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WEIK CAPITAL MANAGEMENT13F | |
WEIK CAPITAL MANAGEMENT | |
Last update 2025-05-13 | 91 Stocks (1 new) |
Value $246.00 Mil | Turnover 1 % |
WEIK CAPITAL MANAGEMENT Top Holdings of 2025-03-31
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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
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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)
WEIK CAPITAL MANAGEMENT's Asset Allocation
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 % |
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WEIK CAPITAL MANAGEMENT's Holdings Heat Map
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WEIK CAPITAL MANAGEMENT's Holdings Bubble Chart
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