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Portfolio (Quarterly) Guide ↗

WEATHERLY ASSET MANAGEMENT L. P.

· CIK 0000934745
13F Portfolio $1.4B AUM 188 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 11 New 29 Added 86 Reduced 9 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 HON HONEYWELL INTL INC Industrials 6,850 $1.5M 0.12% SOLD
2 VTV VANGUARD INDEX FDS 2,653 $521K 0.04% SOLD
3 DEO DIAGEO PLC Consumer Defensive 5,649 $421K 0.03% SOLD
4 VUG VANGUARD INDEX FDS 959 $419K 0.03% SOLD
5 VXUS VANGUARD STAR FDS 4,440 $342K 0.03% SOLD
6 VTEB VANGUARD MUN BD FDS 4,650 $232K 0.02% SOLD
7 PFE PFIZER INC Healthcare 7,444 $209K 0.02% SOLD
8 MDT MEDTRONIC PLC Healthcare 2,369 $207K 0.02% SOLD
9 SCHO SCHWAB STRATEGIC TR 8,500 $206K 0.02% SOLD
Sector Allocation
Healthcare 32.9%
Technology 29.3%
Industrials 8.2%
Communication Services 7.4%
Consumer Cyclical 7.2%
Consumer Defensive 6.1%
Financial Services 4.1%
Energy 1.8%
Real Estate 1.4%
Utilities 0.9%