Obermeyer Wealth Partners
Filing Date
Global Rank
#1,539
/ 8,603
▼ 65
· as of Mar 2026
Top Industry
Semiconductors
20.1%
3Y Alpha vs SPY
-4.6%
Period ended 3 months ago
Filed Apr 21, 2026 · 3mo
25 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+55.9%
SPY
+76.0%
Annualised alpha
-4.8%
Max drawdown
−15.6%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
201 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
6.7%
−0.1 pts
Top 5
30.2%
+0.7 pts
Top 10
53.0%
+2.4 pts
HHI
362
Diversified+19
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 40.6% | $515,446,740 |
| Financial Services | 22.2% | $281,557,203 |
| Industrials | 9.0% | $114,996,235 |
| Consumer Cyclical | 8.6% | $109,434,299 |
| Healthcare | 4.7% | $60,012,258 |
| Communication Services | 4.5% | $57,543,304 |
| Unclassified | 4.3% | $54,290,273 |
| Basic Materials | 2.5% | $31,163,584 |
| Energy | 1.5% | $19,022,485 |
| Consumer Defensive | 1.3% | $16,437,422 |
| Utilities | 0.5% | $5,970,221 |
| Real Estate | 0.4% | $4,850,944 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ZTS | Zoetis Inc. | +42,536 | 89,399 | $10,567,855 | |
| TXN | Texas Instruments Inc | +14,902 | 111,662 | $21,678,060 | |
| CNQ | CANADIAN NATURAL RESOURCES Ltd | +13,517 | 86,742 | $4,226,937 | |
| ETV | Eaton Vance Tax-Managed Buy-Write Opportunities Fund | +12,033 | 81,633 | $1,115,923 | |
| MSI | Motorola Solutions, Inc. | +9,543 | 58,833 | $25,531,757 | |
| SHW | Sherwin Williams Co | +8,956 | 69,223 | $22,189,432 | |
| QQQ | Invesco Qqq Trust, Series 1 | +8,416 | 54,214 | $31,291,236 | |
| PIPR | Piper Sandler Companies | +4,407 | 5,876 | $449,807 | |
| VICI | Vici Properties Inc. | +4,000 | 64,612 | $1,765,199 | |
| PFE | Pfizer Inc | +3,250 | 28,295 | $794,523 | |
| VZ | Verizon Communications Inc | +2,681 | 15,297 | $767,909 | |
| EPD | Enterprise Products Partners L.P. | +2,500 | 45,272 | $1,713,092 | |
| V | Visa Inc. | +1,627 | 23,614 | $7,137,095 | |
| UNH | Unitedhealth Group Inc | +1,324 | 112,471 | $30,433,527 | |
| SPY | Spdr S&P 500 ETF Trust | +908 | 21,756 | $14,148,797 | |
| SLV | iShares Silver Trust | +826 | 7,587 | $516,978 | |
| GS | Goldman Sachs Group Inc | +740 | 1,383 | $1,170,004 | |
| CME | Cme Group Inc. | +663 | 110,120 | $32,523,942 | |
| MS | Morgan Stanley | +589 | 3,796 | $624,707 | |
| AMAT | Applied Materials Inc /De | +500 | 6,620 | $2,262,649 | |
| CMI | Cummins Inc | +491 | 1,200 | $645,624 | |
| MDT | Medtronic plc | +474 | 4,171 | $361,417 | |
| GE | General Electric Co | +370 | 2,193 | $622,307 | |
| CVX | Chevron Corp | +347 | 6,917 | $1,431,127 | |
| GLD | Spdr Gold Trust | +333 | 11,982 | $5,155,734 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| WMT | Walmart Inc. | −324,387 | 28,094 | $3,491,522 | |
| NEE | Nextera Energy Inc | −287,816 | 5,043 | $468,393 | |
| ARCC | Ares Capital Corp | −126,699 | 286,452 | $5,161,865 | |
| VOYG | Voyager Technologies, Inc./TX | −116,014 | 93,267 | $2,181,515 | |
| CB | Chubb Ltd | −71,529 | 3,965 | $1,292,312 | |
| BN | BROOKFIELD Corp /ON/ | −24,607 | 621,562 | $25,154,614 | |
| UPS | United Parcel Service Inc | −19,621 | 134,645 | $13,246,375 | |
| LLY | ELI LILLY & Co | −13,880 | 1,704 | $1,567,288 | |
| NVDA | Nvidia Corp | −11,482 | 423,977 | $73,941,588 | |
| APO | Apollo Global Management, Inc. | −7,525 | 21,204 | $2,362,549 | |
| SAP | Sap SE | −4,888 | 101,445 | $17,368,398 | |
| NVR | Nvr Inc | −3,916 | 97 | $639,213 | |
| SHOP | Shopify Inc. | −3,375 | 2,878 | $341,388 | |
| AAPL | Apple Inc. | −3,208 | 324,220 | $82,283,793 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | −3,057 | 253,519 | $85,676,746 | |
| MA | Mastercard Inc | −1,228 | 117,429 | $58,674,574 | |
| SHEL | Shell plc | −1,225 | 32,627 | $3,034,311 | |
| ACN | Accenture plc | −1,124 | 1,681 | $333,325 | |
| BAC | Bank Of America Corp /De/ | −1,050 | 5,831 | $284,261 | |
| IBM | International Business Machines Corp | −1,046 | 2,619 | $634,819 | |
| FIVE | Five Below, Inc | −962 | 2,000 | $456,960 | |
| A | Agilent Technologies, Inc. | −860 | 2,010 | $229,099 | |
| MDLZ | Mondelez International, Inc. | −839 | 7,871 | $453,684 | |
| NLY | Annaly Capital Management Inc | −765 | 19,407 | $410,458 | |
| WEC | Wec Energy Group, Inc. | −675 | 7,504 | $868,738 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
20 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| MCO | Moodys Corp /De/ | 54,448 | $23,752,940 | |
| AZN | Astrazeneca PLC | 11,584 | $2,284,596 | |
| OXY | Occidental Petroleum Corp /De/ | 6,503 | $422,695 | |
| BA | Boeing Co | 1,729 | $344,122 | |
| WES | Western Midstream Partners, LP | 8,000 | $329,360 | |
| COP | Conocophillips | 2,456 | $324,192 | |
| WDC | Western Digital Corp | 1,140 | $308,358 | |
| LRCX | Lam Research Corp | 1,324 | $282,885 | |
| ITW | Illinois Tool Works Inc | 958 | $249,357 | |
| KMB | Kimberly Clark Corp | 2,465 | $237,798 | |
| OKE | Oneok Inc /New/ | 2,629 | $237,635 | |
| GEV | GE Vernova Inc. | 261 | $227,826 | |
| PAA | Plains All American Pipeline LP | 10,000 | $223,300 | |
| ETR | Entergy Corp /De/ | 1,934 | $217,304 | |
| SNDK | Sandisk Corp | 334 | $212,203 | |
| NUE | Nucor Corp | 1,250 | $211,375 | |
| SO | Southern Co | 2,139 | $206,456 | |
| VSEC | Vse Corp | 1,098 | $202,471 | |
| FDX | Fedex Corp | 634 | $181,964 | |
| NVCR | NovoCure Ltd | 12,564 | $136,947 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
9 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| NVO | Novo Nordisk A S | 140,797 | $7,163,751 | |
| OBDC | Blue Owl Capital Corp | 196,263 | $2,439,549 | |
| MRVL | Marvell Technology, Inc. | 9,954 | $845,890 | |
| ARES | Ares Management Corp | 2,453 | $396,478 | |
| WSO | Watsco Inc | 1,024 | $345,036 | |
| QCOM | Qualcomm Inc/De | 1,609 | $275,219 | |
| DHR | Danaher Corp /De/ | 976 | $223,425 | |
| CMCSA | Comcast Corp | 7,510 | $210,378 | |
| NKE | NIKE, Inc. | 3,152 | $200,813 | |
| No positions match the current search. | ||||
201 positions ·
$1,270,724,968 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 201 positions by value
· page 1 of 5
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 253,519 | $85,676,746 | 6.74% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 324,220 | $82,283,793 | 6.48% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 202,583 | $74,990,149 | 5.90% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 423,977 | $73,941,588 | 5.82% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 320,958 | $66,845,922 | 5.26% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 134,309 | $64,360,872 | 5.06% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 192,804 | $59,674,766 | 4.70% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 117,429 | $58,674,574 | 4.62% | |
| ASML |
Asml Holding NV
Technology
|
Reduced | 42,728 | $56,436,424 | 4.44% | |
| RTX |
RTX Corp
Industrials
|
Reduced | 262,779 | $50,690,069 | 3.99% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 78,518 | $44,922,503 | 3.54% | |
| CME |
Cme Group Inc.
Financial Services
|
Added | 110,120 | $32,523,942 | 2.56% | |
| AON |
Aon plc
Financial Services
|
Added | 98,353 | $31,746,381 | 2.50% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 54,214 | $31,291,236 | 2.46% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 112,471 | $30,433,527 | 2.39% | |
| DE |
Deere & Co
Industrials
|
Added | 52,657 | $29,661,688 | 2.33% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 88,191 | $29,005,137 | 2.28% | |
| MSI |
Motorola Solutions, Inc.
Technology
|
Added | 58,833 | $25,531,757 | 2.01% | |
| BN |
BROOKFIELD Corp /ON/
Financial Services
|
Reduced | 621,562 | $25,154,614 | 1.98% | |
| MCO |
Moodys Corp /De/
Financial Services
|
NEW | 54,448 | $23,752,940 | 1.87% | |
| SHW |
Sherwin Williams Co
Basic Materials
|
Added | 69,223 | $22,189,432 | 1.75% | |
| TXN |
Texas Instruments Inc
Technology
|
Added | 111,662 | $21,678,060 | 1.71% | |
| SAP |
Sap SE
Technology
|
Reduced | 101,445 | $17,368,398 | 1.37% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 21,756 | $14,148,797 | 1.11% | |
| UPS |
United Parcel Service Inc
Industrials
|
Reduced | 134,645 | $13,246,375 | 1.04% | |
| ZTS |
Zoetis Inc.
Healthcare
|
Added | 89,399 | $10,567,855 | 0.83% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 34,580 | $9,943,824 | 0.78% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 33,576 | $9,876,716 | 0.78% | |
| V |
Visa Inc.
Financial Services
|
Added | 23,614 | $7,137,095 | 0.56% | |
| USB |
US Bancorp De
Financial Services
|
Reduced | 117,762 | $6,124,801 | 0.48% | |
| ARCC |
Ares Capital Corp
Financial Services
|
Reduced | 286,452 | $5,161,865 | 0.41% | |
| GLD |
Spdr Gold Trust
|
Added | 11,982 | $5,155,734 | 0.41% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Reduced | 21,247 | $5,020,241 | 0.40% | |
| CNQ |
CANADIAN NATURAL RESOURCES Ltd
Energy
|
Added | 86,742 | $4,226,937 | 0.33% | |
| DD |
DuPont de Nemours, Inc.
Basic Materials
|
Held | 25,652 | $3,524,584 | 0.28% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 28,094 | $3,491,522 | 0.27% | |
| ETN |
Eaton Corp plc
Industrials
|
Reduced | 9,654 | $3,452,946 | 0.27% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 3,451 | $3,438,679 | 0.27% | |
| ATO |
Atmos Energy Corp
Utilities
|
Reduced | 17,332 | $3,201,567 | 0.25% | |
| ADI |
Analog Devices Inc
Technology
|
Held | 9,841 | $3,130,815 | 0.25% | |
| SHEL |
Shell plc
Energy
|
Reduced | 32,627 | $3,034,311 | 0.24% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 12,310 | $3,009,056 | 0.24% | |
| WM |
Waste Management Inc
Industrials
|
Reduced | 13,031 | $2,994,393 | 0.24% | |
| CTVA |
Corteva, Inc.
Basic Materials
|
Held | 33,994 | $2,845,637 | 0.22% | |
| APO |
Apollo Global Management, Inc.
Financial Services
|
Reduced | 21,204 | $2,362,549 | 0.19% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 10,851 | $2,359,983 | 0.19% | |
| AZN |
Astrazeneca PLC
Healthcare
|
NEW | 11,584 | $2,284,596 | 0.18% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Added | 6,620 | $2,262,649 | 0.18% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Held | 29,412 | $2,236,782 | 0.18% | |
| UNP |
Union Pacific Corp
Industrials
|
Added | 9,053 | $2,196,438 | 0.17% |