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WEIK CAPITAL MANAGEMENT

Q3 2023 · 13F-HR

WEIK CAPITAL MANAGEMENTholdings as filed

Filed 2023-11-13 · accession 0001278793-23-000009

$203.3M
Reported value
95
Positions
2023-09-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMicrosoft Corp.$17.9M8.82%56,789CommonSOLE
084670702BRK/BBerkshire Hathaway B$17.0M8.35%48,446CommonSOLE
743315103PGRProgressive Corp.$13.0M6.42%93,665CommonSOLE
872540109TJXTJX Companies$10.7M5.25%119,992CommonSOLE
02079k107Alphabet Inc. Cl C$10.5M5.15%79,367CommonSOLE
084670108BRK/ABerkshire Hathaway A$6.9M3.40%13CommonNONE
641069406NSRGYNestle Reg ADR$6.9M3.38%60,654CommonSOLE
931142103WMTWalmart Inc.$6.1M2.98%37,872CommonSOLE
22160K105COSTCostco Wholesale$5.6M2.76%9,929CommonSOLE
91324P102UNHUnitedHealth Group$5.3M2.59%10,427CommonSOLE
478160104JNJJohnson & Johnson$4.7M2.33%30,353CommonSOLE
573284106MLMMartin Marietta Matrls.$4.7M2.30%11,414CommonSOLE
25243Q205DEODiageo PLC ADR$4.1M2.04%27,775CommonSOLE
037833100AAPLApple Inc.$4.1M2.00%23,771CommonSOLE
437076102HDHome Depot$3.7M1.81%12,175CommonSOLE
57636Q104MAMastercard, Inc.$3.5M1.74%8,912CommonSOLE
67103H107ORLYO'Reilly Automotive$3.5M1.72%3,855CommonSOLE
191216100KOCoca-Cola Co.$3.4M1.69%61,320CommonSOLE
172908105CTASCintas Corp.$3.4M1.67%7,066CommonSOLE
02079k305Alphabet Inc. Cl A$3.3M1.62%25,185CommonSOLE
949746101WMT2Wells Fargo$3.2M1.57%78,298CommonSOLE
539830109LMTLockheed Martin$2.5M1.21%6,038CommonSOLE
46625H100JPMJPMorgan Chase$2.3M1.14%15,950CommonSOLE
879360105TDYTeledyne Technologies$2.2M1.08%5,365CommonSOLE
023135106AMZNAmazon.com, Inc.$2.1M1.02%16,301CommonSOLE
166764100CVXChevron Corp.$2.0M1.00%12,097CommonSOLE
907818108UNPUnion Pacific$1.9M0.93%9,264CommonSOLE
20030N101CMCSAComcast Corp. A$1.8M0.90%41,250CommonSOLE
530307305LBRDKLiberty Broadband C$1.7M0.83%18,537CommonSOLE
73278L105POOLPool Corp.$1.6M0.79%4,500CommonSOLE
609207105MDLZMondelez Int'l$1.5M0.74%21,550CommonSOLE
126650100CVSCVS Health$1.5M0.72%21,100CommonSOLE
808524102SCHBSchwab US Brd Mkt ETF$1.5M0.72%29,420CommonSOLE
92206c409Vgd S-T Corp Index ETF$1.4M0.71%19,270CommonSOLE
717081103PFEPfizer Inc.$1.4M0.67%41,154CommonSOLE
885160101THOThor Industries$1.4M0.67%14,315CommonSOLE
464287200IVViShares S&P 500 ETF$1.3M0.66%3,142CommonSOLE
254687106DISDisney (Walt)$1.3M0.66%16,500CommonSOLE
580135101MCDMcDonalds Corp.$1.2M0.58%4,460CommonSOLE
459200101IBMInt'l Business Machines$1.2M0.58%8,370CommonSOLE
608190104MHKMohawk Industries$1.1M0.56%13,265CommonSOLE
92206C870VCITVgd I-T Corp Index ETF$1.1M0.55%14,656CommonSOLE
942749102WTSWatts Water Technologies$1.0M0.51%6,000CommonSOLE
693475105PNCPNC Financial$1.0M0.51%8,400CommonSOLE
097023105BABoeing Co.$1.0M0.50%5,335CommonSOLE
921908844VIGVgd Div Apprec ETF$970,3480.48%6,245CommonSOLE
742718109PGProcter & Gamble$919,6470.45%6,305CommonSOLE
904767704Unilever PLC ADR$909,2070.45%18,405CommonSOLE
30231G102XOMExxonMobil Corp.$907,2470.45%7,716CommonNONE
92189F486FLTRVanEck IG FLT Rate ETF$902,1070.44%35,670CommonSOLE
025816109AXPAmerican Express$883,6520.43%5,923CommonSOLE
713448108PEPPepsiCo, Inc.$877,6990.43%5,180CommonSOLE
580589109MGRCMcGrath Rentcorp$872,0880.43%8,700CommonSOLE
921909768VXUSVgd Total Int'l Stock ETF$864,3480.43%16,150CommonSOLE
466032109JJSFJ & J Snack Foods$859,1620.42%5,250CommonSOLE
372460105GPCGenuine Parts$812,8590.40%5,630CommonSOLE
127097103CTRACoterra Energy$757,4000.37%28,000CommonSOLE
808524797SCHDSchwab US Dividend ETF$740,8570.36%10,470CommonSOLE
38141G104GSGoldman Sachs$656,8470.32%2,030CommonSOLE
55825T103MSGSMSG Sports$581,7900.29%3,300CommonSOLE
922042858VWOVgd Emerging Mkts ETF$578,3470.28%14,750CommonSOLE
30303m102Meta Platforms$545,7820.27%1,818CommonSOLE
921937827BSVVgd S-T Bond Index ETF$496,9410.24%6,611CommonSOLE
89417E109TRVTravelers, Inc.$492,0530.24%3,013CommonSOLE
256746108DLTRDollar Tree$487,0090.24%4,575CommonSOLE
g1151c101Accenture PLC$464,6570.23%1,513CommonSOLE
459506101IFFInt'l Flavors & Fragrances$445,8320.22%6,540CommonSOLE
808524805SCHFSchwab Int'l Equity ETF$432,6500.21%12,740CommonSOLE
231561101CWCurtiss-Wright Corp.$430,3860.21%2,200CommonSOLE
737446104POSTPost Holdings$428,7000.21%5,000CommonSOLE
808524870SCHPSchwab US TIPS ETF$414,5730.20%8,211CommonSOLE
09062x103Biogen Inc.$394,5100.19%1,535CommonSOLE
718546104PSXPhillips 66$383,2780.19%3,190CommonSOLE
060505104BACBank of America$382,0880.19%13,955CommonSOLE
531229607Liberty Sirius C$355,8800.18%13,978CommonSOLE
09247X101BLKCHFBlackRock, Inc.$354,2770.17%548CommonSOLE
535555106LNNLindsay Corp.$353,0400.17%3,000CommonSOLE
72201r775PIMCO Active Bond ETF$340,4900.17%3,874CommonSOLE
047726302BATRKAtlanta Braves Holdings$334,0750.16%9,350CommonSOLE
513272104LWLamb Weston$323,6100.16%3,500CommonSOLE
079823100BellRing Brands$309,2250.15%7,500CommonSOLE
12685j105Cable One$307,8200.15%500CommonSOLE
H1467J104CBChubb Limited$300,8200.15%1,445CommonSOLE
384637104GHCGraham Holdings$291,5000.14%500CommonSOLE
922042718VSSVgd Int'l Small Cap ETF$286,7400.14%2,700CommonSOLE
501044101KRKroger Company$281,9250.14%6,300CommonSOLE
922908611VBRVgd Small-Cap Value ETF$279,1070.14%1,750CommonSOLE
808524201SCHXSchwab Large-Cap ETF$257,5540.13%5,090CommonSOLE
92343V104VZVerizon Communications$254,0940.12%7,840CommonSOLE
115637209BF/BBrown Forman B$250,2020.12%4,337CommonSOLE
00206r102AT&T Corp.$245,5770.12%16,350CommonSOLE
67066G104NVDANVIDIA Corp.$217,4950.11%500CommonSOLE
258278100DORMDorman Products$215,9160.11%2,850CommonSOLE
921946406VYMVanguard Hi Div ETF$215,4220.11%2,085CommonSOLE
00090Q103ADTADT Inc.$99,0000.05%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.