MondegarAI
WEIK CAPITAL MANAGEMENT

Q3 2025 · 13F-HR

WEIK CAPITAL MANAGEMENTholdings as filed

Filed 2025-11-12 · accession 0001278793-25-000009

$268.0M
Reported value
93
Positions
2025-09-30
Period end
View analyzed profile →PRO

The Brief · WEIK CAPITAL MANAGEMENT · Q3 2025

AI · grounded in 13F

WEIK CAPITAL MANAGEMENT established a new position in MSFT valued at $24.99M. The fund also initiated new stakes in PGR for $21.33M and BRK/B for $20.79M. Additional new positions include Alphabet Inc. Cl C at $17.66M and TJX at $15.86M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMicrosoft Corp.$25.0M9.33%48,263CommonSOLE
743315103PGRProgressive Corp.$21.3M7.96%86,385CommonSOLE
084670702BRK/BBerkshire Hathaway B$20.8M7.76%41,369CommonSOLE
02079k107Alphabet Inc. Cl C$17.7M6.59%72,544CommonSOLE
872540109TJXTJX Companies$15.9M5.92%109,785CommonSOLE
931142103WMTWalmart Inc.$10.2M3.81%99,132CommonSOLE
084670108BRK/ABerkshire Hathaway A$9.8M3.66%13CommonNONE
22160K105COSTCostco Wholesale$7.0M2.62%7,582CommonSOLE
573284106MLMMartin Marietta Matrls.$6.7M2.49%10,574CommonSOLE
02079k305Alphabet Inc. Cl A$6.2M2.31%25,471CommonSOLE
949746101WMT2Wells Fargo$6.2M2.30%73,388CommonSOLE
67103H107ORLYO'Reilly Automotive$5.8M2.17%53,960CommonSOLE
57636Q104MAMastercard, Inc.$4.8M1.81%8,516CommonSOLE
437076102HDHome Depot$4.7M1.76%11,654CommonSOLE
172908105CTASCintas Corp.$4.7M1.75%22,910CommonSOLE
641069406NSRGYNestle Reg ADR$4.7M1.75%51,169CommonSOLE
46625H100JPMJPMorgan Chase$4.5M1.69%14,372CommonSOLE
023135106AMZNAmazon.com, Inc.$4.2M1.57%19,107CommonSOLE
191216100KOCoca-Cola Co.$4.2M1.56%62,945CommonSOLE
478160104JNJJohnson & Johnson$4.2M1.55%22,391CommonSOLE
539830109LMTLockheed Martin$3.6M1.34%7,188CommonSOLE
92206C870VCITVgd I-T Corp Index ETF$3.6M1.33%42,502CommonSOLE
92206c409Vgd S-T Corp Index ETF$3.5M1.29%43,226CommonSOLE
91324P102UNHUnitedHealth Group$3.4M1.27%9,868CommonSOLE
037833100AAPLApple Inc.$3.3M1.23%12,959CommonSOLE
879360105TDYTeledyne Technologies$2.8M1.03%4,700CommonSOLE
25243Q205DEODiageo PLC ADR$2.6M0.98%27,587CommonSOLE
464287200IVViShares S&P 500 ETF$2.4M0.89%3,545CommonSOLE
808524102SCHBSchwab US Brd Mkt ETF$2.3M0.85%88,995CommonSOLE
459200101IBMInt'l Business Machines$1.7M0.64%6,125CommonSOLE
254687106DISDisney (Walt)$1.7M0.63%14,805CommonSOLE
693475105PNCPNC Financial$1.7M0.63%8,420CommonSOLE
942749102WTSWatts Water Technologies$1.7M0.63%6,000CommonSOLE
025816109AXPAmerican Express$1.7M0.62%5,038CommonSOLE
67066G104NVDANVIDIA Corp.$1.7M0.62%8,865CommonSOLE
30231G102XOMExxonMobil Corp.$1.5M0.56%13,409CommonSOLE
921908844VIGVgd Div Apprec ETF$1.4M0.54%6,670CommonSOLE
38141G104GSGoldman Sachs$1.4M0.52%1,753CommonSOLE
73278L105POOLPool Corp.$1.4M0.52%4,500CommonSOLE
580135101MCDMcDonalds Corp.$1.4M0.51%4,470CommonSOLE
609207105MDLZMondelez Int'l$1.3M0.50%21,395CommonSOLE
166764100CVXChevron Corp.$1.3M0.49%8,470CommonSOLE
30303m102Meta Platforms$1.3M0.47%1,729CommonSOLE
372460105GPCGenuine Parts$1.3M0.47%9,130CommonSOLE
885160101THOThor Industries$1.2M0.46%11,910CommonSOLE
921909768VXUSVgd Total Int'l Stock ETF$1.2M0.46%16,790CommonSOLE
525327102LDOSLeidos Holdings$1.2M0.46%6,482CommonSOLE
231561101CWCurtiss-Wright Corp.$1.2M0.45%2,200CommonSOLE
90353T100UBERUber Technologies, Inc.$1.0M0.39%10,685CommonSOLE
580589109MGRCMcGrath Rentcorp$1.0M0.38%8,600CommonSOLE
98978V103ZTSZoetis Inc.$992,0500.37%6,780CommonSOLE
502441306LVMUYLVMH ADR$897,7550.33%7,340CommonSOLE
608190104MHKMohawk Industries$888,9030.33%6,895CommonSOLE
907818108UNPUnion Pacific$878,5870.33%3,717CommonSOLE
097023105BABoeing Co.$837,8520.31%3,882CommonSOLE
127097103CTRACoterra Energy$831,5340.31%35,160CommonSOLE
55825T103MSGSMSG Sports$797,9050.30%3,515CommonSOLE
808524797SCHDSchwab US Dividend ETF$750,8860.28%27,505CommonSOLE
16119P108CHTRCharter Communications$747,7350.28%2,718CommonSOLE
922042858VWOVgd Emerging Mkts ETF$727,3660.27%13,425CommonSOLE
20030N101CMCSAComcast Corp. A$681,0280.25%21,675CommonSOLE
713448108PEPPepsiCo, Inc.$669,1970.25%4,765CommonSOLE
922908611VBRVgd Small-Cap Value ETF$626,1300.23%3,000CommonSOLE
89417E109TRVTravelers, Inc.$624,0570.23%2,235CommonSOLE
09290D101BLKBlackRock, Inc.$617,9110.23%530CommonSOLE
808524805SCHFSchwab Int'l Equity ETF$606,0950.23%26,035CommonSOLE
060505104BACBank of America$589,8280.22%11,433CommonSOLE
384637104GHCGraham Holdings$588,6550.22%500CommonSOLE
921932828VIOOVgd S&P Sm Cap 600 ETF$558,9780.21%5,060CommonSOLE
H2927K103AMRZAmrize Ltd$542,3230.20%11,175CommonSOLE
513272104LWLamb Weston$527,6570.20%9,085CommonSOLE
717081103PFEPfizer Inc.$516,9890.19%20,290CommonSOLE
737446104POSTPost Holdings$515,9040.19%4,800CommonSOLE
808524201SCHXSchwab Large-Cap ETF$514,8150.19%19,545CommonSOLE
466032109JJSFJ & J Snack Foods$480,4500.18%5,000CommonSOLE
047726302BATRKAtlanta Braves Holdings$430,4560.16%10,350CommonSOLE
535555106LNNLindsay Corp.$421,6800.16%3,000CommonSOLE
H1467J104CBChubb Limited$393,7390.15%1,395CommonSOLE
258278100DORMDorman Products$389,7000.15%2,500CommonSOLE
501044101KRKroger Company$376,4850.14%5,585CommonSOLE
742718109PGProcter & Gamble$372,2940.14%2,423CommonSOLE
g1151c101Accenture PLC$360,7760.13%1,463CommonSOLE
922042718VSSVgd Int'l Small-Cap ETF$356,3750.13%2,500CommonSOLE
75513E101RTXRTX Corporation$321,6080.12%1,922CommonSOLE
58733R102MELIMercadoLibre, Inc.$303,8020.11%130CommonSOLE
00206r102AT&T Corp.$299,3440.11%10,600CommonSOLE
921946406VYMVgd Hi Div ETF$278,3760.10%1,975CommonSOLE
079823100BRBR1USDBellRing Brands$272,6250.10%7,500CommonSOLE
718546104PSXPhillips 66$256,3980.10%1,885CommonSOLE
55826T102SPHRSphere Entertainment$248,4800.09%4,000CommonSOLE
01973R101ALSNAllison Transmission$212,2000.08%2,500CommonSOLE
477839104JBTMJBT Marel Corp.$210,6750.08%1,500CommonSOLE
624756102MLIMueller Industries, Inc.$202,2200.08%2,000CommonSOLE

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.