WETZEL INVESTMENT ADVISORS, INC.

CIK

2009211

Location

INDIANAPOLIS, IN

Portfolio Value

Micro $65,689,624

Diversification

Diversified

Filing Date

Global Rank

#6,096 / 8,232 ▲ 209

Top Industry

Banks - Diversified 25.5%

3Y Alpha vs SPY

+1.9%

Period ended 2 months ago

Filed Apr 22, 2026 · 53d

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+58.7%

SPY

+52.9%

Annualised alpha

+1.9%

Max drawdown

−18.4%

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

58 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

17.8%

−0.9 pts

Top 5

52.0%

−2.4 pts

Top 10

65.4%

−1.5 pts

HHI

752

Diversified−67

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	31.3%	$20,592,544	13
Healthcare	19.6%	$12,888,838	6
Technology	14.4%	$9,460,299	10
Unclassified	9.0%	$5,899,767	2
Energy	8.4%	$5,498,630	6
Industrials	4.4%	$2,922,077	5
Consumer Defensive	4.2%	$2,759,223	2
Communication Services	3.4%	$2,240,884	3
Consumer Cyclical	2.5%	$1,645,922	5
Utilities	2.0%	$1,332,364	4
Basic Materials	0.7%	$449,076	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

10 positions

Ticker	Company	Δ Shares	Shares	Value
APA	APA Corp	+4,509	25,914	$1,099,790
WMT	Walmart Inc.	+3,685	20,227	$2,513,811
PFE	Pfizer Inc	+1,611	21,615	$606,949
MIRM	Mirum Pharmaceuticals, Inc.	+700	3,300	$304,854
RJF	Raymond James Financial Inc	+500	4,529	$655,753
LLY	ELI LILLY & Co	+410	11,256	$10,352,931
C	Citigroup Inc	+200	31,641	$3,588,405
SPY	Spdr S&P 500 ETF Trust	+101	7,603	$4,944,535
TSLA	Tesla, Inc.	+17	569	$211,525
QCOM	Qualcomm Inc/De	+16	2,002	$257,817
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
VZ	Verizon Communications Inc	−1,777	7,154	$359,130
XOM	Exxon Mobil Corp	−752	5,627	$954,676
AAPL	Apple Inc.	−621	14,044	$3,564,226
CME	Cme Group Inc.	−568	1,512	$446,569
JCI	Johnson Controls International plc	−482	2,633	$344,791
MSFT	Microsoft Corp	−447	4,028	$1,491,044
NVDA	Nvidia Corp	−431	7,991	$1,393,630
GOOGL	Alphabet Inc.	−411	5,179	$1,489,273
AMZN	Amazon Com Inc	−410	2,573	$535,878
CSCO	Cisco Systems, Inc.	−379	4,520	$350,706
MRK	Merck & Co., Inc.	−316	3,404	$409,467
MU	Micron Technology Inc	−300	869	$293,582
WM	Waste Management Inc	−276	1,348	$309,756
FITB	Fifth Third Bancorp	−246	15,135	$703,172
AVGO	Broadcom Inc.	−205	3,348	$1,036,239
MPC	Marathon Petroleum Corp	−203	7,846	$1,915,836
JPM	Jpmorgan Chase & Co	−188	39,724	$11,685,211
CNP	Centerpoint Energy Inc	−183	13,365	$576,833
CRM	Salesforce, Inc.	−170	1,173	$218,963
HD	Home Depot, Inc.	−168	1,222	$401,903
CB	Chubb Ltd	−159	1,488	$484,983
DRI	Darden Restaurants Inc	−159	1,194	$234,071
APD	Air Products & Chemicals, Inc.	−146	799	$232,101
TJX	Tjx Companies Inc /De/	−126	1,644	$262,545
ADP	Automatic Data Processing Inc	−126	1,286	$261,289
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
PSX	Phillips 66	1,294	$235,740
AEE	Ameren Corp	2,000	$219,840
MTRN	MATERION Corp	1,500	$216,975
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
MDT	Medtronic plc	2,688	$258,208
UNH	Unitedhealth Group Inc	748	$246,922
ICE	Intercontinental Exchange, Inc.	1,431	$231,764
SPGI	S&P Global Inc.	398	$207,990
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

58 positions · $65,689,624 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 58 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
JPM	Jpmorgan Chase & Co Financial Services	Reduced	39,724	-188	$11,685,211	−9.1%	17.79%
LLY	ELI LILLY & Co Healthcare	Added	11,256	+410	$10,352,931	−11.2%	15.76%
SPY	Spdr S&P 500 ETF Trust	Added	7,603	+101	$4,944,535	−3.3%	7.53%
C	Citigroup Inc Financial Services	Added	31,641	+200	$3,588,405	−2.2%	5.46%
AAPL	Apple Inc. Technology	Reduced	14,044	-621	$3,564,226	−10.6%	5.43%
WMT	Walmart Inc. Consumer Defensive	Added	20,227	+3,685	$2,513,811	+36.4%	3.83%
MPC	Marathon Petroleum Corp Energy	Reduced	7,846	-203	$1,915,836	+46.4%	2.92%
MSFT	Microsoft Corp Technology	Reduced	4,028	-447	$1,491,044	−31.1%	2.27%
GOOGL	Alphabet Inc. Communication Services	Reduced	5,179	-411	$1,489,273	−14.9%	2.27%
NVDA	Nvidia Corp Technology	Reduced	7,991	-431	$1,393,630	−11.3%	2.12%
APA	APA Corp Energy	Added	25,914	+4,509	$1,099,790	+110.1%	1.67%
AVGO	Broadcom Inc. Technology	Reduced	3,348	-205	$1,036,239	−15.7%	1.58%
ETN	Eaton Corp plc Industrials	Reduced	2,862	-50	$1,023,650	+10.4%	1.56%
JNJ	Johnson & Johnson Healthcare	Reduced	4,090	-121	$999,758	+14.7%	1.52%
PRU	Prudential Financial Inc Financial Services	Reduced	10,017	-5	$978,560	−13.5%	1.49%
COP	Conocophillips Energy	Held	7,297	0	$963,204	+41.0%	1.47%
QQQ	Invesco Qqq Trust, Series 1	Reduced	1,655	-1	$955,232	−6.1%	1.45%
XOM	Exxon Mobil Corp Energy	Reduced	5,627	-752	$954,676	+24.4%	1.45%
UNP	Union Pacific Corp Industrials	Reduced	2,942	-90	$713,787	+1.8%	1.09%
FITB	Fifth Third Bancorp Financial Services	Reduced	15,135	-246	$703,172	−2.3%	1.07%
RJF	Raymond James Financial Inc Financial Services	Added	4,529	+500	$655,753	+1.4%	1.00%
PFE	Pfizer Inc Healthcare	Added	21,615	+1,611	$606,949	+21.9%	0.92%
MSI	Motorola Solutions, Inc. Technology	Reduced	1,366	-36	$592,803	+10.3%	0.90%
ALL	Allstate Corp Financial Services	Reduced	2,785	-32	$577,441	−1.5%	0.88%
CNP	Centerpoint Energy Inc Utilities	Reduced	13,365	-183	$576,833	+11.1%	0.88%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	2,573	-410	$535,878	−22.2%	0.82%
TT	Trane Technologies plc Industrials	Reduced	1,272	-33	$530,093	+4.4%	0.81%
CB	Chubb Ltd Financial Services	Reduced	1,488	-159	$484,983	−5.7%	0.74%
CME	Cme Group Inc. Financial Services	Reduced	1,512	-568	$446,569	−21.4%	0.68%
MRK	Merck & Co., Inc. Healthcare	Reduced	3,404	-316	$409,467	+4.6%	0.62%
HIG	Hartford Insurance Group, Inc. Financial Services	Held	3,000	0	$405,690	−1.9%	0.62%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	1,222	-168	$401,903	−16.0%	0.61%
META	Meta Platforms, Inc. Communication Services	Reduced	686	-11	$392,481	−14.7%	0.60%
VZ	Verizon Communications Inc Communication Services	Reduced	7,154	-1,777	$359,130	−1.3%	0.55%
CSCO	Cisco Systems, Inc. Technology	Reduced	4,520	-379	$350,706	−7.1%	0.53%
JCI	Johnson Controls International plc Industrials	Reduced	2,633	-482	$344,791	−7.6%	0.52%
CVX	Chevron Corp Energy	Reduced	1,592	-24	$329,384	+33.7%	0.50%
WM	Waste Management Inc Industrials	Reduced	1,348	-276	$309,756	−13.2%	0.47%
MIRM	Mirum Pharmaceuticals, Inc. Healthcare	Added	3,300	+700	$304,854	+48.4%	0.46%
UNM	Unum Group Financial Services	Reduced	4,090	-100	$298,692	−8.0%	0.45%
MU	Micron Technology Inc Technology	Reduced	869	-300	$293,582	−12.0%	0.45%
WBS	Webster Financial Corp Financial Services	Held	4,000	0	$277,680	+10.3%	0.42%
NI	Nisource Inc. Utilities	Held	5,826	0	$271,841	+11.7%	0.41%
POR	Portland General Electric Co /Or/ Utilities	Held	5,000	0	$263,850	+10.0%	0.40%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	1,644	-126	$262,545	−3.4%	0.40%
ADP	Automatic Data Processing Inc Technology	Reduced	1,286	-126	$261,289	−28.1%	0.40%
QCOM	Qualcomm Inc/De Technology	Added	2,002	+16	$257,817	−24.1%	0.39%
V	Visa Inc. Financial Services	Reduced	818	-40	$247,232	−17.8%	0.38%
KO	Coca Cola Co Consumer Defensive	Reduced	3,227	-58	$245,412	+6.9%	0.37%
JXN	Jackson Financial Inc. Financial Services	Held	2,300	0	$243,156	−0.9%	0.37%