Weil Company, Inc. has filed its 13F form on January 14, 2026 for Q4 2025 where it was disclosed a total value porftolio of $357 Million distributed in 115 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $32.1M, Apple Inc. with a value of $28.6M, Vanguard Total World Stk Index with a value of $26.3M, Public Storage with a value of $17.1M, and Blackrock ETF Tr U S Equity Fa with a value of $16.8M.

Examining the 13F form we can see an increase of $11.2M in the current position value, from $346M to 357M.

Below you can find more details about Weil Company, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $357 Million
ETFs: $202 Million
Technology: $38.2 Million
Financial Services: $32.2 Million
Real Estate: $17.1 Million
Communication Services: $13.5 Million
Consumer Cyclical: $9.48 Million
Healthcare: $8.12 Million
Industrials: $6.11 Million
Other: $3.73 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 115
  • Current Value $357 Million
  • Prior Value $346 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 14, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 3 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
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