Fund HoldingsREIK & CO., LLC

Total Portfolio Value
$383.92M
Total Bought
$1.30M
Total Sold
$25.59M
Net Transaction
-$24.29M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
WILLIAM SONOMA INC(WSM)206,215205,533-68237,59947,91012.48%+10,311
US BANCORP DEL NEW(USB)512,514510,233-2,28126,65630,8188.03%+4,162
CHURCH AND DWIGHT CO(CHD)1,175,7611,171,022-4,739109,722113,44929.55%+3,727
CORNING(GLW)17,97117,97102,4444,5901.20%+2,147
BERKSHIRE HATHAWAY INC72,93172,471-46034,94936,2649.45%+1,315
APPLE COMPUTER INC(AAPL)16,84916,84904,2764,8751.27%+599
SMUCKER J M CO NEW(SJM)44,41243,287-1,1254,2834,8701.27%+587
WD 40 CO(WDFC)10,80010,80002,2032,6310.69%+429
STARBUCKS CORP(SBUX)37,71937,082-6373,3793,7890.99%+410
COCA COLA CO(KO)76,15675,931-2255,7926,1711.61%+379
APPLIED MATLS INC0500+50003620.09%+362
JP MORGAN CHASE AND CO(JPM)9,5909,59002,8213,1390.82%+318
ADVANCED MICRO DEVICES INC(AMD)0500+50002900.08%+290
IRON MTN INC NEW(IRM)12,48012,280-2001,2751,5510.40%+276
MODERNA INC(MRNA)03,830+3,83002680.07%+268
INTEL CORP(INTC)01,845+1,84502580.07%+258
ANALOG DEVICES INC(ADI)2,4902,49007929890.26%+197
INVESCO DWA TECH MOMENT
DORSEY WRGT TECH
3,6003,60003114910.13%+180
MERCK KGAA SHS4,0004,00004976710.17%+175
NVIDIA CORP(NVDA)6,1006,10001,0641,2210.32%+157
ISHARES TR CORE SP 500 ET1,5161,51609901,1350.30%+145
JOHNSON AND JOHNSON(JNJ)15,09915,09903,6913,8351.00%+144
ABBVIE INC COM(ABBV)4,0704,07008851,0240.27%+139
IBM(IBM)3,0723,07207458640.23%+119
CINTAS CORP(CTAS)240,019239,356-66340,59740,71010.60%+113
FIDELITY INV MM TREASU RY INSTL125,000210,000+85,0001252100.05%+85
MORGAN STANLEY COM(MS)1,8001,80002963760.10%+80
AUTOMATIC DATA PROCESSING3,8203,82007768550.22%+79
HOME DEPOT INC(HD)2,5562,55608419010.23%+61
OMEGA HEALTHCARE INC(OHI)11,10511,10504875290.14%+43
FORD MTR CO DEL(F)17,81917,81902062480.06%+42
MICROSOFT(MSFT)14,21314,21305,2615,3021.38%+41
FASTENAL CO(FAST)20,88020,88009691,0030.26%+34
BLACKSTONE GROUP INC CL A(BX)2,4252,42502792850.07%+6
UBS MONEY SER PRIME RESRV FD579,012584,234+5,2225795840.15%+5
DAIMLER TRUCK HLDG AF SPONSOR10,87510,87502602620.07%+3
FEDERATED HERMES MONEY MKT US220,905222,867+1,9622212230.06%+2
FIDELITY HEREFORD STR TR GOV M15,26615,456+19015150.00%0
FIDELITY NEWBURY STR TR TREAS120,107115,039-5,0681201150.03%-5
TEJON RANCH CO DEL46,87946,87908838770.23%-7
DISNEY WALT PRODTNS(DIS)6,9686,820-1486726560.17%-15
MERCK AND COMPANY(MRK)2,9142,522-3923513240.08%-26
ACCENTURE PLC IRELAND
SHS CLASS A
2,4203,623+1,2034804510.12%-29
WAL MART STORES INC(WMT)2,7002,70003363060.08%-30
TOOTSIE ROLL INDS INC(TR)13,24613,24605665240.14%-42
ABBOTT LABS4,0594,05904173680.10%-48
BOSWELL J G CO4,1294,019-1102,2712,2180.58%-52
COLGATE PALMOLIVE CO(CL)6,4985,400-1,0985544950.13%-59
EXXON MOBILE CORP COM2,0872,08703542850.07%-69
PEPSICO INC(PEP)3,9203,92006095310.14%-78
FEDEX CORP(FDX)1,8901,89006735920.15%-81
VERIZON COMMUNICATIONS(VZ)11,40311,40305724830.13%-90
PROCTER AND GAMBLE CO(PG)8,3217,513-8081,2021,1020.29%-100
PFIZER INC(PFE)28,99328,99308146980.18%-116
MERCEDES BENZ GROUP AG REG10,81010,81006625420.14%-120
MCCORMICK AND CO INC(MKC)427,692421,227-6,46521,57321,2385.53%-335
MORGAN STANLEY INSTL LIQ TR14,354,25014,001,094-353,15614,35414,0013.65%-353
SHELL PLC SPON ADS(SHEL)24,57224,307-2652,2851,8850.49%-400
CHEVRON CORP NEW(CVX)30,53030,53006,3175,0611.32%-1,256
NETFLIX(NFLX)116,071114,821-1,25011,1608,1982.14%-2,962
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