account_balance

Investment manager · 13F filer · SEC CIK 1318011

Weil Company, Inc.

Reported value$580Mas of Sep 30, 2026
Positions134 9 new, 8 sold out
Top 10 weight50.5%VOO alone is 9%
FiledOct 1414 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
VOO Vanguard Index FDS 9.5% Held
DYNF BlackRock ETF Trust 6.9% Added +3%
AAPL Apple Inc. 6.0% Trimmed −3%
NEAR iShares U S ETF Tr 5.6% Added +12%
BRTR BlackRock ETF Trust II 5.6% Added +4%
VT Vanguard Intl Equity Index F 3.9% Held
PSA Public Storage 3.7% Held
INTF iShares Tr 3.5% Added +2%
CORO BlackRock ETF Trust 3.0% Added +3%
VFLO Victory Portfolios II 2.8% Added +32%
JQUA J P Morgan Exchange Traded F 2.7% Added +5%
PVAL Putnam ETF Trust 2.3% Added +4%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 14, 2026, compared with the Aug 5, 2026 filing
add_circleNew
  • SPLV $2.79M
  • MXI $2.72M
  • JCHI $1.52M
  • IAUM $1.17M
arrow_upwardAdded
  • CRCL +147%
  • DSTL +51%
  • HGER +39%
  • VFLO +32%
arrow_downwardTrimmed
  • VTV −60%
  • ILMN −18%
  • BKCI −13%
  • ESGE −9%
remove_circleSold out
  • VRSK $1.86M
  • GQGU $1.33M
  • FBRX $526K
  • GEV $258K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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