Woodley Farra Manion Portfolio Management Inc Portfolio Holdings

Woodley Farra Manion Portfolio Management Inc

  • $2.1 Billion
  • Q2 2025

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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.58B
$50.2 Million 2.39% of portfolio
278,835
Q2 2025 Reduced 3.78%
$2.32B
$1.1 Million 0.05% of portfolio
45,466
Q1 2025 Added 22.33%
$7.77B
$213,000 0.01% of portfolio
1,407
Q2 2025 Reduced 33.91%

Summary

  • Portfolio
  • No. of Stocks 114
  • Current Value $2.1 Billion
  • Prior Value $1.96 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 13 stocks
  • Additional Purchases 53 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
Track This Portfolio

Track Woodley Farra Manion Portfolio Management Inc Portfolio

Follow Woodley Farra Manion Portfolio Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Woodley Farra Manion Portfolio Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Woodley Farra Manion Portfolio Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email