Weil Company, Inc. has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $346 Million distributed in 116 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $29.7M, Apple Inc. with a value of $27.4M, Vanguard Total World Stk Index with a value of $26.3M, Public Storage with a value of $18M, and Ishares Tr with a value of $15.2M.
Examining the 13F form we can see an increase of $29.9M in the current position value, from $316M to 346M.
Below you can find more details about Weil Company, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$346 Million
ETFs: $189 Million
Technology: $38 Million
Financial Services: $34.1 Million
Real Estate: $18 Million
Communication Services: $14.1 Million
Consumer Cyclical: $9.97 Million
Healthcare: $7.62 Million
Industrials: $6.7 Million
Other: $3.92 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions