Weatherly Asset Management L. P
$1.4B 13F equity value
197 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Weatherly Asset Management L. P covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| LLY | ELI LILLY & CO | 271,656 | $326M | 23.2% |
| AAPL | APPLE INC | 313,636 | $91M | 6.5% |
| AMZN | AMAZON COM INC | 214,242 | $51M | 3.6% |
| PANW | PALO ALTO NETWORKS INC | 133,772 | $46M | 3.2% |
| FBND | FIDELITY MERRIMACK STR TR | 927,020 | $42M | 3.0% |
| JMST | J P MORGAN EXCHANGE TRADED F | 727,451 | $37M | 2.6% |
| MSFT | MICROSOFT CORP | 95,292 | $36M | 2.5% |
| GOOGL | ALPHABET INC | 98,492 | $35M | 2.5% |
| NFLX | NETFLIX INC. | 385,218 | $28M | 2.0% |
| JPST | J P MORGAN EXCHANGE TRADED F | 543,560 | $27M | 2.0% |
Track Weatherly Asset Management L. P's 13F portfolio: $1.4B in reported holdings, 197 positions. Top holdings and quarterly changes on SentiSense.
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