Wedgewood Investors Inc /Pa/ Top Holdings and 13F Report (2025)

About Wedgewood Investors Inc /Pa/

Investment Activity

Wedgewood Investors Inc /Pa/ has $84.88 million in total holdings as of December 31, 2024.
Wedgewood Investors Inc /Pa/ owns shares of 96 different stocks, but just 44 companies or ETFs make up 80% of its holdings.
Approximately 2.28% of the portfolio was purchased this quarter.
About 3.96% of the portfolio was sold this quarter.
This quarter, Wedgewood Investors Inc /Pa/ has purchased 100 new stocks and bought additional shares in 7 stocks.
Wedgewood Investors Inc /Pa/ sold shares of 42 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

Erie Indemnity: $10,428,595
Microsoft: $5,333,240
Apple: $2,905,122
NVIDIA: $2,435,349
SPDR S&P 500 ETF Trust: $2,394,549

Largest Purchases this Quarter

Schwab US Large-Cap ETF: 67,810 shares (about $1.57M)
Schwab US Broad Market ETF: 6,052 shares (about $137.38K)
Schwab US Small-Cap ETF: 4,672 shares (about $120.82K)
NVIDIA: 405 shares (about $54.39K)
SPDR Gold Shares: 200 shares (about $48.43K)

Largest Sales this Quarter

Marriott International: 1,300 shares (about $362.62K)
Westinghouse Air Brake Technologies: 1,725 shares (about $327.04K)
Home Depot: 455 shares (about $176.99K)
Oracle: 1,042 shares (about $173.63K)
Microsoft: 366 shares (about $154.27K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
ERIE Erie Indemnity	$10,428,595	$41,223 ▼	-0.4%	25,298	12.3%	Finance
MSFT Microsoft	$5,333,240	$154,269 ▼	-2.8%	12,653	6.3%	Computer and Technology
AAPL Apple	$2,905,122	$43,573 ▼	-1.5%	11,601	3.4%	Computer and Technology
NVDA NVIDIA	$2,435,349	$54,387 ▲	2.3%	18,135	2.9%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$2,394,549	$8,205 ▼	-0.3%	4,086	2.8%	Finance
UNP Union Pacific	$2,366,599		0.0%	10,378	2.8%	Transportation
SCHX Schwab US Large-Cap ETF	$2,358,750	$1,571,836 ▲	199.7%	101,758	2.8%	ETF
WAB Westinghouse Air Brake Technologies	$2,197,159	$327,043 ▼	-13.0%	11,589	2.6%	Transportation
IVV iShares Core S&P 500 ETF	$2,144,561	$1,766 ▼	-0.1%	3,643	2.5%	ETF
GOOG Alphabet	$2,009,142	$57,132 ▼	-2.8%	10,550	2.4%	Computer and Technology
PG Procter & Gamble	$1,910,036	$4,527 ▼	-0.2%	11,393	2.3%	Consumer Staples
BRK.B Berkshire Hathaway	$1,797,708		0.0%	3,966	2.1%	Finance
PM Philip Morris International	$1,789,845	$67,276 ▼	-3.6%	14,872	2.1%	Consumer Staples
GOOGL Alphabet	$1,446,631		0.0%	7,642	1.7%	Computer and Technology
JNJ Johnson & Johnson	$1,385,640	$14,462 ▼	-1.0%	9,581	1.6%	Medical
MO Altria Group	$1,320,845	$26,145 ▼	-1.9%	25,260	1.6%	Consumer Staples
WM Waste Management	$1,241,009		0.0%	6,150	1.5%	Business Services
GLD SPDR Gold Shares	$1,162,224	$48,426 ▲	4.3%	4,800	1.4%	Finance
XOM Exxon Mobil	$1,145,561	$13,447 ▼	-1.2%	10,649	1.3%	Oils/Energy
PH Parker-Hannifin	$1,120,685	$38,162 ▼	-3.3%	1,762	1.3%	Industrial Products
V Visa	$1,112,461	$55,307 ▼	-4.7%	3,520	1.3%	Business Services
DE Deere & Company	$1,076,198		0.0%	2,540	1.3%	Industrial Products
LHX L3Harris Technologies	$1,070,535	$5,257 ▼	-0.5%	5,091	1.3%	Aerospace
HD Home Depot	$1,009,818	$176,990 ▼	-14.9%	2,596	1.2%	Retail/Wholesale
RSG Republic Services	$998,859	$100,590 ▼	-9.1%	4,965	1.2%	Business Services
IWS iShares Russell Mid-Cap Value ETF	$950,132		0.0%	7,346	1.1%	ETF
CHD Church & Dwight	$943,961	$8,900 ▼	-0.9%	9,015	1.1%	Consumer Staples
IWP iShares Russell Mid-Cap Growth ETF	$918,811		0.0%	7,249	1.1%	ETF
NSC Norfolk Southern	$874,258	$3,521 ▼	-0.4%	3,725	1.0%	Transportation
MA Mastercard	$853,043		0.0%	1,620	1.0%	Business Services
ETN Eaton	$770,602		0.0%	2,322	0.9%	Industrial Products
OKE ONEOK	$747,980	$40,160 ▼	-5.1%	7,450	0.9%	Oils/Energy
CVX Chevron	$741,870		0.0%	5,122	0.9%	Oils/Energy
LLY Eli Lilly and Company	$711,784	$15,440 ▼	-2.1%	922	0.8%	Medical
Berkshire Htwy Cl A 1/100	$680,920		0.0%	100	0.8%	COM
RTX RTX	$661,340	$463 ▼	-0.1%	5,715	0.8%	Aerospace
GIS General Mills	$657,660	$3,507 ▼	-0.5%	10,313	0.8%	Consumer Staples
AMZN Amazon.com	$647,201	$21,939 ▼	-3.3%	2,950	0.8%	Retail/Wholesale
MAR Marriott International	$639,330	$362,622 ▼	-36.2%	2,292	0.8%	Consumer Discretionary
COP ConocoPhillips	$638,556	$3,669 ▼	-0.6%	6,439	0.8%	Oils/Energy
PEP PepsiCo	$625,119	$22,809 ▼	-3.5%	4,111	0.7%	Consumer Staples
MCD McDonald's	$582,969	$28,989 ▼	-4.7%	2,011	0.7%	Retail/Wholesale
JPM JPMorgan Chase & Co.	$572,427	$17,259 ▼	-2.9%	2,388	0.7%	Finance
GWW W.W. Grainger	$553,376	$105,405 ▼	-16.0%	525	0.7%	Industrial Products
WMT Walmart	$540,203		0.0%	5,979	0.6%	Retail/Wholesale
PPG PPG Industries	$537,406		0.0%	4,499	0.6%	Basic Materials
ORCL Oracle	$499,381	$173,625 ▼	-25.8%	2,997	0.6%	Computer and Technology
GLW Corning	$469,117		0.0%	9,872	0.6%	Computer and Technology
Invesco QQQ Nasdaq 100	$460,107		0.0%	900	0.5%	ETF
NEE NextEra Energy	$449,998		0.0%	6,277	0.5%	Utilities
DFS Discover Financial Services	$436,540		0.0%	2,520	0.5%	Finance
MET MetLife	$428,478		0.0%	5,233	0.5%	Finance
HPQ HP	$424,255		0.0%	13,002	0.5%	Computer and Technology
TLT iShares 20+ Year Treasury Bond ETF	$418,398		0.0%	4,791	0.5%	ETF
VRTX Vertex Pharmaceuticals	$402,700		0.0%	1,000	0.5%	Medical
ADBE Adobe	$383,314		0.0%	862	0.5%	Computer and Technology
PSX Phillips 66	$381,666	$5,697 ▼	-1.5%	3,350	0.4%	Oils/Energy
BDX Becton, Dickinson and Company	$381,368		0.0%	1,681	0.4%	Medical
MMM 3M	$368,353		0.0%	2,853	0.4%	Multi-Sector Conglomerates
TMO Thermo Fisher Scientific	$364,161		0.0%	700	0.4%	Medical
T AT&T	$360,882	$6,831 ▼	-1.9%	15,849	0.4%	Computer and Technology
USB U.S. Bancorp	$348,107		0.0%	7,278	0.4%	Finance
VV Vanguard Large-Cap ETF	$347,104		0.0%	1,287	0.4%	ETF
BMY Bristol-Myers Squibb	$341,057	$848 ▲	0.2%	6,030	0.4%	Medical
IWR iShares Russell Mid-Cap ETF	$339,456	$14,586 ▼	-4.1%	3,840	0.4%	ETF
CAT Caterpillar	$338,455		0.0%	933	0.4%	Industrial Products
PFE Pfizer	$330,750	$2,812 ▼	-0.8%	12,467	0.4%	Medical
PNC The PNC Financial Services Group	$327,266		0.0%	1,697	0.4%	Finance
FDX FedEx	$326,061	$1,407 ▲	0.4%	1,159	0.4%	Transportation
ITW Illinois Tool Works	$323,289	$126,780 ▼	-28.2%	1,275	0.4%	Industrial Products
LOW Lowe's Companies	$323,061		0.0%	1,309	0.4%	Retail/Wholesale
VTI Vanguard Total Stock Market ETF	$308,358	$8,694 ▼	-2.7%	1,064	0.4%	ETF
IWN iShares Russell 2000 Value ETF	$303,386		0.0%	1,848	0.4%	ETF
VZ Verizon Communications	$295,246	$93,697 ▼	-24.1%	7,383	0.3%	Computer and Technology
IWM iShares Russell 2000 ETF	$292,504		0.0%	1,324	0.3%	Finance
QCOM QUALCOMM	$285,119	$15,362 ▼	-5.1%	1,856	0.3%	Computer and Technology
SO Southern	$284,004		0.0%	3,450	0.3%	Utilities
UNH UnitedHealth Group	$283,787		0.0%	561	0.3%	Medical
EMR Emerson Electric	$283,056		0.0%	2,284	0.3%	Industrial Products
HON Honeywell International	$281,685		0.0%	1,247	0.3%	Multi-Sector Conglomerates
ADP Automatic Data Processing	$276,044		0.0%	943	0.3%	Business Services
EFX Equifax	$261,221		0.0%	1,025	0.3%	Business Services
WFC Wells Fargo & Company	$258,764	$14,048 ▼	-5.1%	3,684	0.3%	Finance
SJM J. M. Smucker	$255,589		0.0%	2,321	0.3%	Consumer Staples
TRV Travelers Companies	$245,708		0.0%	1,020	0.3%	Finance
SCHA Schwab US Small-Cap ETF	$241,636	$120,818 ▲	100.0%	9,344	0.3%	ETF
Blackstone Inc.	$227,594		0.0%	1,320	0.3%	COM
AXP American Express	$222,889	$2,078 ▼	-0.9%	751	0.3%	Finance
NSRGY Nestlé	$220,590		0.0%	2,700	0.3%	Consumer Staples
CLX Clorox	$215,356		0.0%	1,326	0.3%	Consumer Staples
Seagate Technology Holdings PLC	$213,531		0.0%	2,474	0.3%	COM
KO Coca-Cola	$212,182		0.0%	3,408	0.2%	Consumer Staples
PAYX Paychex	$210,891		0.0%	1,504	0.2%	Business Services
ED Consolidated Edison	$208,531	$803 ▼	-0.4%	2,337	0.2%	Utilities
Merck & Co.	$207,515		0.0%	2,086	0.2%	COM
SCHB Schwab US Broad Market ETF	$205,980	$137,381 ▲	200.3%	9,074	0.2%	ETF
ABBV AbbVie	$0	$440,775 ▼	-100.0%	0	0.0%	Medical
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$0	$231,383 ▼	-100.0%	0	0.0%	Finance
AGG iShares Core U.S. Aggregate Bond ETF	$0	$229,579 ▼	-100.0%	0	0.0%	Finance
SHW Sherwin-Williams	$0	$222,514 ▼	-100.0%	0	0.0%	Basic Materials

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

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Wedgewood Investors Inc /Pa/ Top Holdings and 13F Report (2025)

About Wedgewood Investors Inc /Pa/

Investment Activity

Largest Holdings

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Wedgewood Investors Inc /Pa/ Top Holdings and 13F Report (2025)

About Wedgewood Investors Inc /Pa/

Investment Activity

Largest Holdings

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofWedgewood Investors Inc /Pa/

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools