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Portfolio (Quarterly) Guide ↗

Weil Company, Inc.

· CIK 0001318011
13F Portfolio $568M AUM 133 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 22 New 33 Added 38 Reduced 4 Exited
Page 3 of 7  ·  133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IAU ISHARES GOLD TR Financial Services 34,528.0 $2.6M 0.46% -574.0 -1.6% $75.51 +14.9%
42 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 3,685.0 $2.6M 0.46% -227.0 -5.8% $703.38 -0.5%
43 MCD MCDONALDS CORP Consumer Cyclical 9,382.0 $2.5M 0.45% $270.31 +0.2%
44 JNJ JOHNSON & JOHNSON Healthcare 9,680.0 $2.5M 0.43% $253.98 +6.4%
45 MKL MARKEL GROUP INC Financial Services 1,226.0 $2.4M 0.42% -185.0 -13.1% $1953.01 -8.1%
46 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 89,011.0 $2.3M 0.41% +24K +36.5% $25.95 +31.3%
47 HLI HOULIHAN LOKEY INC Financial Services 16,501.0 $2.2M 0.39% -4K -20.4% $134.13 -3.8%
48 CGGR CAPITAL GROUP GROWTH ETF 46,535.0 $2.2M 0.39% +6K +14.8% $47.20 -0.4%
49 AMZN AMAZON COM INC Consumer Cyclical 9,211.0 $2.2M 0.39% +312.0 +3.5% $238.34 +8.5%
50 NOW SERVICENOW INC Technology 22,084.0 $2.2M 0.39% NEW $99.28 +29.4%
51 RSP INVESCO EXCHANGE TRADED FD T 10,041.0 $2.1M 0.38% -2K -19.5% $212.77 +4.2%
52 INTU INTUIT Technology 7,942.0 $2.1M 0.36% -1K -13.5% $260.99 +40.6%
53 EQR EQUITY RESIDENTIAL Real Estate 30,372.0 $2.1M 0.36% NEW $67.93 -6.3%
54 AXP AMERICAN EXPRESS CO Financial Services 6,055.0 $2.0M 0.36% $338.25 -0.7%
55 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 3,697.0 $2.0M 0.35% -1K -24.7% $541.83 -5.3%
56 EFV ISHARES TR 25,044.0 $1.9M 0.34% -580.0 -2.3% $76.55 +7.4%
57 BIPC BROOKFIELD INFRASTRUCTURE CO Utilities 49,284.0 $1.9M 0.33% +3K +5.6% $38.50 +2.7%
58 VRSK VERISK ANALYTICS INC Industrials 10,340.0 $1.9M 0.33% -118.0 -1.1% $179.52 +4.4%
59 ESGD ISHARES TR 17,667.0 $1.8M 0.32% -382.0 -2.1% $102.81 +4.4%
60 VLTO VERALTO CORP Industrials 19,682.0 $1.7M 0.31% +1K +6.8% $88.68 +11.4%
Page 3 of 7  ·  133 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
Financial Services 29.3%
Technology 26.9%
Real Estate 16.7%
Consumer Cyclical 6.6%
Communication Services 5.5%
Healthcare 5.3%
Industrials 5.3%
Consumer Defensive 1.6%
Utilities 1.4%
Energy 1.3%