Weik Capital Management Portfolio Holdings

Weik Capital Management

  • $266 Million
  • Q3 2025

Weik Capital Management has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $266 Million distributed in 93 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $25M, Progressive Corp with a value of $21.3M, Berkshire Hathaway Inc Class B with a value of $20.8M, Alphabet Inc. with a value of $17.7M, and Tjx Companies Inc with a value of $15.9M.

Examining the 13F form we can see an increase of $14.7M in the current position value, from $251M to 266M.

Weik Capital Management is based out at Wyomissing, PA

Below you can find more details about Weik Capital Management portfolio as well as his latest detailed transactions.

Portfolio value $266 Million
Financial Services: $73.8 Million
Consumer Cyclical: $37.1 Million
Technology: $37.1 Million
Consumer Defensive: $33.6 Million
Communication Services: $29.5 Million
ETFs: $18.6 Million
Industrials: $16.4 Million
Healthcare: $9.07 Million
Other: $10.6 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 93
  • Current Value $266 Million
  • Prior Value $251 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
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