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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 $227,693,726
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 102,187 $19,673,988 8.64%
2.
Public Storage
 PSA 62,936 $19,195,480 8.43%
3.
Bny Mellon Etf Trust
 211,572 $10,391,738 4.56%
4.
Spdr S & P 500 Etf Trust
 SPY 18,946 $9,005,356 3.95%
5.
Berkshire Hathaway Inc
 BRK.A 23,729 $8,463,338 3.71%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)