Weatherly-Asset-Management-L-P

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-01
Total Holdings
179
Total Value
1115576550
Accession Number
0000934745-25-000004
Form Type
13F-HR
Manager Name
Weatherly-Asset-Management-L-P
Data Enrichment
89% identified
159 identified20 unidentified

Holdings

179 positions
Manager:
Search and click to pin securities to the top
Page 9 of 9
921943858
Shares:
Value:$262.2K
AMERICAN EXPRESS CO
Shares:
Value:$260.7K
14020W106
Shares:
Value:$259.5K
AUTOMATIC DATA PROCESSING INC
Shares:
Value:$244.0K
46428Q109
Shares:
Value:$241.6K
PROGRESSIVE CORP/OH/
Shares:
Value:$232.9K
RBC Bearings INC
Shares:
Value:$232.6K
Mondelez International, Inc.
Shares:
Value:$231.5K
922907746
Shares:
Value:$230.7K
Chubb Ltd
Shares:
Value:$224.0K
Medtronic plc
Shares:
Value:$220.2K
Marathon Petroleum Corp
Shares:
Value:$215.8K
Snap-on Inc
Shares:
Value:$214.0K
46641Q332
Shares:
Value:$213.1K
Salesforce, Inc.
Shares:
Value:$208.8K
92204A504
Shares:
Value:$207.4K
808524862
Shares:
Value:$206.9K
GILEAD SCIENCES, INC.
Shares:
Value:$206.4K
MORGAN STANLEY
Shares:
Value:$200.1K