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Portfolio (Quarterly) Guide ↗

Obermeyer Wealth Partners

· CIK 0001349654
13F Portfolio $2.2B AUM 299 positions Filed Apr 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 23 New 64 Added 94 Reduced 13 Exited
Page 12 of 15  ·  299 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 SHOP SHOPIFY INC Technology 2,878.0 $341K 0.02% -3K -54.0% $118.62 -4.5%
222 MO ALTRIA GROUP INC Consumer Defensive 5,171.0 $341K 0.02% -241.0 -4.5% $65.98 +6.4%
223 IGIB ISHARES TR 6,386.0 $340K 0.02% +426.0 +7.2% $53.22 -0.2%
224 SCHC SCHWAB STRATEGIC TR 7,231.0 $338K 0.02% $46.74 +7.4%
225 IGSB ISHARES TR 6,428.0 $338K 0.02% +158.0 +2.5% $52.56 -0.4%
226 KMI KINDER MORGAN INC DEL Energy 10,005.0 $335K 0.01% $33.53 -6.2%
227 GWW WW GRAINGER INC Industrials 306.0 $334K 0.01% -17.0 -5.3% $1091.76 +20.9%
228 ACN ACCENTURE PLC IRELAND Technology 1,681.0 $333K 0.01% -1K -40.1% $198.26 -16.5%
229 WES WESTERN MIDSTREAM PARTNERS L Energy 8,000.0 $329K 0.01% NEW $41.17 +6.3%
230 IJH ISHARES TR 4,849.0 $327K 0.01% -28.0 -0.6% $67.53 +12.4%
231 ADBE ADOBE INC Technology 1,344.0 $327K 0.01% +192.0 +16.7% $243.08 -14.7%
232 AMLP ALPS ETF TR 6,190.0 $326K 0.01% NEW $52.64 -3.2%
233 COP CONOCOPHILLIPS Energy 2,456.0 $324K 0.01% NEW $132.00 -15.7%
234 BNL BROADSTONE NET LEASE INC Real Estate 17,589.0 $321K 0.01% $18.27 +14.6%
235 DLR DIGITAL RLTY TR INC Real Estate 1,775.0 $320K 0.01% $180.21 +5.7%
236 CBRE CBRE GROUP INC Real Estate 2,342.0 $317K 0.01% -142.0 -5.7% $135.46 +0.0%
237 SRE SEMPRA Utilities 3,258.0 $317K 0.01% $97.17 -5.5%
238 BLDR BUILDERS FIRSTSOURCE INC Industrials 3,844.0 $316K 0.01% $82.33 -4.4%
239 ESGV VANGUARD WORLD FD 2,800.0 $314K 0.01% $112.27 +18.1%
240 WDC WESTERN DIGITAL CORP Technology 1,140.0 $308K 0.01% NEW $270.49 +151.8%
Page 12 of 15  ·  299 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 39.2%
Financial Services 20.6%
Communication Services 12.6%
Industrials 8.7%
Consumer Cyclical 8.3%
Healthcare 4.5%
Basic Materials 2.2%
Energy 1.8%
Consumer Defensive 1.3%
Utilities 0.5%