WETZEL INVESTMENT ADVISORS, INC.
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 SPYHypothetical 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, 2025Top 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 |
|---|---|---|
| Financial Services | 31.3% | $20,592,544 |
| Healthcare | 19.6% | $12,888,838 |
| Technology | 14.4% | $9,460,299 |
| Unclassified | 9.0% | $5,899,767 |
| Energy | 8.4% | $5,498,630 |
| Industrials | 4.4% | $2,922,077 |
| Consumer Defensive | 4.2% | $2,759,223 |
| Communication Services | 3.4% | $2,240,884 |
| Consumer Cyclical | 2.5% | $1,645,922 |
| Utilities | 2.0% | $1,332,364 |
| Basic Materials | 0.7% | $449,076 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
10 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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. | |||||
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 51–58
of 58 positions by value
· page 2 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
Reduced | 4,028 | $1,491,044 | 2.27% | |
| MPC |
Marathon Petroleum Corp
Energy
|
Reduced | 7,846 | $1,915,836 | 2.92% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 20,227 | $2,513,811 | 3.83% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 14,044 | $3,564,226 | 5.43% | |
| C |
Citigroup Inc
Financial Services
|
Added | 31,641 | $3,588,405 | 5.46% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 7,603 | $4,944,535 | 7.53% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 11,256 | $10,352,931 | 15.76% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 39,724 | $11,685,211 | 17.79% |