Woodley Farra Manion Portfolio Management Inc has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.1 Billion distributed in 114 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Trishares 0 3 Mnth Tre with a value of $114M, Broadcom Inc. with a value of $111M, Microsoft Corp with a value of $97.9M, Walt Disney CO with a value of $93.9M, and Arthur J. Gallagher & Co. with a value of $86.7M.
Examining the 13F form we can see an increase of $133M in the current position value, from $1.96B to 2.1B.
Below you can find more details about Woodley Farra Manion Portfolio Management Inc portfolio as well as his latest detailed transactions.
Portfolio value
$2.1 Billion
Financial Services: $472 Million
Technology: $412 Million
Healthcare: $290 Million
Industrials: $218 Million
Communication Services: $174 Million
Consumer Cyclical: $150 Million
ETFs: $133 Million
Consumer Defensive: $87.1 Million
Other: $159 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
