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The Analysis of Weil Company, Inc.'s Holdings & P&L

Currently, Weil Company, Inc. holds 115 types of securities in its portfolio with a total value $445.4M. In the most recent quarter, they have increased their positions in PSA (+13.8K shares, valued at $3.7M), HFGM (+101.1K shares, valued at $3.2M), DYNF (+46.4K shares, valued at $2.7M); decreased their positions in VT (-38.2K shares, valued at $5.3M), BKCI (-29.0K shares, valued at $1.4M), N/A (-4.4K shares, valued at $840.3K); initiated new positions in FBTC (+15.9K shares, valued at $936.9K), N/A (+24.8K shares, valued at $641.4K), N/A (+8.0K shares, valued at $509.1K).

1M P&L

+12.5M+3.09%

3M P&L

-1.9M-0.45%

HY P&L

+18.3M+4.61%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A273.9M

71.7%

2Consumer Electronics26.9M

7.0%

3REIT - Industrial20.6M

5.4%

Top Industries by Stock Count

1N/A48 stocks

50.0%

2Insurance - Property & Casualty4 stocks

4.2%

3Banks - Diversified3 stocks

3.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS54.4K shares4.60%2026-03-312026-04-15

BRTR BLACKROCK ETF TRUST II633.1K shares-0.20%2026-03-312026-04-15

AAPL APPLE INC106.1K shares-0.88%2026-03-312026-04-15

VT VANGUARD INTL EQUITY INDEX F150.7K shares-20.21%2026-03-312026-04-15

PSA PUBLIC STORAGE OPER CO76.0K shares22.16%2026-03-312026-04-15

DYNF BLACKROCK ETF TRUST325.6K shares16.60%2026-03-312026-04-15

PVAL PUTNAM ETF TRUST393.9K shares9.88%2026-03-312026-04-15

INTF ISHARES TR458.5K shares1.39%2026-03-312026-04-15

Sponsored

JQUA J P MORGAN EXCHANGE TRADED F189.9K shares27.11%2026-03-312026-04-15

SPY STATE STR SPDR S&P 500 ETF T17.0K shares-2.17%2026-03-312026-04-15

IUSV ISHARES TR97.7K shares20.66%2026-03-312026-04-15

VFLO VICTORY PORTFOLIOS II247.1K shares3.39%2026-03-312026-04-15

HFGM TIDAL TRUST I301.4K shares50.46%2026-03-312026-04-15

MMCA NEW YORK LIFE INVTS ACTIVE E430.8K shares-2.11%2026-03-312026-04-15

JAVA J P MORGAN EXCHANGE TRADED F128.2K shares-1.25%2026-03-312026-04-15

FELV FIDELITY COVINGTON TRUST242.0K shares-0.73%2026-03-312026-04-15

Sponsored

CORO BLACKROCK ETF TRUST260.5K shares22.02%2026-03-312026-04-15

SMLF ISHARES TR110.1K shares43.70%2026-03-312026-04-15

EMGF ISHARES INC130.2K shares7.45%2026-03-312026-04-15

HGER HARBOR ETF TRUST231.1K shares57.62%2026-03-312026-04-15

BRK.A BERKSHIRE HATHAWAY INC DEL9 shares0.00%2026-03-312026-04-15

QGRO AMERICAN CENTY ETF TR55.5K shares9.25%2026-03-312026-04-15

VO VANGUARD INDEX FDS18.7K shares8.93%2026-03-312026-04-15

BKCI BNY MELLON ETF TRUST101.5K shares-22.24%2026-03-312026-04-15

Sponsored

DSTL ETF SER SOLUTIONS85.9K shares24.85%2026-03-312026-04-15

ALPHABET INC ALPHABET INC17.3K shares-1.30%2026-03-312026-04-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL9.8K shares-1.95%2026-03-312026-04-15

CB CHUBB LTD SWITZ14.0K shares-1.10%2026-03-312026-04-15

META META PLATFORMS INC7.8K shares-3.56%2026-03-312026-04-15

INTU INTUIT9.2K shares56.34%2026-03-312026-04-15

ESGU ISHARES TR27.3K shares19.45%2026-03-312026-04-15

JPM JPMORGAN CHASE & CO12.8K shares-3.67%2026-03-312026-04-15

Sponsored

INVESCO QQQ TR INVESCO QQQ TR6.2K shares-0.68%2026-03-312026-04-15

ISHARES GOLD TR ISHARES GOLD TR35.1K shares-4.50%2026-03-312026-04-15

HLI HOULIHAN LOKEY INC20.7K shares-3.63%2026-03-312026-04-15

MCD MCDONALDS CORP9.4K shares0.00%2026-03-312026-04-15

UTHR UNITED THERAPEUTICS CORP DEL4.9K shares-6.39%2026-03-312026-04-15

SBUX STARBUCKS CORP31.4K shares-5.26%2026-03-312026-04-15

JEPI J P MORGAN EXCHANGE TRADED F48.9K shares1.38%2026-03-312026-04-15

MKL MARKEL GROUP INC1.4K shares-2.82%2026-03-312026-04-15

Sponsored

ALPHABET INC ALPHABET INC9.2K shares-1.71%2026-03-312026-04-15

ILMN ILLUMINA INC20.5K shares-2.40%2026-03-312026-04-15

MDY STATE STR SPDR S&P MIDCAP 403.9K shares-13.34%2026-03-312026-04-15

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T12.5K shares-25.98%2026-03-312026-04-15

JNJ JOHNSON & JOHNSON9.7K shares0.01%2026-03-312026-04-15

EEM ISHARES TR39.3K shares-2.18%2026-03-312026-04-15

VRSK VERISK ANALYTICS INC10.5K shares0.52%2026-03-312026-04-15

GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET65.2K shares43.13%2026-03-312026-04-15

Sponsored

EFV ISHARES TR25.6K shares-6.40%2026-03-312026-04-15

AMZN AMAZON COM INC8.9K shares39.29%2026-03-312026-04-15

BROOKFIELD INFRASTRUCTURE CO BROOKFIELD INFRASTRUCTURE CO46.7K shares0.65%2026-03-312026-04-15

AXP AMERICAN EXPRESS CO6.1K shares0.00%2026-03-312026-04-15

BLACKROCK INC BLACKROCK INC1.9K shares-16.92%2026-03-312026-04-15

ESGD ISHARES TR18.0K shares15.34%2026-03-312026-04-15

VLTO VERALTO CORP18.4K shares0.22%2026-03-312026-04-15

CGGR CAPITAL GROUP GROWTH ETF40.5K shares11.00%2026-03-312026-04-15

Sponsored

ESGV VANGUARD WORLD FD13.7K shares0.02%2026-03-312026-04-15

CSX CSX CORP35.2K shares0.00%2026-03-312026-04-15

ESGE ISHARES INC28.1K shares-3.99%2026-03-312026-04-15

XOM EXXON MOBIL CORP6.2K shares0.06%2026-03-312026-04-15

IUSG ISHARES TR6.6K shares0.00%2026-03-312026-04-15

NVDA NVIDIA CORPORATION5.7K shares0.00%2026-03-312026-04-15

MSFT MICROSOFT CORP2.6K shares-19.93%2026-03-312026-04-15

FBTC FIDELITY WISE ORIGIN BITCOIN15.9K sharesnew addition2026-03-312026-04-15

Sponsored

AGG ISHARES TR9.3K shares-29.43%2026-03-312026-04-15

BROADCOM INC BROADCOM INC3.0K shares0.00%2026-03-312026-04-15

TSLA TESLA INC2.4K shares0.00%2026-03-312026-04-15

COST COSTCO WHOLESALE CORPORATION862 shares2.38%2026-03-312026-04-15

IBM INTERNATIONAL BUSINESS MACHS3.3K shares-2.91%2026-03-312026-04-15

ACWX ISHARES TR11.6K shares26.14%2026-03-312026-04-15

PG PROCTER & GAMBLE CO5.3K shares0.00%2026-03-312026-04-15

HD HOME DEPOT INC2.1K shares0.62%2026-03-312026-04-15

Sponsored

SDG ISHARES TR8.2K shares-2.95%2026-03-312026-04-15

BA BOEING CO3.4K shares0.00%2026-03-312026-04-15

MAR MARRIOTT INTL INC NEW2.0K shares0.00%2026-03-312026-04-15

FORTE BIOSCIENCES INC FORTE BIOSCIENCES INC24.8K sharesnew addition2026-03-312026-04-15

DE DEERE & CO1.1K shares0.00%2026-03-312026-04-15

NFLX NETFLIX INC.6.5K shares0.16%2026-03-312026-04-15

GLDM WORLD GOLD TR6.2K shares0.00%2026-03-312026-04-15

AMP AMERIPRISE FINL INC1.2K shares0.00%2026-03-312026-04-15

Sponsored

WFC WELLS FARGO & CO6.7K shares0.00%2026-03-312026-04-15

EQT CORP EQT CORP8.0K sharesnew addition2026-03-312026-04-15

IWR ISHARES TR5.0K shares0.00%2026-03-312026-04-15

HIG HARTFORD INSURANCE GROUP INC3.6K shares0.00%2026-03-312026-04-15

XJH ISHARES TR10.5K shares3.50%2026-03-312026-04-15

ITT INC ITT INC2.4K shares0.00%2026-03-312026-04-15

MCK MCKESSON CORP512 shares-2.85%2026-03-312026-04-15

ALL ALLSTATE CORP2.1K shares0.00%2026-03-312026-04-15

Sponsored

UTES ETFIS SER TR I5.3K shares0.00%2026-03-312026-04-15

SYY SYSCO CORP5.7K shares0.00%2026-03-312026-04-15

ABBV ABBVIE INC1.8K shares-20.57%2026-03-312026-04-15

ET ENERGY TRANSFER L P20.0K shares0.11%2026-03-312026-04-15

MXL MAXLINEAR INC22.1K shares0.00%2026-03-312026-04-15

HSBC HSBC HLDGS PLC4.0K shares0.00%2026-03-312026-04-15

OKE ONEOK INC NEW3.6K shares1.25%2026-03-312026-04-15

DIA STATE STR SPDR DOW JONES IND666 shares0.00%2026-03-312026-04-15

Sponsored

ACWI ISHARES TR2.2K shares-3.09%2026-03-312026-04-15

ESML ISHARES TR6.4K shares0.17%2026-03-312026-04-15

GE AEROSPACE GE AEROSPACE1.0K shares0.10%2026-03-312026-04-15

SCCO SOUTHERN COPPER CORP1.6K shares0.81%2026-03-312026-04-15

VYM VANGUARD WHITEHALL FDS1.9K sharesnew addition2026-03-312026-04-15

DIS DISNEY WALT CO2.9K shares-15.50%2026-03-312026-04-15

SOUTHSTATE BK CORP SOUTHSTATE BK CORP3.0K shares0.00%2026-03-312026-04-15

MA MASTERCARD INCORPORATED539 shares0.00%2026-03-312026-04-15

Sponsored

LUV SOUTHWEST AIRLS CO7.1K shares0.00%2026-03-312026-04-15

INTC INTEL CORP5.6K shares-1.64%2026-03-312026-04-15

CITIGROUP INC CITIGROUP INC2.1K shares0.00%2026-03-312026-04-15

IJJ ISHARES TR1.8K shares0.28%2026-03-312026-04-15

IJS ISHARES TR1.9K shares0.11%2026-03-312026-04-15

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP638 shares0.47%2026-03-312026-04-15

KMB KIMBERLY-CLARK CORP2.3K shares-1.26%2026-03-312026-04-15

XYL XYLEM INC1.8K shares0.00%2026-03-312026-04-15

Sponsored

LRGF ISHARES TR3.2K shares-42.16%2026-03-312026-04-15

DFAT DIMENSIONAL ETF TRUST3.3K sharesnew addition2026-03-312026-04-15

ASTRAZENECA PLC ASTRAZENECA PLC1.0K sharesnew addition2026-03-312026-04-15

VANGUARD INDEX FDS

4.60%

Shares54.4K

Event2026-03-31

Filed2026-04-15

BRTR

BLACKROCK ETF TRUST II

-0.20%

Shares633.1K

Event2026-03-31

Filed2026-04-15

AAPL

APPLE INC

-0.88%

Shares106.1K

Event2026-03-31

Filed2026-04-15

VANGUARD INTL EQUITY INDEX F

-20.21%

Shares150.7K

Event2026-03-31

Filed2026-04-15

PSA

PUBLIC STORAGE OPER CO

22.16%

Shares76.0K

Event2026-03-31

Filed2026-04-15

DYNF

BLACKROCK ETF TRUST

16.60%

Shares325.6K

Event2026-03-31

Filed2026-04-15

PVAL

PUTNAM ETF TRUST

9.88%

Shares393.9K

Event2026-03-31

Filed2026-04-15

INTF

ISHARES TR

1.39%

Shares458.5K

Event2026-03-31

Filed2026-04-15

JQUA

J P MORGAN EXCHANGE TRADED F

27.11%

Shares189.9K

Event2026-03-31

Filed2026-04-15

SPY

STATE STR SPDR S&P 500 ETF T

-2.17%

Shares17.0K

Event2026-03-31

Filed2026-04-15

IUSV

ISHARES TR

20.66%

Shares97.7K

Event2026-03-31

Filed2026-04-15

VFLO

VICTORY PORTFOLIOS II

3.39%

Shares247.1K

Event2026-03-31

Filed2026-04-15

HFGM

TIDAL TRUST I

50.46%

Shares301.4K

Event2026-03-31

Filed2026-04-15

MMCA

NEW YORK LIFE INVTS ACTIVE E

-2.11%

Shares430.8K

Event2026-03-31

Filed2026-04-15

JAVA

J P MORGAN EXCHANGE TRADED F

-1.25%

Shares128.2K

Event2026-03-31

Filed2026-04-15

FELV

FIDELITY COVINGTON TRUST

-0.73%

Shares242.0K

Event2026-03-31

Filed2026-04-15

CORO

BLACKROCK ETF TRUST

22.02%

Shares260.5K

Event2026-03-31

Filed2026-04-15

SMLF

ISHARES TR

43.70%

Shares110.1K

Event2026-03-31

Filed2026-04-15

EMGF

ISHARES INC

7.45%

Shares130.2K

Event2026-03-31

Filed2026-04-15

HGER

HARBOR ETF TRUST

57.62%

Shares231.1K

Event2026-03-31

Filed2026-04-15

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares9

Event2026-03-31

Filed2026-04-15

QGRO

AMERICAN CENTY ETF TR

9.25%

Shares55.5K

Event2026-03-31

Filed2026-04-15

VANGUARD INDEX FDS

8.93%

Shares18.7K

Event2026-03-31

Filed2026-04-15

BKCI

BNY MELLON ETF TRUST

-22.24%

Shares101.5K

Event2026-03-31

Filed2026-04-15

DSTL

ETF SER SOLUTIONS

24.85%

Shares85.9K

Event2026-03-31

Filed2026-04-15

ALPHABET INC

-1.30%

Shares17.3K

Event2026-03-31

Filed2026-04-15

BERKSHIRE HATHAWAY INC DEL

-1.95%

Shares9.8K

Event2026-03-31

Filed2026-04-15

CHUBB LTD SWITZ

-1.10%

Shares14.0K

Event2026-03-31

Filed2026-04-15