Woodley Farra Manion Portfolio Management Inc Portfolio Holdings

Woodley Farra Manion Portfolio Management Inc

  • $1.96 Billion
  • Q4 2024

Woodley Farra Manion Portfolio Management Inc has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.96 Billion distributed in 99 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 $161M, Broadcom Inc. with a value of $101M, Progressive Corp with a value of $91.3M, Alphabet Inc. with a value of $83.8M, and Motorola Solutions, Inc. with a value of $83.7M.

Examining the 13F form we can see an increase of $5.65M in the current position value, from $1.96B to 1.96B.

Below you can find more details about Woodley Farra Manion Portfolio Management Inc portfolio as well as his latest detailed transactions.

Portfolio value $1.96 Billion
Technology: $445 Million
Financial Services: $433 Million
Healthcare: $304 Million
Industrials: $211 Million
ETFs: $173 Million
Consumer Cyclical: $139 Million
Communication Services: $85.1 Million
Energy: $84.6 Million
Other: $89.6 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$303M
$268,000 0.01% of portfolio
7,450
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 99
  • Current Value $1.96 Billion
  • Prior Value $1.96 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 06, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 8 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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