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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 Chg Shares Chg % Period Price ① Since Period ①
1 VSNT Versant Media Group Industrials 32,161.0 $1.2M 0.47% NEW $37.02 +4.3%
2 AIR AAR Corp. Industrials 2,000.0 $219K 0.09% NEW $109.46 +15.6%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 21.6%
Consumer Cyclical 19.0%
Consumer Defensive 16.2%
Technology 16.0%
Industrials 9.6%
Communication Services 6.7%
Healthcare 4.3%
Basic Materials 3.5%
Energy 3.0%