Weil Company, Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities portfolio as of the close of business on September 30, 2026. The filing lists 134 holdings across various sectors, including large-cap technology, healthcare, and financial services.
The top holdings in the portfolio include Apple Inc., with 103,833 shares; Alphabet Inc. Class A and Class C, with 12,898 and 8,894 shares respectively; and Amazon.com Inc., with 9,344 shares. Other significant positions include Microsoft Corporation (2,827 shares), NVIDIA Corporation (5,814 shares), and Berkshire Hathaway Inc. Class A and Class B (9 and 9,140 shares, respectively).
The portfolio also holds substantial positions in exchange-traded funds (ETFs), such as the iShares Core S&P 500 ETF (77,707 shares), Vanguard S&P 500 ETF (78,389 shares), and the iShares Core S&P US Value ETF (119,260 shares). Additionally, the filing includes a position in Bitcoin through the Fidelity Wise Origin Bitcoin Shares (8,140 shares).
The filing was signed by Laura Sword, CFO and CCO of Weil Company, Inc., and was submitted on October 14, 2026.
