Wedgewood Investors Inc has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $89.7 Million distributed in 100 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Erie Indemnity CO with a value of $13.7M, Microsoft Corp with a value of $5.6M, Apple Inc. with a value of $2.74M, Union Pacific Corp with a value of $2.56M, and Westinghouse Air Brake Technologies Corp with a value of $2.42M.

Examining the 13F form we can see an increase of $7.05M in the current position value, from $82.6M to 89.7M.

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

Portfolio value $89.7 Million
Financial Services: $20 Million
Industrials: $16.6 Million
Technology: $12.9 Million
ETFs: $12.7 Million
Consumer Defensive: $9.1 Million
Healthcare: $5.15 Million
Communication Services: $3.87 Million
Energy: $3.86 Million
Other: $5.59 Million

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 100
  • Current Value $89.7 Million
  • Prior Value $82.6 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 31, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 6 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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