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Home > Institutional Investor > Weik Investment Services Inc > Profile

Instuitional Investor - Weik Investment Services Inc

Fund Profile
Filing Period:
Fund Name: Weik Investment Services Inc
Portfolio Value $216,273,861
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 55,609 $20,911,308 9.66%
2.
Berkshire Hathaway Inc
 BRK.A 47,456 $16,925,657 7.82%
3.
Progressive Corp
 PGR 92,305 $14,702,340 6.79%
4.
Tjx Companies Inc
 TJX 117,327 $11,006,446 5.08%
5.
Alphabet Inc.
 GOOG 78,027 $10,996,285 5.08%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)