WEIK INVESTMENT SERVICES INC

RIA/Wealth

WEIK INVESTMENT SERVICES INC is a RIA/Wealth based in Wyomissing, PA led by Thomas Wilbur Weik, reporting $305.2M in AUM as of Q3 2025 with 52% concentrated in top 10 holdings.

PresidentThomas Wilbur Weik

Portfolio Value: $268.0M
Positions: 93
Top Holding: MSFT at 9.33%
Last Reported: Q3 2025

Address18 Commerce Drive, Wyomissing, PA, 19610-1068, United States

Top Holdings

Largest long holdings in WEIK INVESTMENT SERVICES INC's portfolio (52.5% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Microsoft MSFT	Software - Infrastructure Technology	$25.0M	9.33%	-$256.9K Sold	0.00% 48.3K shares	≤ Q2 2013 Held for 12y 6m+
2 Progressive PGR	Insurance - Property & Casualty Financial Services	$21.3M	7.96%	+$179.0K Bought	0.01% 86.4K shares	≤ Q2 2013 Held for 12y 6m+
3 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$20.8M	7.76%	-$281.0K Sold	0.00% 41.4K shares	Q4 2019 Held for 6 years
4 Alphabet Inc. GOOG	Internet Content & Information Communication Services	$17.7M	6.59%	-$245.5K Sold	0.00% 72.5K shares	Q2 2014 Held for 11y 6m
5 TJX Companies TJX	Apparel - Retail Consumer Cyclical	$15.9M	5.92%	+$93.2K Bought	0.01% 109.8K shares	≤ Q2 2013 Held for 12y 6m+
6 Walmart WMT	Discount Stores Consumer Defensive	$10.2M	3.81%	-$73.3K Sold	0.00% 99.1K shares	≤ Q2 2013 Held for 12y 6m+
7 Berkshire Hathaway BRK.A	Insurance - Diversified Financial Services	$9.8M	3.66%	—	0.00% 13.0 shares	Q4 2019 Held for 6 years
8 Costco Wholesale COST	Discount Stores Consumer Defensive	$7.0M	2.62%	-$12.0K Sold	0.00% 7.6K shares	≤ Q2 2013 Held for 12y 6m+
9 Martin Marietta Materials MLM	Construction Materials Basic Materials	$6.7M	2.49%	-$6.9K Sold	0.02% 10.6K shares	≤ Q2 2013 Held for 12y 6m+
10 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$6.2M	2.31%	-$6.1K Sold	0.00% 25.5K shares	≤ Q2 2013 Held for 12y 6m+

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in WEIK INVESTMENT SERVICES INC's latest filing

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Market Value

$268.0M

Prior: $252.7M

Q/Q Change

+6.04%

+$15.3M

Net Flows % of MV

-0.094%

Turnover Ratio

1.02%

New Purchases

4 stocks

$1.2M

Added To

13 stocks

+$1.4M

Sold Out Of

2 stocks

$426.6K

Reduced Holdings

43 stocks

-$2.4M

Increased Positions

Position	Shares Δ	Change
1 Amrize Ltd AMRZ	New	0 → 11.2K +$542.3K
2 Sphere Entertainment SPHR	New	0 → 4.0K +$248.5K
3 JBT Marel Corporation JBTM	New	0 → 1.5K +$210.7K
4 Mueller Industries MLI	New	0 → 2.0K +$202.2K
5 Vanguard Intermediate-Term Corporate Bond VCIT	+26.93%	33.5K → 42.5K +$758.5K

Decreased Positions

Position	Shares Δ	Change
1 Intuitive Surgical ISRG	Sold	412.0 → 0 −$223.9K
2 Science Applications International Corporation SAIC	Sold	1.8K → 0 −$202.7K
3 Pfizer PFE	-18.48%	24.9K → 20.3K −$117.2K
4 Lamb Weston LW	-17.67%	11.0K → 9.1K −$113.3K
5 Procter & Gamble PG	-8.22%	2.6K → 2.4K −$33.3K