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 |
|---|---|---|---|---|---|---|---|---|---|
| APOLLO GLOBAL MGMT INC | COM | 151 | $442,653 | 4,750 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SYNOPSYS INC | COM | 152 | $442,308 | 859 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ELI LILLY & CO | COM | 153 | $440,105 | 755 | 0.00 | 0.00 | 23 | 3.14 | 12-31-2023 |
| CONSTELLATION BRANDS INC | CL A | 154 | $438,051 | 1,812 | 0.00 | 0.00 | 135 | 8.05 | 12-31-2023 |
