REIK & CO., LLC — 13F Holdings & Portfolio

CIK 1388028 · latest 13F-HR filed 2026-05-05

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$362.5M

Long-equity book

Holdings

77

Distinct positions

Period

2026-03-31

Filed 2026-05-05

Q/Q Activity

+0 / −0 / ↑24 / ↓19

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • CHURCH AND DWIGHT CO$10.2M +10.2%
  • CHEVRON CORP NEW$1.7M +35.8%
  • CORNING$870.0K +55.3%
  • JOHNSON AND JOHNSON$566.1K +18.1%
  • COCA COLA CO$525.1K +10.0%
Show all 24

Top Trims

  • MCCORMICK AND CO INC-$7.6M -26.2%
  • CINTAS CORP-$4.6M -10.1%
  • BERKSHIRE HATHAWAY INC-$2.1M -5.6%
  • MICROSOFT-$1.5M -22.6%
  • APPLE COMPUTER INC-$304.5K -6.6%
Show all 19

New Positions

  • No new positions this quarter.
Show all 0

Exited Positions

  • No exits this quarter.
Show all 0
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 CHURCH AND DWIGHT CO CHD 171340102 $102.7M 28.32% 1,100,113 SH
2 CINTAS CORP CTAS 172908105 $40.3M 11.12% 238,329 SH
3 WILLIAM SONOMA INC WSM 969904101 $34.0M 9.37% 186,215 SH
4 BERKSHIRE HATHAWAY INC BRK.B 084670702 $30.3M 8.37% 63,314 SH
5 MCCORMICK AND CO INC MKC 579780206 $21.0M 5.78% 415,569 SH
6 US BANCORP DEL NEW USB 902973304 $20.7M 5.71% 398,214 SH
7 MORGAN STANLEY INSTL LIQ TR MS 61747C525 $12.7M 3.50% 12,701,041 SH
8 NETFLIX NFLX 64110L106 $10.8M 2.99% 112,821 SH
9 CHURCH AND DWIGHT CO CHD 171340102 $7.1M 1.95% 75,648 SH
10 CHEVRON CORP NEW CVX 166764100 $6.3M 1.74% 30,530 SH
11 US BANCORP DEL NEW USB 902973304 $5.9M 1.64% 114,300 SH
12 COCA COLA CO KO 191216100 $5.5M 1.52% 72,688 SH
13 MICROSOFT MSFT 594918104 $5.1M 1.40% 13,667 SH
14 BERKSHIRE HATHAWAY INC BRK.B 084670702 $4.6M 1.27% 9,617 SH
15 APPLE COMPUTER INC AAPL 037833100 $4.1M 1.13% 16,119 SH
16 SMUCKER J M CO NEW SJM 832696405 $3.9M 1.08% 40,697 SH
17 WILLIAM SONOMA INC WSM 969904101 $3.6M 1.01% 20,000 SH
18 STARBUCKS CORP SBUX 855244109 $3.1M 0.87% 35,109 SH
19 JP MORGAN CHASE AND CO JPM 46625H100 $2.8M 0.78% 9,590 SH
20 CORNING GLW 219350105 $2.4M 0.67% 17,971 SH
21 WD 40 CO WDFC 929236107 $2.2M 0.61% 10,800 SH
22 BOSWELL J G CO BWEL 101205102 $2.2M 0.60% 3,969 SH
23 JOHNSON AND JOHNSON JNJ 478160104 $2.0M 0.55% 8,200 SH
24 SHELL PLC SPON ADS SHEL 780259305 $1.9M 0.54% 20,869 SH
25 JOHNSON AND JOHNSON JNJ 478160104 $1.7M 0.47% 6,899 SH
26 MORGAN STANLEY INSTL LIQ TR MS 61747C525 $1.7M 0.46% 1,653,209 SH
27 IRON MTN INC NEW IRM 46284V101 $1.3M 0.35% 12,480 SH
28 NVIDIA CORP NVDA 67066G104 $1.1M 0.29% 6,100 SH
29 ISHARES TR CORE SP 500 ET IVV 464287200 $990.3K 0.27% 1,516 SH
30 FASTENAL CO FAST 311900104 $968.8K 0.27% 20,880 SH
31 ABBVIE INC COM ABBV 00287Y109 $885.2K 0.24% 4,070 SH
32 PROCTER AND GAMBLE CO PG 742718109 $868.5K 0.24% 6,013 SH
33 HOME DEPOT INC HD 437076102 $840.6K 0.23% 2,556 SH
34 PFIZER INC PFE 717081103 $814.1K 0.22% 28,993 SH
35 ANALOG DEVICES INC ADI 032654105 $792.2K 0.22% 2,490 SH
36 AUTOMATIC DATA PROCESSING ADP 053015103 $776.1K 0.21% 3,820 SH
37 IBM IBM 459200101 $744.6K 0.21% 3,072 SH
38 FEDEX CORP FDX 31428X106 $673.2K 0.19% 1,890 SH
39 MERCEDES BENZ GROUP AG REG MBGAF D1668R123 $662.4K 0.18% 10,810 SH
40 DISNEY WALT PRODTNS DIS 254687106 $657.3K 0.18% 6,820 SH
41 MCCORMICK AND CO INC MKC 579780206 $611.5K 0.17% 12,123 SH
42 PEPSICO INC PEP 713448108 $608.7K 0.17% 3,920 SH
43 TEJON RANCH CO DEL TRC 879080109 $582.4K 0.16% 30,911 SH
44 UBS MONEY SER PRIME RESRV FD UBS 90262Y786 $579.0K 0.16% 579,012 SH
45 VERIZON COMMUNICATIONS VZ 92343V104 $572.4K 0.16% 11,403 SH
46 TOOTSIE ROLL INDS INC TR 890516107 $565.9K 0.16% 13,246 SH
47 OMEGA HEALTHCARE INC OHI 681936100 $486.6K 0.13% 11,105 SH
48 ACCENTURE PLC IRELAND ACN G1151C101 $479.9K 0.13% 2,420 SH
49 COLGATE PALMOLIVE CO CL 194162103 $460.2K 0.13% 5,400 SH
50 ABBOTT LABS ABT 002824100 $416.7K 0.11% 4,059 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-05 $362.5M 77 0001388028-26-000002
2025-12-31 2026-02-05 $363.5M 77 0001388028-26-000001