Weatherly Asset Management L. P.
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| CSX CORP | $1.06M | 0.1% |
| KIMBERLY CLARK CORP | $992.6K | 0.1% |
| UNILEVER PLC | $992.1K | 0.1% |
| INTUIT INC. | $949.2K | 0.1% |
| American States Water Co | $947.4K | 0.1% |
| ELECTRONIC ARTS INC. | $938.1K | 0.1% |
| VANGUARD INDEX FDS | $935.1K | 0.1% |
| ISHARES TR | $906.4K | 0.1% |
| INGERSOLL-RAND INC | $891.9K | 0.1% |
| INTEL CORP | $881.9K | 0.1% |
| CVS HEALTH Corp | $824.4K | 0.1% |
| INVESCO INDIA EXCHANGE-TRADE | $802.3K | 0.1% |
| BERKSHIRE HATHAWAY INC DEL | $754.8K | 0.1% |
| ISHARES TR | $740.0K | 0.1% |
| INTERNATIONAL PAPER CO /NEW | $731.5K | 0.1% |
| HORMEL FOODS CORP /DE | $693.9K | 0.1% |
| IDEXX LABORATORIES INC /DE | $686.3K | 0.1% |
| Phillips 66 | $681.6K | 0.1% |
| Comcast Corp. | $674.2K | 0.1% |
| Allegion plc | $668.2K | 0.1% |
| INVESCO ACTIVELY MANAGED EXC | $667.3K | 0.1% |
| ISHARES TR | $662.7K | 0.1% |
| CAPITAL GROUP GROWTH ETF | $653.5K | 0.1% |
| Palantir Technologies Inc | $628.7K | 0.0% |
| Merck & Co., Inc. | $628.4K | 0.0% |
| PEPSICO INC | $603.0K | 0.0% |
| ISHARES SILVER TR | $602.6K | 0.0% |
| Smurfit Westrock plc | $551.6K | 0.0% |
| VERTEX PHARMACEUTICALS INC / MA | $536.8K | 0.0% |
| Western Digital Corp | $534.9K | 0.0% |
| Johnson Controls International plc | $533.7K | 0.0% |
| DIAGEO PLC | $517.2K | 0.0% |
| EMERSON ELECTRIC CO | $507.8K | 0.0% |
| VANGUARD INDEX FDS | $506.7K | 0.0% |
| VANGUARD INDEX FDS | $467.9K | 0.0% |
| SCHWAB STRATEGIC TR | $450.9K | 0.0% |
| ISHARES TR | $447.6K | 0.0% |
| 3M CO | $437.8K | 0.0% |
| INVESCO EXCHANGE TRADED FD T | $436.7K | 0.0% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM | $428.5K | 0.0% |
| Sempra | $426.6K | 0.0% |
| Globus Medical Inc | $424.9K | 0.0% |
| TYSON FOODS INC | $413.5K | 0.0% |
| PROFESIONALLY MANAGED PORTFO | $412.8K | 0.0% |
| HERSHEY CO | $389.7K | 0.0% |
| VANGUARD SCOTTSDALE FDS | $384.7K | 0.0% |
| SANOFI | $376.9K | 0.0% |
| THERMO FISHER SCIENTIFIC INC. | $363.2K | 0.0% |
| NOVARTIS AG | $360.8K | 0.0% |
| SCHWAB STRATEGIC TR | $357.6K | 0.0% |