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Weatherly Asset Management L. P.

CIK:0000934745
Investment Adviser
$1B AUM
182 holdings
Del Mar, CA, United States
Founded:1994
10 employees
Latest filing:Sep 30, 2025

Weatherly Asset Management L.P. is a registered investment adviser based in Del Mar, California. Founded in 1994, the firm specializes in providing tailored investment management and advisory services to high-net-worth individuals, families, and select institutions. Weatherly Asset Management manages assets exceeding $1 billion, employs a small but experienced staff, and partners closely with clients to develop customized financial strategies focused on long-term asset growth and preservation.

Investment Strategy

Weatherly Asset Management L.P. pursues a client-centric investment approach, constructing diversified portfolios mainly composed of public equities and fixed income instruments. The firm adopts a long-term investment philosophy with rigorous fundamental research, focusing on capital preservation, risk management, and asset growth. Portfolios are typically tailored for each client according to their risk tolerance, investment goals, and financial circumstances, with ongoing monitoring and adjustment to respond to changing market conditions.

Latest 13F Filing Activity

Weatherly Asset Management L. P. filed their most recent 13F report on Sep 30, 2025 disclosing 182 equity positions with a total 13F market value of $1B. The fund increased holdings in Apple Inc., Alphabet Inc., J P Morgan Exchange Traded F among other positions. Weatherly Asset Management L. P. reduced exposure to Netflix Inc., Eli Lilly & Co., Fortinet Inc. among others.

Top Buys
A
AAPLAPPLE INC
+$14.2M
G
GOOGLALPHABET INC
+$6.6M
J
JMSTJ P MORGAN EXCHANGE TRADED F
+$3.6M
F
FBNDFIDELITY MERRIMACK STR TR
+$3.5M
C
CYBRCYBERARK SOFTWARE LTD
+$3.4M
Top Sells
N
NFLXNETFLIX INC
-$8.8M
L
LLYELI LILLY & CO
-$5.1M
F
FTNTFORTINET INC
-$2.8M
C
COSTCOSTCO WHSL CORP NEW
-$2.1M
A
ADBEADOBE INC
-$1.4M

Top Holdings

L
LLYELI LILLY & CO
+17.9%$217.7M
A
AAPLAPPLE INC
+7.0%$85.4M
M
MSFTMICROSOFT CORP
+4.3%$51.8M
A
AMZNAMAZON COM INC
+4.1%$49.5M
N
NFLXNETFLIX INC
+4.1%$49.2M

Equity Positions (182)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
ELI LILLY & CO17.93%$217.7M285,346$59.16$763.00-$5.1M
APPLE INC7.04%$85.4M335,490$18.25$254.63+$14.2M
MICROSOFT CORP4.27%$51.8M100,093$84.01$517.95+$1.1M
AMAZON COM INC4.08%$49.5M225,558$29.29$219.57-$1.4M
NETFLIX INC4.06%$49.2M41,061$88.47$1198.92-$8.8M

Industry Allocation

PHARMACEUTICAL PREPARATIONS
+19.0%
SERVICES-PREPACKAGED SOFTWARE
+8.4%
ELECTRONIC COMPUTERS
+7.0%
RETAIL-CATALOG & MAIL-ORDER HOUSES
+4.1%
SERVICES-VIDEO TAPE RENTAL
+4.1%