Institutions / Weik Capital Management

Weik Capital Management

CIK 1278793 · Institution · as of Mar 31, 2026
Portfolio value
$251.27M
Positions
90
As of
Mar 31, 2026

Portfolio trend

Portfolio value

$251.27M-5.9%
$266.91M$259.09M$251.27MQ4 '25Q1 '26

Positions

90-2.2%
929190Q4 '25Q1 '26

Top holdings

Mar 31, 2026View all 90 →
CompanyClassValueShares% of portfolio
Warren E. Buffett$19.71M41,1297.8%
Alphabet Inc. Cl C$18.73M65,2997.5%
Microsoft Corp$17.57M47,4737.0%
Progressive CORP/OH$17.55M88,5487.0%
TJX Cos Inc/The$16.19M101,3706.4%
Walmart Inc.$11.15M89,7034.4%
Berkshire Hathaway A$8.62M123.4%
Costco Wholesale Corp /New$7.05M7,0782.8%
Alphabet Inc. Cl A$6.50M22,6112.6%
Martin Marietta Materials Inc$6.15M10,4402.4%
Wells Fargo & COMPANY/MN$5.86M73,5882.3%
Nestle Reg ADR$4.99M50,3342.0%
O Reilly Automotive Inc$4.85M52,5701.9%
Johnson & Johnson$4.66M19,0441.9%
Mastercard Inc$4.46M8,9181.8%
Vgd I-T Corp Index ETF$4.45M53,7271.8%
Lockheed Martin Corp$4.44M7,3431.8%
JPMorgan Chase & Co$4.13M14,0251.6%
Coca Cola Co$4.08M53,6701.6%
Amazon.com Inc$3.97M19,0841.6%
Cintas Corp$3.70M21,8851.5%
Home Depot, Inc.$3.70M11,2441.5%
Vgd S-T Corp Index ETF$3.29M41,4771.3%
Apple Inc.$3.26M12,8441.3%
Teledyne Technologies Inc$2.68M4,4351.1%

Activity

InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q1 2026
as of
NewVersant Media Group, Inc.
Common stock
$1.19M+32K
32,161
0.47% of portfolio
low
Q1 2026
as of
TrimTJX Cos Inc/The
Common stock
$-792.1K-5K
-4.66%
101,370
6.44% of portfolio
low
Q1 2026
as of
Trim02079k305
Common stock
$-787.9K-3K
-10.81%
22,611
2.59% of portfolio
low
Q1 2026
as of
TrimCoca Cola Co
Common stock
$-709.2K-9K
-14.80%
53,670
1.62% of portfolio
low
Q1 2026
as of
ExitAmrize Ltd
Common stock
$-607.0K-11K
-100.00%
0
low
Q1 2026
as of
Trim02079k107
Common stock
$-594.7K-2K
-3.08%
65,299
7.45% of portfolio
low
Q1 2026
as of
TrimWalmart Inc.
Common stock
$-575.7K-5K
-4.91%
89,703
4.44% of portfolio
low
Q1 2026
as of
AddNVIDIA Corp
Common stock
$554.1K+3K
+39.15%
11,292
0.78% of portfolio
low
Q1 2026
as of
ExitAdobe Inc.
Common stock
$-486.1K-1K
-100.00%
0
low
Q1 2026
as of
TrimCostco Wholesale Corp /New
Common stock
$-483.3K-485
-6.41%
7,078
2.81% of portfolio
low