Obermeyer Wealth Partners
Top Portfolio Positions
200 positions ·
$1,209,999,832 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
253,519 | $85,676,746 | 7.08% |
| AAPL |
Apple Inc.
Technology
|
324,220 | $82,283,793 | 6.80% |
| MSFT |
Microsoft Corp
Technology
|
202,583 | $74,990,149 | 6.20% |
| NVDA |
Nvidia Corp
Technology
|
423,977 | $73,941,588 | 6.11% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
320,958 | $66,845,922 | 5.52% |
| AVGO |
Broadcom Inc.
Technology
|
192,804 | $59,674,766 | 4.93% |
| MA |
Mastercard Inc
Financial Services
|
117,429 | $58,674,574 | 4.85% |
| ASML |
Asml Holding Nv
Technology
|
42,728 | $56,436,424 | 4.66% |
| RTX |
RTX Corp
Industrials
|
262,779 | $50,690,069 | 4.19% |
| META |
Meta Platforms, Inc.
Communication Services
|
78,518 | $44,922,503 | 3.71% |
Portfolio Trend
Holdings in NN
Shares Held
Position Value (USD)
18 of 18 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $264,330 | 16,500 | Call | Sole | 2026-04-21 | |
| 2026-03-31 | $522,252 | 32,600 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $542,464 | 32,600 | Shares | Sole | 2026-01-29 | |
| 2025-12-31 | $274,560 | 16,500 | Call | Sole | 2026-01-29 | |
| 2025-09-30 | $235,950 | 16,500 | Call | Sole | 2025-10-27 | |
| 2025-09-30 | $461,103 | 32,245 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $250,800 | 16,500 | Call | Sole | 2025-08-05 | |
| 2025-06-30 | $494,015 | 32,501 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $305,722 | 25,121 | Shares | Sole | 2025-05-06 | |
| 2025-03-31 | $217,843 | 17,900 | Call | Sole | 2025-05-06 | |
| 2024-12-31 | $247,404 | 15,900 | Call | Sole | 2025-02-14 | |
| 2024-12-31 | $353,196 | 22,699 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $89,880 | 12,000 | Call | Sole | 2024-11-05 | |
| 2024-09-30 | $170,023 | 22,700 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $21,369 | 2,635 | Shares | Sole | 2024-08-01 | |
| 2024-06-30 | $218,970 | 27,000 | Call | Sole | 2024-08-01 | |
| 2022-09-30 | $134,500 | 50,000 | Shares | Sole | 2022-12-09 | |
| 2022-06-30 | $79,450 | 35,000 | Shares | Sole | 2022-08-15 | |
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