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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 $252,715,860
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 48,759 $24,253,346 9.6%
2.
Progressive Corp
 PGR 85,660 $22,859,228 9.05%
3.
Berkshire Hathaway Inc
 BRK.A 41,928 $20,367,364 8.06%
4.
Tjx Companies Inc
 TJX 109,140 $13,477,699 5.33%
5.
Alphabet Inc.
 GOOGL 73,552 $13,047,313 5.16%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)