Wedgewood Investors Inc has filed its 13F form on April 29, 2025 for Q1 2025 where it was disclosed a total value porftolio of $83.6 Million distributed in 97 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Erie Indemnity CO with a value of $10.1M, Microsoft Corp with a value of $4.73M, Apple Inc. with a value of $2.52M, Union Pacific Corp with a value of $2.45M, and Philip Morris International Inc. with a value of $2.36M.

Examining the 13F form we can see an increase of $503K in the current position value, from $83.1M to 83.6M.

Below you can find more details about Wedgewood Investors Inc portfolio as well as his latest detailed transactions.

Portfolio value $83.6 Million
Financial Services: $17.8 Million
Industrials: $15.9 Million
ETFs: $12 Million
Technology: $11.1 Million
Consumer Defensive: $9.33 Million
Healthcare: $4.84 Million
Energy: $4.38 Million
Communication Services: $3.61 Million
Other: $4.58 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 97
  • Current Value $83.6 Million
  • Prior Value $83.1 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 29, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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