Weitzel Financial Services, Inc.
CIK
1846789
Location
DUBUQUE, IA
Portfolio Value
Micro
$39,271,474
Diversification
Highly concentrated
Filing Date
Global Rank
#6,774
/ 8,232
▲ 817
Top Industry
Specialty Industrial Machinery
67.7%
3Y Alpha vs SPY
+1.1%
Period ended 2 months ago
Filed Apr 29, 2026 · 46d
22 quarters · since Dec 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+81.0%
SPY
+76.3%
Annualised alpha
+1.1%
Max drawdown
−21.0%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
14 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
46.5%
−7.2 pts
Top 5
92.1%
+3.8 pts
Top 10
97.9%
+0.3 pts
HHI
3,099
Highly concentrated−329
Portfolio Trend
22 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Industrials | 60.4% | $23,714,647 |
| Unclassified | 31.3% | $12,310,752 |
| Financial Services | 3.0% | $1,191,497 |
| Consumer Cyclical | 2.3% | $908,894 |
| Utilities | 1.7% | $649,571 |
| Technology | 0.6% | $250,961 |
| Energy | 0.6% | $245,152 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ETN | Eaton Corp plc | +50,313 | 51,061 | $18,262,987 | |
| QQQ | Invesco Qqq Trust, Series 1 | +753 | 18,467 | $10,658,783 | |
| LNT | Alliant Energy Corp | +50 | 9,052 | $649,571 | |
| FLXS | Flexsteel Industries Inc | +36 | 7,259 | $326,219 | |
| SPY | Spdr S&P 500 ETF Trust | +1 | 1,260 | $819,428 | |
| DE | Deere & Co | +1 | 9,298 | $5,237,563 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | −10 | 1,439 | $250,961 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| MSFT | Microsoft Corp | 497 | $240,359 | |
| No positions match the current search. | ||||
14 positions ·
$39,271,474 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| ETN |
Eaton Corp plc
Industrials
|
Added | 51,061 | $18,262,987 | 46.50% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 18,467 | $10,658,783 | 27.14% | |
| DE |
Deere & Co
Industrials
|
Added | 9,298 | $5,237,563 | 13.34% | |
| USB |
US Bancorp De
Financial Services
|
Held | 22,909 | $1,191,497 | 3.03% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 1,260 | $819,428 | 2.09% | |
| LNT |
Alliant Energy Corp
Utilities
|
Added | 9,052 | $649,571 | 1.65% | |
| SLV |
iShares Silver Trust
|
Held | 7,261 | $494,764 | 1.26% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Held | 1,256 | $466,918 | 1.19% | |
| GLD |
Spdr Gold Trust
|
Held | 785 | $337,777 | 0.86% | |
| FLXS |
Flexsteel Industries Inc
Consumer Cyclical
|
Added | 7,259 | $326,219 | 0.83% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 1,439 | $250,961 | 0.64% | |
| BP |
Bp PLC
Energy
|
NEW | 5,216 | $245,152 | 0.62% | |
| HWM |
Howmet Aerospace Inc.
Industrials
|
NEW | 929 | $214,097 | 0.55% | |
| F |
Ford Motor Co
Consumer Cyclical
|
NEW | 10,031 | $115,757 | 0.29% |