Weil Company, Inc. Portfolio Holdings
Weil Company, Inc.
- $316 Million
- Q2 2025
Weil Company, Inc. has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $316 Million distributed in 114 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 $26.6M, Vanguard Total World Stk Index with a value of $22.4M, Apple Inc. with a value of $22.2M, Public Storage with a value of $18.3M, and Ishares Tr with a value of $14.1M.
Examining the 13F form we can see an increase of $17.3M in the current position value, from $298M to 316M.
Below you can find more details about Weil Company, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$316 Million
ETFs: $170 Million
Financial Services: $33 Million
Technology: $32.7 Million
Real Estate: $18.3 Million
Communication Services: $12.4 Million
Consumer Cyclical: $9.67 Million
Industrials: $6.97 Million
Healthcare: $6.17 Million
Other: $4.08 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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