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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

WEIK CAPITAL MANAGEMENT

Quarter ended Q2 2025 · Filed August 12, 2025 · Accession 0001278793-25-000006

Total Value
$252.7M
Positions
91
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (91)

#IssuerTicker / CUSIPSharesValue% of Filing
1Microsoft Corp.MSFT48,759$24.3M9.60%
2Progressive Corp.74331510385,660$22.9M9.05%
3Berkshire Hathaway BBRK-A41,928$20.4M8.06%
4TJX Companies872540109109,140$13.5M5.33%
5Alphabet Inc. Cl CGOOG73,552$13.0M5.16%
6Walmart Inc.WMT99,843$9.8M3.86%
7Berkshire Hathaway ABRK-A13$9.5M3.75%
8Costco Wholesale22160K1057,595$7.5M2.98%
9Wells Fargo94974610173,533$5.9M2.33%
10Martin Marietta Matrls.57328410610,585$5.8M2.30%
11Nestle Reg ADR64106940651,889$5.2M2.04%
12Cintas Corp.CTAS22,935$5.1M2.02%
13O'Reilly Automotive67103H10754,205$4.9M1.93%
14Mastercard, Inc.MA8,516$4.8M1.89%
15Alphabet Inc. Cl AGOOG25,496$4.5M1.78%
16Coca-Cola Co.KO62,120$4.4M1.74%
17Home DepotHD11,690$4.3M1.70%
18JPMorgan ChaseVYLD14,472$4.2M1.66%
19Amazon.com, Inc.AMZN19,110$4.2M1.66%
20Vgd S-T Corp Index ETF92206c40947,079$3.7M1.48%
21Johnson & JohnsonJNJ22,581$3.4M1.36%
22Lockheed MartinLMT7,060$3.3M1.29%
23UnitedHealth GroupUNH9,824$3.1M1.21%
24Diageo PLC ADRDGEAF28,007$2.8M1.12%
25Vgd I-T Corp Index ETF92206C87033,484$2.8M1.10%
26Apple Inc.AAPL12,959$2.7M1.05%
27Teledyne TechnologiesTDY4,855$2.5M0.98%
28iShares S&P 500 ETF4642872003,715$2.3M0.91%
29Schwab US Brd Mkt ETF80852410291,155$2.2M0.86%
30Disney (Walt)25468710614,855$1.8M0.73%
31Int'l Business MachinesINTR6,125$1.8M0.71%
32American ExpressAXP5,138$1.6M0.65%
33PNC Financial6934751058,470$1.6M0.62%
34NVIDIA Corp.NVDA9,568$1.5M0.60%
35Watts Water TechnologiesWTS6,000$1.5M0.58%
36ExxonMobil Corp.XOM13,429$1.4M0.57%
37Vgd Div Apprec ETF9219088446,625$1.4M0.54%
38Mondelez Int'l60920710519,945$1.3M0.53%
39Pool Corp.POOL4,500$1.3M0.52%
40McDonalds Corp.MCD4,485$1.3M0.52%
41Goldman SachsGSCE1,763$1.2M0.49%
42Chevron Corp.CVX8,600$1.2M0.49%
43Meta PlatformsMETA1,612$1.2M0.47%
44Vgd Total Int'l Stock ETF92190976816,605$1.1M0.45%
45Charter Communications16119P1082,788$1.1M0.45%
46Genuine PartsGPC9,130$1.1M0.44%
47Curtiss-Wright Corp.CW2,200$1.1M0.43%
48Zoetis Inc.ZTS6,830$1.1M0.42%
49Thor Industries88516010111,960$1.1M0.42%
50Leidos HoldingsLDOS6,482$1.0M0.40%
51McGrath RentcorpMGRC8,600$997,2560.39%
52Uber Technologies, Inc.UBER10,685$996,9100.39%
53Coterra EnergyCTRA34,960$887,2850.35%
54Union PacificUNP3,753$863,4900.34%
55Comcast Corp. ACCZ23,025$821,7620.33%
56Boeing Co.BA-PA3,882$813,3950.32%
57LVMH ADR5024413067,340$771,1400.31%
58Mohawk Industries6081901047,030$737,0250.29%
59Schwab US Dividend ETF80852479727,810$736,9650.29%
60MSG Sports55825T1033,515$734,4590.29%
61Vgd Emerging Mkts ETF92204285814,425$713,4600.28%
62PepsiCo, Inc.PEP5,165$681,9870.27%
63Pfizer Inc.PFE24,890$603,3340.24%
64Travelers, Inc.TRV2,235$597,9520.24%
65Vgd Small-Cap Value ETF9229086113,000$585,0300.23%
66Lamb WestonLW11,035$572,1650.23%
67Schwab Int'l Equity ETF80852480525,780$569,7380.23%
68J & J Snack FoodsJJSF5,000$567,0500.22%
69BlackRock, Inc.BLK530$556,1020.22%
70Bank of America06050510411,433$541,0100.21%
71Vgd S&P Sm Cap 600 ETF9219328285,320$538,5440.21%
72Post HoldingsPOST4,800$523,3440.21%
73Atlanta Braves HoldingsBATRB10,350$484,0690.19%
74Graham HoldingsGHM500$473,0850.19%
75Schwab Large-Cap ETF80852420118,545$453,2400.18%
76Accenture PLCACN1,463$437,2760.17%
77BellRing BrandsBRBR7,500$434,4750.17%
78Lindsay Corp.LNN3,000$432,7500.17%
79Procter & Gamble7427181092,640$420,6050.17%
80Chubb LimitedCB1,395$404,1590.16%
81Kroger CompanyKR5,585$400,6120.16%
82MercadoLibre, Inc.MELI130$339,7720.13%
83Vgd Int'l Small-Cap ETF9220427182,500$335,9750.13%
84AT&T Corp.T-PC10,750$311,1050.12%
85Dorman Products2582781002,500$306,6750.12%
86RTX CorporationRTX1,922$280,6500.11%
87Vgd Hi Div ETF9219464061,975$263,2870.10%
88Phillips 66PSX2,010$239,7930.09%
89Allison TransmissionALSN2,500$237,4750.09%
90Intuitive SurgicalISRG412$223,8850.09%
91Science Applications8086251071,800$202,6980.08%