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WEIK CAPITAL MANAGEMENT

13F
WEIK CAPITAL MANAGEMENT
Last update 2025-05-13 91 Stocks (1 new)
Value $246.00 Mil Turnover 1 %
Countries:
WEIK CAPITAL MANAGEMENT Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
PGR
Progressive Corp
86,525
24,487.4
-2.74%
9.970
-0.24%
0.010
-6.64%
+5.30%
145,008.3
Insurance
BRK.B
Berkshire Hathaway Inc
42,343
22,551.0
-4.83%
9.180
-0.40%
0.000
-8.19%
+5.48%
1,031,150.2
Insurance
MSFT
Microsoft Corp
49,787
18,689.6
-3.49%
7.610
-0.31%
0.000
+38.00%
+20.34%
3,755,441.4
Software
TJX
TJX Companies Inc
109,570
13,345.6
-1.50%
5.430
-0.08%
0.010
+0.24%
+4.62%
140,121.3
Retail - Cyclical
GOOG
Alphabet Inc
73,892
11,544.1
-0.93%
4.700
-0.05%
0.000
+24.98%
+1.11%
2,324,162.3
Interactive Media
BRK.A
Berkshire Hathaway Inc
13
10,379.7
0%
4.220
0%
0.000
-8.37%
+4.96%
1,028,465.9
Insurance
WMT
Walmart Inc
100,850
8,853.6
-1.84%
3.600
-0.07%
0.000
+1.30%
+6.64%
764,923.1
Retail - Defensive
COST
Costco Wholesale Corp
8,058
7,621.1
-9.37%
3.100
-0.31%
0.000
-3.72%
+3.01%
417,582.5
Retail - Defensive
WFC
Wells Fargo & Co
73,808
5,298.7
-0.42%
2.160
-0.01%
0.000
+25.07%
+18.51%
265,293.9
Banks
NSRGY
Nestle SA
51,729
5,233.4
-3.66%
2.130
-0.07%
0.000
-6.71%
+24.28%
252,383.8
Consumer Packaged Goods

WEIK CAPITAL MANAGEMENT's Historical Top Holdings Breakdowns

WEIK CAPITAL MANAGEMENT's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BRK.B
Berkshire Hathaway Inc
2025-03-31
Reduce
Reduce
-0.40%
442.66 ($486.15) 534.52
$478.13
-1.65%
Reduce -4.83%
42,343
-2,151
COST
Costco Wholesale Corp
2025-03-31
Reduce
Reduce
-0.31%
890.62 ($974.97) 1076.86
$941.61
-3.42%
Reduce -9.37%
8,058
-833
MSFT
Microsoft Corp
2025-03-31
Reduce
Reduce
-0.31%
375.39 ($407.71) 447.2
$505.27
23.93%
Reduce -3.49%
49,787
-1,802
PGR
Progressive Corp
2025-03-31
Reduce
Reduce
-0.24%
235.61 ($261.55) 291.22
$247.37
-5.42%
Reduce -2.74%
86,525
-2,440
ZTS
Zoetis Inc
2025-03-31
Add
Add
+0.21%
156.48 ($166.29) 175.67
$151.19
-9.08%
Add 82.58%
6,865
3,105
CMCSA
Comcast Corp
2025-03-31
Reduce
Reduce
-0.10%
33.19 ($36.08) 38.23
$35.27
-2.25%
Reduce -19.12%
26,325
-6,225
VBR
Vanguard Small Cap Value ETF
2025-03-31
Add
Add
+0.10%
182.99 ($197.54) 207.75
$202.57
2.55%
Add 71.43%
3,000
1,250
ISRG
Intuitive Surgical Inc
2025-03-31
Sold Out
Sold Out
-0.10%
476.78 ($553.02) 610.45
$511.00
-7.60%
Sold Out
0
-450
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-0.09%
209.68 ($231.67) 247.1
$214.40
-7.45%
Reduce -6.58%
12,857
-905
BAH
Booz Allen Hamilton Holding Corp
2025-03-31
Add
Add
+0.09%
102.72 ($120.53) 143.06
$111.89
-7.17%
Add 32.38%
8,319
2,035

WEIK CAPITAL MANAGEMENT Total Holding History ($B)

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WEIK CAPITAL MANAGEMENT's Asset Allocation

To

WEIK CAPITAL MANAGEMENT Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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WEIK CAPITAL MANAGEMENT's Hypothetical Growth since 2025-03-31

WEIK CAPITAL MANAGEMENT's Yearly Returns

Year Portfolio % % Excess Gain %

WEIK CAPITAL MANAGEMENT's Holdings Heat Map

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WEIK CAPITAL MANAGEMENT's Holdings Bubble Chart

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