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WEIK CAPITAL MANAGEMENT

Q2 2023 · 13F-HR

WEIK CAPITAL MANAGEMENTholdings as filed

Filed 2023-08-14 · accession 0001278793-23-000006

$211.7M
Reported value
96
Positions
2023-06-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMicrosoft Corp.$19.8M9.37%58,239CommonSOLE
084670702BRK/BBerkshire Hathaway B$16.8M7.95%49,342CommonSOLE
743315103PGRProgressive Corp.$12.4M5.87%93,890CommonSOLE
872540109TJXTJX Companies$10.3M4.89%122,025CommonSOLE
02079k107Alphabet Inc. Cl C$9.8M4.62%80,777CommonSOLE
641069406NSRGYNestle Reg ADR$7.4M3.51%61,749CommonSOLE
084670108BRK/ABerkshire Hathaway A$7.2M3.42%14CommonSOLE
931142103WMTWalmart Inc.$6.1M2.86%38,512CommonSOLE
22160K105COSTCostco Wholesale$5.5M2.62%10,288CommonSOLE
573284106MLMMartin Marietta Matrls.$5.3M2.50%11,462CommonSOLE
478160104JNJJohnson & Johnson$5.1M2.41%30,888CommonSOLE
91324P102UNHUnitedHealth Group$5.0M2.35%10,366CommonSOLE
25243Q205DEODiageo PLC ADR$4.9M2.32%28,255CommonSOLE
037833100AAPLApple Inc.$4.6M2.17%23,691CommonSOLE
437076102HDHome Depot$3.9M1.86%12,670CommonSOLE
67103H107ORLYO'Reilly Automotive$3.8M1.81%4,012CommonSOLE
191216100KOCoca-Cola Co.$3.8M1.78%62,630CommonSOLE
57636Q104MAMastercard, Inc.$3.7M1.75%9,417CommonSOLE
172908105CTASCintas Corp.$3.5M1.66%7,081CommonSOLE
949746101WMT2Wells Fargo$3.3M1.58%78,373CommonSOLE
02079k305Alphabet Inc. Cl A$3.1M1.47%26,035CommonSOLE
539830109LMTLockheed Martin$2.5M1.17%5,368CommonSOLE
46625H100JPMJPMorgan Chase$2.3M1.10%15,955CommonSOLE
023135106AMZNAmazon.com, Inc.$2.2M1.04%16,811CommonSOLE
879360105TDYTeledyne Technologies$2.2M1.03%5,290CommonSOLE
166764100CVXChevron Corp.$2.0M0.93%12,447CommonSOLE
907818108UNPUnion Pacific$1.9M0.91%9,389CommonSOLE
20030N101CMCSAComcast Corp. A$1.7M0.82%42,025CommonSOLE
73278L105POOLPool Corp.$1.7M0.80%4,500CommonSOLE
254687106DISDisney (Walt)$1.6M0.77%18,300CommonSOLE
609207105MDLZMondelez Int'l$1.6M0.74%21,575CommonSOLE
808524102SCHBSchwab US Brd Mkt ETF$1.6M0.74%30,220CommonSOLE
530307305LBRDKLiberty Broadband C$1.6M0.73%19,372CommonSOLE
92206c409Vgd S-T Corp Index ETF$1.5M0.71%19,937CommonSOLE
717081103PFEPfizer Inc.$1.5M0.71%40,754CommonSOLE
885160101THOThor Industries$1.5M0.70%14,390CommonSOLE
126650100CVSCVS Health$1.5M0.69%21,225CommonSOLE
464287200IVViShares S&P 500 ETF$1.4M0.66%3,112CommonSOLE
608190104MHKMohawk Industries$1.4M0.65%13,310CommonSOLE
580135101MCDMcDonalds Corp.$1.3M0.63%4,460CommonSOLE
808524870SCHPSchwab US TIPS ETF$1.1M0.54%21,932CommonSOLE
92206C870VCITVgd I-T Corp Index ETF$1.1M0.54%14,438CommonSOLE
921937827BSVVgd S-T Bond Index ETF$1.1M0.53%14,939CommonSOLE
097023105BABoeing Co.$1.1M0.53%5,335CommonSOLE
459200101IBMInt'l Business Machines$1.1M0.53%8,370CommonSOLE
92189F486FLTRVanEck IG FLT Rate ETF$1.1M0.53%44,037CommonSOLE
942749102WTSWatts Water Technologies$1.1M0.52%6,000CommonSOLE
693475105PNCPNC Financial$1.0M0.48%8,055CommonSOLE
904767704Unilever PLC ADR$1.0M0.47%19,280CommonSOLE
921908844VIGVgd Div Apprec ETF$998,9440.47%6,150CommonSOLE
713448108PEPPepsiCo, Inc.$962,2180.45%5,195CommonSOLE
742718109PGProcter & Gamble$956,7210.45%6,305CommonSOLE
921909768VXUSVgd Total Int'l Stock ETF$907,6550.43%16,185CommonSOLE
025816109AXPAmerican Express$900,2660.43%5,168CommonSOLE
466032109JJSFJ & J Snack Foods$831,3900.39%5,250CommonSOLE
30231G102XOMExxonMobil Corp.$830,2220.39%7,741CommonNONE
580589109MGRCMcGrath Rentcorp$804,5760.38%8,700CommonSOLE
808524797SCHDSchwab US Dividend ETF$763,5990.36%10,515CommonSOLE
72201r775PIMCO Active Bond ETF$737,6750.35%8,051CommonSOLE
38141G104GSGoldman Sachs$735,3910.35%2,280CommonSOLE
372460105GPCGenuine Parts$735,3040.35%4,345CommonSOLE
127097103CTRACoterra Energy$708,4000.33%28,000CommonSOLE
256746108DLTRDollar Tree$656,5120.31%4,575CommonSOLE
55825T103MSGSMSG Sports$620,5650.29%3,300CommonSOLE
922042858VWOVgd Emerging Mkts ETF$611,6240.29%15,035CommonSOLE
30303m102Meta Platforms$549,5670.26%1,915CommonSOLE
89417E109TRVTravelers, Inc.$523,2380.25%3,013CommonSOLE
459506101IFFInt'l Flavors & Fragrances$520,5190.25%6,540CommonSOLE
531229607Liberty Sirius C$475,4030.22%14,525CommonSOLE
g1151c101Accenture PLC$466,8820.22%1,513CommonSOLE
808524805SCHFSchwab Int'l Equity ETF$442,9510.21%12,425CommonSOLE
737446104POSTPost Holdings$433,2500.20%5,000CommonSOLE
231561101CWCurtiss-Wright Corp.$404,0520.19%2,200CommonSOLE
718546104PSXPhillips 66$402,5040.19%4,220CommonSOLE
513272104LWLamb Weston$402,3250.19%3,500CommonSOLE
060505104BACBank of America$400,3690.19%13,955CommonSOLE
09247X101BLKCHFBlackRock, Inc.$379,4360.18%549CommonSOLE
047726302BATRKAtlanta Braves Holdings$370,4470.17%9,350CommonSOLE
535555106LNNLindsay Corp.$358,0200.17%3,000CommonSOLE
12685j105Cable One$328,5400.16%500CommonSOLE
808524201SCHXSchwab Large-Cap ETF$299,5560.14%5,720CommonSOLE
922042718VSSVgd Int'l Small Cap ETF$298,2960.14%2,700CommonSOLE
00751y106Advance Auto Parts$296,3140.14%4,215CommonSOLE
501044101KRKroger Company$296,1000.14%6,300CommonSOLE
92343V104VZVerizon Communications$291,5700.14%7,840CommonSOLE
115637209BF/BBrown Forman B$289,6250.14%4,337CommonSOLE
922908611VBRVgd Small-Cap Value ETF$289,4500.14%1,750CommonSOLE
384637104GHCGraham Holdings$285,7400.13%500CommonSOLE
H1467J104CBChubb Limited$278,2490.13%1,445CommonSOLE
079823100BellRing Brands$274,5000.13%7,500CommonSOLE
00206r102AT&T Corp.$267,9600.13%16,800CommonSOLE
921946406VYMVanguard Hi Div ETF$247,6730.12%2,335CommonSOLE
258278100DORMDorman Products$224,6650.11%2,850CommonSOLE
37045v10oGeneral Motors$218,8280.10%5,675CommonSOLE
44891N109IAC Inc.$200,9600.09%3,200CommonSOLE
00090Q103ADTADT Inc.$99,4950.05%16,500CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.