WEATHERLY ASSET MANAGEMENT L. P.
13F Reported Value
ⓘ$1.2B
Holdings
186
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
WEATHERLY ASSET MANAGEMENT L. P. disclosed 186 positions worth $1.2B in its Form 13F-HR for Q1 2026, led by $LLY (ELI LILLY & Co) at 20.3% of the equity portfolio, followed by $AAPL and $AMZN. During the quarter the fund opened 4 new positions and exited 8 — including a new stake in $ATEC and a full exit from $CYBR. The portfolio is most concentrated in Technology (22.2% of disclosed assets). All figures are sourced directly from WEATHERLY ASSET MANAGEMENT L. P.’s Form 13F-HR filing with the SEC under CIK 934745.
AI Fund Analysis
Diversifying
$LLY
$AAPL
$AMZN
$NFLXSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 89.3#2
Quality
$251.2M273,072 sh - 76.1#112
Quality
$82.2M323,858 sh - 74.6#152
Quality
$45.6M218,822 sh FIDELITY MERRIMACK STR TR
—Quality
$41.1M898,544 sh- 86.7
Quality
$38.3M398,317 sh J P MORGAN EXCHANGE TRADED F
—Quality
$37.0M726,586 sh- 83.7
Quality
$36.5M98,717 sh - 80.2
Quality
$28.9M100,438 sh - 67.0
Quality
$27.3M27,424 sh J P MORGAN EXCHANGE TRADED F
—Quality
$26.6M525,345 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ELI LILLY & Co$LLY | 89.3#2 | $251.2M | 273,072 |
| Apple Inc.$AAPL | 76.1#112 | $82.2M | 323,858 |
| AMAZON COM INC$AMZN | 74.6#152 | $45.6M | 218,822 |
| FIDELITY MERRIMACK STR TR | — | $41.1M | 898,544 |
| NETFLIX INC$NFLX | 86.7 | $38.3M | 398,317 |
| J P MORGAN EXCHANGE TRADED F | — | $37.0M | 726,586 |
 MICROSOFT CORP$MSFT | 83.7 | $36.5M | 98,717 |
 Alphabet Inc.$GOOG | 80.2 | $28.9M | 100,438 |
 COSTCO WHOLESALE CORP /NEW$COST | 67.0 | $27.3M | 27,424 |
| J P MORGAN EXCHANGE TRADED F | — | $26.6M | 525,345 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of WEATHERLY ASSET MANAGEMENT L. P.'s 186 positions.
Showing top 10 of 186 holdings.
Sector Allocation
Technology
$274.3M
Healthcare
$272.8M
Other
$250.2M
Consumer Discretionary
$107.2M
Industrials
$78.2M
Financials
$71.2M
Communication Services
$50.0M
Utilities
$35.8M
Full Holdings — WEATHERLY ASSET MANAGEMENT L. P. (Q1 2026)
All 186 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $LLY | ELI LILLY & Co | $251.2M | 20.3% | -0% | 89.3 |
| 2 | $AAPL | Apple Inc. | $82.2M | 6.7% | -2% | 76.1 |
| 3 | $AMZN | AMAZON COM INC | $45.6M | 3.7% | -2% | 74.6 |
| 4 | — | FIDELITY MERRIMACK STR TR | $41.1M | 3.3% | +2% | — |
| 5 | $NFLX | NETFLIX INC | $38.3M | 3.1% | -1% | 86.7 |
| 6 | — | J P MORGAN EXCHANGE TRADED F | $37.0M | 3.0% | +3% | — |
| 7 | $MSFT | MICROSOFT CORP | $36.5M | 3.0% | -0% | 83.7 |
| 8 | $GOOG | Alphabet Inc. | $28.9M | 2.3% | -2% | 80.2 |
| 9 | $COST | COSTCO WHOLESALE CORP /NEW | $27.3M | 2.2% | -2% | 67 |
| 10 | — | J P MORGAN EXCHANGE TRADED F | $26.6M | 2.1% | +3% | — |
| 11 | — | SSGA ACTIVE ETF TR | $26.1M | 2.1% | +4% | — |
| 12 |  $WM | WASTE MANAGEMENT INC | $25.9M | 2.1% | -0% | 70.7 |
| 13 |  $IVZ | Invesco Ltd. | $25.8M | 2.1% | -0% | — |
| 14 | — | VANGUARD WHITEHALL FDS | $25.1M | 2.0% | +1% | — |
| 15 | — | ISHARES TR | $22.7M | 1.8% | +1% | — |
| 16 |  $NVDA | NVIDIA CORP | $22.7M | 1.8% | -2% | 90.2 |
| 17 |  $PANW | Palo Alto Networks Inc | $22.3M | 1.8% | +312% | 66.5 |
| 18 | — | FIDELITY COVINGTON TRUST | $21.6M | 1.7% | +3% | — |
| 19 | — | SPDR SERIES TRUST | $20.2M | 1.6% | -0% | — |
| 20 |  $ASML | ASML HOLDING NV | $18.3M | 1.5% | +3% | — |
| 21 |  $V | VISA INC. | $16.2M | 1.3% | -1% | 83.5 |
| 22 |  $HD | HOME DEPOT, INC. | $12.4M | 1.0% | -0% | 69.2 |
| 23 |  $PG | PROCTER & GAMBLE Co | $12.0M | 1.0% | +3% | 72.9 |
| 24 |  $GD | GENERAL DYNAMICS CORP | $11.2M | 0.9% | -2% | 73 |
| 25 |  $GLW | CORNING INC /NY | $10.0M | 0.8% | -3% | 72.7 |
| 26 |  $DLR | DIGITAL REALTY TRUST, INC. | $9.8M | 0.8% | +7% | 70.2 |
| 27 |  $ANET | Arista Networks, Inc. | $9.6M | 0.8% | -1% | 86 |
| 28 |  $KO | COCA COLA CO | $9.3M | 0.8% | +2% | 74 |
| 29 |  $COP | CONOCOPHILLIPS | $9.3M | 0.8% | +2% | 74.8 |
| 30 |  $FTNT | Fortinet, Inc. | $8.9M | 0.7% | +0% | 78.1 |
| 31 |  $WMT | Walmart Inc. | $8.8M | 0.7% | +8% | 63.2 |
| 32 |  $DE | DEERE & CO | $8.6M | 0.7% | -0% | 57.4 |
| 33 |  $LMT | LOCKHEED MARTIN CORP | $8.5M | 0.7% | -1% | 65 |
| 34 |  $GLD | SPDR GOLD TRUST | $7.5M | 0.6% | -0% | — |
| 35 | — | ISHARES TR | $7.4M | 0.6% | +9% | — |
| 36 |  $GOOGL | Alphabet Inc. | $7.2M | 0.6% | -2% | 80.2 |
| 37 |  $SBUX | STARBUCKS CORP | $7.1M | 0.6% | -4% | 54.6 |
| 38 |  $JNJ | JOHNSON & JOHNSON | $6.8M | 0.6% | -4% | 72.8 |
| 39 |  $META | Meta Platforms, Inc. | $6.2M | 0.5% | +1% | 80.9 |
| 40 |  $SHEL | Shell plc | $6.1M | 0.5% | +1% | — |
| 41 |  $MCK | MCKESSON CORP | $5.8M | 0.5% | +0% | 63.7 |
| 42 |  $ADBE | ADOBE INC. | $5.4M | 0.4% | -4% | 80.4 |
| 43 |  $RTX | RTX Corp | $5.4M | 0.4% | +3% | 70 |
| 44 |  $TTE | TotalEnergies SE | $5.4M | 0.4% | -0% | — |
| 45 |  $DIS | Walt Disney Co | $5.3M | 0.4% | -1% | 68.9 |
| 46 |  $AVGO | Broadcom Inc. | $5.0M | 0.4% | +4% | 86.4 |
| 47 |  $TT | Trane Technologies plc | $4.9M | 0.4% | -1% | — |
| 48 |  $CVX | CHEVRON CORP | $4.8M | 0.4% | -1% | 54.7 |
| 49 |  $EQIX | EQUINIX INC | $4.7M | 0.4% | -4% | 61.4 |
| 50 |  $NEE | NEXTERA ENERGY INC | $4.5M | 0.4% | -0% | 71.7 |
| 51 |  $BRK.B | BERKSHIRE HATHAWAY INC | $4.4M | 0.4% | -1% | 64.5 |
| 52 |  $APH | AMPHENOL CORP /DE/ | $4.3M | 0.3% | -1% | 80.5 |
| 53 |  $CAT | CATERPILLAR INC | $4.2M | 0.3% | -1% | 67.8 |
| 54 |  $ROK | ROCKWELL AUTOMATION, INC | $4.2M | 0.3% | +0% | 68.2 |
| 55 |  $JPM | JPMORGAN CHASE & CO | $4.1M | 0.3% | -0% | 35.6 |
| 56 |  $FDX | FEDEX CORP | $4.0M | 0.3% | +3% | 60.3 |
| 57 |  $CSCO | CISCO SYSTEMS, INC. | $4.0M | 0.3% | -0% | 72.3 |
| 58 |  $LRCX | LAM RESEARCH CORP | $3.9M | 0.3% | -7% | 82.4 |
| 59 |  $NOW | ServiceNow, Inc. | $3.6M | 0.3% | -7% | 76 |
| 60 |  $NTR | Nutrien Ltd. | $3.6M | 0.3% | -1% | — |
| 61 |  $CEG | Constellation Energy Corp | $3.6M | 0.3% | +14% | 62.5 |
| 62 |  $ZS | Zscaler, Inc. | $3.5M | 0.3% | +14% | 57.9 |
| 63 |  $TSLA | Tesla, Inc. | $3.3M | 0.3% | +0% | 50.1 |
| 64 |  $QCOM | QUALCOMM INC/DE | $3.1M | 0.3% | -0% | 81.9 |
| 65 |  $VZ | VERIZON COMMUNICATIONS INC | $3.0M | 0.3% | -6% | 71.6 |
| 66 |  $MA | Mastercard Inc | $3.0M | 0.2% | +3% | 81.7 |
| 67 |  $ADM | Archer-Daniels-Midland Co | $2.8M | 0.2% | -1% | 49.4 |
| 68 |  $T | AT&T INC. | $2.7M | 0.2% | -9% | 71.9 |
| 69 | — | SELECT SECTOR SPDR TR | $2.6M | 0.2% | -0% | — |
| 70 |  $ABT | ABBOTT LABORATORIES | $2.5M | 0.2% | +0% | 67 |
| 71 | — | ISHARES TR | $2.4M | 0.2% | +0% | — |
| 72 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $2.4M | 0.2% | -0% | — |
| 73 |  $DGX | QUEST DIAGNOSTICS INC | $2.3M | 0.2% | -3% | 69.1 |
| 74 | — | ISHARES TR | $2.1M | 0.2% | +0% | — |
| 75 |  $ABBV | AbbVie Inc. | $2.1M | 0.2% | +0% | 59.3 |
| 76 |  $CL | COLGATE PALMOLIVE CO | $2.1M | 0.2% | +0% | 72.4 |
| 77 |  $FCX | FREEPORT-MCMORAN INC | $1.9M | 0.1% | -0% | 73.1 |
| 78 |  $SHW | SHERWIN WILLIAMS CO | $1.9M | 0.1% | -3% | 65.3 |
| 79 |  $NSC | NORFOLK SOUTHERN CORP | $1.8M | 0.1% | +0% | 70.8 |
| 80 |  $TGT | TARGET CORP | $1.8M | 0.1% | -4% | 53.1 |
| 81 |  $SAP | SAP SE | $1.7M | 0.1% | +0% | — |
| 82 |  $XOM | EXXON MOBIL CORP | $1.6M | 0.1% | +5% | 61.8 |
| 83 |  $ORCL | ORACLE CORP | $1.6M | 0.1% | +0% | 67.2 |
| 84 |  $HON | HONEYWELL INTERNATIONAL INC | $1.5M | 0.1% | +0% | 65.7 |
| 85 |  $BLK | BlackRock, Inc. | $1.5M | 0.1% | -0% | 70.3 |
| 86 |  $SPY | SPDR S&P 500 ETF TRUST | $1.4M | 0.1% | +1% | — |
| 87 |  $ALL | ALLSTATE CORP | $1.4M | 0.1% | -5% | 76.6 |
| 88 |  $MCD | MCDONALDS CORP | $1.3M | 0.1% | -8% | 73.9 |
| 89 | $IVZ | Invesco Ltd. | $1.3M | 0.1% | +0% | — |
| 90 |  $DXCM | DEXCOM INC | $1.3M | 0.1% | +0% | 77.9 |
| 91 |  $PYPL | PayPal Holdings, Inc. | $1.2M | 0.1% | -28% | 70.5 |
| 92 |  $AMGN | AMGEN INC | $1.2M | 0.1% | +0% | 79.5 |
| 93 |  $CSX | CSX CORP | $1.2M | 0.1% | -0% | 66.4 |
| 94 | — | CAPITAL GROUP GBL GROWTH EQT | $1.1M | 0.1% | +1% | — |
| 95 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.1M | 0.1% | +0% | 66.7 |
| 96 |  $WFC | WELLS FARGO & COMPANY/MN | $1.1M | 0.1% | +1% | — |
| 97 |  $INTC | INTEL CORP | $1.0M | 0.1% | -1% | 41.5 |
| 98 |  $ACN | Accenture plc | $1.0M | 0.1% | -0% | — |
| 99 |  $AWR | AMERICAN STATES WATER CO | $988,392 | 0.1% | +0% | 60.3 |
| 100 |  $PSX | Phillips 66 | $962,275 | 0.1% | +0% | 47.6 |
| 101 |  $A | AGILENT TECHNOLOGIES, INC. | $948,343 | 0.1% | -8% | 64.6 |
| 102 |  $IR | Ingersoll Rand Inc. | $902,588 | 0.1% | +0% | 55.4 |
| 103 |  $CRWD | CrowdStrike Holdings, Inc. | $900,469 | 0.1% | +0% | 55 |
| 104 | — | VANGUARD INDEX FDS | $890,948 | 0.1% | +0% | — |
| 105 |  $KMB | KIMBERLY CLARK CORP | $889,834 | 0.1% | -6% | 61.7 |
| 106 |  $UL | UNILEVER PLC | $853,417 | 0.1% | -2% | — |
| 107 |  $WDC | WESTERN DIGITAL CORP | $825,512 | 0.1% | -2% | 76.8 |
| 108 | — | ISHARES TR | $816,556 | 0.1% | +0% | — |
| 109 |  $EA | ELECTRONIC ARTS INC. | $813,646 | 0.1% | -13% | 71.1 |
| 110 | — | INVESCO INDIA EXCHANGE-TRADE | $797,926 | 0.1% | +18% | — |
| 111 |  $NKE | NIKE, Inc. | $796,892 | 0.1% | -15% | 53.4 |
| 112 |  $SNDK | Sandisk Corp | $790,999 | 0.1% | -2% | 88.8 |
| 113 | — | ISHARES TR | $757,183 | 0.1% | +0% | — |
| 114 |  $CVS | CVS HEALTH Corp | $744,005 | 0.1% | -0% | 51.3 |
| 115 |  $MRK | Merck & Co., Inc. | $720,405 | 0.1% | +0% | 70.9 |
| 116 |  $BRK.A | BERKSHIRE HATHAWAY INC | $718,140 | 0.1% | +0% | 64.5 |
| 117 | — | ISHARES TR | $710,870 | 0.1% | +0% | — |
| 118 | $IVZ | Invesco Ltd. | $665,594 | 0.1% | +0% | — |
| 119 |  $IP | INTERNATIONAL PAPER CO /NEW/ | $657,586 | 0.1% | -1% | 52.1 |
| 120 |  $CCZ | COMCAST CORP | $649,428 | 0.1% | +0% | 70.4 |
| 121 |  $PEP | PEPSICO INC | $649,271 | 0.1% | +0% | 62.7 |
| 122 |  $SLV | iShares Silver Trust | $635,747 | 0.1% | -0% | — |
| 123 |  $HRL | HORMEL FOODS CORP /DE/ | $624,650 | 0.1% | -6% | 58.4 |
| 124 |  $INTU | INTUIT INC. | $619,742 | 0.1% | +0% | 82 |
| 125 |  $ALLE | Allegion plc | $609,783 | 0.1% | +0% | — |
| 126 | — | CAPITAL GROUP GROWTH ETF | $590,593 | 0.1% | +0% | — |
| 127 |  $JCI | Johnson Controls International plc | $585,280 | 0.1% | +0% | — |
| 128 |  $IDXX | IDEXX LABORATORIES INC /DE | $539,083 | 0.0% | -5% | 73.6 |
| 129 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $528,749 | 0.0% | +0% | 76.6 |
| 130 | — | VANGUARD INDEX FDS | $520,501 | 0.0% | +0% | — |
| 131 |  $SW | Smurfit Westrock plc | $508,837 | 0.0% | -10% | — |
| 132 |  $PLTR | Palantir Technologies Inc. | $508,661 | 0.0% | -2% | 85.8 |
| 133 |  $SRE | SEMPRA | $469,377 | 0.0% | +0% | 47.6 |
| 134 |  $EMR | EMERSON ELECTRIC CO | $462,116 | 0.0% | -8% | 65.9 |
| 135 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $458,326 | 0.0% | -4% | — |
| 136 | — | ISHARES TR | $454,690 | 0.0% | +0% | — |
| 137 |  $TSN | TYSON FOODS, INC. | $450,106 | 0.0% | -0% | 51.9 |
| 138 | $IVZ | Invesco Ltd. | $442,424 | 0.0% | +0% | — |
| 139 | — | SCHWAB STRATEGIC TR | $433,603 | 0.0% | +0% | — |
| 140 |  $DEO | DIAGEO PLC | $420,577 | 0.0% | -6% | — |
| 141 | — | VANGUARD INDEX FDS | $418,882 | 0.0% | +0% | — |
| 142 |  $ATEC | Alphatec Holdings, Inc. | $417,064 | 0.0% | NEW | 37.7 |
| 143 |  $GMED | GLOBUS MEDICAL INC | $416,153 | 0.0% | -1% | 77.6 |
| 144 |  $NVS | NOVARTIS AG | $400,401 | 0.0% | +0% | — |
| 145 |  $MMM | 3M CO | $397,878 | 0.0% | +0% | 60.7 |
| 146 |  $RBC | RBC Bearings INC | $392,676 | 0.0% | +0% | 67.1 |
| 147 | — | VANGUARD SCOTTSDALE FDS | $382,478 | 0.0% | +0% | — |
| 148 | — | SCHWAB STRATEGIC TR | $366,005 | 0.0% | +0% | — |
| 149 |  $HSY | HERSHEY CO | $361,729 | 0.0% | -19% | 59.4 |
| 150 |  $MU | MICRON TECHNOLOGY INC | $354,455 | 0.0% | +1% | 88.4 |
| 151 |  $CNI | CANADIAN NATIONAL RAILWAY CO | $350,960 | 0.0% | +6% | — |
| 152 | — | VANGUARD TAX-MANAGED FDS | $350,646 | 0.0% | +0% | — |
| 153 | — | VANGUARD STAR FDS | $342,357 | 0.0% | +1% | — |
| 154 | — | VANGUARD CALIF TAX FREE FDS | $340,043 | 0.0% | +0% | — |
| 155 |  $SNY | Sanofi | $334,172 | 0.0% | -11% | — |
| 156 | — | PROFESIONALLY MANAGED PORTFO | $333,008 | 0.0% | +0% | — |
| 157 | — | DIMENSIONAL ETF TRUST | $329,236 | 0.0% | +0% | — |
| 158 |  $CE | Celanese Corp | $328,982 | 0.0% | -0% | 38.3 |
| 159 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $310,302 | 0.0% | +1% | 63.7 |
| 160 |  $UNP | UNION PACIFIC CORP | $308,154 | 0.0% | +0% | 74 |
| 161 |  $DUK | Duke Energy CORP | $306,253 | 0.0% | +0% | 64 |
| 162 |  $CZFS | CITIZENS FINANCIAL SERVICES INC | $301,103 | 0.0% | +0% | 60.1 |
| 163 |  $AMAT | APPLIED MATERIALS INC /DE | $298,346 | 0.0% | -1% | 74.8 |
| 164 |  $MS | MORGAN STANLEY | $284,975 | 0.0% | +0% | — |
| 165 |  $MPC | Marathon Petroleum Corp | $282,617 | 0.0% | NEW | 50.7 |
| 166 | — | SCHWAB STRATEGIC TR | $272,927 | 0.0% | +0% | — |
| 167 | — | CAPITAL GROUP DIVIDEND VALUE | $272,782 | 0.0% | -12% | — |
| 168 |  $LIN | LINDE PLC | $271,608 | 0.0% | -19% | — |
| 169 |  $CI | Cigna Group | $269,885 | 0.0% | -5% | 66.8 |
| 170 |  $UPS | UNITED PARCEL SERVICE INC | $268,354 | 0.0% | +1% | 58.2 |
| 171 |  $WAL | WESTERN ALLIANCE BANCORPORATION | $256,123 | 0.0% | +0% | 56.1 |
| 172 |  $AMTM | Amentum Holdings, Inc. | $252,716 | 0.0% | NEW | 55.6 |
| 173 |  $DG | DOLLAR GENERAL CORP | $252,183 | 0.0% | +0% | 60.4 |
| 174 |  $AXP | AMERICAN EXPRESS CO | $251,092 | 0.0% | +0% | 73.2 |
| 175 |  $AMD | ADVANCED MICRO DEVICES INC | $249,017 | 0.0% | +1% | 78.8 |
| 176 |  $CB | Chubb Ltd | $246,364 | 0.0% | +0% | — |
| 177 |  $GILD | GILEAD SCIENCES, INC. | $237,640 | 0.0% | +1% | 77.8 |
| 178 |  $ETN | Eaton Corp plc | $234,231 | 0.0% | +1% | — |
| 179 | — | VANGUARD MUN BD FDS | $231,989 | 0.0% | +0% | — |
| 180 |  $SNA | Snap-on Inc | $230,645 | 0.0% | +0% | 69.3 |
| 181 | — | SCHWAB STRATEGIC TR | $225,498 | 0.0% | -8% | — |
| 182 | — | SELECT SECTOR SPDR TR | $220,822 | 0.0% | +0% | — |
| 183 |  $AMT | AMERICAN TOWER CORP /MA/ | $212,640 | 0.0% | -0% | 69.8 |
| 184 |  $PFE | PFIZER INC | $209,030 | 0.0% | NEW | 69 |
| 185 |  $MDT | Medtronic plc | $206,934 | 0.0% | +0% | — |
| 186 | — | SCHWAB STRATEGIC TR | $206,295 | 0.0% | +0% | — |
New Positions (4)
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