Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| OBERMEYER WOOD INVESTMENT COUNSEL LLLP | 01-31-2024 | 12-31-2023 | 218 | 1,464,280,787 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 1 | $90,884,815 | 254,822 | 0.01 | 0.01 | -8,432 | -3.20 | 12-31-2023 |
| MICROSOFT CORP | COM | 2 | $81,584,382 | 216,957 | 0.01 | 0.01 | -5,232 | -2.35 | 12-31-2023 |
| ISHARES TR | MSCI USA QLT FCT | 3 | $79,712,798 | 541,748 | 0.01 | 0.01 | 13,671 | 2.59 | 12-31-2023 |
| ALPHABET INC | CAP STK CL C | 4 | $73,006,109 | 518,031 | 0.00 | 0.01 | -12,848 | -2.42 | 12-31-2023 |
