Fund HoldingsREIK & CO., LLC

Total Portfolio Value
$429.72M
Total Bought
$1.09M
Total Sold
$34.10M
Net Transaction
-$33.01M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
CHURCH AND DWIGHT CO(CHD)1,284,0981,281,560-2,538134,458141,08732.83%+6,629
BERKSHIRE HATHAWAY INC79,52479,356-16836,04742,2639.84%+6,217
CINTAS CORP(CTAS)245,343244,999-34444,82450,35511.72%+5,530
MCCORMICK AND CO INC(MKC)463,068457,185-5,88335,30437,6318.76%+2,327
COCA COLA CO(KO)113,517113,51707,0688,1301.89%+1,063
MORGAN STANLEY INSTL LIQ TR19,977,01221,015,627+1,038,61519,97721,0164.89%+1,039
CHEVRON CORP NEW(CVX)24,03324,03303,4814,0200.94%+540
NETFLIX(NFLX)12,97212,918-5411,56212,0462.80%+484
SHELL PLC SPON ADS(SHEL)45,06644,001-1,0652,8233,2240.75%+401
JOHNSON AND JOHNSON(JNJ)15,47915,449-302,2392,5620.60%+323
STARBUCKS CORP(SBUX)43,47143,148-3233,9674,2320.98%+266
SMUCKER J M CO NEW(SJM)54,01551,889-2,1265,9486,1441.43%+196
ABBVIE INC COM(ABBV)4,5004,450-508009320.22%+133
IBM(IBM)3,0723,07206757640.18%+89
ABBOTT LABS4,6134,494-1195225960.14%+74
VERIZON COMMUNICATIONS(VZ)12,46312,46304985650.13%+67
FASTENAL CO(FAST)11,60011,60008349000.21%+65
BOSWELL J G CO4,7635,263+5002,6052,6530.62%+47
AUTOMATIC DATA PROCESSING4,2754,235-401,2511,2940.30%+43
MERCEDES BENZ GROUP AG REG10,95510,95506056450.15%+40
PROCTER AND GAMBLE CO(PG)12,13512,078-572,0342,0580.48%+24
EXXON MOBILE CORP COM2,0872,08702242480.06%+24
COLGATE PALMOLIVE CO(CL)8,1158,11507387600.18%+23
JP MORGAN CHASE AND CO(JPM)2,7322,73206556700.16%+15
WD 40 CO(WDFC)10,80010,80002,6212,6350.61%+14
DAIMLER TRUCK HLDG AF SPONSOR11,02011,02002102210.05%+11
KELLOGG CO4,2104,21003413470.08%+6
OMEGA HEALTHCARE INC(OHI)12,30512,30504664690.11%+3
FEDERATED HERMES MONEY MKT US236,688239,168+2,4802372390.06%+2
FORD MTR CO DEL(F)17,81917,81901761790.04%+2
FIDELITY INV MM TREASU RY INSTL90,41190,411090900.02%0
TEJON RANCH CO DEL46,87946,87907457430.17%-2
WAL MART STORES INC(WMT)2,7002,70002442370.06%-7
PEPSICO INC(PEP)4,3054,30506556450.15%-9
UBS MONEY SER PRIME RESRV FD680,866664,662-16,2046816650.15%-16
MORGAN STANLEY COM(MS)1,8001,80002262100.05%-16
MERCK AND COMPANY(MRK)2,9142,91402902620.06%-28
ANALOG DEVICES INC(ADI)2,7452,74505835540.13%-30
CORNING(GLW)18,83018,83008958620.20%-33
PFIZER INC(PFE)33,33633,33608838450.20%-39
MERCK KGAA SHS4,0004,00006065660.13%-41
ISHARES TR CORE SP 500 ET1,5161,51608928520.20%-41
INVESCO DWA TECH MOMENT
DORSEY WRGT TECH
3,6003,60002612120.05%-49
FIDELITY NEWBURY STR TR TREAS88,16429,839-58,32588300.01%-58
BLACKSTONE GROUP INC CL A(BX)2,4252,42504183390.08%-79
TOOTSIE ROLL INDS INC(TR)15,06512,862-2,2034874050.09%-82
HOME DEPOT INC(HD)2,9172,846-711,1351,0430.24%-92
DISNEY WALT PRODTNS(DIS)8,3188,305-139268200.19%-107
ACCENTURE PLC IRELAND
SHS CLASS A
2,6902,69009468390.20%-107
BLACKROCK LIQ TEMP FUND112,3250-112,3251120-112
NVIDIA CORP(NVDA)6,1006,10008196610.15%-158
IRON MTN INC NEW(IRM)14,08013,980-1001,4801,2030.28%-277
APPLE COMPUTER INC(AAPL)17,99917,849-1504,5073,9650.92%-543
MICROSOFT(MSFT)14,33014,230-1006,0405,3421.24%-698
US BANCORP DEL NEW(USB)606,154603,165-2,98928,99225,4665.93%-3,527
WILLIAM SONOMA INC(WSM)215,598214,941-65739,92433,9827.91%-5,942
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