.16%
58WATSCO INCWSO-B5,443$2.8M0.15%
59VANGUARD INDEX FDS92290863710,489$2.7M0.14%
60VANGUARD WHITEHALL FDS92194640619,989$2.6M0.14%
61UNION PAC CORPUNP9,929$2.3M0.13%
62MCDONALDS CORPMCD7,352$2.3M0.12%
63ENTERPRISE PRODS PARTNERS L29379210765,653$2.2M0.12%
64CANADIAN NAT RES LTD13638510171,240$2.2M0.12%
65ATMOS ENERGY CORPATO14,184$2.2M0.12%
66ISHARES TR4642872003,887$2.2M0.12%
67BLUE OWL CAPITAL INCOWL108,479$2.2M0.12%
68COCA COLA COKO29,698$2.1M0.11%
69BLUE OWL CAPITAL CORPORATIONOWL144,410$2.1M0.11%
70ANALOG DEVICES INCADI10,188$2.1M0.11%
71VICI PPTYS INC92565210959,965$2.0M0.10%
72SYSCO CORPSYY25,974$1.9M0.10%
73ISHARES TR46428780418,510$1.9M0.10%
74MPLX LPMPLXP35,181$1.9M0.10%
75S&P GLOBAL INCSPGI3,705$1.9M0.10%
76ABBOTT LABSABLZF13,885$1.8M0.10%
77AMERICAN EXPRESS COAXP6,104$1.6M0.09%
78BRITISH AMERN TOB PLC11044810737,545$1.6M0.08%
79ORACLE CORPORCL-PD10,824$1.5M0.08%
80DISNEY WALT CO25468710614,690$1.4M0.08%
81SHELL PLCRYDAF19,535$1.4M0.08%
82CORTEVA INCCTVA22,591$1.4M0.08%
83AMGEN INCAMGN4,529$1.4M0.08%
84TJX COS INC NEW87254010911,266$1.4M0.07%
85ISHARES TR4642876143,565$1.3M0.07%
86SALESFORCE INCCRM4,700$1.3M0.07%
87ISHARES TR46428723427,559$1.2M0.06%
88WELLS FARGO CO NEW94974610115,862$1.1M0.06%
89ENERGY TRANSFER L PET-PI60,674$1.1M0.06%
90CHEVRON CORP NEWCVX6,651$1.1M0.06%
91PETROLEO BRASILEIRO SA PETRO71654V10184,274$1.1M0.06%
92DUPONT DE NEMOURS INCDD14,496$1.1M0.06%
93STRYKER CORPORATIONSYK2,896$1.1M0.06%
94AERCAP HOLDINGS NVAER10,000$1.0M0.05%
95EQUINIX INCEQIX1,251$1.0M0.05%
96APPLIED MATLS INC0382221057,020$1.0M0.05%
97D R HORTON INC23331A1097,905$1.0M0.05%
98ISHARES TR4642876555,028$1.0M0.05%
99IDEXX LABS INC45168D1042,386$1.0M0.05%
100EATON VANCE TAX-MANAGED BUY-ETN75,280$994,4490.05%
101MOTOROLA SOLUTIONS INCMSI2,236$978,9430.05%
102INVESCO EXCHANGE TRADED FD TIVZ5,614$972,5130.05%
103VANGUARD INDEX FDS9229087445,592$965,9370.05%
104EMERSON ELEC COEMR8,783$962,9680.05%
105DIMENSIONAL ETF TRUST25434V70828,757$948,6910.05%
106WEC ENERGY GROUP INCWEC8,186$892,1100.05%
107AIR PRODS & CHEMS INCAIIR3,013$888,5940.05%
108ISHARES TR46428749910,394$884,2180.05%
109NOMAD FOODS LTDNOMD44,000$864,6000.05%
110ROYAL BK CDA7800871027,611$857,9120.05%
111LYONDELLBASELL INDUSTRIES NLYB12,000$844,8000.05%
112HONEYWELL INTL INC4385161063,982$843,1890.04%
113PFIZER INCPFE33,208$841,4910.04%
114BRISTOL-MYERS SQUIBB COCELG-RI13,090$798,3590.04%
115INVESCO EXCH TRADED FD TR IIIVZ18,909$769,6090.04%
116PALO ALTO NETWORKS INCPANW4,480$764,3820.04%
117CENCORA INCCOR2,724$757,5170.04%
118PEPSICO INCPEP5,048$756,8970.04%
119BLACKROCK INCBLK776$734,4680.04%
120INVESCO EXCH TRADED FD TR IIIVZ7,362$731,3510.04%
121AUTOMATIC DATA PROCESSING INADP2,278$696,0640.04%
122MARVELL TECHNOLOGY INCMRVL11,227$691,2460.04%
123WP CAREY INC92936U10910,881$686,7000.04%
124NETFLIX INCNFLX732$682,6120.04%
125PETROLEO BRASILEIRO SA PETRO71654V40847,436$680,2320.04%
126CISCO SYS INCCSCO10,744$663,0010.04%
127VERIZON COMMUNICATIONS INCVZ14,591$661,8480.04%
128APOLLO GLOBAL MGMT INC03769M1064,772$653,4540.03%
129CATERPILLAR INCCAT1,969$649,3760.03%
130ALLSTATE CORPALL-PJ3,103$642,5380.03%
131MONDELEZ INTL INC6092071058,943$606,7830.03%
132GALLAGHER ARTHUR J & CO3635761091,741$601,0630.03%
133SPDR S&P MIDCAP 400 ETF TRMDY1,125$600,1650.03%
134INTERNATIONAL BUSINESS MACHSINTR2,408$598,8690.03%
135LOCKHEED MARTIN CORPLMT1,326$592,3380.03%
136SELECT SECTOR SPDR TR81369Y8032,804$578,9700.03%
137THERMO FISHER SCIENTIFIC INCTMO1,151$572,8700.03%
138ISHARES TR4642875982,966$558,0830.03%
139ISHARES TR4642876221,810$555,1990.03%
140PHILIP MORRIS INTL INC7181721093,473$551,2690.03%
141PRINCIPAL FINANCIAL GROUP INPFG6,526$550,5990.03%
142SCHWAB STRATEGIC TR80852479719,569$547,1490.03%
143INVESCO EXCHANGE TRADED FD TIVZ5,451$544,4240.03%
144ADOBE INCADBE1,414$542,3110.03%
145THE CIGNA GROUP1255231001,646$541,5340.03%
146J P MORGAN EXCHANGE TRADED F46641Q1678,372$531,9590.03%
147VANGUARD INDEX FDS9229087361,405$521,0020.03%
148SELECT SECTOR SPDR TR81369Y5065,566$520,1430.03%
149ISHARES TR46429B7474,969$514,1420.03%
150WILLIAMS COS INC9694571008,386$501,1470.03%
151GE AEROSPACE3696043012,498$499,9770.03%
152SPDR SER TR78464A37514,960$497,2700.03%
153KKR & CO INCKKRT4,249$491,2270.03%
154HERSHEY COHSY2,860$489,2160.03%
155CORNING INCGLW10,547$482,8420.03%
156WELLTOWER INCWELL3,127$479,0880.03%
157CROWN CASTLE INCCCI4,569$476,2270.03%
158SERVICENOW INCNOW597$475,2960.03%
159SHOPIFY INCSHOP4,863$464,3190.02%
160COLGATE PALMOLIVE COCL4,801$449,8540.02%
161ISHARES TR4642875232,384$448,5970.02%
162BECTON DICKINSON & COBDX1,897$434,5270.02%
163INTUITINTU707$434,0910.02%
164VANGUARD INTL EQUITY INDEX F9220428589,494$429,6980.02%
165VANGUARD INDEX FDS9229087511,899$421,1030.02%
166FISERV INCFISV1,907$421,0680.02%
167ISHARES GOLD TRIAU7,133$420,5620.02%
168DOW INCDOW11,896$415,4080.02%
169BLACKSTONE INCBX2,950$412,2980.02%
170ALTRIA GROUP INCMO6,848$410,9900.02%
171DOCUSIGN INCDOCU5,000$407,0000.02%
172GREEN BRICK PARTNERS INCGRBK-PA6,975$406,7120.02%
173CAMBRIA ETF TR1320612016,363$405,9410.02%
174SCHWAB STRATEGIC TR80852430016,040$401,6420.02%
175STARBUCKS CORPSBUX4,095$401,6350.02%
176PRICE T ROWE GROUP INCTROW4,326$397,4300.02%
177PACCAR INCPCAR4,074$396,6850.02%
178SYNOPSYS INCSNPS890$381,6770.02%
179ISHARES TR4642871682,819$378,5640.02%
180PIPER SANDLER COMPANIESPIPR1,469$363,8130.02%
181TRAVELERS COMPANIES INCTRV1,346$355,9630.02%
182PHILLIPS 66PSX2,876$355,1130.02%
183TESLA INCTSLA1,353$350,5140.02%
184VANGUARD SCOTTSDALE FDS92206C8704,246$347,1530.02%
185SEMPRASREA4,858$346,6670.02%
186SPDR SER TR78464A7632,550$345,9840.02%
187CONOCOPHILLIPSCOP3,252$341,5480.02%
188ISHARES TR4642886466,509$340,8910.02%
189AGILENT TECHNOLOGIES INCA2,870$335,7330.02%
190XCEL ENERGY INCXELLL4,736$335,2610.02%
191ISHARES TR46432F8424,399$332,7840.02%
192BOEING COBA-PA1,930$329,1620.02%
193AMERICAN WTR WKS CO INC NEW0304201032,204$325,1340.02%
194GILEAD SCIENCES INCGILD2,894$324,2730.02%
195INVESCO EXCHANGE TRADED FD TIVZ3,700$320,4670.02%
196KROGER COKR4,729$320,1060.02%
197ZOETIS INCZTS1,932$318,1040.02%
198MEDTRONIC PLCMDT3,487$313,3420.02%
199ISHARES TR4642886385,960$313,0190.02%
200CBRE GROUP INCCBRE2,366$309,4250.02%
201NEXTNAV INCNXNVW25,121$305,7230.02%
202SPDR SER TR78464A6311,885$302,9010.02%
203GOLDMAN SACHS GROUP INCGSCE554$302,6450.02%
204GRAINGER W W INC384802104306$302,5400.02%
205INTERCONTINENTAL EXCHANGE IN45866F1041,741$300,3230.02%
206BROADSTONE NET LEASE INCBNL17,589$299,7170.02%
207DRAFTKINGS INC NEWDKNG8,930$296,5650.02%
208DOVER CORPDOV1,668$293,0340.02%
209TARGET CORPTGT2,762$288,2420.02%
210NORFOLK SOUTHN CORP6558441081,203$284,9310.02%
211DUTCH BROS INCBROS4,610$284,6210.02%
212FEDEX CORPFDX1,155$281,5660.02%
213GENERAL DYNAMICS CORPGD1,013$276,0450.01%
214MORGAN STANLEYMS-PQ2,364$275,8080.01%
215LINDE PLCLIN586$272,8650.01%
216TE CONNECTIVITY PLCTEL1,898$268,2250.01%
217YUM BRANDS INCYUM1,691$266,0960.01%
218ISHARES TR4642875074,519$263,6840.01%
219VANGUARD WORLD FD9219107332,635$258,0980.01%
220DIGITAL RLTY TR INC2538681031,753$251,1870.01%
221ISHARES TR4642884142,373$250,2090.01%
222MARSH & MCLENNAN COS INC5717481021,024$249,8880.01%
223BRIGHT HORIZONS FAM SOL IN D1091941001,964$249,5070.01%
224SCHWAB STRATEGIC TR8085248886,898$247,5000.01%
225QUANTA SVCS INC74762E102973$247,3170.01%
226SPDR DOW JONES INDL AVERAGE78467X109587$246,4700.01%
227KIMBERLY-CLARK CORPKMB1,732$246,3250.01%
228SCHWAB CHARLES CORPSCHW-PJ3,113$243,6860.01%
229BUILDERS FIRSTSOURCE INCBLDR1,940$242,3840.01%
230PROGRESSIVE CORP743315103856$242,2670.01%
231DANAHER CORPORATION2358511021,177$241,2850.01%
232SPDR SER TR78464A4747,984$240,3180.01%
233FLOOR & DECOR HLDGS INCFND2,925$235,3750.01%
234ISHARES TR46428822420,420$233,1960.01%
235ISHARES SILVER TRSLV7,514$232,8590.01%
236FERRARI N VRACE543$232,3390.01%
237BANK AMERICA CORP0605051045,547$231,4750.01%
238ISHARES TR46432F8343,289$229,6050.01%
239QUALCOMM INCQCOM1,464$224,9580.01%
240AUTOZONE INCAZO59$224,9540.01%
241DUKE ENERGY CORP NEWDUKB1,824$222,4730.01%
242ISHARES TR4642888773,761$221,6730.01%
243PACER FDS TR69374H8814,018$220,0380.01%
244ADVANCED MICRO DEVICES INCAMD2,112$216,9870.01%
245INTUITIVE SURGICAL INCISRG437$216,4330.01%
246ISHARES TR4642875722,237$215,3700.01%
247BANK AMERICA CORP060505682172$212,3460.01%
248OVINTIV INCOVV4,951$211,9030.01%
249SCHWAB STRATEGIC TR8085246078,954$209,7920.01%
250ISHARES TR46429B6631,718$208,0840.01%
251SCHWAB STRATEGIC TR8085241029,600$206,6880.01%
252ISHARES BITCOIN TRUST ETFIBIT4,388$205,4020.01%
253VANGUARD STAR FDS9219097683,289$204,2470.01%
254SMUCKER J M CO8326964051,723$204,0200.01%
255VANGUARD SPECIALIZED FUNDS9219088441,040$201,6940.01%
256EMPIRE ST RLTY OP L P29210220910,738$90,4110.00%
257CLEVELAND-CLIFFS INC NEWCLF10,000$82,2000.00%
258NEXTNAV INCNXNVW17,900$66,5750.00%
259ALTICE USA INCOPTU18,000$47,8800.00%
260LUCID DIAGNOSTICS INCLUCD13,000$19,3700.00%
261PAVMED INCPAVM21,500$15,5100.00%
262PLUG POWER INCPLUG10,000$13,5000.00%