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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 13 of 15  ·  289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 PGR PROGRESSIVE CORP Financial Services 1,276.0 $291K 0.01% NEW $227.73 -10.1%
242 DLN WISDOMTREE TR 3,286.0 $289K 0.01% NEW $88.08 +10.4%
243 SRE SEMPRA Utilities 3,258.0 $288K 0.01% NEW $88.29 +3.9%
244 DIA SPDR DOW JONES INDL AVERAGE Financial Services 596.0 $286K 0.01% NEW $480.57 +8.5%
245 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 1,761.0 $285K 0.01% NEW $161.96 -12.8%
246 ISRG INTUITIVE SURGICAL INC Healthcare 501.0 $284K 0.01% NEW $566.36 -26.4%
247 GM GENERAL MTRS CO Consumer Cyclical 3,484.0 $283K 0.01% NEW $81.32 +1.5%
248 IXUS ISHARES TR 3,321.0 $281K 0.01% NEW $84.64 +13.6%
249 EFA ISHARES TR 2,894.0 $278K 0.01% NEW $96.03 +8.6%
250 QCOM QUALCOMM INC Technology 1,609.0 $275K 0.01% NEW $171.05 +25.2%
251 KMI KINDER MORGAN INC DEL Energy 10,005.0 $275K 0.01% NEW $27.49 +14.4%
252 DLR DIGITAL RLTY TR INC Real Estate 1,775.0 $275K 0.01% NEW $154.71 +23.1%
253 MBB ISHARES TR 2,842.0 $271K 0.01% NEW $95.22 -0.6%
254 SMH VANECK ETF TRUST 747.0 $269K 0.01% NEW $360.13 +71.1%
255 TGT TARGET CORP Consumer Defensive 2,744.0 $268K 0.01% NEW $97.75 +36.5%
256 AGG ISHARES TR 2,622.0 $262K 0.01% NEW $99.88 -0.9%
257 LIN LINDE PLC Basic Materials 598.0 $255K 0.01% NEW $426.39 +21.5%
258 SCHB SCHWAB STRATEGIC TR 9,600.0 $252K 0.01% NEW $26.23 +10.6%
259 MTH MERITAGE HOMES CORP Consumer Cyclical 3,705.0 $244K 0.01% NEW $65.80 +12.9%
260 SPSB SPDR SERIES TRUST 7,984.0 $241K 0.01% NEW $30.20 -0.7%
Page 13 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%