Weatherly Asset Management L. P. has filed its 13F form on October 16, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.2 Billion distributed in 182 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Eli Lilly & CO with a value of $218M, Apple Inc. with a value of $85.4M, Microsoft Corp with a value of $51.8M, Amazon Com Inc with a value of $49.5M, and Netflix Inc with a value of $49.2M.
Examining the 13F form we can see an increase of $36.6M in the current position value, from $1.16B to 1.2B.
Below you can find more details about Weatherly Asset Management L. P. portfolio as well as his latest detailed transactions.
Portfolio value
$1.2 Billion
Technology: $273 Million
ETFs: $268 Million
Healthcare: $244 Million
Communication Services: $103 Million
Consumer Cyclical: $80.1 Million
Industrials: $77.7 Million
Consumer Defensive: $63.2 Million
Financial Services: $38.2 Million
Other: $48.2 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
