Weik Capital Management
Weik Capital Management is an SEC-registered investment adviser based in Wyomissing, Pennsylvania. Founded prior to 2006 (exact date not found), the firm provides asset management services with a focus on private accounts for individuals, high net worth clients, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and corporations. As of March 2025, Weik Capital Management manages approximately $305 million in assets and employs 8 professionals, with a majority involved directly in investment management. The firm is structured as an independent asset manager serving predominantly United States clients.
Investment Strategy
Weik Capital Management employs an active investment strategy focused on constructing private account portfolios, primarily with equity allocations. The firm manages composites such as the Weik Equities Only Composite and the Weik Growth Portfolio Composite, targeting at least 76% allocation to equities in growth portfolios. Their approach emphasizes long-term capital appreciation and the reinvestment of dividends, with portfolio discretion over more than 95% of assets. Portfolios are tailored for clients and may differ based on prevailing economic circumstances. The investment philosophy and methodology are rooted in disciplined equity selection and risk management, though all investments carry the risk of loss.
Top Holdings
Equity Positions (90)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | Microsoft Corp. | 9.60% | $24.3M | 48,759 | $25.91 | $497.41 | +$5.6M |
P PGR | Progressive Corp. | 9.05% | $22.9M | 85,660 | $24.36 | $266.86 | -$1.6M |
B BRK-B | Berkshire Hathaway B | 8.06% | $20.4M | 41,928 | $94.75 | $485.77 | -$2.2M |
T TJX | TJX Companies | 5.33% | $13.5M | 109,140 | $8.80 | $123.49 | +$132.1K |
G GOOG | Alphabet Inc. Cl C | 5.16% | $13.0M | 73,552 | $43.28 | $177.39 | +$1.5M |