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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 2025 · Filed October 27, 2025 · Accession 0001349654-25-000008

Total Value
$2.13B
Positions
295
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (295)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT209,955$108.7M5.09%
2ISHARES TR46432F339554,127$107.8M5.05%
3ALPHABET INCGOOG402,434$98.0M4.59%
4VANGUARD INDEX FDS922908363151,418$92.7M4.34%
5APPLE INCAAPL339,634$86.5M4.05%
6NVIDIA CORPORATIONNVDA450,584$84.1M3.94%
7TAIWAN SEMICONDUCTOR MFG LTD874039100268,011$74.9M3.51%
8AMAZON COM INCAMZN320,130$70.3M3.29%
9BERKSHIRE HATHAWAY INC DELBRK-A137,759$69.3M3.24%
10MASTERCARD INCORPORATEDMA121,287$69.0M3.23%
11JANUS DETROIT STR TR47103U8451,337,136$67.9M3.18%
12BROADCOM INCAVGO201,533$66.5M3.11%
13ISHARES INC464286392351,532$63.8M2.99%
14META PLATFORMS INCMETA79,298$58.2M2.73%
15RBB FD INC74933W4521,142,072$57.1M2.67%
16RTX CORPORATIONRTX272,983$45.7M2.14%
17ASML HOLDING N VASMLF44,370$43.0M2.01%
18UNITEDHEALTH GROUP INCUNH114,211$39.4M1.85%
19WALMART INCWMT358,646$37.0M1.73%
20HOME DEPOT INCHD88,977$36.1M1.69%
21AON PLCAON101,073$36.0M1.69%
22VANGUARD INDEX FDS922908769107,059$35.1M1.65%
23NVR INCNVR4,110$33.0M1.55%
24CME GROUP INCCME110,358$29.8M1.40%
25BROOKFIELD CORP11271J107433,161$29.7M1.39%
26SAP SESAPGF107,455$28.7M1.34%
27INVESCO QQQ TRIVZ46,187$27.7M1.30%
28SHERWIN WILLIAMS COSHW72,567$25.1M1.18%
29DEERE & CODE53,720$24.6M1.15%
30CHUBB LIMITEDCB82,443$23.3M1.09%
31NEXTERA ENERGY INCNEE-PW295,463$22.3M1.04%
32TEXAS INSTRS INC882508104120,845$22.2M1.04%
33NOVO-NORDISK A SNONOF393,320$21.8M1.02%
34EXXON MOBIL CORPXOM171,551$19.3M0.91%
35ZOETIS INCZTS125,463$18.4M0.86%
36VANECK ETF TRUST92189F643161,743$16.0M0.75%
37FIRST TR EXCHANGE-TRADED FD33739Q200306,094$15.2M0.71%
38SPDR S&P 500 ETF TRSPY19,654$13.1M0.61%
39UNITED PARCEL SERVICE INCUPS155,408$13.0M0.61%
40VANGUARD SCOTTSDALE FDS92206C847220,872$12.6M0.59%
41COMCAST CORP NEWCCZ393,817$12.4M0.58%
42ELI LILLY & COLLY15,399$11.7M0.55%
43BERKSHIRE HATHAWAY INC DELBRK-A15$11.3M0.53%
44VANGUARD TAX-MANAGED FDS921943858181,395$10.9M0.51%
45JPMORGAN CHASE & CO.VYLD33,427$10.5M0.49%
46ALPHABET INCGOOG37,293$9.1M0.42%
47VISA INCV24,477$8.4M0.39%
48ARES CAPITAL CORPARCC370,159$7.6M0.35%
49US BANCORP DELUSB-PS117,762$5.7M0.27%
50LOWES COS INC54866110722,017$5.5M0.26%
51MOTOROLA SOLUTIONS INCMSI9,677$4.4M0.21%
52SPDR GOLD TRGLD12,073$4.3M0.20%
53SPDR SERIES TRUST78468R85390,765$4.2M0.20%
54EATON CORP PLCETN9,971$3.7M0.17%
55ISHARES TR46428786150,263$3.3M0.15%
56VANGUARD INDEX FDS92290863710,489$3.2M0.15%
57WASTE MGMT INC DEL94106L10913,654$3.0M0.14%
58ATMOS ENERGY CORPATO17,649$3.0M0.14%
59COSTCO WHSL CORP NEW22160K1053,225$3.0M0.14%
60ORACLE CORPORCL-PD10,164$2.9M0.13%
61ISHARES TR4642876145,793$2.7M0.13%
62VANGUARD WHITEHALL FDS92194640618,561$2.6M0.12%
63ISHARES TR4642872003,880$2.6M0.12%
64SHELL PLCRYDAF34,705$2.5M0.12%
65ABBVIE INCABBV10,502$2.4M0.11%
66ANALOG DEVICES INCADI9,865$2.4M0.11%
67JOHNSON & JOHNSONJNJ12,847$2.4M0.11%
68CANADIAN NAT RES LTD13638510174,203$2.4M0.11%
69CORTEVA INCCTVA34,002$2.3M0.11%
70WATSCO INCWSO-B5,671$2.3M0.11%
71BLUE OWL CAPITAL CORPORATIONOWL174,475$2.2M0.10%
72UNION PAC CORPUNP9,142$2.2M0.10%
73ISHARES TR46428780417,999$2.1M0.10%
74AMERICAN EXPRESS COAXP6,194$2.1M0.10%
75BRITISH AMERN TOB PLC11044810737,688$2.0M0.09%
76VICI PPTYS INC92565210960,612$2.0M0.09%
77COCA COLA COKO29,744$2.0M0.09%
78DUPONT DE NEMOURS INCDD25,195$2.0M0.09%
79PROCTER AND GAMBLE CO74271810912,712$2.0M0.09%
80BLUE OWL CAPITAL INCOWL115,326$2.0M0.09%
81VANGUARD INDEX FDS9229087363,832$1.8M0.09%
82ABBOTT LABSABLZF13,204$1.8M0.08%
83SPDR S&P MIDCAP 400 ETF TRMDY2,843$1.7M0.08%
84MPLX LPMPLXP33,763$1.7M0.08%
85TJX COS INC NEW87254010911,551$1.7M0.08%
86MCDONALDS CORPMCD5,245$1.6M0.07%
87DISNEY WALT CO25468710613,161$1.5M0.07%
88ISHARES TR46428723427,891$1.5M0.07%
89IDEXX LABS INC45168D1042,255$1.4M0.07%
90PETROLEO BRASILEIRO SA PETRO71654V101118,050$1.4M0.07%
91VANGUARD INDEX FDS9229087447,291$1.4M0.06%
92D R HORTON INC23331A1098,022$1.4M0.06%
93ENTERPRISE PRODS PARTNERS L29379210742,772$1.3M0.06%
94APPLIED MATLS INC0382221056,217$1.3M0.06%
95AMGEN INCAMGN4,401$1.2M0.06%
96AERCAP HOLDINGS NVAER10,052$1.2M0.06%
97ISHARES TR4642876554,991$1.2M0.06%
98INVESCO EXCHANGE TRADED FD TIVZ6,143$1.2M0.05%
99EATON VANCE TAX-MANAGED BUY-ETN80,055$1.1M0.05%
100ROYAL BK CDA7800871027,611$1.1M0.05%
101DIMENSIONAL ETF TRUST25434V70828,757$1.1M0.05%
102WELLS FARGO CO NEW94974610113,032$1.1M0.05%
103ISHARES GOLD TRIAU14,978$1.1M0.05%
104STRYKER CORPORATIONSYK2,941$1.1M0.05%
105EMERSON ELEC COEMR7,916$1.0M0.05%
106ENERGY TRANSFER L PET-PI59,035$1.0M0.05%
107ISHARES TR46428749910,394$1.0M0.05%
108TESLA INCTSLA2,249$999,9530.05%
109CATERPILLAR INCCAT2,068$986,7460.05%
110INTERNATIONAL BUSINESS MACHSINTR3,478$981,3520.05%
111EQUINIX INCEQIX1,246$975,9170.05%
112SALESFORCE INCCRM4,058$961,7460.05%
113VANGUARD SCOTTSDALE FDS92206C40911,838$946,2400.04%
114CORNING INCGLW11,441$938,5050.04%
115WEC ENERGY GROUP INCWEC8,168$935,9710.04%
116SHOPIFY INCSHOP6,288$934,4600.04%
117INVESCO EXCH TRADED FD TR IIIVZ18,861$910,9920.04%
118BLACKROCK INCBLK781$910,5440.04%
119NETFLIX INCNFLX755$905,1850.04%
120PALO ALTO NETWORKS INCPANW4,326$880,8600.04%
121VANGUARD INTL EQUITY INDEX F92204285816,245$880,1540.04%
122SELECT SECTOR SPDR TR81369Y8033,104$874,8930.04%
123HONEYWELL INTL INC4385161064,008$843,6840.04%
124CENCORA INCCOR2,699$843,5180.04%
125PACER FDS TR69374H65919,822$839,6390.04%
126ISHARES TR46428745710,108$838,5600.04%
127MARVELL TECHNOLOGY INCMRVL9,926$834,4790.04%
128CHEVRON CORP NEWCVX5,319$825,9880.04%
129AIR PRODS & CHEMS INCAIIR2,995$816,7960.04%
130INVESCO EXCH TRADED FD TR IIIVZ7,362$814,6900.04%
131ISHARES TR4642874407,994$771,1010.04%
132VANGUARD SPECIALIZED FUNDS9219088443,536$762,9710.04%
133INVESCO EXCHANGE TRADED FD TIVZ6,644$754,9190.04%
134ACCENTURE PLC IRELANDACN3,053$752,8000.04%
135MERCK & CO INCMRK8,829$741,0180.03%
136KKR & CO INCKKRT5,699$740,5850.03%
137S&P GLOBAL INCSPGI1,504$732,0120.03%
138PEPSICO INCPEP5,212$731,9730.03%
139ISHARES TR4642875232,384$646,3500.03%
140PFIZER INCPFE25,137$640,4910.03%
141VERIZON COMMUNICATIONS INCVZ14,450$635,0780.03%
142APOLLO GLOBAL MGMT INC03769M1064,750$633,0330.03%
143ISHARES TR4642876221,715$626,7980.03%
144ISHARES TR4642875982,966$603,8480.03%
145PHILIP MORRIS INTL INC7181721093,628$588,4620.03%
146CISCO SYS INCCSCO8,595$588,0690.03%
147VANGUARD INDEX FDS9229087512,307$586,6240.03%
148SERVICENOW INCNOW636$585,2980.03%
149WELLTOWER INCWELL3,265$581,6270.03%
150J P MORGAN EXCHANGE TRADED F46641Q1678,372$577,3350.03%
151PETROLEO BRASILEIRO SA PETRO71654V40844,650$565,2690.03%
152SCHWAB STRATEGIC TR80852440919,345$563,1310.03%
153ISHARES TR4642886614,710$562,8920.03%
154ISHARES TR4642884145,182$551,8310.03%
155THERMO FISHER SCIENTIFIC INCTMO1,129$547,5880.03%
156MONDELEZ INTL INC6092071058,759$547,1750.03%
157DOW INCDOW23,799$545,7110.03%
158GALLAGHER ARTHUR J & CO3635761091,761$545,4520.03%
159GE AEROSPACE3696043011,799$541,2420.03%
160SCHWAB STRATEGIC TR80852479719,564$534,0970.03%
161PRINCIPAL FINANCIAL GROUP INPFG6,343$525,8980.02%
162WILLIAMS COS INC9694571008,275$524,2210.02%
163GREEN BRICK PARTNERS INCGRBK-PA6,975$515,1740.02%
164SCHWAB STRATEGIC TR80852430016,040$511,8360.02%
165BLACKSTONE INCBX2,993$511,2890.02%
166INTUITINTU747$510,1340.02%
167PIPER SANDLER COMPANIESPIPR1,469$509,7280.02%
168MORGAN STANLEYMS-PQ3,200$508,6720.02%
169SPDR SERIES TRUST78464A37514,960$506,9940.02%
170ALTRIA GROUP INCMO7,640$504,6690.02%
171HERSHEY COHSY2,671$499,6110.02%
172SELECT SECTOR SPDR TR81369Y5065,566$497,2660.02%
173MORGAN STANLEY ETF TRUSTMS-PQ10,000$496,7000.02%
174ISHARES TR46429B7474,577$473,0790.02%
175GOLDMAN SACHS GROUP INCGSCE588$468,2540.02%
176BUILDERS FIRSTSOURCE INCBLDR3,853$467,1760.02%
177ALLSTATE CORPALL-PJ2,170$465,7910.02%
178INVESCO EXCH TRADED FD TR IIIVZ1,868$461,6200.02%
179NEXTNAV INCNXNVW32,245$461,1040.02%
180FIVE BELOW INCFIVE2,962$458,2210.02%
181BRISTOL-MYERS SQUIBB COCELG-RI10,082$454,6980.02%
182PRICE T ROWE GROUP INCTROW4,326$444,0210.02%
183ADOBE INCADBE1,257$443,4070.02%
184SPDR SERIES TRUST78464A6311,885$442,9000.02%
185GOLDMAN SACHS BDC INCGSBD43,000$437,3100.02%
186LOCKHEED MARTIN CORPLMT875$436,8790.02%
187CAMBRIA ETF TR1320612016,363$436,8640.02%
188THE CIGNA GROUP1255231001,497$431,5100.02%
189PHILLIPS 66PSX3,135$426,4230.02%
190MORGAN STANLEY DIRECT LENDIN61774A10326,000$418,0800.02%
191VANGUARD SCOTTSDALE FDS92206C8704,966$417,6900.02%
192TE CONNECTIVITY PLCTEL1,898$416,6680.02%
193BOEING COBA-PA1,929$416,3360.02%
194XCEL ENERGY INCXELLL5,157$415,9120.02%
195QUANTA SVCS INC74762E102987$409,0330.02%
196NUVEEN CHURCHILL DIRECT LEND67090S10829,500$407,1000.02%
197PACCAR INCPCAR4,069$400,0640.02%
198ISHARES TR4642871682,799$397,7380.02%
199ARES MANAGEMENT CORPORATIONARES-PB2,453$392,2100.02%
200ISHARES TR46432F8424,491$392,1090.02%
201CBRE GROUP INCCBRE2,469$389,0160.02%
202SYNOPSYS INCSNPS768$378,9240.02%
203AGILENT TECHNOLOGIES INCA2,870$368,3650.02%
204AUTOMATIC DATA PROCESSING INADP1,250$366,9390.02%
205NORFOLK SOUTHN CORP6558441081,212$364,0970.02%
206DOCUSIGN INCDOCU5,000$360,4500.02%
207VANGUARD BD INDEX FDS9219378354,842$360,1000.02%
208SPDR SERIES TRUST78464A7632,550$357,1280.02%
209BECTON DICKINSON & COBDX1,897$355,0610.02%
210CANADIAN PACIFIC KANSAS CITYCP4,726$352,0400.02%
211MEDTRONIC PLCMDT3,695$351,9120.02%
212INVESCO EXCHANGE TRADED FD TIVZ7,740$349,9250.02%
213ADVANCED MICRO DEVICES INCAMD2,155$348,6570.02%
214GENERAL DYNAMICS CORPGD1,011$344,7510.02%
215STARBUCKS CORPSBUX4,052$342,7990.02%
216INVESCO EXCHANGE TRADED FD TIVZ3,700$342,2130.02%
217ISHARES TR4642886466,430$340,9740.02%
218ISHARES SILVER TRSLV7,889$334,2570.02%
219GILEAD SCIENCES INCGILD2,943$326,6730.02%
220KROGER COKR4,811$324,3100.02%
221ISHARES TR4642886385,960$322,3760.02%
222ISHARES TR4642875074,927$321,5360.02%
223SYSCO CORPSYY3,897$320,8790.02%
224AMERICAN WTR WKS CO INC NEW0304201032,280$317,3530.01%
225BROADSTONE NET LEASE INCBNL17,589$314,3150.01%
226SCHWAB STRATEGIC TR8085248886,898$313,9280.01%
227ISHARES TR46428822420,198$312,6650.01%
228VANGUARD WORLD FD9219107332,635$312,0890.01%
229GRAINGER W W INC384802104323$308,0610.01%
230DIGITAL RLTY TR INC2538681031,775$306,8620.01%
231SCHWAB CHARLES CORPSCHW-PJ3,175$303,1170.01%
232ISHARES TR4642872263,003$301,0510.01%
233LINDE PLCLIN631$299,7250.01%
234CUMMINS INCCMI700$295,6590.01%
235INTERCONTINENTAL EXCHANGE IN45866F1041,751$295,0080.01%
236SEMPRASREA3,258$293,1550.01%
237GLOBAL X FDS37960A5294,155$291,8470.01%
238TRAVELERS COMPANIES INCTRV1,033$288,4340.01%
239AUTOZONE INCAZO67$287,4460.01%
240WISDOMTREE TRWT3,286$285,9810.01%
241ISHARES TR46432F8343,463$285,9750.01%
242BANK AMERICA CORP0605051045,518$284,6720.01%
243SPDR DOW JONES INDL AVERAGE78467X109607$281,4900.01%
244DOVER CORPDOV1,668$278,2720.01%
245FERRARI N VRACE568$275,6050.01%
246FEDEX CORPFDX1,155$272,3610.01%
247ISHARES TR4642875722,251$270,1100.01%
248MERITAGE HOMES CORPMTH3,705$268,3530.01%
249QUALCOMM INCQCOM1,591$264,6790.01%
250ISHARES TR4642888773,812$258,5360.01%
251ISHARES BITCOIN TRUST ETFIBIT3,958$257,2700.01%
252TARGET CORPTGT2,860$256,5420.01%
253CITIGROUP INCC-PR2,503$254,0550.01%
254PALANTIR TECHNOLOGIES INCPLTR1,385$252,6520.01%
255ISHARES TR4642885882,653$252,4330.01%
256VANGUARD INDEX FDS9229086521,192$249,5330.01%
257SCHWAB STRATEGIC TR8085241029,600$246,8160.01%
258VANGUARD INDEX FDS922908629828$243,2170.01%
259ISHARES TR46434V6213,560$242,3360.01%
260DANAHER CORPORATION2358511021,221$242,0750.01%
261SPDR SERIES TRUST78464A4747,984$241,8350.01%
262SELECT SECTOR SPDR TR81369Y4071,000$239,6400.01%
263VALERO ENERGY CORPVLO1,406$239,3860.01%
264ISHARES INC46434G1033,620$238,6300.01%
265ISHARES TR4642887522,200$235,9500.01%
266ISHARES TR4642895294,601$234,1910.01%
267PROGRESSIVE CORP743315103940$232,1420.01%
268YUM BRANDS INCYUM1,507$229,0640.01%
269FRANCO NEV CORPFNV1,015$226,2540.01%
270INTUITIVE SURGICAL INCISRG501$224,0620.01%
271KINDER MORGAN INC DELEP-PC7,901$223,6770.01%
272BANK AMERICA CORP060505682172$220,1600.01%
273ARCHER DANIELS MIDLAND COADM3,637$217,2740.01%
274BRIGHT HORIZONS FAM SOL IN D1091941002,000$217,1400.01%
275FLOOR & DECOR HLDGS INCFND2,925$215,5730.01%
276KIMBERLY-CLARK CORPKMB1,732$215,3570.01%
277MARSH & MCLENNAN COS INC5717481021,059$213,4210.01%
278GENERAL MTRS CO37045V1003,484$212,4190.01%
279PACER FDS TR69374H8813,686$211,8170.01%
280CONOCOPHILLIPSCOP2,219$209,8950.01%
281VANGUARD WORLD FD92204A702278$207,5630.01%
282VERTIV HOLDINGS COVRT1,369$206,5880.01%
283J P MORGAN EXCHANGE TRADED F46641Q8374,063$206,1160.01%
284ISHARES TR464287648641$205,1460.01%
285AT&T INCT-PC7,233$204,2600.01%
286WELLS FARGO CO NEW949746804165$203,6580.01%
287MADISON SQUARE GRDN SPRT COR55825T103897$203,6190.01%
288NIKE INCNKE2,881$200,9110.01%
289UBER TECHNOLOGIES INCUBER2,047$200,5450.01%
290CLEVELAND-CLIFFS INC NEWCLF10,000$122,0000.01%
291NEXTNAV INCNXNVW16,500$90,2020.00%
292EMPIRE ST RLTY OP L P29210220910,738$80,6420.00%
293PLUG POWER INCPLUG30,000$69,9000.00%
294LUCID DIAGNOSTICS INCLUCD13,000$13,1300.00%
295PAVMED INCPAVM21,500$9,2670.00%