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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
Page 5 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CI THE CIGNA GROUP Healthcare 998.0 $275K 0.02% -14.0 -1.4% $275.61 +0.7%
82 CB CHUBB LIMITED Financial Services 729.0 $249K 0.02% -25.0 -3.3% $341.62 -0.2%
83 HSY HERSHEY CO Consumer Defensive 1,390.0 $244K 0.02% -350.0 -20.1% $175.45 +6.3%
84 SNY SANOFI SA Healthcare 5,403.0 $230K 0.02% -2K -22.1% $42.66 +7.5%
85 CE CELANESE CORP DEL Basic Materials 4,602.0 $212K 0.01% -400.0 -8.0% $46.00 +1.7%
86 GILD GILEAD SCIENCES INC Healthcare 1,625.0 $205K 0.01% -80.0 -4.7% $126.35 +15.6%
Page 5 of 5  ·  86 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
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%