Weik Capital Management Incresed Positions in Q2 2025

Weik Capital Management

  • $251 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
11.7K
+ 32.94%
$77.94 - $79.5 $909K - $927K
47.1K $3.74M
NVDA
Nvidia Corp

Technology
4.07K
+ 73.96%
$94.31 - $157.99 $384K - $643K
9.57K $1.51M
AMZN
Amazon Com Inc

Consumer Cyclical
734
+ 3.99%
$167.32 - $223.3 $123K - $164K
19.1K $4.19M
JPM
Jpmorgan Chase & CO

Financial Services
2
+ 0.01%
$210.28 - $289.91 $421 - $580
14.5K $4.2M
GOOGL
Alphabet Inc.

Communication Services
276
+ 1.09%
$144.7 - $178.6 $39.9K - $49.3K
25.5K $4.49M
XOM
Exxon Mobil Corp

Energy
5.7K
+ 73.7%
$99.93 - $119.04 $569K - $678K
13.4K $1.45M
GS
Goldman Sachs Group Inc

Financial Services
3
+ 0.17%
$462.22 - $707.75 $1.39K - $2.12K
1.76K $1.25M
VCIT
Vanguard Intermediate Term Cor

ETFs
2.67K
+ 8.67%
$79.56 - $82.92 $213K - $221K
33.5K $2.78M
IVV
Ishares Core S&P 500 ETF

ETFs
20
+ 0.54%
$498.8 - $620.9 $9.98K - $12.4K
3.72K $2.31M
LMT
Lockheed Martin Corp

Industrials
20
+ 0.28%
$430.82 - $486.45 $8.62K - $9.73K
7.06K $3.27M
MSGS
Madison Square Garden Sports Corp.

Communication Services
275
+ 8.49%
$175.61 - $208.95 $48.3K - $57.5K
3.52K $734K
PNC
Pnc Financial Services Group, Inc.

Financial Services
30
+ 0.36%
$149.76 - $186.42 $4.49K - $5.59K
8.47K $1.58M
BAC
Bank Of America Corp

Financial Services
53
+ 0.47%
$34.39 - $47.46 $1.82K - $2.52K
11.4K $541K
SCHX
Schwab Strategic Tr Us Large C

ETFs
800
+ 4.51%
$19.6 - $24.44 $15.7K - $19.6K
18.5K $453K
GPC
Genuine Parts CO

Consumer Cyclical
110
+ 1.22%
$105.54 - $129.09 $11.6K - $14.2K
9.13K $1.11M
RTX
Raytheon Technologies Corp

Industrials
39
+ 2.07%
$113.75 - $148.48 $4.44K - $5.79K
1.92K $280K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
200
+ 8.7%
$84.41 - $106.28 $16.9K - $21.3K
2.5K $237K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
450
+ 4.25%
$50.56 - $59.57 $22.8K - $26.8K
11K $572K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.2K
+ 4.51%
$24.32 - $27.87 $29.2K - $33.4K
27.8K $736K
CTRA
Coterra Energy Inc.

Energy
2K
+ 6.07%
$22.6 - $29.07 $45.2K - $58.1K
35K $887K
NSRGY
Nestle S.A.Spon Adr(Rep Reg Sh

Consumer Defensive
160
+ 0.31%
$97.38 - $108.84 $15.6K - $17.4K
51.9K $5.15M
LVMUY
Lvmh Moet Hennessy Louis Vuitton

Consumer Cyclical
230
+ 3.23%
$102.31 - $124.7 $23.5K - $28.7K
7.34K $772K
AAPL
Apple Inc.

Technology
102
+ 0.79%
$172.42 - $223.89 $17.6K - $22.8K
13K $2.66M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
50.6K
+ 1395.31%
$87.84 - $1441.89 $4.44M - $72.9M
54.2K $4.89M
UNH
Unitedhealth Group Inc

Healthcare
142
+ 1.47%
$274.35 - $599.47 $39K - $85.1K
9.82K $3.06M
Activity Summary
Buys All Purchases 28 New Holdings 2 Increased Positions 26 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Weik Capital Management Portfolio

Follow Weik Capital Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Weik Capital Management, based on Form 13F filings with the SEC.

News

Stay updated on Weik Capital Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email