Weil Company, Inc.
•CIK: 1318011•Filing: Q4 2025
**Weil Company, Inc.** manages $435M across a diversified portfolio of 115 positions. The fund exhibits significant concentration in core market indices and technology leaders, notably holding VOO ($32.6M) and BRTR ($32.2M). Top allocations also include AAPL ($29.1M) and VT ($26.6M), suggesting a strategic tilt toward broad market exposure and established growth names. This positioning reflects a systematic approach targeting large-cap stability alongside sector-specific opportunities.
Total AUM
$434.8M
QoQ Performance
+4.6%
Positions
91
Top 10 Concentration
48.0%
Latest Filing
Q4 2025
Top Holdings Allocation
VOO
BRTR
AAPL
VT
VOO7.5%
BRTR7.4%
AAPL6.7%
VT6.1%
INTF3.9%
DYNF3.9%
PVAL3.8%
PSA3.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other68.0%
Technology11.9%
ETF10.2%
Financial6.1%
Consumer2.4%
Healthcare0.6%
Industrial0.4%
Communication0.2%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW3 new positions
↑33 increased
↓50 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023