Institutions / Weil Company, Inc.
Weil Company, Inc.
CIK 1318011 · Institution · as of Mar 31, 2026
Portfolio value
$445.35M
Positions
115
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$445.35M+2.4%Positions
115+0.0%Top holdings
Mar 31, 2026View all 115 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $32.49M | 7.3% |
| BlackRock ETF Trust II | $31.78M | 7.1% |
| Apple Inc. | $26.92M | 6.0% |
| Vanguard Intl Equity Index F | $20.84M | 4.7% |
| Public Storage | $20.59M | 4.6% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $18.95M | 4.3% |
| Putnam ETF Trust | $18.27M | 4.1% |
| iShares Tr | $17.86M | 4.0% |
| J P Morgan Exchange Traded F | $11.65M | 2.6% |
| State Str SPDR S&P 500 ETF T | $11.07M | 2.5% |
| iShares Tr | $9.99M | 2.2% |
| Victory Portfolios II | $9.75M | 2.2% |
| Tidal Trust I - Unlimited Hfgm Global Macro Etf | $9.66M | 2.2% |
| New York Life Investments Active ETF Trust | $9.29M | 2.1% |
| J P Morgan Exchange Traded F | $9.20M | 2.1% |
| Fidelity Covington Trust | $8.45M | 1.9% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $8.37M | 1.9% |
| iShares Tr | $8.31M | 1.9% |
| iShares Inc | $7.87M | 1.8% |
| Harbor ETF Trust | $7.17M | 1.6% |
| Berkshire Hathaway Inc Del | $6.46M | 1.5% |
| American Centy ETF Tr | $5.83M | 1.3% |
| Vanguard Index Fds | $5.37M | 1.2% |
| BNY Mellon ETF Trust | $5.02M | 1.1% |
| ETF Ser Solutions | $4.97M | 1.1% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | 922042742 | $-5.28M | -38K -20.21% | 150,664 4.68% of portfolio | medium |
| Q1 2026 as of | Add | Public Storage | $3.74M | +14K +22.16% | 76,023 4.62% of portfolio | low |
| Q1 2026 as of | Add | Tidal Trust I - Unlimited Hfgm Global Macro Etf | $3.24M | +101K +50.46% | 301,400 2.17% of portfolio | low |
| Q1 2026 as of | Add | BlackRock ETF Trust - iShares International Country Rotation Active ETF | $2.70M | +46K +16.60% | 325,633 4.25% of portfolio | low |
| Q1 2026 as of | Add | 41151J505 | $2.62M | +84K +57.62% | 231,129 1.61% of portfolio | low |
| Q1 2026 as of | Add | 46434V290 | $2.53M | +33K +43.70% | 110,092 1.87% of portfolio | low |
| Q1 2026 as of | Add | 46641Q761 | $2.48M | +41K +27.11% | 189,911 2.61% of portfolio | low |
| Q1 2026 as of | Add | 464287663 | $1.71M | +17K +20.66% | 97,655 2.24% of portfolio | low |
| Q1 2026 as of | Add | 746729300 | $1.64M | +35K +9.88% | 393,850 4.10% of portfolio | low |
| Q1 2026 as of | Add | BlackRock ETF Trust - iShares International Country Rotation Active ETF | $1.51M | +47K +22.02% | 260,451 1.88% of portfolio | low |