Weil Company, Inc.
Annual return '25
+2.4%
SPY '25
+17.7%
Alpha
-15.4ptsvs SPY
Invested
$445.4M
Holdings
113
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR
Carry-forward filing.
Latest filing (2026-03-31) contained only unmappable securities. Holdings shown are carried forward from Q4 2025.
01
$VOO
VANGUARD INDEX FDS
Q4 2025: Exited (was 48.6k shares)
7.4%
02
$BRTR
BLACKROCK ETF TRUST II
Q4 2025: Exited (was 656.6k shares)
7.2%
03
$AAPL
APPLE INC
Q4 2025: Exited (was 107.7k shares)
6.1%
04
$VT
VANGUARD INTL EQUITY INDEX F
Q4 2025: Exited (was 190.5k shares)
4.7%
05
$PSA
PUBLIC STORAGE OPER CO
Q4 2025: Exited (was 62.2k shares)
4.7%
06
$DYNF
BLACKROCK ETF TRUST
Q4 2025: Exited (was 245.1k shares)
4.3%
07
$PVAL
PUTNAM ETF TRUST
Q4 2025: Exited (was 327.5k shares)
4.1%
08
$INTF
ISHARES TR
Q4 2025: Exited (was 422.4k shares)
4.1%
09
$JQUA
J P MORGAN EXCHANGE TRADED F
Q4 2025: Exited (was 125.9k shares)
2.6%
10
$SPY
STATE STR SPDR S&P 500 ETF T
Q4 2025: Exited (was 18.3k shares)
2.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 14:55 UTC.