Wedgewood Investors Inc Portfolio Holdings

Wedgewood Investors Inc

  • $85.5 Million
  • Q2 2025

Wedgewood Investors Inc has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $85.5 Million distributed in 101 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Erie Indemnity CO with a value of $7.82M, Microsoft Corp with a value of $6.22M, Nvidia Corp with a value of $2.89M, Philip Morris International Inc. with a value of $2.65M, and Spdr S&P 500 ETF Trust with a value of $2.56M.

Examining the 13F form we can see an increase of $1.92M in the current position value, from $83.6M to 85.5M.

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

Portfolio value $85.5 Million
Industrials: $17.1 Million
Financial Services: $15.6 Million
ETFs: $13.6 Million
Technology: $13.5 Million
Consumer Defensive: $9.15 Million
Communication Services: $3.98 Million
Healthcare: $3.98 Million
Energy: $3.87 Million
Other: $4.66 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$16.8B
$7.82 Million 9.15% of portfolio
22,548
Q2 2025 Reduced 6.43%
$3.95T
$6.22 Million 7.28% of portfolio
12,511
Q2 2025 Reduced 0.79%
$456B
$2.89 Million 3.38% of portfolio
18,300
Q2 2025 Reduced 0.05%
$261B
$2.65 Million 3.1% of portfolio
14,554
Q2 2025 Reduced 1.94%
$0
$2.56 Million 3.0% of portfolio
4,149
Q2 2025 Reduced 0.1%
$35.1B
$2.43 Million 2.84% of portfolio
11,585
Q2 2025 Reduced 0.03%
$135B
$2.36 Million 2.76% of portfolio
10,257
Q2 2025 Reduced 1.17%
$0
$2.36 Million 2.76% of portfolio
96,534
Q2 2025 Reduced 5.58%
$3.69T
$2.32 Million 2.71% of portfolio
11,301
Q2 2025 Reduced 0.5%
$0
$2.26 Million 2.64% of portfolio
3,641
Q2 2025 Reduced 0.05%
$621B
$1.93 Million 2.25% of portfolio
3,966
Q3 2023 Reduced 2.46%
$1.24T
$1.87 Million 2.19% of portfolio
10,550
Q4 2024 Reduced 2.76%
$368B
$1.8 Million 2.11% of portfolio
11,323
Q2 2025 Reduced 0.26%
$452B
$1.47 Million 1.72% of portfolio
9,627
Q1 2025 Added 0.48%
$118B
$1.46 Million 1.71% of portfolio
24,930
Q2 2025 Reduced 1.31%
$106B
$1.45 Million 1.69% of portfolio
4,750
Q1 2025 Reduced 1.04%
$1.21T
$1.35 Million 1.57% of portfolio
7,642
Q2 2025 Reduced 0.07%
$153B
$1.29 Million 1.51% of portfolio
2,540
Q2 2024 Reduced 2.68%
$51.7B
$1.28 Million 1.49% of portfolio
5,090
Q1 2025 Reduced 0.02%
$96.6B
$1.23 Million 1.44% of portfolio
1,762
Q4 2024 Reduced 3.29%
$73.8B
$1.22 Million 1.43% of portfolio
4,965
Q4 2024 Reduced 9.15%
$551B
$1.22 Million 1.42% of portfolio
3,425
Q2 2025 Reduced 1.67%
$442B
$1.11 Million 1.3% of portfolio
10,339
Q2 2025 Reduced 2.91%
$0
$992,000 1.16% of portfolio
7,156
Q2 2025 Reduced 1.28%
$0
$963,000 1.13% of portfolio
7,292
Q2 2025 Reduced 0.74%
$64.4B
$947,000 1.11% of portfolio
3,700
Q1 2025 Reduced 0.67%
$405B
$945,000 1.11% of portfolio
2,579
Q1 2025 Reduced 0.65%
$548B
$910,000 1.06% of portfolio
1,620
Q3 2023 Reduced 38.17%
$22.4B
$859,000 1.01% of portfolio
8,945
Q2 2025 Reduced 0.67%
$229B
$833,000 0.97% of portfolio
5,710
Q2 2025 Reduced 0.09%
$145B
$820,000 0.96% of portfolio
2,297
Q1 2025 Reduced 1.08%
$302B
$733,000 0.86% of portfolio
5,122
Q3 2024 Added 0.41%
$423B
$728,000 0.85% of portfolio
1
Q1 2025 New
$608B
$707,000 0.83% of portfolio
908
Q1 2025 Reduced 1.52%
$2.26T
$665,000 0.78% of portfolio
3,034
Q2 2025 Added 0.66%
$684B
$655,000 0.77% of portfolio
2,997
Q4 2024 Reduced 25.8%
$859B
$645,000 0.75% of portfolio
2,227
Q2 2025 Reduced 3.55%
$33.1B
$608,000 0.71% of portfolio
7,450
Q4 2024 Reduced 5.1%
$222B
$587,000 0.69% of portfolio
2,011
Q4 2024 Reduced 4.74%
$281B
$584,000 0.68% of portfolio
5,979
Q2 2024 Added 200.0%
$120B
$576,000 0.67% of portfolio
6,427
Q2 2025 Reduced 0.19%
$48.5B
$546,000 0.64% of portfolio
525
Q4 2024 Reduced 16.0%
$202B
$540,000 0.63% of portfolio
4,090
Q1 2025 Reduced 0.51%
$29.2B
$526,000 0.62% of portfolio
10,168
Q1 2025 Reduced 1.41%
$83.2B
$534,000 0.62% of portfolio
2,513
Q2 2025 New
$55.6B
$518,000 0.61% of portfolio
9,850
Q2 2025 Reduced 0.22%
$86B
$510,000 0.6% of portfolio
1,867
Q1 2025 Reduced 18.54%
$25.6B
$494,000 0.58% of portfolio
4,349
Q2 2025 Reduced 2.25%
$203B
$458,000 0.54% of portfolio
15,849
Q2 2025 Reduced 0.17%

Summary

  • Portfolio
  • No. of Stocks 101
  • Current Value $85.5 Million
  • Prior Value $83.6 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 30, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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