SEC 13F Intelligence

Managers / Q1 2026

WEIK CAPITAL MANAGEMENT

CIK 0001278793 · 18 COMMERCE DRIVE, WYOMISSING, PA, 19610 · 610-376-2240

Reported Value
$251M
Q1 2026
Positions
90
Filings on Record
30
2019–present window
Filed
May 12, 2026
original filing

Summary

Weik Capital Management reported $251M in U.S.-listed holdings across 90 positions for Q1 2026.

Its largest position, BRK/B, represents 7.8% of the portfolio.

Compared with Q4 2025, the fund opened 2 new positions and exited 4.

Portfolio Metrics

Turnover
+3.1%
vs prior filed quarter
Top-10 Concentration
+51.4%
share of reported value
Largest Position
+7.8%
Berkshire Hathaway B
New / Exited
2 / 4
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $184MQ4 ’18Q1 ’19: $205MQ2 ’19: $209MQ3 ’19: $209MQ4 ’19: $221MQ4 ’19Q1 ’20: $175MQ2 ’20: $185MQ3 ’20: $205MQ4 ’20: $223MQ4 ’20Q1 ’21: $236MQ2 ’21: $257MQ3 ’21: $242MQ4 ’21: $264MQ4 ’21Q1 ’22: $254MQ2 ’22: $219MQ3 ’22: $200MQ1 ’23: $218,590Q1 ’23Q3 ’23: $203MQ4 ’23: $216MQ1 ’24: $235MQ2 ’24: $234MQ2 ’24Q3 ’24: $248MQ4 ’24: $246MQ1 ’25: $246MQ2 ’25: $253MQ2 ’25Q3 ’25: $268MQ4 ’25: $267MQ1 ’26: $251Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 78.5%Other: 12.0%ETP: 6.4%ADR: 3.1%
  • Common Stock · 78.5% · $197M
  • Other · 12.0% · $30M
  • ETP · 6.4% · $16M
  • ADR · 3.1% · $8M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
VSNTVersant Media GroupNEW+32.2K32.2K+$1M$1M
AIRAAR Corp.NEW+2.0K2.0K+$218,920$218,920
MLB1MercadoLibre, Inc.ADDED+235365+$369,238$631,092
Amrize LtdSOLD OUT11.2K0$607,048$0
ADBEAdobe Inc.SOLD OUT1.4K0$486,136$0
JBTJBT Marel Corp.SOLD OUT1.5K0$226,005$0
BellRing BrandsSOLD OUT7.5K0$200,475$0
UBERUber Technologies, Inc.ADDED+5.0K16.0K+$252,577$1M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2026

49 positions
#IssuerClass% PortfolioValueShares
1Alphabet Inc. Cl CCOM10.04%$25M87.9K
2BRK/BBerkshire Hathaway Bhistory →COM7.84%$20M41.1K
3MSFTMicrosoft Corp.history →COM6.99%$18M47.5K
4PGRProgressive Corp.history →COM6.99%$18M88.5K
5TJXTJX Companieshistory →COM6.44%$16M101.4K
6WMTWalmart Inc.history →COM4.44%$11M89.7K
7BRK/ABerkshire Hathaway Ahistory →COM3.43%$9M12
8COSTCostco Wholesalehistory →COM2.81%$7M7.1K
9MLMMartin Marietta Matrls.history →COM2.45%$6M10.4K
10WFCWells Fargohistory →COM2.33%$6M73.6K
11Nestle Reg ADRCOM1.99%$5M50.3K
12ORLYO'Reilly Automotivehistory →COM1.93%$5M52.6K
13JNJJohnson & Johnsonhistory →COM1.85%$5M19.0K
14MAMastercard, Inc.history →COM1.77%$4M8.9K
15Vgd I-T Corp Index ETFETF1.77%$4M53.7K
16LMTLockheed Martinhistory →COM1.77%$4M7.3K
17JPMJPMorgan Chasehistory →COM1.64%$4M14.0K
18KOCoca-Cola Co.history →COM1.62%$4M53.7K
19AMZNAmazon.com, Inc.history →COM1.58%$4M19.1K
20CITCintas Corp.history →COM1.47%$4M21.9K
21HDHome Depothistory →COM1.47%$4M11.2K
22Vgd S-T Corp Index ETFETF1.31%$3M41.5K
23AAPLApple Inc.history →COM1.30%$3M12.8K
24TDYTeledyne Technologieshistory →COM1.07%$3M4.4K
25UNHUnitedHealth Grouphistory →COM1.03%$3M9.5K
26EXMOCExxonMobil Corp.COM0.90%$2M13.4K
27iShares S&P 500 ETFETF0.90%$2M3.4K
28Schwab US Brd Mkt ETFETF0.85%$2M85.1K
29NVDANVIDIA Corp.COM0.78%$2M11.3K
30DGEDDiageo PLC ADRCOM0.74%$2M25.0K
31PNCPNC FinancialCOM0.72%$2M8.7K
32CHVChevron Corp.COM0.68%$2M8.3K
33WTSWatts Water TechnologiesCOM0.68%$2M5.8K
34IBMInt'l Business MachinesCOM0.60%$2M6.2K
35AXPAmerican ExpressCOM0.59%$1M4.9K
36DISDisney (Walt)COM0.59%$1M15.3K
37Vgd Div Apprec ETFETF0.57%$1M6.6K
38GSGoldman SachsCOM0.56%$1M1.6K
39MCDMcDonalds Corp.COM0.54%$1M4.4K
40CWCurtiss-Wright Corp.COM0.54%$1M2.0K
41Vgd Total Int'l Stock ETFETF0.53%$1M17.3K
42MDLZMondelez Int'lCOM0.49%$1M21.4K
43VSNTVersant Media GroupCOM0.47%$1M32.2K
44UBERUber Technologies, Inc.COM0.46%$1M16.0K
45MSGSMSG SportsCOM0.42%$1M3.3K
46Meta PlatformsCOM0.40%$1M1.8K
47CTRACoterra EnergyCOM0.40%$1M28.5K
48LDOSLeidos HoldingsCOM0.39%$984,7536.3K
49THOThor IndustriesCOM0.38%$949,49311.9K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$251M90May 12, 202613F-HRchanges · EDGAR ↗
Q4 2025$267M92Feb 11, 202613F-HRchanges · EDGAR ↗
Q3 2025$268M93Nov 12, 202513F-HRchanges · EDGAR ↗
Q2 2025$253M91Aug 12, 202513F-HRchanges · EDGAR ↗
Q1 2025$246M91May 13, 202513F-HRchanges · EDGAR ↗
Q4 2024$246M93Feb 12, 202513F-HRchanges · EDGAR ↗
Q3 2024$248M93Nov 13, 202413F-HRchanges · EDGAR ↗
Q2 2024$234M93Aug 9, 202413F-HRchanges · EDGAR ↗
Q1 2024$235M96May 14, 202413F-HRchanges · EDGAR ↗
Q4 2023$216M90Feb 13, 202413F-HRchanges · EDGAR ↗
Q3 2023$203M95Nov 13, 202313F-HRchanges · EDGAR ↗
Q2 2023Under review96Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$218,590100May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022Under review100Feb 10, 202313F-HRchanges · EDGAR ↗
Q3 2022$200M101Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$219M104Aug 12, 202213F-HRchanges · EDGAR ↗
Q1 2022$254M107May 13, 202213F-HRchanges · EDGAR ↗
Q4 2021$264M107Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$242M109Nov 12, 202113F-HRchanges · EDGAR ↗
Q2 2021$257M115Aug 11, 202113F-HRchanges · EDGAR ↗
Q1 2021$236M111May 12, 202113F-HRchanges · EDGAR ↗
Q4 2020$223M111Feb 12, 202113F-HRchanges · EDGAR ↗
Q3 2020$205M107Nov 12, 202013F-HRchanges · EDGAR ↗
Q2 2020$185M104Aug 13, 202013F-HRchanges · EDGAR ↗
Q1 2020$175M107May 13, 202013F-HRchanges · EDGAR ↗
Q4 2019$221M118Feb 14, 202013F-HRchanges · EDGAR ↗
Q3 2019$209M115Nov 12, 201913F-HRchanges · EDGAR ↗
Q2 2019$209M118Aug 9, 201913F-HRchanges · EDGAR ↗
Q1 2019$205M122May 9, 201913F-HRchanges · EDGAR ↗
Q4 2018$184M120Feb 12, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.