Sponsored

The Analysis of WEIK CAPITAL MANAGEMENT's Holdings & P&L

Currently, WEIK CAPITAL MANAGEMENT holds 90 types of securities in its portfolio with a total value $251.3M. In the most recent quarter, they have increased their positions in N/A (+32.2K shares, valued at $1.2M), NVDA (+3.2K shares, valued at $554.1K), MELI (+235 shares, valued at $406.3K); decreased their positions in TJX (-5.0K shares, valued at $792.1K), N/A (-2.7K shares, valued at $787.9K), KO (-9.3K shares, valued at $709.2K); initiated new positions in N/A (+32.2K shares, valued at $1.2M), AIR (+2.0K shares, valued at $218.9K).

1M P&L

-1.8M-0.90%

3M P&L

-4.7M-2.26%

HY P&L

+2.5M+1.28%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A26.1M

12.7%

2Software - Infrastructure23.2M

11.3%

3Insurance - Property & Casualty20.9M

10.2%

Top Industries by Stock Count

1N/A15 stocks

18.5%

2Auto Parts4 stocks

4.9%

3Aerospace & Defense4 stocks

4.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

Berkshire Hathaway B Berkshire Hathaway B41.1K shares-1.43%2026-03-312026-05-12

Alphabet Inc. Cl C Alphabet Inc. Cl C65.3K shares-3.08%2026-03-312026-05-12

MSFT Microsoft Corp.47.5K shares-1.22%2026-03-312026-05-12

PGR Progressive Corp.88.5K shares-0.40%2026-03-312026-05-12

TJX TJX Companies101.4K shares-4.66%2026-03-312026-05-12

WMT Walmart Inc.89.7K shares-4.91%2026-03-312026-05-12

BRK.A Berkshire Hathaway A12 shares0.00%2026-03-312026-05-12

COST Costco Wholesale7.1K shares-6.41%2026-03-312026-05-12

Sponsored

Alphabet Inc. Cl A Alphabet Inc. Cl A22.6K shares-10.81%2026-03-312026-05-12

MLM Martin Marietta Matrls.10.4K shares-0.32%2026-03-312026-05-12

WFC Wells Fargo73.6K shares0.84%2026-03-312026-05-12

Nestle Reg ADR Nestle Reg ADR50.3K shares-1.08%2026-03-312026-05-12

ORLY O'Reilly Automotive52.6K shares-1.99%2026-03-312026-05-12

JNJ Johnson & Johnson19.0K shares-1.60%2026-03-312026-05-12

MA Mastercard, Inc.8.9K shares4.84%2026-03-312026-05-12

VCIT Vgd I-T Corp Index ETF53.7K shares5.40%2026-03-312026-05-12

Sponsored

LMT Lockheed Martin7.3K shares-1.14%2026-03-312026-05-12

JPM JPMorgan Chase14.0K shares-2.07%2026-03-312026-05-12

KO Coca-Cola Co.53.7K shares-14.80%2026-03-312026-05-12

AMZN Amazon.com, Inc.19.1K shares3.26%2026-03-312026-05-12

CTAS Cintas Corp.21.9K shares-4.20%2026-03-312026-05-12

HD Home Depot11.2K shares-3.44%2026-03-312026-05-12

Vgd S-T Corp Index ETF Vgd S-T Corp Index ETF41.5K shares-0.27%2026-03-312026-05-12

AAPL Apple Inc.12.8K shares-0.27%2026-03-312026-05-12

Sponsored

TDY Teledyne Technologies4.4K shares-3.59%2026-03-312026-05-12

UNH UnitedHealth Group9.5K shares-1.55%2026-03-312026-05-12

XOM ExxonMobil Corp.13.4K shares-0.63%2026-03-312026-05-12

IVV iShares S&P 500 ETF3.4K shares0.38%2026-03-312026-05-12

SCHB Schwab US Brd Mkt ETF85.1K shares3.59%2026-03-312026-05-12

NVDA NVIDIA Corp.11.3K shares39.15%2026-03-312026-05-12

DEO Diageo PLC ADR25.0K shares-8.66%2026-03-312026-05-12

PNC PNC Financial8.7K shares-0.12%2026-03-312026-05-12

Sponsored

CVX Chevron Corp.8.3K shares-1.78%2026-03-312026-05-12

WTS Watts Water Technologies5.8K shares-2.50%2026-03-312026-05-12

IBM Int'l Business Machines6.2K shares0.86%2026-03-312026-05-12

AXP American Express4.9K shares-2.10%2026-03-312026-05-12

DIS Disney (Walt)15.3K shares3.02%2026-03-312026-05-12

VIG Vgd Div Apprec ETF6.6K shares-1.05%2026-03-312026-05-12

GS Goldman Sachs1.6K shares-0.78%2026-03-312026-05-12

MCD McDonalds Corp.4.4K shares-2.23%2026-03-312026-05-12

Sponsored

CW Curtiss-Wright Corp.2.0K shares0.00%2026-03-312026-05-12

VXUS Vgd Total Int'l Stock ETF17.3K shares2.98%2026-03-312026-05-12

MDLZ Mondelez Int'l21.4K shares0.00%2026-03-312026-05-12

Versant Media Group Versant Media Group32.2K sharesnew addition2026-03-312026-05-12

UBER Uber Technologies, Inc.16.0K shares45.56%2026-03-312026-05-12

MSGS MSG Sports3.3K shares-5.69%2026-03-312026-05-12

Meta Platforms Meta Platforms1.8K shares-0.85%2026-03-312026-05-12

CTRA Coterra Energy28.5K shares-19.06%2026-03-312026-05-12

Sponsored

LDOS Leidos Holdings6.3K shares-2.31%2026-03-312026-05-12

THO Thor Industries11.9K shares0.00%2026-03-312026-05-12

MGRC McGrath Rentcorp8.6K shares0.00%2026-03-312026-05-12

GPC Genuine Parts8.8K shares0.00%2026-03-312026-05-12

POOL Pool Corp.4.5K shares0.00%2026-03-312026-05-12

LVMUY LVMH ADR8.1K shares10.90%2026-03-312026-05-12

CMCSA Comcast Corp. A30.7K shares0.00%2026-03-312026-05-12

UNP Union Pacific3.5K shares-1.70%2026-03-312026-05-12

Sponsored

SCHD Schwab US Dividend ETF25.8K shares-0.19%2026-03-312026-05-12

BA Boeing Co.3.9K shares0.00%2026-03-312026-05-12

PEP PepsiCo, Inc.4.8K shares0.00%2026-03-312026-05-12

VWO Vgd Emerging Mkts ETF13.4K shares0.00%2026-03-312026-05-12

MHK Mohawk Industries6.8K shares-1.46%2026-03-312026-05-12

VBR Vgd Small-Cap Value ETF3.0K shares0.00%2026-03-312026-05-12

TRV Travelers, Inc.2.2K shares-0.67%2026-03-312026-05-12

MELI MercadoLibre, Inc.365 shares180.77%2026-03-312026-05-12

Sponsored

KR Kroger Company8.7K shares-1.70%2026-03-312026-05-12

SCHF Schwab Int'l Equity ETF24.8K shares-1.97%2026-03-312026-05-12

VIOO Vgd S&P Sm Cap 600 ETF4.9K shares-1.40%2026-03-312026-05-12

BAC Bank of America11.2K shares0.00%2026-03-312026-05-12

GHC Graham Holdings500 shares0.00%2026-03-312026-05-12

SCHX Schwab Large-Cap ETF20.1K shares0.00%2026-03-312026-05-12

BlackRock, Inc. BlackRock, Inc.510 shares-4.67%2026-03-312026-05-12

POST Post Holdings4.8K shares0.00%2026-03-312026-05-12

Sponsored

PFE Pfizer Inc.15.9K shares0.00%2026-03-312026-05-12

SPHR Sphere Entertainment3.8K shares-5.00%2026-03-312026-05-12

Atlanta Braves Holdings Atlanta Braves Holdings10.3K shares0.00%2026-03-312026-05-12

RTX RTX Corporation2.1K shares0.00%2026-03-312026-05-12

VSS Vgd Int'l Small-Cap ETF2.5K shares0.00%2026-03-312026-05-12

PG Procter & Gamble2.5K shares0.00%2026-03-312026-05-12

LNN Lindsay Corp.3.0K shares0.00%2026-03-312026-05-12

LW Lamb Weston8.3K shares-5.49%2026-03-312026-05-12

Sponsored

PSX Phillips 661.9K shares-1.33%2026-03-312026-05-12

Accenture PLC Accenture PLC1.5K shares0.00%2026-03-312026-05-12

AT&T Corp. AT&T Corp.10.6K shares-0.47%2026-03-312026-05-12

ALSN Allison Transmission2.5K shares0.00%2026-03-312026-05-12

VYM Vanguard Hi Div ETF1.9K shares0.00%2026-03-312026-05-12

CHTR Charter Communications1.3K shares-4.02%2026-03-312026-05-12

JJSF J & J Snack Foods3.5K shares-30.00%2026-03-312026-05-12

DORM Dorman Products2.5K shares0.00%2026-03-312026-05-12

Sponsored

MLI Mueller Industries, Inc.2.0K shares0.00%2026-03-312026-05-12

AIR AAR Corp.2.0K sharesnew addition2026-03-312026-05-12

Berkshire Hathaway B

-1.43%

Shares41.1K

Event2026-03-31

Filed2026-05-12

Alphabet Inc. Cl C

-3.08%

Shares65.3K

Event2026-03-31

Filed2026-05-12

MSFT

Microsoft Corp.

-1.22%

Shares47.5K

Event2026-03-31

Filed2026-05-12

PGR

Progressive Corp.

-0.40%

Shares88.5K

Event2026-03-31

Filed2026-05-12

TJX

TJX Companies

-4.66%

Shares101.4K

Event2026-03-31

Filed2026-05-12

WMT

Walmart Inc.

-4.91%

Shares89.7K

Event2026-03-31

Filed2026-05-12

BRK.A

Berkshire Hathaway A

0.00%

Shares12

Event2026-03-31

Filed2026-05-12

COST

Costco Wholesale

-6.41%

Shares7.1K

Event2026-03-31

Filed2026-05-12

Alphabet Inc. Cl A

-10.81%

Shares22.6K

Event2026-03-31

Filed2026-05-12

MLM

Martin Marietta Matrls.

-0.32%

Shares10.4K

Event2026-03-31

Filed2026-05-12

WFC

Wells Fargo

0.84%

Shares73.6K

Event2026-03-31

Filed2026-05-12

Nestle Reg ADR

-1.08%

Shares50.3K

Event2026-03-31

Filed2026-05-12

ORLY

O'Reilly Automotive

-1.99%

Shares52.6K

Event2026-03-31

Filed2026-05-12

JNJ

Johnson & Johnson

-1.60%

Shares19.0K

Event2026-03-31

Filed2026-05-12

Mastercard, Inc.

4.84%

Shares8.9K

Event2026-03-31

Filed2026-05-12

VCIT

Vgd I-T Corp Index ETF

5.40%

Shares53.7K

Event2026-03-31

Filed2026-05-12

LMT

Lockheed Martin

-1.14%

Shares7.3K

Event2026-03-31

Filed2026-05-12

JPM

JPMorgan Chase

-2.07%

Shares14.0K

Event2026-03-31

Filed2026-05-12

Coca-Cola Co.

-14.80%

Shares53.7K

Event2026-03-31

Filed2026-05-12

AMZN

Amazon.com, Inc.

3.26%

Shares19.1K

Event2026-03-31

Filed2026-05-12

CTAS

Cintas Corp.

-4.20%

Shares21.9K

Event2026-03-31

Filed2026-05-12

Home Depot

-3.44%

Shares11.2K

Event2026-03-31

Filed2026-05-12

Vgd S-T Corp Index ETF

-0.27%

Shares41.5K

Event2026-03-31

Filed2026-05-12

AAPL

Apple Inc.

-0.27%

Shares12.8K

Event2026-03-31

Filed2026-05-12

TDY

Teledyne Technologies

-3.59%

Shares4.4K

Event2026-03-31

Filed2026-05-12

UNH

UnitedHealth Group

-1.55%

Shares9.5K

Event2026-03-31

Filed2026-05-12

XOM

ExxonMobil Corp.

-0.63%

Shares13.4K

Event2026-03-31

Filed2026-05-12

IVV

iShares S&P 500 ETF

0.38%

Shares3.4K

Event2026-03-31

Filed2026-05-12

SCHB

Schwab US Brd Mkt ETF

3.59%

Shares85.1K

Event2026-03-31

Filed2026-05-12

NVDA

NVIDIA Corp.

39.15%

Shares11.3K

Event2026-03-31

Filed2026-05-12

DEO

Diageo PLC ADR

-8.66%

Shares25.0K

Event2026-03-31

Filed2026-05-12

PNC

PNC Financial

-0.12%

Shares8.7K

Event2026-03-31

Filed2026-05-12

CVX

Chevron Corp.

-1.78%

Shares8.3K

Event2026-03-31

Filed2026-05-12

WTS

Watts Water Technologies

-2.50%

Shares5.8K

Event2026-03-31

Filed2026-05-12

IBM

Int'l Business Machines

0.86%

Shares6.2K

Event2026-03-31

Filed2026-05-12

AXP

American Express

-2.10%

Shares4.9K

Event2026-03-31

Filed2026-05-12

DIS

Disney (Walt)

3.02%

Shares15.3K

Event2026-03-31

Filed2026-05-12

VIG

Vgd Div Apprec ETF

-1.05%

Shares6.6K

Event2026-03-31

Filed2026-05-12

Goldman Sachs

-0.78%

Shares1.6K

Event2026-03-31

Filed2026-05-12

MCD

McDonalds Corp.

-2.23%

Shares4.4K

Event2026-03-31

Filed2026-05-12

Curtiss-Wright Corp.

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-12

VXUS

Vgd Total Int'l Stock ETF

2.98%

Shares17.3K

Event2026-03-31

Filed2026-05-12

MDLZ

Mondelez Int'l

0.00%

Shares21.4K

Event2026-03-31

Filed2026-05-12

Versant Media Group

New

Shares32.2K

Event2026-03-31

Filed2026-05-12

UBER

Uber Technologies, Inc.

45.56%

Shares16.0K

Event2026-03-31

Filed2026-05-12

MSGS

MSG Sports

-5.69%

Shares3.3K

Event2026-03-31

Filed2026-05-12

Meta Platforms

-0.85%

Shares1.8K

Event2026-03-31

Filed2026-05-12

CTRA

Coterra Energy

-19.06%

Shares28.5K

Event2026-03-31

Filed2026-05-12

LDOS

Leidos Holdings

-2.31%

Shares6.3K

Event2026-03-31

Filed2026-05-12

THO

Thor Industries

0.00%

Shares11.9K

Event2026-03-31

Filed2026-05-12

MGRC

McGrath Rentcorp

0.00%

Shares8.6K

Event2026-03-31

Filed2026-05-12

GPC

Genuine Parts

0.00%

Shares8.8K

Event2026-03-31

Filed2026-05-12

POOL

Pool Corp.

0.00%

Shares4.5K

Event2026-03-31

Filed2026-05-12

LVMUY

LVMH ADR

10.90%

Shares8.1K

Event2026-03-31

Filed2026-05-12

CMCSA

Comcast Corp. A

0.00%

Shares30.7K

Event2026-03-31

Filed2026-05-12

UNP

Union Pacific

-1.70%

Shares3.5K

Event2026-03-31

Filed2026-05-12

SCHD

Schwab US Dividend ETF

-0.19%

Shares25.8K

Event2026-03-31

Filed2026-05-12

Boeing Co.

0.00%

Shares3.9K

Event2026-03-31

Filed2026-05-12

PEP

PepsiCo, Inc.

0.00%

Shares4.8K

Event2026-03-31

Filed2026-05-12

VWO

Vgd Emerging Mkts ETF

0.00%

Shares13.4K

Event2026-03-31

Filed2026-05-12

MHK

Mohawk Industries

-1.46%

Shares6.8K

Event2026-03-31

Filed2026-05-12

VBR

Vgd Small-Cap Value ETF

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-12

TRV

Travelers, Inc.

-0.67%

Shares2.2K

Event2026-03-31

Filed2026-05-12

MELI

MercadoLibre, Inc.

180.77%

Shares365

Event2026-03-31

Filed2026-05-12

Kroger Company

-1.70%

Shares8.7K

Event2026-03-31

Filed2026-05-12

SCHF

Schwab Int'l Equity ETF

-1.97%

Shares24.8K

Event2026-03-31

Filed2026-05-12

VIOO

Vgd S&P Sm Cap 600 ETF

-1.40%

Shares4.9K

Event2026-03-31

Filed2026-05-12

BAC

Bank of America

0.00%

Shares11.2K

Event2026-03-31

Filed2026-05-12

GHC

Graham Holdings

0.00%

Shares500

Event2026-03-31

Filed2026-05-12

SCHX

Schwab Large-Cap ETF

0.00%

Shares20.1K

Event2026-03-31

Filed2026-05-12

BlackRock, Inc.

-4.67%

Shares510

Event2026-03-31

Filed2026-05-12

POST

Post Holdings

0.00%

Shares4.8K

Event2026-03-31

Filed2026-05-12

PFE

Pfizer Inc.

0.00%

Shares15.9K

Event2026-03-31

Filed2026-05-12

SPHR

Sphere Entertainment

-5.00%

Shares3.8K

Event2026-03-31

Filed2026-05-12

Atlanta Braves Holdings

0.00%

Shares10.3K

Event2026-03-31

Filed2026-05-12

RTX

RTX Corporation

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-12

VSS

Vgd Int'l Small-Cap ETF

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-12

Procter & Gamble

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-12

LNN

Lindsay Corp.

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-12

Lamb Weston

-5.49%

Shares8.3K

Event2026-03-31

Filed2026-05-12

PSX

Phillips 66

-1.33%

Shares1.9K

Event2026-03-31

Filed2026-05-12

Accenture PLC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-12

AT&T Corp.

-0.47%

Shares10.6K

Event2026-03-31

Filed2026-05-12

ALSN

Allison Transmission

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-12

VYM

Vanguard Hi Div ETF

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-12

CHTR

Charter Communications

-4.02%

Shares1.3K

Event2026-03-31

Filed2026-05-12

JJSF

J & J Snack Foods

-30.00%

Shares3.5K

Event2026-03-31

Filed2026-05-12

DORM

Dorman Products

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-12

MLI

Mueller Industries, Inc.

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-12

AIR

AAR Corp.

New

Shares2.0K

Event2026-03-31

Filed2026-05-12

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available