Weik Capital Management Portfolio Holdings

Weik Capital Management

  • $246 Million
  • Q3 2024

Weik Capital Management has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $246 Million distributed in 93 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Progressive Corp with a value of $22.7M, Microsoft Corp with a value of $22.3M, Berkshire Hathaway Inc Class B with a value of $20M, Tjx Companies Inc with a value of $13.2M, and Alphabet Inc. with a value of $12.6M.

Examining the 13F form we can see an increase of $13.3M in the current position value, from $233M to 246M.

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 $246 Million
Financial Services: $69 Million
Consumer Defensive: $37.1 Million
Consumer Cyclical: $32.5 Million
Technology: $30.8 Million
Communication Services: $23.2 Million
Industrials: $16.2 Million
ETFs: $14.9 Million
Healthcare: $12.4 Million
Other: $10.2 Million

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 93
  • Current Value $246 Million
  • Prior Value $233 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 4 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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