StockDriftsStockDriftsTop 50 Weil Company, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 9.41% | 77.8K | $53.4M | +43.12%(+23.44K) | $564.96(+26.15%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 6.7% | 559.0K | $38.0M | +71.67%(+233.39K) | $56.47(+24.26%) | 2026-06-30 | |
| BRTR | BLACKROCK ETF TRUST II | 5.8% | 654.0K | $32.9M | +3.30%(+20.92K) | $50.27(-1.24%) | 2026-06-30 | |
| AAPL | APPLE INC | 5.44% | 106.7K | $30.9M | +0.60%(+640) | $72.13(+323.37%) | 2026-06-30 | |
| NEAR | ISHARES U S ETF TR | 5.21% | 583.7K | $29.6M | new | $50.70(-0.32%) | 2026-06-30 | |
| PSA | PUBLIC STORAGE | 4.27% | 76.2K | $24.2M | +0.17%(+131) | $223.29(+45.97%) | 2026-06-30 | |
| VT | VANGUARD INTL EQUITY INDEX F | 4.05% | 146.6K | $23.0M | -2.70%(-4.07K) | $121.38(+32.39%) | 2026-06-30 | |
| INTF | ISHARES TR | 3.46% | 480.0K | $19.7M | +4.69%(+21.52K) | $31.34(+38.15%) | 2026-06-30 | |
| CORO | BLACKROCK ETF TRUST | 2.99% | 464.1K | $17.0M | +78.19%(+203.64K) | $31.19(+19.37%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 2.64% | 68.8K | $15.0M | new | $205.48(+10.72%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.10% | +48.54% | +8.52% | +50.50% |
| Top 20 Holdings Unweighted | +15.00% | +52.10% | +8.17% | +48.07% |
Weil Company, Inc. reports $567.68M in US-listed equity holdings across 133 positions in its most recent 13F filing. Its largest disclosed positions are VOO (9.4%), DYNF (6.7%) and BRTR (5.8%). The top 20 holdings account for 69.73% of reported assets. Its disclosed equity book has returned +48.54% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Weil Company, Inc., compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Weil Company, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1318011). View Weil Company, Inc.’s 13F filings on SEC