REIK & CO., LLC

data from 30/09/2025

Capitalization

$ 389.302 M -2.81 %

Average holding period

41 ans

Performance

$ 468.118 M 90 160.69 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in REIK & CO., LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 CHD CHURCH AND DWIGHT CO 26.91% 104.771 M $ 1195603 2006/12/31 -10.223 M $ -8.82 %
2025/09/30 CTAS CINTAS CORP 12.80% 49.825 M $ 242741 2006/12/31 -4.299 M $ -7.90 %
2025/09/30 WSM WILLIAM SONOMA INC 10.64% 41.424 M $ 211941 2006/12/31 6.799 M $ 19.64 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC 9.74% 37.909 M $ 75405 2011/06/30 1.294 M $ 3.49 %
2025/09/30 MKC MCCORMICK AND CO INC 7.57% 29.464 M $ 440356 2006/12/31 -3.997 M $ -11.75 %
2025/09/30 USB US BANCORP DEL NEW 6.40% 24.907 M $ 515356 2006/12/31 1.592 M $ 6.81 %
2025/09/30 MORGAN STANLEY INSTL LIQ TR 5.07% 19.750 M $ 19750470 2024/09/30 0.000 $ 0.00 %
2025/09/30 NFLX NETFLIX 3.68% 14.319 M $ 11943 2020/06/30 -1.705 M $ -10.47 %
2025/09/30 MSFT MICROSOFT 1.93% 7.506 M $ 14492 2013/12/31 300.582 K $ 4.13 %
2025/09/30 SJM SMUCKER J M CO NEW 1.31% 5.104 M $ 47002 2006/12/31 492.928 K $ 10.59 %
2025/09/30 KO COCA COLA CO 1.28% 4.996 M $ 75333 2006/12/31 -335.718 K $ -6.26 %
2025/09/30 CVX CHEVRON CORP NEW 1.22% 4.741 M $ 30530 2006/12/31 369.412 K $ 8.45 %
2025/09/30 AAPL APPLE COMPUTER INC 1.17% 4.545 M $ 17849 2014/03/31 882.811 K $ 24.11 %
2025/09/30 SBUX STARBUCKS CORP 0.92% 3.599 M $ 42541 2008/06/30 -302.803 K $ -7.67 %
2025/09/30 JPM JP MORGAN CHASE AND CO 0.78% 3.025 M $ 9590 2013/09/30 235.039 K $ 8.80 %
2025/09/30 JNJ JOHNSON AND JOHNSON 0.74% 2.865 M $ 15449 2006/12/31 504.718 K $ 21.39 %
2025/09/30 BOSWELL J G CO 0.60% 2.330 M $ 4663 2008/06/30 -211.047 K $ -8.30 %
2025/09/30 WDFC WD 40 CO 0.55% 2.134 M $ 10800 2023/06/30 -329.292 K $ -13.37 %
2025/09/30 SHEL SHELL PLC SPON ADS 0.48% 1.885 M $ 26351 2022/03/31 29.580 K $ 1.59 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.41% 1.608 M $ 10463 2006/12/31 -68.482 K $ -3.56 %
2025/09/30 GLW CORNING 0.40% 1.550 M $ 18896 2015/06/30 554.355 K $ 55.98 %
2025/09/30 IRM IRON MTN INC NEW 0.37% 1.425 M $ 13980 2020/09/30 -8.807 K $ -0.61 %
2025/09/30 ADP AUTOMATIC DATA PROCESSING 0.32% 1.243 M $ 4235 2013/12/31 -63.101 K $ -4.83 %
2025/09/30 HD HOME DEPOT INC 0.30% 1.153 M $ 2846 2014/06/30 109.713 K $ 10.51 %
2025/09/30 NVDA NVIDIA CORP 0.29% 1.138 M $ 6100 2023/06/30 174.399 K $ 18.10 %
2025/09/30 FAST FASTENAL CO 0.29% 1.138 M $ 23200 2015/12/31 163.327 K $ 16.76 %
2025/09/30 ABBV ABBVIE INC COM 0.26% 1.030 M $ 4450 2020/12/31 204.343 K $ 24.74 %
2025/09/30 IVV ISHARES TR CORE SP 500 ET 0.26% 1.015 M $ 1516 2023/06/30 73.374 K $ 7.80 %
2025/09/30 IBM IBM 0.22% 866.796 K $ 3072 2006/12/31 -38.768 K $ -4.28 %
2025/09/30 PFE PFIZER INC 0.22% 849.401 K $ 33336 2013/12/31 41.336 K $ 5.12 %
2025/09/30 DIS DISNEY WALT PRODTNS 0.22% 848.445 K $ 7410 2020/12/31 -73.274 K $ -7.67 %
2025/09/30 TRC TEJON RANCH CO DEL 0.19% 749.127 K $ 46879 2006/12/31 -45.941 K $ -5.78 %
2025/09/30 MERCEDES BENZ GROUP AG REG 0.17% 680.057 K $ 10810 2006/12/31 50.374 K $ 8.00 %
2025/09/30 ADI ANALOG DEVICES INC 0.17% 674.447 K $ 2745 2017/06/30 21.081 K $ 3.23 %
2025/09/30 ACN ACCENTURE PLC IRELAND 0.17% 663.354 K $ 2690 2014/12/31 -140.660 K $ -17.49 %
2025/09/30 UBS MONEY SER PRIME RESRV FD 0.16% 617.376 K $ 617376 2024/09/30 0.000 $ 0.00 %
2025/09/30 PEP PEPSICO INC 0.16% 604.594 K $ 4305 2013/12/31 36.162 K $ 6.36 %
2025/09/30 ABT ABBOTT LABS 0.15% 601.926 K $ 4494 2015/03/31 -9.302 K $ -1.52 %
2025/09/30 CL COLGATE PALMOLIVE CO 0.15% 576.367 K $ 7210 2006/12/31 -88.940 K $ -12.06 %
2025/09/30 VZ VERIZON COMMUNICATIONS 0.14% 547.749 K $ 12463 2013/12/31 8.474 K $ 1.57 %
2025/09/30 TR TOOTSIE ROLL INDS INC 0.14% 539.091 K $ 12861 2006/12/31 108.932 K $ 25.32 %
2025/09/30 MRK.DE MERCK KGAA SHS 0.13% 522.440 K $ 4000 2015/12/31 -2.199 K $ -0.42 %
2025/09/30 OHI OMEGA HEALTHCARE INC 0.13% 519.517 K $ 12305 2013/12/31 68.538 K $ 15.20 %
2025/09/30 FDX FEDEX CORP 0.13% 489.306 K $ 2075 2025/09/30 0.000 $ 0.00 %
2025/09/30 BX BLACKSTONE GROUP INC CL A 0.11% 414.311 K $ 2425 2021/06/30 51.579 K $ 14.22 %
2025/09/30 MS MORGAN STANLEY COM 0.07% 286.128 K $ 1800 2024/12/31 32.579 K $ 12.85 %
2025/09/30 WMT WAL MART STORES INC 0.07% 278.262 K $ 2700 2024/09/30 14.256 K $ 5.40 %
2025/09/30 PTF INVESCO DWA TECH MOMENT 0.07% 269.352 K $ 3600 2024/03/31 23.507 K $ 9.56 %
2025/09/30 MRK MERCK AND COMPANY 0.06% 244.572 K $ 2914 2018/09/30 13.899 K $ 6.03 %
2025/09/30 XOM EXXON MOBILE CORP COM 0.06% 235.309 K $ 2087 2022/12/31 10.330 K $ 4.59 %
2025/09/30 DAIMLER TRUCK HLDG AF SPONSOR 0.06% 223.699 K $ 10875 2021/12/31 -32.733 K $ -12.77 %
2025/09/30 FEDERATED HERMES MONEY MKT US 0.06% 216.866 K $ 216866 2024/09/30 0.000 $ 0.00 %
2025/09/30 F FORD MTR CO DEL 0.05% 213.115 K $ 17819 2009/03/31 19.779 K $ 10.23 %
2025/09/30 FIDELITY INV MM TREASU RY INSTL 0.02% 90.411 K $ 90411 2023/06/30 0.000 $ 0.00 %
2025/09/30 FIDELITY NEWBURY STR TR TREAS 0.02% 65.841 K $ 65841 2024/09/30 0.000 $ 0.00 %
2025/09/30 FIDELITY HEREFORD STR TR GOV M 0.00% 14.880 K $ 14880 2025/06/30 0.000 $ 0.00 %
2025/09/30 K KELLOGG CO 0.00% 0.000 $ 0 2013/12/31 0.000 $ 0.00 %