1y return+15.6%S&P 500 +20.9%
3y return+39.0%S&P 500 +68.5%
5y return+40.0%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2019: $199 against $232 in the S&P 500.2
Weil Company, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VOOVanguard Index Fds | $53.4M | 9.4% | +43.1% |
| DYNFBlackrock Etf Trust | $38.0M | 6.7% | +71.7% |
| BRTRBlackrock Etf Trust II | $32.9M | 5.8% | +3.3% |
| AAPLApple Inc | $30.9M | 5.4% | |
| NEARIshares U S Etf Tr | $29.6M | 5.2% | New |
| PSAPublic Storage | $24.2M | 4.3% | |
| VTVanguard Intl Equity Index F | $23.0M | 4.1% | −2.7% |
| INTFIshares Tr | $19.7M | 3.5% | +4.7% |
| COROBlackrock Etf Trust | $17.0M | 3.0% | +78.2% |
| VTVVanguard Index Fds | $15.0M | 2.6% | New |
| JQUAJ P Morgan Exchange Traded F | $14.7M | 2.6% | +7.2% |
| SPYState Str Spdr S&p 500 Etf T | $12.9M | 2.3% | +1.3% |
| PVALPutnam Etf Trust | $12.7M | 2.2% | −36.9% |
| IUSVIshares Tr | $12.3M | 2.2% | +14.6% |
| VFLOVictory Portfolios II | $11.1M | 2.0% | −1.9% |
| SMLFIshares Tr | $10.9M | 1.9% | +10.6% |
| HFGMTidal Trust I | $10.0M | 1.8% | +8.6% |
| EMGFIshares Inc | $9.9M | 1.7% | +4.1% |
| MMCANew York Life Invts Active E | $9.5M | 1.7% | +1.1% |
| FELVFidelity Covington Trust | $8.3M | 1.5% | −14.4% |
| HGERHarbor Etf Trust | $7.3M | 1.3% | +7.6% |
| QGROAmerican Centy Etf Tr | $6.9M | 1.2% | +5.8% |
| BRK/ABerkshire Hathaway Inc Del | $6.7M | 1.2% | |
| VOVanguard Index Fds | $6.6M | 1.2% | +9.5% |
| DSTLEtf Ser Solutions | $5.7M | 1.0% | +10.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $4.6M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $3.2M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $3.1M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $30.9M |
| BRK/BBerkshire Hathaway Inc Del | June 30, 2020 | +180.3% | $4.6M |
| BRK/ABerkshire Hathaway Inc Del | June 30, 2020 | +180.2% | $6.7M |
| Chubb LimitedCUSIP H1467J104 | June 30, 2020 | +169.1% | $4.8M |
| METAMeta Platforms Inc | June 30, 2020 | +148.1% | $3.3M |
| ESGUIshares Tr | December 31, 2022 | +93.1% | $4.1M |
| VOOVanguard Index Fds | June 30, 2023 | +68.6% | $53.4M |
Sold off last quarter
- MXLMaxlinear Inc was $384K
- MAMastercard Incorporated was $269K
- LRGFIshares Tr was $209K
- Astrazeneca PLCCUSIP G0593M107 was $206K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.4% | +14.8% |
| March 31, 2026 | −2.2% | −4.6% |
| December 31, 2025 | +1.8% | +2.4% |
| September 30, 2025 | +6.2% | +7.8% |
| June 30, 2025 | +5.4% | +10.5% |
| March 31, 2025 | −1.4% | −4.6% |
| December 31, 2024 | −1.9% | +2.1% |
| September 30, 2024 | +8.3% | +5.4% |
| June 30, 2024 | +0.9% | +4.0% |
| March 31, 2024 | +4.5% | +10.0% |
| December 31, 2023 | +9.5% | +11.2% |
| September 30, 2023 | −5.7% | −3.6% |
| June 30, 2023 | +3.8% | +8.3% |
| March 31, 2023 | +5.1% | +7.0% |
| December 31, 2022 | +8.4% | +7.1% |
| September 30, 2022 | −5.2% | −5.3% |
| June 30, 2022 | −15.9% | −16.5% |
| March 31, 2022 | −3.8% | −4.9% |
| December 31, 2021 | +11.7% | +10.7% |
| September 30, 2021 | −0.6% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Weil Company, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1318011&type=13F-HR&dateb=&owner=include&count=40CIK 1318011
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1318011/000131801126000015/Filed August 5, 2026 · accession 0001318011-26-000015