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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 6 of 10  ·  188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 AWR AMER STATES WTR CO Utilities 13,071.0 $1.1M 0.08% $82.63 +7.3%
102 CVS CVS HEALTH CORP Healthcare 10,150.0 $1.1M 0.07% -209.0 -2.0% $103.45 -10.1%
103 VOO VANGUARD INDEX FDS 1,513.0 $1.0M 0.07% +22.0 +1.5% $686.81 +2.5%
104 IMVP INVESCO INDIA EXCHANGE-TRADE 50,261.0 $1.0M 0.07% +11K +29.3% $20.07 -0.2%
105 IWF ISHARES TR 7,660.0 $951K 0.07% +6K +300.0% $124.17 -1.4%
106 PYPL PAYPAL HLDGS INC Financial Services 21,835.0 $943K 0.07% -5K -19.6% $43.18 +42.5%
107 PSX PHILLIPS 66 Energy 5,522.0 $933K 0.07% +240.0 +4.5% $169.05 +43.7%
108 INGERSOLL RAND INC 11,199.0 $918K 0.07% -66.0 -0.6% $81.99
109 IJH ISHARES TR 11,213.0 $865K 0.06% $77.11 -0.4%
110 KMB KIMBERLY-CLARK CORP Consumer Defensive 7,716.0 $856K 0.06% -1K -15.3% $110.98 -1.5%
111 EA ELECTRONIC ARTS INC Communication Services 3,991.0 $818K 0.06% $205.04 +2.3%
112 UNILEVER PLC 12,978.0 $780K 0.06% -2K -12.6% $60.12
113 HONEYWELL INTL INC 3,419.0 $766K 0.05% NEW $223.90
114 HONEYWELL AEROSPACE INC 3,418.0 $756K 0.05% NEW $221.08
115 MRK MERCK & CO INC Healthcare 5,839.0 $754K 0.05% -115.0 -1.9% $129.20 +18.1%
116 FEDEX FGHT HLDG CO INC 4,993.0 $754K 0.05% NEW $151.00
117 BERKSHIRE HATHAWAY INC DEL 1.0 $749K 0.05% $748850.00
118 DVY ISHARES TR 4,695.0 $734K 0.05% $156.30 +5.0%
119 AMD ADVANCED MICRO DEVICES INC Technology 1,224.0 $711K 0.05% $580.95 -18.5%
120 CGGR CAPITAL GROUP GROWTH ETF 14,695.0 $694K 0.05% $47.20 -0.4%
Page 6 of 10  ·  188 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%