WEBER CAPITAL MANAGEMENT LLC /ADV

CIK 1099905 · View on SEC EDGAR ↗

Portfolio value
$117.5M
#8,073 of 9,443 by 13F value · top 85.5%
Positions
13
As of
June 30, 2026

Portfolio value QoQ: +17.4% 13F does not disclose cash

Top 10 holdings weight
97.11%
Top 25 holdings weight
100.00%
Positions above 1%
12
Effective number of positions
6.4

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 0.0% Est. buys $0 · sells $6,521,350

New positions
0
Increased
0
Decreased
8
Closed
1
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Performance vs S&P 500

Tracked Q4 2025–Q2 2026
+38.5%
S&P 500 total return (same window)
+8.7%
Excess return
+29.8%

Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.

Priceable coverage: 93.7% · Options excluded: 0.0%

Sector breakdown

Technology
30.7%
Industrials
26.1%
Health Care
18.3%
Energy
17.6%
Communications
2.7%
Other/Unmapped
4.7%

Full portfolio 13 positions

Type Streak 8Q trend
AOSL Alpha and Omega Semiconductor Limited - Common Shares $25,484,223 21.69% 538,437 $13,466,678 Down ×2
MG Mistras Group Inc Common Stock $25,299,250 21.53% 1,448,154 $3,765,248 Down ×2
NGS Natural Gas Services Group, Inc. Common Stock $20,694,776 17.61% 479,712 $2,513,003 Down ×2
ANGO AngioDynamics, Inc. - Common Stock $17,649,392 15.02% 1,356,602 $2,036,688 Down ×2
TLS Telos Corporation - Common Stock $8,125,992 6.92% 1,766,520 $724,273
CRAI CRA International,Inc. - Common Stock $5,351,334 4.55% 37,606 $-736,325
IWC $3,597,319 3.06% 17,983 $727,052
AVNW Aviat Networks, Inc. - Common Stock $3,134,018 2.67% 141,172 $-97,132 Down ×2
HCKT The Hackett Group, Inc. - Common Stock $2,430,391 2.07% 225,663 $-505,485
TMCI Treace Medical Concepts, Inc. - Common Stock $2,346,676 2.00% 589,617 $1,556,589
Unknown issuer (CUSIP: 416906204) $1,911,795 1.63% 310,861 $353,215 Down ×1
ARAY Accuray Incorporated - Common Stock $1,271,652 1.08% 4,932,706 $-690,308 Down ×1
IRIX IRIDEX Corporation - Common Stock $206,616 0.18% 180,451 $-55,538 Down ×1

Top movers (QoQ)

Security Action Shares Δ Value Δ
AOSL Trimmed -4K +$13.5M
MG Trimmed -9K +$3.8M
NGS Trimmed -2K +$2.5M
ANGO Trimmed -17K +$2.0M
TMCI Price move only +0 +$1.6M
CRAI Price move only +0 -$736K
IWC Price move only +0 +$727K
TLS Price move only +0 +$724K
ARAY Trimmed -123K -$690K
HCKT Price move only +0 -$505K

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
CTLP June 30, 2026 523,884 $5,663,186 No longer tracked
HBIO March 31, 2026 3,200,380 $2,140,413 55.9%