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
$84.6B
$452,000 0.53% of portfolio
2,970
Q1 2025 Added 4.1%
$138B
$416,000 0.49% of portfolio
5,997
Q1 2025 Reduced 4.46%
$63.2B
$409,000 0.48% of portfolio
5,095
Q2 2025 Reduced 0.25%
$0
$407,000 0.48% of portfolio
4,613
Q1 2025 Reduced 3.72%
$63.6B
$399,000 0.47% of portfolio
3,350
Q4 2024 Reduced 1.47%
$0
$367,000 0.43% of portfolio
1,287
Q3 2020 New
$221B
$362,000 0.42% of portfolio
933
Q4 2023 Reduced 9.68%
$372B
$353,000 0.41% of portfolio
1,902
Q2 2025 Reduced 12.43%
$165B
$329,000 0.38% of portfolio
852
Q1 2025 Reduced 1.16%
$73.4B
$328,000 0.38% of portfolio
7,266
Q2 2025 Reduced 0.16%
$99.3B
$316,000 0.37% of portfolio
3,450
Q4 2023 Reduced 10.39%
$30B
$317,000 0.37% of portfolio
12,962
Q2 2025 Reduced 0.22%
$0
$320,000 0.37% of portfolio
3,485
Q2 2025 Reduced 5.3%
$81B
$316,000 0.37% of portfolio
1,697
Q2 2024 Added 3.54%
$102B
$320,000 0.37% of portfolio
720
Q1 2025 Reduced 28.0%
$80.5B
$315,000 0.37% of portfolio
1,275
Q4 2024 Reduced 28.17%
$183B
$309,000 0.36% of portfolio
7,163
Q2 2025 Reduced 1.74%
$178B
$297,000 0.35% of portfolio
1,867
Q2 2025 Added 0.59%
$167B
$290,000 0.34% of portfolio
1,309
Q1 2023 Added 2.67%
$123B
$290,000 0.34% of portfolio
943
Q4 2023 Reduced 5.04%
$144B
$290,000 0.34% of portfolio
1,247
Q2 2024 Reduced 2.43%
$0
$291,000 0.34% of portfolio
1,848
Q2 2024 Reduced 7.55%
$54.3B
$289,000 0.34% of portfolio
1,681
Q3 2024 Reduced 8.19%
$189B
$283,000 0.33% of portfolio
700
Q1 2021 Reduced 12.5%
$139B
$285,000 0.33% of portfolio
11,772
Q2 2025 Reduced 3.45%
$0
$285,000 0.33% of portfolio
1,324
Q3 2023 Added 0.61%
$307B
$283,000 0.33% of portfolio
3,543
Q2 2025 Reduced 3.83%
$64.1B
$272,000 0.32% of portfolio
1,020
Q2 2024 New
$100B
$273,000 0.32% of portfolio
5,905
Q2 2025 Reduced 0.42%
$58.7B
$262,000 0.31% of portfolio
1,155
Q2 2025 Reduced 0.35%
$254B
$268,000 0.31% of portfolio
2,700
Q2 2024 Reduced 42.55%
$30.9B
$259,000 0.3% of portfolio
1,000
Q1 2025 Reduced 2.44%
$0
$258,000 0.3% of portfolio
850
Q1 2025 Reduced 20.11%
$0
$240,000 0.28% of portfolio
9,490
Q1 2025 Added 1.56%
$242B
$239,000 0.28% of portfolio
751
Q4 2024 Reduced 0.92%
$293B
$241,000 0.28% of portfolio
3,408
Q2 2024 New
$34.4B
$234,000 0.27% of portfolio
2,337
Q4 2024 Reduced 0.38%
$7.87B
$229,000 0.27% of portfolio
2,712
Q1 2025 New
$11.8B
$222,000 0.26% of portfolio
2,267
Q2 2025 Reduced 0.18%
$0
$216,000 0.25% of portfolio
9,080
Q2 2025 New
$256B
$211,000 0.25% of portfolio
3,000
Q1 2025 New
$0
$209,000 0.24% of portfolio
3,669
Q2 2025 New
$0
$202,000 0.24% of portfolio
1,848
Q1 2025 New
$48.4B
$203,000 0.24% of portfolio
1,400
Q1 2025 Reduced 6.91%
$0
$204,000 0.24% of portfolio
7,389
Q2 2025 New
$93.6B
$200,000 0.23% of portfolio
583
Q1 2025 New
Constellation Energy Group Inc
-
$0 0.0% of portfolio
-
Q2 2025 New
Seagate Technology Holdings PLC
-
$0 0.0% of portfolio
-
Q4 2023 New
Invesco Qqq Nasdaq 100
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 0.34%

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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