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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.

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)
L
LLY
ELI LILLY & CO17.93%$217.7M285,346$59.16$763.00-$5.1M
A
AAPL
APPLE INC7.04%$85.4M335,490$18.25$254.63+$14.2M
M
MSFT
MICROSOFT CORP4.27%$51.8M100,093$84.01$517.95+$1.1M
A
AMZN
AMAZON COM INC4.08%$49.5M225,558$29.29$219.57-$1.4M
N
NFLX
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%