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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 2025 · Filed August 5, 2025 · Accession 0001085146-25-004535

Total Value
$2.01B
Positions
280
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (280)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT212,633$105.8M5.27%
2ISHARES TR46432F339551,170$100.8M5.02%
3BERKSHIRE HATHAWAY INC DELBRK-A203,367$98.8M4.92%
4VANGUARD INDEX FDS922908363152,519$86.6M4.31%
5ALPHABET INCGOOG398,683$70.7M3.52%
6AMAZON COM INCAMZN320,165$70.2M3.50%
7APPLE INCAAPL340,447$69.8M3.48%
8MASTERCARD INCORPORATEDMA122,918$69.1M3.44%
9JANUS DETROIT STR TR47103U8451,246,410$63.3M3.15%
10TAIWAN SEMICONDUCTOR MFG LTD874039100269,109$61.0M3.03%
11META PLATFORMS INCMETA78,587$58.0M2.89%
12ISHARES INC464286392341,698$57.9M2.88%
13NVIDIA CORPORATIONNVDA363,226$57.4M2.86%
14BROADCOM INCAVGO203,070$56.0M2.79%
15RBB FD INC74933W452968,882$48.4M2.41%
16RTX CORPORATIONRTX274,242$40.0M1.99%
17AON PLCAON102,502$36.6M1.82%
18ASML HOLDING N VASMLF44,304$35.5M1.77%
19WALMART INCWMT362,879$35.5M1.77%
20UNITEDHEALTH GROUP INCUNH113,337$35.4M1.76%
21SAP SESAPGF108,284$32.9M1.64%
22HOME DEPOT INCHD89,047$32.6M1.63%
23VANGUARD INDEX FDS922908769104,041$31.6M1.57%
24CME GROUP INCCME110,694$30.5M1.52%
25NVR INCNVR4,080$30.1M1.50%
26DEERE & CODE54,301$27.6M1.37%
27NOVO-NORDISK A SNONOF393,332$27.1M1.35%
28BROOKFIELD CORP11271J107428,018$26.5M1.32%
29SHERWIN WILLIAMS COSHW73,874$25.4M1.26%
30TEXAS INSTRS INC882508104121,514$25.2M1.26%
31VANECK ETF TRUST92189F643266,054$25.0M1.24%
32CHUBB LIMITEDCB83,565$24.2M1.21%
33INVESCO QQQ TRIVZ38,988$21.5M1.07%
34PROCTER AND GAMBLE CO742718109130,585$20.8M1.04%
35NEXTERA ENERGY INCNEE-PW296,416$20.6M1.02%
36ZOETIS INCZTS129,033$20.1M1.00%
37EXXON MOBIL CORPXOM172,813$18.6M0.93%
38COMCAST CORP NEWCCZ476,469$17.0M0.85%
39FIRST TR EXCHANGE-TRADED FD33739Q200299,341$14.7M0.73%
40ELI LILLY & COLLY16,301$12.7M0.63%
41SPDR S&P 500 ETF TRSPY19,519$12.1M0.60%
42BERKSHIRE HATHAWAY INC DELBRK-A15$10.9M0.54%
43VANGUARD SCOTTSDALE FDS92206C409128,762$10.2M0.51%
44JPMORGAN CHASE & CO.VYLD34,253$9.9M0.49%
45VANGUARD TAX-MANAGED FDS921943858171,200$9.8M0.49%
46VISA INCV24,006$8.5M0.42%
47ALPHABET INCGOOG35,927$6.3M0.32%
48US BANCORP DELUSB-PS121,150$5.5M0.27%
49SPDR SERIES TRUST78468R853104,242$4.4M0.22%
50LOWES COS INC54866110718,599$4.1M0.21%
51SPDR GOLD TRGLD13,158$4.0M0.20%
52ARES CAPITAL CORPARCC169,856$3.7M0.19%
53EATON CORP PLCETN9,518$3.4M0.17%
54MOTOROLA SOLUTIONS INCMSI8,073$3.4M0.17%
55ACCENTURE PLC IRELANDACN11,087$3.3M0.16%
56COSTCO WHSL CORP NEW22160K1053,265$3.2M0.16%
57ISHARES TR46428786150,000$3.2M0.16%
58VANGUARD INDEX FDS92290863710,489$3.0M0.15%
59WASTE MGMT INC DEL94106L10912,900$3.0M0.15%
60ISHARES TR4642872004,346$2.7M0.13%
61ATMOS ENERGY CORPATO16,553$2.6M0.13%
62CORTEVA INCCTVA34,002$2.5M0.13%
63VANGUARD WHITEHALL FDS92194640618,561$2.5M0.12%
64SHELL PLCRYDAF34,514$2.4M0.12%
65WATSCO INCWSO-B5,484$2.4M0.12%
66JOHNSON & JOHNSONJNJ15,808$2.4M0.12%
67ISHARES TR4642876145,573$2.4M0.12%
68BLUE OWL CAPITAL CORPORATIONOWL164,270$2.4M0.12%
69ANALOG DEVICES INCADI9,870$2.3M0.12%
70ORACLE CORPORCL-PD10,654$2.3M0.12%
71CANADIAN NAT RES LTD13638510171,475$2.2M0.11%
72UNION PAC CORPUNP9,565$2.2M0.11%
73ABBVIE INCABBV11,803$2.2M0.11%
74MCDONALDS CORPMCD7,303$2.1M0.11%
75COCA COLA COKO29,707$2.1M0.10%
76BLUE OWL CAPITAL INCOWL108,797$2.1M0.10%
77S&P GLOBAL INCSPGI3,766$2.0M0.10%
78AMERICAN EXPRESS COAXP6,185$2.0M0.10%
79ISHARES TR46428780417,916$2.0M0.10%
80VICI PPTYS INC92565210959,965$2.0M0.10%
81ABBOTT LABSABLZF14,053$1.9M0.10%
82DISNEY WALT CO25468710614,383$1.8M0.09%
83BRITISH AMERN TOB PLC11044810737,500$1.8M0.09%
84MPLX LPMPLXP34,199$1.8M0.09%
85DUPONT DE NEMOURS INCDD25,159$1.7M0.09%
86TJX COS INC NEW87254010911,577$1.4M0.07%
87SALESFORCE INCCRM4,971$1.4M0.07%
88ISHARES TR46428723427,559$1.3M0.07%
89ENTERPRISE PRODS PARTNERS L29379210742,772$1.3M0.07%
90AMGEN INCAMGN4,651$1.3M0.06%
91PETROLEO BRASILEIRO SA PETRO71654V101110,702$1.3M0.06%
92IDEXX LABS INC45168D1042,277$1.2M0.06%
93EMERSON ELEC COEMR8,984$1.2M0.06%
94AERCAP HOLDINGS NVAER10,000$1.2M0.06%
95STRYKER CORPORATIONSYK2,900$1.1M0.06%
96APPLIED MATLS INC0382221056,225$1.1M0.06%
97SPDR S&P MIDCAP 400 ETF TRMDY1,969$1.1M0.06%
98EATON VANCE TAX-MANAGED BUY-ETN80,280$1.1M0.06%
99INVESCO EXCHANGE TRADED FD TIVZ6,119$1.1M0.06%
100ENERGY TRANSFER L PET-PI61,077$1.1M0.06%
101VANGUARD INDEX FDS9229087446,125$1.1M0.05%
102ISHARES TR4642876554,935$1.1M0.05%
103WELLS FARGO CO NEW94974610113,140$1.1M0.05%
104D R HORTON INC23331A1098,022$1.0M0.05%
105DIMENSIONAL ETF TRUST25434V70828,757$1.0M0.05%
106VANGUARD INDEX FDS9229087362,334$1.0M0.05%
107NETFLIX INCNFLX748$1.0M0.05%
108ROYAL BK CDA7800871027,611$1.0M0.05%
109EQUINIX INCEQIX1,251$995,1330.05%
110INTERNATIONAL BUSINESS MACHSINTR3,303$973,6580.05%
111ISHARES TR46428749910,394$955,9360.05%
112HONEYWELL INTL INC4385161063,980$926,8620.05%
113PALO ALTO NETWORKS INCPANW4,380$896,3230.04%
114AUTOMATIC DATA PROCESSING INADP2,819$869,4470.04%
115CHEVRON CORP NEWCVX5,912$846,5390.04%
116AIR PRODS & CHEMS INCAIIR2,995$844,7700.04%
117WEC ENERGY GROUP INCWEC8,103$844,3330.04%
118BLACKROCK INCBLK784$822,6120.04%
119INVESCO EXCH TRADED FD TR IIIVZ18,921$819,0780.04%
120CENCORA INCCOR2,716$814,3930.04%
121CATERPILLAR INCCAT2,076$805,9240.04%
122PACER FDS TR69374H65919,867$791,2860.04%
123SELECT SECTOR SPDR TR81369Y8033,104$786,0260.04%
124MERCK & CO INCMRK9,886$782,5760.04%
125MARVELL TECHNOLOGY INCMRVL9,926$768,2720.04%
126INVESCO EXCH TRADED FD TR IIIVZ7,362$767,7930.04%
127KKR & CO INCKKRT5,699$758,1380.04%
128INVESCO EXCHANGE TRADED FD TIVZ6,764$728,4890.04%
129CISCO SYS INCCSCO10,327$716,4620.04%
130PFIZER INCPFE29,512$715,3710.04%
131SHOPIFY INCSHOP6,191$714,1320.04%
132PEPSICO INCPEP5,266$695,3230.03%
133VANGUARD INTL EQUITY INDEX F92204285813,688$677,0080.03%
134APOLLO GLOBAL MGMT INC03769M1064,750$673,8830.03%
135PHILIP MORRIS INTL INC7181721093,610$657,4890.03%
136GE AEROSPACE3696043012,502$644,0470.03%
137SERVICENOW INCNOW617$634,3250.03%
138ALLSTATE CORPALL-PJ3,136$631,3080.03%
139DOW INCDOW23,799$630,1980.03%
140VERIZON COMMUNICATIONS INCVZ14,046$607,7700.03%
141CORNING INCGLW11,441$601,6820.03%
142MONDELEZ INTL INC6092071058,759$590,7070.03%
143ISHARES TR4642876221,715$582,3630.03%
144TESLA INCTSLA1,828$580,5240.03%
145BRISTOL-MYERS SQUIBB COCELG-RI12,531$580,0600.03%
146ISHARES TR4642875982,966$576,0860.03%
147INTUITINTU724$570,2440.03%
148ISHARES TR4642875232,384$569,0610.03%
149PETROLEO BRASILEIRO SA PETRO71654V40844,650$558,5720.03%
150GALLAGHER ARTHUR J & CO3635761091,740$557,0090.03%
151J P MORGAN EXCHANGE TRADED F46641Q1678,372$548,3680.03%
152ADOBE INCADBE1,399$541,2450.03%
153SCHWAB STRATEGIC TR80852440919,344$535,2400.03%
154VANGUARD INDEX FDS9229087512,249$532,9680.03%
155WILLIAMS COS INC9694571008,383$526,5360.03%
156ISHARES TR4642884145,024$524,9080.03%
157SCHWAB STRATEGIC TR80852479719,564$518,4460.03%
158WELLTOWER INCWELL3,325$511,1520.03%
159THE CIGNA GROUP1255231001,534$507,1100.03%
160ISHARES TR46429B7474,918$506,1110.03%
161PRINCIPAL FINANCIAL GROUP INPFG6,343$503,8240.03%
162SPDR SERIES TRUST78464A37514,960$502,3570.03%
163ISHARES TR4642874576,058$501,9660.02%
164ISHARES TR4642874405,170$495,1310.02%
165NEXTNAV INCNXNVW32,501$494,0150.02%
166SELECT SECTOR SPDR TR81369Y5065,806$492,4070.02%
167SCHWAB STRATEGIC TR80852430016,040$468,5280.02%
168THERMO FISHER SCIENTIFIC INCTMO1,141$462,6300.02%
169LOCKHEED MARTIN CORPLMT970$449,2790.02%
170HERSHEY COHSY2,671$443,2530.02%
171GREEN BRICK PARTNERS INCGRBK-PA6,975$438,5880.02%
172ISHARES GOLD TRIAU7,028$438,2660.02%
173BLACKSTONE INCBX2,927$437,7640.02%
174COLGATE PALMOLIVE COCL4,801$436,4110.02%
175SYSCO CORPSYY5,598$423,9930.02%
176SCHWAB STRATEGIC TR80852420117,187$420,0500.02%
177PRICE T ROWE GROUP INCTROW4,326$417,4590.02%
178ARES MANAGEMENT CORPORATIONARES-PB2,404$416,3730.02%
179CAMBRIA ETF TR1320612016,363$413,7670.02%
180ALTRIA GROUP INCMO6,990$409,7970.02%
181PIPER SANDLER COMPANIESPIPR1,469$408,2940.02%
182BOEING COBA-PA1,929$404,1830.02%
183GOLDMAN SACHS GROUP INCGSCE571$404,1250.02%
184FIVE BELOW INCFIVE3,036$398,2620.02%
185SPDR SERIES TRUST78464A6311,885$397,6220.02%
186DOCUSIGN INCDOCU5,000$389,4500.02%
187PACCAR INCPCAR4,069$386,7990.02%
188SYNOPSYS INCSNPS740$379,3830.02%
189ISHARES TR46432F8424,491$374,9090.02%
190CANADIAN PACIFIC KANSAS CITYCP4,726$374,6300.02%
191STARBUCKS CORPSBUX4,077$373,5760.02%
192ISHARES TR4642871682,799$371,7350.02%
193ISHARES TR4642886613,073$365,9640.02%
194TRAVELERS COMPANIES INCTRV1,366$365,4600.02%
195QUANTA SVCS INC74762E102942$356,1510.02%
196MORGAN STANLEYMS-PQ2,510$353,5590.02%
197VANGUARD SPECIALIZED FUNDS9219088441,725$352,9970.02%
198VANGUARD SCOTTSDALE FDS92206C8704,246$352,0780.02%
199XCEL ENERGY INCXELLL5,083$346,1520.02%
200SPDR SERIES TRUST78464A7632,550$346,1120.02%
201SEMPRASREA4,558$345,3600.02%
202PHILLIPS 66PSX2,887$344,4190.02%
203CBRE GROUP INCCBRE2,432$340,7720.02%
204KROGER COKR4,729$339,2110.02%
205AGILENT TECHNOLOGIES INCA2,870$338,6890.02%
206GRAINGER W W INC384802104323$336,2760.02%
207ISHARES TR4642886466,263$330,4110.02%
208GILEAD SCIENCES INCGILD2,965$328,7300.02%
209BECTON DICKINSON & COBDX1,897$326,7580.02%
210INTERCONTINENTAL EXCHANGE IN45866F1041,762$323,2740.02%
211TE CONNECTIVITY PLCTEL1,898$320,1360.02%
212ISHARES BITCOIN TRUST ETFIBIT5,210$318,9040.02%
213ISHARES TR4642886385,960$317,6080.02%
214AMERICAN WTR WKS CO INC NEW0304201032,280$317,1710.02%
215NORFOLK SOUTHN CORP6558441081,212$310,2360.02%
216DIGITAL RLTY TR INC2538681031,775$309,4360.02%
217DOVER CORPDOV1,668$305,6280.02%
218MEDTRONIC PLCMDT3,448$300,5620.01%
219CONOCOPHILLIPSCOP3,329$298,7450.01%
220INVESCO EXCHANGE TRADED FD TIVZ3,700$295,5190.01%
221LINDE PLCLIN629$295,1140.01%
222GENERAL DYNAMICS CORPGD1,011$294,8680.01%
223SCHWAB STRATEGIC TR8085248886,898$293,7860.01%
224VANGUARD WORLD FD9219107332,635$288,9010.01%
225FERRARI N VRACE581$285,1200.01%
226SCHWAB CHARLES CORPSCHW-PJ3,107$283,4830.01%
227BROADSTONE NET LEASE INCBNL17,589$282,3030.01%
228ISHARES TR4642875074,537$281,3850.01%
229INVESCO EXCH TRADED FD TR IIIVZ1,211$275,0180.01%
230TARGET CORPTGT2,750$271,2880.01%
231PROGRESSIVE CORP7433151031,013$270,3390.01%
232ISHARES TR46428822420,420$267,7060.01%
233BANK AMERICA CORP0605051045,619$265,8900.01%
234FEDEX CORPFDX1,155$262,5430.01%
235VANGUARD INDEX FDS922908629932$260,8020.01%
236INVESCO EXCHANGE TRADED FD TIVZ4,999$260,4480.01%
237ISHARES SILVER TRSLV7,889$258,8380.01%
238SPDR DOW JONES INDL AVERAGE78467X109587$258,6620.01%
239ISHARES TR46432F8343,313$256,1280.01%
240QUALCOMM INCQCOM1,606$255,8470.01%
241INVESCO EXCHANGE TRADED FD TIVZ6,050$255,7340.01%
242YUM BRANDS INCYUM1,708$253,0910.01%
243GLOBAL X FDS37960A5294,155$250,3390.01%
244ISHARES TR4642895294,601$250,2020.01%
245INTUITIVE SURGICAL INCISRG455$247,2520.01%
246BRIGHT HORIZONS FAM SOL IN D1091941002,000$247,1800.01%
247WISDOMTREE TRWT2,964$243,4630.01%
248ISHARES TR4642875722,251$242,6510.01%
249SPDR SERIES TRUST78464A4747,984$241,0370.01%
250ISHARES TR4642888773,761$238,7480.01%
251AUTOZONE INCAZO64$237,5830.01%
252DANAHER CORPORATION2358511021,196$236,2580.01%
253KINDER MORGAN INC DELEP-PC7,901$232,2890.01%
254MARSH & MCLENNAN COS INC5717481021,059$231,5410.01%
255CUMMINS INCCMI700$229,2500.01%
256ADVANCED MICRO DEVICES INCAMD1,613$228,8850.01%
257SCHWAB STRATEGIC TR8085241029,600$228,7680.01%
258BUILDERS FIRSTSOURCE INCBLDR1,929$225,0950.01%
259KIMBERLY-CLARK CORPKMB1,732$223,2890.01%
260GE VERNOVA INCGEV421$222,7720.01%
261FLOOR & DECOR HLDGS INCFND2,925$222,1830.01%
262ISHARES TR46435G3262,871$218,3110.01%
263SELECT SECTOR SPDR TR81369Y4071,000$217,3300.01%
264DUKE ENERGY CORP NEWDUKB1,824$215,2320.01%
265BANK AMERICA CORP060505682172$208,6360.01%
266ISHARES TR4642887522,200$204,9740.01%
267NIKE INCNKE2,881$204,6820.01%
268WHIRLPOOL CORPWHR-PA2,000$202,8400.01%
269PACER FDS TR69374H8813,667$202,0300.01%
270ISHARES INC46434G1033,361$201,7610.01%
271AT&T INCT-PC6,946$201,0170.01%
272NEXTNAV INCNXNVW16,500$119,0150.01%
273EMPIRE ST RLTY OP L P29210220910,738$90,1990.00%
274CLEVELAND-CLIFFS INC NEWCLF10,000$76,0000.00%
275ALTICE USA INCOPTU18,000$38,5200.00%
276PLUG POWER INCPLUG20,000$29,8000.00%
277LUCID DIAGNOSTICS INCLUCD13,000$14,9500.00%
278PAVMED INCPAVM21,500$12,9060.00%
279SPDR S&P 500 ETF TRSPY3,500$10,2550.00%
280INVESCO QQQ TRIVZ2,500$8,5750.00%