Obermeyer Wealth Partners

Obermeyer Wealth Partners reported 302 holdings worth US$2.44B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 29, 2026

Obermeyer Wealth Partners reported 302 holdings worth US$2.44B as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Taiwan Semiconductor Manufacturing Co., Ltd. and Apple Inc. Filed Jul 29, 2026 (Form 13F).

Holdings
302
Value as reported
US$2.44B

The filing in full

CompanySharesValue as reported% of portfolio
Alphabet Inc (google) Class C399KUS$142M5.8%
Taiwan Semiconductor Manufacturing Co., Ltd.251KUS$120M4.9%
Apple Inc319KUS$92.4M3.8%
Asml Holding Nv42,402US$84.4M3.5%
Nvidia Corporation418KUS$83.6M3.4%
Amazon.com, Inc.319KUS$76.1M3.1%
Berkshire Hathaway Inc.151KUS$75.5M3.1%
Microsoft Corp.201KUS$75.2M3.1%
Broadcom Inc.192KUS$72.6M3.0%
Mastercard Incorporated117KUS$60M2.5%
Rtx Corporation262KUS$49.6M2.0%
Meta Platforms, Inc.79,955US$45M1.8%
Texas Instruments Incorporated112KUS$33.4M1.4%
Deere & Company52,482US$33.3M1.4%
Home Depot, Inc. (the)85,888US$30.3M1.2%
Brookfield Corporation642KUS$27.4M1.1%
Moody's Corporation54,772US$24.8M1.0%
Cme Group Inc.110KUS$24.3M0.99%
Motorola Solutions, Inc.58,503US$24.3M0.99%
Sherwin-williams Company (the)69,044US$23.8M0.97%
Sap Se116KUS$17.9M0.73%
United Parcel Service, Inc.132KUS$14.2M0.58%
Jp Morgan Chase & Co.33,759US$11.1M0.45%
Unitedhealth Group Incorporated23,140US$9.62M0.39%
U.s. Bancorp136KUS$8.23M0.34%
Visa Inc.22,822US$7.83M0.32%
Ares Capital Corporation297KUS$5.5M0.22%
Exxon Mobil Corporation38,371US$5.25M0.21%
Applied Materials, Inc.6,609US$4.78M0.20%
Lowe's Companies, Inc.20,867US$4.6M0.19%
T-mobile Us, Inc.27,182US$4.56M0.19%
Analog Devices, Inc.9,946US$3.95M0.16%
Canadian Natural Resources Limited84,132US$3.32M0.14%
Walmart Inc.28,193US$3.19M0.13%
Costco Wholesale Corporation3,403US$3.18M0.13%
Johnson & Johnson12,201US$3.1M0.13%
Corning Incorporated11,756US$3M0.12%
Voyager Technologies, Inc.92,452US$2.98M0.12%
Atmos Energy Corporation16,803US$2.89M0.12%
Corteva, Inc.33,994US$2.88M0.12%
Waste Management, Inc.12,839US$2.86M0.12%
Qnity Electronics, Inc.17,082US$2.79M0.11%
Ares Management Corporation24,610US$2.74M0.11%
Abbvie Inc.10,832US$2.73M0.11%
Union Pacific Corporation9,053US$2.46M0.10%
Coca-cola Company (the)28,995US$2.36M0.10%
Caterpillar, Inc.2,027US$2.16M0.09%
Shell Plc27,740US$2.15M0.09%
Eli Lilly And Company1,757US$2.11M0.09%
American Express Company6,200US$2.1M0.09%
Advanced Micro Devices Inc3,529US$2.05M0.08%
Petroleo Brasileiro Sa120KUS$1.94M0.08%
Procter & Gamble Company (the)12,688US$1.86M0.08%
Tjx Companies, Inc. (the)12,119US$1.84M0.08%
Mplx Lp32,346US$1.82M0.07%
Enterprise Products Partners L.p.46,716US$1.72M0.07%
Vici Properties Inc.64,415US$1.71M0.07%
Royal Bank Of Canada7,684US$1.59M0.07%
British American Tobacco P.l.c.25,475US$1.57M0.06%
Palo Alto Networks, Inc.4,277US$1.46M0.06%
Amgen Inc.3,986US$1.44M0.06%
Goldman Sachs Group, Inc. (the)1,281US$1.3M0.05%
Mcdonald's Corporation4,593US$1.24M0.05%
D.r. Horton, Inc.7,555US$1.23M0.05%
Pfizer, Inc.49,336US$1.19M0.05%
Equinix, Inc.1,133US$1.18M0.05%
Energy Transfer Lp61,445US$1.17M0.05%
Abbott Laboratories11,839US$1.07M0.04%
Merck & Company, Inc.8,359US$1.07M0.04%
Cisco Systems, Inc.9,094US$1.07M0.04%
Walt Disney Company (the)11,095US$1.07M0.04%
Oracle Corporation7,002US$1.03M0.04%
Idexx Laboratories, Inc.1,923US$1.01M0.04%
Tesla, Inc.2,377US$1000K0.04%
Colgate-palmolive Company10,516US$964K0.04%
Emerson Electric Company6,719US$962K0.04%
Ge Aerospace2,524US$943K0.04%
Wells Fargo & Company11,340US$937K0.04%
Chevron Corporation5,478US$908K0.04%
Wec Energy Group, Inc.7,497US$875K0.04%
Air Products And Chemicals, Inc.2,976US$873K0.04%
Cummins Inc.1,213US$865K0.04%
Morgan Stanley4,040US$845K0.03%
Sandisk Corporation339US$771K0.03%
Cencora, Inc.2,699US$764K0.03%
Pepsico, Inc.5,553US$752K0.03%
Western Digital Corporation1,157US$739K0.03%
Intel Corporation5,224US$729K0.03%
Welltower Inc.3,197US$726K0.03%
Dow Inc.26,469US$724K0.03%
Bristol-myers Squibb Company12,532US$722K0.03%
Blackrock, Inc.744US$715K0.03%
Principal Financial Group Inc6,534US$704K0.03%
Williams Companies, Inc. (the)9,189US$683K0.03%
Lam Research Corporation1,566US$679K0.03%
Quanta Services, Inc.942US$678K0.03%
Bank Of America Corporation11,018US$628K0.03%
Vertiv Holdings, Llc1,870US$626K0.03%
Verizon Communications Inc.14,651US$620K0.03%
International Business Machines Corporation2,190US$616K0.03%

Every holding of Obermeyer Wealth Partners

Source

View original at SEC

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