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Home > Institutional Investor > Weatherly Asset Management L. P. > Profile

Instuitional Investor - Weatherly Asset Management L. P.

Fund Profile
Filing Period:
Fund Name: Weatherly Asset Management L. P.
Portfolio Value $1,416,458,396
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Eli Lilly & Co
 LLY 270,016 $312,430,542 22.06%
2.
Apple Inc.
 AAPL 306,142 $101,951,417 7.2%
3.
Amazon Com Inc
 AMZN 211,490 $52,692,699 3.72%
4.
Palo Alto Networks Inc
 PANW 125,939 $50,036,936 3.53%
5.
Microsoft Corp
 MSFT 94,773 $48,609,081 3.43%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.