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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 2025 · Filed January 29, 2026 · Accession 0001349654-26-000001

Total Value
$2.19B
Positions
289
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (289)

#IssuerTicker / CUSIPSharesValue% of Filing
1ALPHABET INCGOOG384,817$120.8M5.52%
2ISHARES TR46432F339548,575$109.0M4.98%
3MICROSOFT CORPMSFT202,616$98.0M4.48%
4VANGUARD INDEX FDS922908363155,497$97.5M4.46%
5APPLE INCAAPL327,428$89.0M4.07%
6NVIDIA CORPORATIONNVDA435,459$81.2M3.71%
7TAIWAN SEMICONDUCTOR MFG LTD874039100256,576$78.0M3.56%
8JANUS DETROIT STR TR47103U8451,508,798$76.3M3.49%
9AMAZON COM INCAMZN320,638$74.0M3.38%
10MASTERCARD INCORPORATEDMA118,657$67.7M3.10%
11BERKSHIRE HATHAWAY INC DELBRK-A133,977$67.3M3.08%
12BROADCOM INCAVGO192,618$66.7M3.05%
13RBB FD INC74933W4521,328,849$66.3M3.03%
14ISHARES INC464286392353,023$65.6M3.00%
15VANGUARD INDEX FDS922908769192,403$64.5M2.95%
16META PLATFORMS INCMETA78,425$51.8M2.37%
17RTX CORPORATIONRTX263,214$48.3M2.21%
18ASML HOLDING N VASMLF43,202$46.2M2.11%
19WALMART INCWMT352,481$39.3M1.79%
20UNITEDHEALTH GROUP INCUNH111,147$36.7M1.68%
21AON PLCAON98,342$34.7M1.59%
22HOME DEPOT INCHD87,931$30.3M1.38%
23CME GROUP INCCME109,457$29.9M1.37%
24BROOKFIELD CORP11271J107646,169$29.7M1.36%
25NVR INCNVR4,013$29.3M1.34%
26INVESCO QQQ TRIVZ45,798$28.1M1.29%
27SAP SESAPGF106,333$25.8M1.18%
28DEERE & CODE52,560$24.5M1.12%
29CHUBB LIMITEDCB75,494$23.6M1.08%
30NEXTERA ENERGY INCNEE-PW292,859$23.5M1.07%
31EXXON MOBIL CORPXOM167,872$20.2M0.92%
32SHERWIN WILLIAMS COSHW60,267$19.5M0.89%
33MOTOROLA SOLUTIONS INCMSI49,290$18.9M0.86%
34TEXAS INSTRS INC88250810496,760$16.8M0.77%
35ELI LILLY & COLLY15,584$16.7M0.77%
36VANECK ETF TRUST92189F643160,193$16.6M0.76%
37FIRST TR EXCHANGE-TRADED FD33739Q200325,074$16.3M0.74%
38UNITED PARCEL SERVICE INCUPS154,266$15.3M0.70%
39SPDR S&P 500 ETF TRSPY20,848$14.2M0.65%
40VANGUARD SCOTTSDALE FDS92206C847253,496$14.1M0.65%
41VANGUARD TAX-MANAGED FDS921943858225,655$14.1M0.64%
42JPMORGAN CHASE & CO.VYLD33,707$10.9M0.50%
43ALPHABET INCGOOG34,454$10.8M0.49%
44BERKSHIRE HATHAWAY INC DELBRK-A14$10.6M0.48%
45ARES CAPITAL CORPARCC413,151$8.4M0.38%
46VISA INCV21,987$7.7M0.35%
47NOVO-NORDISK A SNONOF140,797$7.2M0.33%
48US BANCORP DELUSB-PS118,336$6.3M0.29%
49ZOETIS INCZTS46,863$5.9M0.27%
50VOYAGER TECHNOLOGIES INCVOYG209,281$5.5M0.25%
51LOWES COS INC54866110721,887$5.3M0.24%
52SPDR GOLD TRGLD11,649$4.6M0.21%
53VANGUARD INSTL INDEX FD92204084559,906$4.5M0.21%
54APOLLO GLOBAL MGMT INC03769M10628,729$4.2M0.19%
55SPDR SERIES TRUST78468R85386,453$4.1M0.19%
56SELECT SECTOR SPDR TR81369Y20922,827$3.5M0.16%
57ISHARES TR46428786149,337$3.4M0.15%
58VANGUARD INDEX FDS92290863710,535$3.3M0.15%
59EATON CORP PLCETN9,846$3.1M0.14%
60WASTE MGMT INC DEL94106L10913,420$2.9M0.13%
61ATMOS ENERGY CORPATO17,431$2.9M0.13%
62COSTCO WHSL CORP NEW22160K1053,250$2.8M0.13%
63VANGUARD WHITEHALL FDS92194640619,420$2.8M0.13%
64ISHARES TR4642876145,789$2.7M0.13%
65ISHARES TR4642872003,919$2.7M0.12%
66ANALOG DEVICES INCADI9,841$2.7M0.12%
67JOHNSON & JOHNSONJNJ12,584$2.6M0.12%
68SHELL PLCRYDAF33,852$2.5M0.11%
69CANADIAN NAT RES LTD13638510173,225$2.5M0.11%
70BLUE OWL CAPITAL CORPORATIONOWL196,263$2.4M0.11%
71ABBVIE INCABBV10,606$2.4M0.11%
72AMERICAN EXPRESS COAXP6,201$2.3M0.10%
73CORTEVA INCCTVA33,994$2.3M0.10%
74ISHARES TR46428780417,828$2.1M0.10%
75COCA COLA COKO29,412$2.1M0.09%
76UNION PAC CORPUNP8,876$2.1M0.09%
77VANGUARD INDEX FDS9229087364,175$2.0M0.09%
78PROCTER AND GAMBLE CO74271810912,417$1.8M0.08%
79TJX COS INC NEW87254010911,397$1.8M0.08%
80MPLX LPMPLXP32,346$1.7M0.08%
81SPDR S&P MIDCAP 400 ETF TRMDY2,842$1.7M0.08%
82VICI PPTYS INC92565210960,612$1.7M0.08%
83ABBOTT LABSABLZF13,125$1.6M0.08%
84MORGAN STANLEY ETF TRUSTMS-PQ32,867$1.6M0.07%
85APPLIED MATLS INC0382221056,120$1.6M0.07%
86MCDONALDS CORPMCD5,133$1.6M0.07%
87ISHARES TR46428723427,767$1.5M0.07%
88INVESCO EXCHANGE TRADED FD TIVZ7,583$1.5M0.07%
89AERCAP HOLDINGS NVAER10,066$1.4M0.07%
90BRITISH AMERN TOB PLC11044810725,274$1.4M0.07%
91IDEXX LABS INC45168D1042,103$1.4M0.07%
92AMGEN INCAMGN4,229$1.4M0.06%
93ENTERPRISE PRODS PARTNERS L29379210742,772$1.4M0.06%
94QNITY ELECTRONICS INCQ16,651$1.4M0.06%
95VANGUARD INDEX FDS9229087447,048$1.3M0.06%
96PETROLEO BRASILEIRO SA PETRO71654V101117,526$1.3M0.06%
97TOTALENERGIES SETTE20,268$1.3M0.06%
98ORACLE CORPORCL-PD6,760$1.3M0.06%
99ROYAL BK CDA7800871027,611$1.3M0.06%
100ISHARES TR4642876554,992$1.2M0.06%
101WELLS FARGO CO NEW94974610112,964$1.2M0.06%
102DISNEY WALT CO25468710610,616$1.2M0.06%
103CATERPILLAR INCCAT2,037$1.2M0.05%
104D R HORTON INC23331A1098,022$1.2M0.05%
105DIMENSIONAL ETF TRUST25434V70828,757$1.1M0.05%
106VANGUARD STAR FDS92190976814,929$1.1M0.05%
107INTERNATIONAL BUSINESS MACHSINTR3,665$1.1M0.05%
108SALESFORCE INCCRM4,011$1.1M0.05%
109ISHARES GOLD TRIAU13,045$1.1M0.05%
110J P MORGAN EXCHANGE TRADED F46641Q64720,750$1.0M0.05%
111DUPONT DE NEMOURS INCDD25,652$1.0M0.05%
112TESLA INCTSLA2,245$1.0M0.05%
113SHOPIFY INCSHOP6,253$1.0M0.05%
114CORNING INCGLW11,441$1.0M0.05%
115CHEVRON CORP NEWCVX6,570$1.0M0.05%
116EATON VANCE TAX-MANAGED BUY-ETN69,600$999,4560.05%
117ENERGY TRANSFER L PET-PI58,217$960,0050.04%
118EQUINIX INCEQIX1,246$954,6350.04%
119VANGUARD SCOTTSDALE FDS92206C40911,825$942,8350.04%
120SELECT SECTOR SPDR TR81369Y8036,408$922,5600.04%
121CENCORA INCCOR2,714$916,6540.04%
122EMERSON ELEC COEMR6,883$913,5120.04%
123MERCK & CO INCMRK8,668$912,3940.04%
124PALO ALTO NETWORKS INCPANW4,710$867,5820.04%
125WEC ENERGY GROUP INCWEC8,179$862,5570.04%
126VANGUARD INTL EQUITY INDEX F92204285815,835$851,2900.04%
127MARVELL TECHNOLOGY INCMRVL9,954$845,8910.04%
128INVESCO EXCH TRADED FD TR IIIVZ7,362$842,9600.04%
129INVESCO EXCH TRADED FD TR IIIVZ17,275$841,6380.04%
130BRISTOL-MYERS SQUIBB COCELG-RI15,585$840,6550.04%
131BLACKROCK INCBLK781$835,9360.04%
132ISHARES TR4642874579,785$810,3940.04%
133S&P GLOBAL INCSPGI1,504$785,9750.04%
134ISHARES TR46432F8428,736$781,5340.04%
135PEPSICO INCPEP5,422$778,1650.04%
136VANGUARD SPECIALIZED FUNDS9219088443,536$777,0790.04%
137HONEYWELL INTL INC4385161063,946$769,8250.04%
138ISHARES TR4642874997,963$766,5980.04%
139VANGUARD WORLD FD92204A5042,653$763,7490.03%
140ACCENTURE PLC IRELANDACN2,805$752,5050.03%
141ISHARES TR4642874407,719$742,2590.03%
142AIR PRODS & CHEMS INCAIIR2,976$735,1320.03%
143KKR & CO INCKKRT5,699$726,5090.03%
144ISHARES TR4642875232,384$717,9420.03%
145CISCO SYS INCCSCO8,778$676,1920.03%
146FERRARI N VRACE1,768$653,3820.03%
147ISHARES TR4642884146,035$646,4090.03%
148ISHARES TR4642876221,715$640,4500.03%
149SCHWAB STRATEGIC TR80852479723,249$637,7200.03%
150ISHARES TR4642875982,966$623,8680.03%
151PFIZER INCPFE25,045$623,6210.03%
152PACER FDS TR69374H65913,923$605,1010.03%
153J P MORGAN EXCHANGE TRADED F46641Q1678,372$600,4420.03%
154INVESCO EXCH TRADED FD TR IIIVZ2,357$596,1340.03%
155WELLTOWER INCWELL3,204$594,6940.03%
156PRINCIPAL FINANCIAL GROUP INPFG6,591$581,3920.03%
157SCHWAB STRATEGIC TR80852440919,346$572,8440.03%
158NETFLIX INCNFLX6,080$570,0610.03%
159MORGAN STANLEYMS-PQ3,207$569,3390.03%
160GOLDMAN SACHS GROUP INCGSCE643$565,1970.03%
161GE AEROSPACE3696043011,823$561,6070.03%
162FIVE BELOW INCFIVE2,962$557,9220.03%
163DOW INCDOW23,791$556,2340.03%
164VANGUARD INDEX FDS9229087512,126$548,4020.03%
165NEXTNAV INCNXNVW32,600$542,4640.02%
166SCHWAB STRATEGIC TR80852430016,184$527,9090.02%
167PHILIP MORRIS INTL INC7181721093,278$525,7910.02%
168ISHARES TR4642886614,316$515,1150.02%
169VERIZON COMMUNICATIONS INCVZ12,616$513,8500.02%
170SPDR SERIES TRUST78464A37514,960$505,7980.02%
171PIPER SANDLER COMPANIESPIPR1,469$499,0340.02%
172WILLIAMS COS INC9694571008,275$497,4100.02%
173HERSHEY COHSY2,671$486,0690.02%
174SELECT SECTOR SPDR TR81369Y50610,800$482,8680.02%
175VANGUARD INDEX FDS9229086522,268$474,2540.02%
176MONDELEZ INTL INC6092071058,710$468,8590.02%
177BLACKSTONE INCBX3,019$465,2900.02%
178ADVANCED MICRO DEVICES INCAMD2,155$461,5150.02%
179ALLSTATE CORPALL-PJ2,186$455,0160.02%
180SPDR SERIES TRUST78464A6311,885$454,7370.02%
181ISHARES TR46434V6216,534$453,6060.02%
182ANNALY CAPITAL MANAGEMENT INNLY-PJ20,172$451,0460.02%
183GALLAGHER ARTHUR J & CO3635761091,740$450,2950.02%
184ISHARES TR4642871683,177$448,4020.02%
185CAMBRIA ETF TR1320612016,379$443,4380.02%
186ISHARES TR46429B7474,326$442,9390.02%
187PRICE T ROWE GROUP INCTROW4,326$442,8960.02%
188GREEN BRICK PARTNERS INCGRBK-PA6,975$437,0540.02%
189INTUITINTU659$436,5350.02%
190ISHARES SILVER TRSLV6,761$435,5440.02%
191TE CONNECTIVITY PLCTEL1,908$434,0890.02%
192VANGUARD BD INDEX FDS9219378355,830$431,8280.02%
193LOCKHEED MARTIN CORPLMT883$427,1830.02%
194THERMO FISHER SCIENTIFIC INCTMO718$416,0450.02%
195VANGUARD SCOTTSDALE FDS92206C8704,966$415,9030.02%
196ISHARES INC46434G1036,061$407,4230.02%
197PHILLIPS 66PSX3,145$405,8310.02%
198QUANTA SVCS INC74762E102960$405,1780.02%
199ADOBE INCADBE1,152$403,1880.02%
200CBRE GROUP INCCBRE2,484$399,4020.02%
201ARES MANAGEMENT CORPORATIONARES-PB2,453$396,4780.02%
202BUILDERS FIRSTSOURCE INCBLDR3,844$395,5090.02%
203SPDR SERIES TRUST78464A7632,830$393,8230.02%
204AGILENT TECHNOLOGIES INCA2,870$390,5210.02%
205THE CIGNA GROUP1255231001,399$385,0470.02%
206BANK AMERICA CORP0605051046,881$378,4540.02%
207XCEL ENERGY INCXELLL5,085$375,5780.02%
208GENERAL DYNAMICS CORPGD1,105$372,0090.02%
209ISHARES TR46429B6973,890$366,3290.02%
210INVESCO EXCHANGE TRADED FD TIVZ7,740$363,1610.02%
211GILEAD SCIENCES INCGILD2,954$362,5740.02%
212CUMMINS INCCMI709$361,9090.02%
213INVESCO EXCHANGE TRADED FD TIVZ3,173$361,2660.02%
214SYNOPSYS INCSNPS768$360,7450.02%
215MEDTRONIC PLCMDT3,697$355,1340.02%
216SERVICENOW INCNOW2,280$349,2730.02%
217NORFOLK SOUTHN CORP6558441081,205$347,9080.02%
218CANADIAN PACIFIC KANSAS CITYCP4,692$345,4720.02%
219WATSCO INCWSO-B1,024$345,0370.02%
220DOCUSIGN INCDOCU5,000$342,0000.02%
221VANGUARD WORLD FD9219107332,800$338,6880.02%
222VANGUARD WORLD FD92204A702446$336,4050.02%
223STARBUCKS CORPSBUX3,976$334,8190.02%
224ISHARES TR46428822420,198$331,8530.02%
225ISHARES TR4642886466,270$331,5770.02%
226SCHWAB STRATEGIC TR8085248887,231$329,2270.02%
227GLOBAL X FDS37960A5295,043$326,7360.01%
228WW GRAINGER INC384802104323$326,1930.01%
229PALANTIR TECHNOLOGIES INCPLTR1,811$321,9050.01%
230ISHARES TR4642875074,877$321,8820.01%
231AUTOMATIC DATA PROCESSING INADP1,250$321,5940.01%
232ISHARES TR4642886385,960$321,1250.01%
233ALTRIA GROUP INCMO5,412$312,0300.01%
234SCHWAB CHARLES CORPSCHW-PJ3,121$311,8190.01%
235BROADSTONE NET LEASE INCBNL17,589$305,5210.01%
236TRAVELERS COMPANIES INCTRV1,043$302,5330.01%
237KROGER COKR4,811$300,5910.01%
238AMERICAN WTR WKS CO INC NEW0304201032,280$297,5400.01%
239CITIGROUP INCC-PR2,523$294,4090.01%
240ISHARES TR4642888774,076$291,0670.01%
241PROGRESSIVE CORP7433151031,276$290,5790.01%
242WISDOMTREE TRWT3,286$289,4310.01%
243SEMPRASREA3,258$287,6490.01%
244SPDR DOW JONES INDL AVERAGE78467X109596$286,4200.01%
245INTERCONTINENTAL EXCHANGE IN45866F1041,761$285,2120.01%
246INTUITIVE SURGICAL INCISRG501$283,7460.01%
247GENERAL MTRS CO37045V1003,484$283,3190.01%
248ISHARES TR46432F8343,321$281,0890.01%
249ISHARES TR4642874652,894$277,9110.01%
250QUALCOMM INCQCOM1,609$275,2190.01%
251KINDER MORGAN INC DELEP-PC10,005$275,0350.01%
252DIGITAL RLTY TR INC2538681031,775$274,6100.01%
253ISHARES TR4642885882,842$270,6150.01%
254VANECK ETF TRUST92189F676747$269,0170.01%
255TARGET CORPTGT2,744$268,2260.01%
256ISHARES TR4642872262,622$261,8850.01%
257LINDE PLCLIN598$254,9810.01%
258SCHWAB STRATEGIC TR8085241029,600$251,8080.01%
259MERITAGE HOMES CORPMTH3,705$243,7890.01%
260SPDR SERIES TRUST78464A4747,984$241,1170.01%
261VANGUARD INDEX FDS922908629828$240,3020.01%
262SELECT SECTOR SPDR TR81369Y4072,000$238,8200.01%
263ZIONS BANCORPORATION N A9897011074,035$236,2090.01%
264MADISON SQUARE GRDN SPRT COR55825T103897$232,0090.01%
265SPDR SERIES TRUST78468R6069,795$231,8580.01%
266VALERO ENERGY CORPVLO1,421$231,3250.01%
267DOVER CORPDOV1,168$228,0400.01%
268AUTOZONE INCAZO67$227,2310.01%
269ISHARES TR4642895294,601$226,7830.01%
270YUM BRANDS INCYUM1,490$225,4070.01%
271STRYKER CORPORATIONSYK641$225,2920.01%
272COMCAST CORP NEWCCZ7,510$224,4600.01%
273DANAHER CORPORATION235851102976$223,4260.01%
274VERTIV HOLDINGS COVRT1,370$221,8830.01%
275PETROLEO BRASILEIRO SA PETRO71654V40818,423$218,3130.01%
276BANK AMERICA CORP060505682172$215,3440.01%
277SCHWAB STRATEGIC TR8085246077,554$215,1380.01%
278ISHARES TR4642887522,200$211,8600.01%
279SELECT SECTOR SPDR TR81369Y6053,861$211,4670.01%
280ARCHER DANIELS MIDLAND COADM3,677$211,3910.01%
281FRANCO NEV CORPFNV1,015$210,3890.01%
282ISHARES TR464287648641$207,0490.01%
283KEYSIGHT TECHNOLOGIES INCKEYS1,000$203,1900.01%
284VANGUARD INDEX FDS922908595672$202,8770.01%
285NIKE INCNKE3,152$200,8350.01%
286NEXTNAV INCNXNVW16,500$128,5760.01%
287EMPIRE ST RLTY OP L P29210220910,738$68,0790.00%
288PLUG POWER INCPLUG30,000$59,1000.00%
289LUCID DIAGNOSTICS INCLUCD13,000$14,1700.00%