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Obermeyer Wealth Partners

All holdings · as of Mar 31, 2026

298 positions

CompanyClassValueShares% of portfolio
GENERAL DYNAMICS CORP$379.3K1,1050.0%
Arthur J. Gallagher & Co.$369.9K1,7080.0%
ISHARES TR$369.4K20,1980.0%
CANADIAN PACIFIC KANSAS CITY$369.1K4,6920.0%
INVESCO EXCHANGE TRADED FD T$367.9K7,7400.0%
Medtronic plc$361.4K4,1710.0%
iShares MSCI UAE ETF$360.8K3,8900.0%
GLOBAL X FDS$358.2K5,0570.0%
Blackstone Inc$354.2K3,0810.0%
ISHARES TR$352.5K3,6290.0%
Cigna Group$351.8K1,3190.0%
Valero Energy Corp$351.1K1,4210.0%
STARBUCKS CORP$350.8K3,9160.0%
KROGER CO$348.1K4,8110.0%
NORFOLK SOUTHERN CORP$345.8K1,2050.0%
TARGET CORP$344.7K2,8440.0%
The Boeing Company$344.1K1,7290.0%
Vertiv Holdings Co$343.2K1,3700.0%
INVESCO EXCHANGE TRADED FD T$342.0K3,1780.0%
THERMO FISHER SCIENTIFIC INC.$341.6K6950.0%
SHOPIFY INC$341.4K2,8780.0%
ALTRIA GROUP, INC.$341.2K5,1710.0%
ISHARES TR$339.9K6,3860.0%
SCHWAB STRATEGIC TR$338.0K7,2310.0%
ISHARES TR$337.8K6,4280.0%
KINDER MORGAN, INC.$335.5K10,0050.0%
W.W. GRAINGER, INC.$334.1K3060.0%
Accenture plc$333.3K1,6810.0%
Western Midstream Partners LP$329.4K8,0000.0%
ISHARES TR$327.5K4,8490.0%
ADOBE INC.$326.7K1,3440.0%
ALPS ETF TR$325.9K6,1900.0%
ConocoPhillips$324.2K2,4560.0%
Broadstone Net Lease, Inc.$321.4K17,5890.0%
Digital Realty Trust Inc$319.9K1,7750.0%
CBRE Group Inc$317.2K2,3420.0%
Sempra$316.6K3,2580.0%
Builders FirstSource Inc$316.5K3,8440.0%
VANGUARD WORLD FD$314.4K2,8000.0%
Western Digital Corp$308.4K1,1400.0%
SYNOPSYS INC$304.5K7680.0%
VANGUARD WORLD FD$304.2K4360.0%
TRAVELERS COMPANIES, INC.$301.3K1,0330.0%
American Water Works Company, Inc.$299.9K2,2040.0%
WisdomTree Trust$293.5K3,2860.0%
LINDE PLC$293.5K5920.0%
SCHWAB CHARLES CORP$289.3K3,0780.0%
Madison Square Garden Sports Corp.$288.3K8970.0%
BANK OF AMERICA CORP /DE$284.3K5,8310.0%
CITIGROUP INC$283.9K2,5030.0%
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