WETZEL INVESTMENT ADVISORS, INC.
Filing Date
Global Rank
#6,464
/ 8,517
▼ 104
Top Industry
Banks - Diversified
25.3%
3Y Alpha vs SPY
+10.2%
Period ended 46 days ago
Filed Jul 23, 2026 · 23d
11 quarters · since Dec 2023
Clone Performance
Feb 2024–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+90.3%
SPY
+55.7%
Annualised alpha
+10.0%
Max drawdown
−17.6%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 11 quarters. Past performance does not predict future results.
Portfolio Concentration
59 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
18.5%
+3.8 pts
Top 5
54.5%
+2.8 pts
Top 10
66.5%
−1.0 pts
HHI
830
Diversified+136
Portfolio Trend
11 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 31.6% | $23,022,889 |
| Healthcare | 21.9% | $15,997,094 |
| Technology | 15.7% | $11,424,547 |
| Unclassified | 9.5% | $6,894,940 |
| Energy | 5.8% | $4,264,557 |
| Industrials | 4.5% | $3,316,245 |
| Communication Services | 3.3% | $2,379,131 |
| Consumer Defensive | 3.1% | $2,266,870 |
| Consumer Cyclical | 1.9% | $1,391,700 |
| Utilities | 1.9% | $1,350,850 |
| Basic Materials | 0.9% | $653,363 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
4 positions
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| WMT | Walmart Inc. | −4,844 | 15,383 | $1,742,278 | |
| C | Citigroup Inc | −4,000 | 27,641 | $3,868,634 | |
| PFE | Pfizer Inc | −2,213 | 19,402 | $467,200 | |
| VZ | Verizon Communications Inc | −1,564 | 5,590 | $236,680 | |
| AAPL | Apple Inc. | −779 | 13,265 | $3,838,360 | |
| KO | Coca Cola Co | −709 | 2,518 | $204,636 | |
| CSCO | Cisco Systems, Inc. | −695 | 3,825 | $449,284 | |
| JCI | Johnson Controls International plc | −428 | 2,205 | $322,172 | |
| JPM | Jpmorgan Chase & Co | −423 | 39,301 | $12,864,395 | |
| MRK | Merck & Co., Inc. | −421 | 2,983 | $383,315 | |
| AVGO | Broadcom Inc. | −407 | 2,941 | $1,110,962 | |
| MPC | Marathon Petroleum Corp | −400 | 7,446 | $1,903,718 | |
| CB | Chubb Ltd | −265 | 1,223 | $416,725 | |
| TJX | Tjx Companies Inc /De/ | −264 | 1,380 | $209,070 | |
| HD | Home Depot, Inc. | −224 | 998 | $351,974 | |
| FITB | Fifth Third Bancorp | −220 | 14,915 | $840,758 | |
| ETN | Eaton Corp plc | −214 | 2,648 | $1,128,365 | |
| CME | Cme Group Inc. | −169 | 1,343 | $296,574 | |
| META | Meta Platforms, Inc. | −167 | 519 | $292,347 | |
| JNJ | Johnson & Johnson | −157 | 3,933 | $998,863 | |
| TT | Trane Technologies plc | −148 | 1,124 | $552,063 | |
| ADP | Automatic Data Processing Inc | −140 | 1,146 | $256,646 | |
| PRU | Prudential Financial Inc | −134 | 9,883 | $1,066,672 | |
| MSI | Motorola Solutions, Inc. | −119 | 1,247 | $517,866 | |
| MSFT | Microsoft Corp | −118 | 3,910 | $1,458,507 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
5 positions
Sold Out
Positions the filer fully exited
8 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| VXUS | Vanguard Total International Stock ETF | 163,993 | $12,645,500 | |
| VXF | Vanguard Extended Market ETF | 23,048 | $4,743,278 | |
| VIG | Vanguard Dividend Appreciation ETF | 9,229 | $1,984,788 | |
| BNDX | Vanguard Total International Bond ETF | 16,762 | $805,414 | |
| CVX | Chevron Corp | 1,592 | $329,384 | |
| PSX | Phillips 66 | 1,294 | $235,740 | |
| DRI | Darden Restaurants Inc | 1,194 | $234,071 | |
| CRM | Salesforce, Inc. | 1,173 | $218,963 | |
| No positions match the current search. | ||||
59 tracked positions ·
$72,962,186 total
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
Showing 1–50
of 59 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| LLY |
ELI LILLY & Co
Healthcare
|
Held | 11,256 | $13,500,785 | 18.50% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 39,301 | $12,864,395 | 17.63% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 7,601 | $5,676,198 | 7.78% | |
| C |
Citigroup Inc
Financial Services
|
Reduced | 27,641 | $3,868,634 | 5.30% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 13,265 | $3,838,360 | 5.26% | |
| MPC |
Marathon Petroleum Corp
Energy
|
Reduced | 7,446 | $1,903,718 | 2.61% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 5,177 | $1,850,104 | 2.54% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 9,103 | $1,821,419 | 2.50% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 15,383 | $1,742,278 | 2.39% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 3,910 | $1,458,507 | 2.00% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Held | 1,655 | $1,218,742 | 1.67% | |
| ETN |
Eaton Corp plc
Industrials
|
Reduced | 2,648 | $1,128,365 | 1.55% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 2,941 | $1,110,962 | 1.52% | |
| PRU |
Prudential Financial Inc
Financial Services
|
Reduced | 9,883 | $1,066,672 | 1.46% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 867 | $1,000,769 | 1.37% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 3,933 | $998,863 | 1.37% | |
| JXN |
Jackson Financial Inc.
Financial Services
|
Added | 9,100 | $931,749 | 1.28% | |
| APA |
APA Corp
Energy
|
Added | 25,993 | $846,592 | 1.16% | |
| FITB |
Fifth Third Bancorp
Financial Services
|
Reduced | 14,915 | $840,758 | 1.15% | |
| UNP |
Union Pacific Corp
Industrials
|
Reduced | 2,880 | $783,360 | 1.07% | |
| RJF |
Raymond James Financial Inc
Financial Services
|
Added | 5,029 | $764,558 | 1.05% | |
| COP |
Conocophillips
Energy
|
Held | 7,297 | $758,596 | 1.04% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 5,527 | $755,651 | 1.04% | |
| ALL |
Allstate Corp
Financial Services
|
Reduced | 2,768 | $658,617 | 0.90% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 2,564 | $611,103 | 0.84% | |
| CNP |
Centerpoint Energy Inc
Utilities
|
Held | 13,365 | $588,594 | 0.81% | |
| TT |
Trane Technologies plc
Industrials
|
Reduced | 1,124 | $552,063 | 0.76% | |
| MSI |
Motorola Solutions, Inc.
Technology
|
Reduced | 1,247 | $517,866 | 0.71% | |
| PFE |
Pfizer Inc
Healthcare
|
Reduced | 19,402 | $467,200 | 0.64% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 3,825 | $449,284 | 0.62% | |
| MTRN |
MATERION Corp
Basic Materials
|
Held | 1,500 | $446,085 | 0.61% | |
| CB |
Chubb Ltd
Financial Services
|
Reduced | 1,223 | $416,725 | 0.57% | |
| HIG |
Hartford Insurance Group, Inc.
Financial Services
|
Held | 3,000 | $397,560 | 0.54% | |
| MIRM |
Mirum Pharmaceuticals, Inc.
Healthcare
|
Held | 3,300 | $386,331 | 0.53% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 2,983 | $383,315 | 0.53% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Held | 2,002 | $369,949 | 0.51% | |
| UNM |
Unum Group
Financial Services
|
Reduced | 3,975 | $355,365 | 0.49% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 998 | $351,974 | 0.48% | |
| JCI |
Johnson Controls International plc
Industrials
|
Reduced | 2,205 | $322,172 | 0.44% | |
| KHC |
Kraft Heinz Co
Consumer Defensive
|
NEW | 13,546 | $319,956 | 0.44% | |
| WBS |
Webster Financial Corp
Financial Services
|
Held | 4,000 | $305,680 | 0.42% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
NEW | 518 | $300,911 | 0.41% | |
| WM |
Waste Management Inc
Industrials
|
Held | 1,348 | $300,442 | 0.41% | |
| GLW |
Corning Inc /Ny
Technology
|
NEW | 1,174 | $299,874 | 0.41% | |
| CME |
Cme Group Inc.
Financial Services
|
Reduced | 1,343 | $296,574 | 0.41% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 519 | $292,347 | 0.40% | |
| NI |
Nisource Inc.
Utilities
|
Held | 5,826 | $277,026 | 0.38% | |
| POR |
Portland General Electric Co /Or/
Utilities
|
Held | 5,000 | $259,150 | 0.36% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Reduced | 1,146 | $256,646 | 0.35% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 745 | $255,602 | 0.35% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.