Wedgewood Investors Inc has filed its 13F form on January 30, 2025 for Q4 2024 where it was disclosed a total value porftolio of $83.1 Million distributed in 96 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Erie Indemnity CO with a value of $10.4M, Microsoft Corp with a value of $5.33M, Apple Inc. with a value of $2.91M, Nvidia Corp with a value of $2.44M, and Spdr S&P 500 ETF Trust with a value of $2.39M.

Examining the 13F form we can see an decrease of $6.62M in the current position value, from $89.7M to 83.1M.

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

Portfolio value $83.1 Million
Financial Services: $17 Million
Industrials: $15.6 Million
Technology: $12.7 Million
ETFs: $12.4 Million
Consumer Defensive: $8.69 Million
Healthcare: $4.2 Million
Communication Services: $4.11 Million
Energy: $3.65 Million
Other: $4.68 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 96
  • Current Value $83.1 Million
  • Prior Value $89.7 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 30, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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