Weik Capital Management Portfolio Holdings

Weik Capital Management

  • $244 Million
  • Q1 2025

Weik Capital Management has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $244 Million distributed in 91 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Progressive Corp with a value of $24.5M, Berkshire Hathaway Inc Class B with a value of $22.6M, Microsoft Corp with a value of $18.7M, Tjx Companies Inc with a value of $13.3M, and Alphabet Inc. with a value of $11.5M.

Examining the 13F form we can see an decrease of $70K in the current position value, from $244M to 244M.

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 $244 Million
Financial Services: $76.2 Million
Consumer Defensive: $34.4 Million
Consumer Cyclical: $32.5 Million
Technology: $28.4 Million
Communication Services: $21 Million
Industrials: $15.6 Million
ETFs: $15.6 Million
Healthcare: $10.9 Million
Other: $9.53 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.62B
$379,000 0.16% of portfolio
3,000
Q2 2017 New

Summary

  • Portfolio
  • No. of Stocks 91
  • Current Value $244 Million
  • Prior Value $244 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 48 stocks
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