Portfolio (Quarterly) Guide ↗

WEIK CAPITAL MANAGEMENT

· CIK 0001278793

13F Portfolio $251M AUM 90 positions Filed May 12, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 2 New 12 Added 41 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	—	Amrize Ltd	—	11,225	$607K	0.23%	SOLD
2	ADBE	Adobe Inc.	Technology	1,389	$486K	0.18%	SOLD
3	—	JBT Marel Corp.	—	1,500	$226K	0.09%	SOLD
4	—	BellRing Brands	—	7,500	$200K	0.07%	SOLD

Sector Allocation

Financial Services 19.5%

Consumer Cyclical 17.2%

Communication Services 15.6%

Consumer Defensive 14.6%

Technology 14.5%

Industrials 8.7%

Healthcare 3.9%

Basic Materials 3.1%

Energy 2.7%