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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 6 of 7  ·  133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 8,140.0 $416K 0.07% -8K -48.7% $51.05 +31.3%
102 ET ENERGY TRANSFER L P Energy 19,983.0 $382K 0.07% $19.12 +10.8%
103 GE GE AEROSPACE Industrials 1,018.0 $381K 0.07% $373.81 -6.8%
104 HSBC HSBC HLDGS PLC Financial Services 4,000.0 $380K 0.07% $95.09 +9.5%
105 VICR VICOR CORP Technology 1,000.0 $380K 0.07% NEW $379.78 -47.2%
106 DIA STATE STR SPDR DOW JONES IND Financial Services 704.0 $368K 0.07% +38.0 +5.7% $522.39 +1.9%
107 LUV SOUTHWEST AIRLS CO Industrials 7,062.0 $363K 0.06% $51.42 -21.5%
108 MCK MCKESSON CORP Healthcare 463.0 $350K 0.06% -49.0 -9.6% $756.29 +13.6%
109 ESML ISHARES TR 6,126.0 $343K 0.06% -274.0 -4.3% $55.93 -0.2%
110 ACWI ISHARES TR 2,113.0 $332K 0.06% -79.0 -3.6% $156.97 +2.4%
111 OKE ONEOK INC NEW Energy 3,679.0 $320K 0.06% +43.0 +1.2% $86.95 +7.3%
112 SOUTHSTATE BK CORP 2,970.0 $297K 0.05% $99.90
113 C CITIGROUP INC Financial Services 2,118.0 $296K 0.05% $139.96 -5.9%
114 VYM VANGUARD WHITEHALL FDS 1,866.0 $295K 0.05% $158.03 +4.4%
115 SCCO SOUTHERN COPPER CORP Basic Materials 1,631.0 $284K 0.05% +16.0 +1.0% $174.26 +24.0%
116 DIS DISNEY WALT CO Communication Services 2,863.0 $276K 0.05% $96.25 +12.0%
117 IJJ ISHARES TR 1,764.0 $261K 0.05% $147.72 +0.9%
118 GEV GE VERNOVA INC Utilities 220.0 $258K 0.04% NEW $1173.76 -18.5%
119 MU MICRON TECHNOLOGY INC Technology 224.0 $258K 0.04% NEW $1152.04 -16.1%
120 IJS ISHARES TR 1,853.0 $253K 0.04% $136.71 +1.3%
Page 6 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%