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Home > Institutional Investor > Weil Company, Inc. > Profile

Instuitional Investor - Weil Company, Inc.

Fund Profile
Filing Period:
Fund Name: Weil Company, Inc.
Portfolio Value $335,125,869
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Blackrock Etf Trust Ii
 586,067 $29,514,317 8.81%
2.
Ishares Trust
 IEF 306,207 $28,259,858 8.43%
3.
Apple Inc.
 AAPL 110,462 $24,536,905 7.32%
4.
Spdr S & P 500 Etf Trust
 SPY 35,395 $19,799,588 5.91%
5.
Public Storage
 PSA 62,244 $18,629,007 5.56%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)