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Portfolio (Quarterly) Guide ↗

Obermeyer Wealth Partners

· CIK 0001349654
13F Portfolio $2.2B AUM 289 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 289 New
Page 12 of 15  ·  289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 ESGV VANGUARD WORLD FD 2,800.0 $339K 0.01% NEW $120.96 +9.7%
222 VGT VANGUARD WORLD FD 446.0 $336K 0.01% NEW $754.27 -84.3%
223 SBUX STARBUCKS CORP Consumer Cyclical 3,976.0 $335K 0.01% NEW $84.21 +20.0%
224 ICLN ISHARES TR 20,198.0 $332K 0.01% NEW $16.43 +26.8%
225 IGSB ISHARES TR 6,270.0 $332K 0.01% NEW $52.88 -0.9%
226 SCHC SCHWAB STRATEGIC TR 7,231.0 $329K 0.01% NEW $45.53 +10.8%
227 SHLD GLOBAL X FDS 5,043.0 $327K 0.01% NEW $64.79 -0.4%
228 GWW WW GRAINGER INC Industrials 323.0 $326K 0.01% NEW $1009.89 +31.1%
229 PLTR PALANTIR TECHNOLOGIES INC Technology 1,811.0 $322K 0.01% NEW $177.75 -24.1%
230 IJH ISHARES TR 4,877.0 $322K 0.01% NEW $66.00 +15.7%
231 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,250.0 $322K 0.01% NEW $257.28 -13.8%
232 IGIB ISHARES TR 5,960.0 $321K 0.01% NEW $53.88 -1.4%
233 MO ALTRIA GROUP INC Consumer Defensive 5,412.0 $312K 0.01% NEW $57.66 +19.7%
234 SCHW SCHWAB CHARLES CORP Financial Services 3,121.0 $312K 0.01% NEW $99.91 -6.6%
235 BNL BROADSTONE NET LEASE INC Real Estate 17,589.0 $306K 0.01% NEW $17.37 +18.6%
236 TRV TRAVELERS COMPANIES INC Financial Services 1,043.0 $303K 0.01% NEW $290.06 +5.7%
237 KR KROGER CO Consumer Defensive 4,811.0 $301K 0.01% NEW $62.48 +0.1%
238 AWK AMERICAN WTR WKS CO INC NEW Utilities 2,280.0 $298K 0.01% NEW $130.50 -2.4%
239 C CITIGROUP INC Financial Services 2,523.0 $294K 0.01% NEW $116.69 +24.8%
240 EFV ISHARES TR 4,076.0 $291K 0.01% NEW $71.41 +8.9%
Page 12 of 15  ·  289 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.1%
Financial Services 19.2%
Communication Services 12.5%
Consumer Cyclical 9.9%
Industrials 7.4%
Healthcare 5.4%
Consumer Defensive 3.4%
Energy 2.1%
Utilities 1.9%
Basic Materials 1.7%