Long-term investor
Weik Capital Management @weikcapitalmanagement
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001278793).
Record
- Tracked since 2025-06-30 (434 days), 38 trades recorded
- Returns: week n/a · month n/a · 90 days +5.7% · 6 months +2.5% · 1 year +8.8% · all +8.8%
- Max drawdown -4.3% · Sharpe 0.36 · win rate 33% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- GOOG · 8.6% · long · since 2025-06-30
- BRK-B · 7.7% · long · since 2025-06-30
- PGR · 7.3% · long · since 2025-06-30
- MSFT · 6.7% · long · since 2025-06-30
- TJX · 5.8% · long · since 2025-06-30
- WMT · 3.8% · long · since 2025-06-30
- BRKA · 3.5% · long · since 2025-06-30
- GOOGL · 3.0% · long · since 2025-06-30
- COST · 2.4% · long · since 2025-06-30
- WFC · 2.3% · long · since 2025-06-30
- MLM · 2.3% · long · since 2025-06-30
- NSRGY · 1.9% · long · since 2025-06-30