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Wedgewood Investors Inc /Pa/ Top Holdings and 13F Report (2025)

About Wedgewood Investors Inc /Pa/

Investment Activity

  • Wedgewood Investors Inc /Pa/ has $86.83 million in total holdings as of June 30, 2025.
  • Wedgewood Investors Inc /Pa/ owns shares of 101 different stocks, but just 46 companies or ETFs make up 80% of its holdings.
  • Approximately 1.88% of the portfolio was purchased this quarter.
  • About 2.05% of the portfolio was sold this quarter.
  • This quarter, Wedgewood Investors Inc /Pa/ has purchased 97 new stocks and bought additional shares in 2 stocks.
  • Wedgewood Investors Inc /Pa/ sold shares of 37 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

Erie Indemnity
$7,819,421
Microsoft
$6,223,097
NVIDIA
$2,891,217

Largest New Holdings this Quarter

14040H105 - Capital One Financial
$534,666 Holding
23306X829 - Xtrackr Arti Intelli Big ETF
$260,665 Holding
808524102 - Schwab US Broad Market ETF
$216,376 Holding
921943858 - Vanguard FTSE Developed Markets ETF
$209,170 Holding
808524409 - Schwab U.S. Large-Cap Value ETF
$204,454 Holding

Largest Purchases this Quarter

Capital One Financial
2,513 shares (about $534.67K)
Xtrackr Arti Intelli Big ETF
6,813 shares (about $260.67K)
Schwab US Broad Market ETF
9,080 shares (about $216.38K)
Vanguard FTSE Developed Markets ETF
3,669 shares (about $209.17K)
Schwab U.S. Large-Cap Value ETF
7,389 shares (about $204.45K)

Largest Sales this Quarter

Erie Indemnity
1,550 shares (about $537.52K)
Schwab US Large-Cap ETF
5,701 shares (about $139.33K)
Philip Morris International
288 shares (about $52.45K)
AbbVie
270 shares (about $50.12K)
Microsoft
99 shares (about $49.24K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofWedgewood Investors Inc /Pa/

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Erie Indemnity Company stock logo
ERIE
Erie Indemnity
$7,819,421$537,525 -6.4%22,5489.0%Finance
Microsoft Corporation stock logo
MSFT
Microsoft
$6,223,097$49,244 -0.8%12,5117.2%Computer and Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$2,891,217$1,580 -0.1%18,3003.3%Computer and Technology
Philip Morris International Inc. stock logo
PM
Philip Morris International
$2,650,720$52,453 -1.9%14,5543.1%Consumer Staples
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$2,563,276$2,471 -0.1%4,1493.0%Finance
Wabtec stock logo
WAB
Wabtec
$2,425,320$837 0.0%11,5852.8%Transportation
Union Pacific Corporation stock logo
UNP
Union Pacific
$2,359,931$27,840 -1.2%10,2572.7%Transportation
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$2,359,291$139,332 -5.6%96,5342.7%ETF
Apple Inc. stock logo
AAPL
Apple
$2,318,626$11,695 -0.5%11,3012.7%Computer and Technology
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$2,260,697$1,242 -0.1%3,6412.6%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,926,5640.0%3,9662.2%Finance
Alphabet Inc. stock logo
GOOG
Alphabet
$1,871,4650.0%10,5502.2%Computer and Technology
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$1,803,980$4,780 -0.3%11,3232.1%Consumer Staples
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,470,5620.0%9,6271.7%Medical
Altria Group, Inc. stock logo
MO
Altria Group
$1,461,646$19,348 -1.3%24,9301.7%Consumer Staples
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$1,447,9430.0%4,7501.7%Finance
Waste Management, Inc. stock logo
WM
Waste Management
$1,383,217$1,144 -0.1%6,0451.6%Business Services
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,346,750$881 -0.1%7,6421.6%Computer and Technology
Deere & Company stock logo
DE
Deere & Company
$1,291,5650.0%2,5401.5%Industrials
L3Harris Technologies Inc stock logo
LHX
L3Harris Technologies
$1,276,7760.0%5,0901.5%Aerospace
Parker-Hannifin Corporation stock logo
PH
Parker-Hannifin
$1,230,7040.0%1,7621.4%Industrials
Republic Services, Inc. stock logo
RSG
Republic Services
$1,224,4190.0%4,9651.4%Business Services
Visa Inc. stock logo
V
Visa
$1,216,046$20,593 -1.7%3,4251.4%Business Services
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$1,114,592$33,419 -2.9%10,3391.3%Energy
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$992,394$12,897 -1.3%7,1561.1%ETF
iShares Russell Mid-Cap Value ETF stock logo
IWS
iShares Russell Mid-Cap Value ETF
$963,565$7,136 -0.7%7,2921.1%ETF
Norfolk Southern Corporation stock logo
NSC
Norfolk Southern
$947,0890.0%3,7001.1%Transportation
The Home Depot, Inc. stock logo
HD
Home Depot
$945,5650.0%2,5791.1%Retail/Wholesale
Mastercard Incorporated stock logo
MA
Mastercard
$910,3430.0%1,6201.0%Business Services
Church & Dwight Co., Inc. stock logo
CHD
Church & Dwight
$859,704$5,767 -0.7%8,9451.0%Consumer Staples
RTX Corporation stock logo
RTX
RTX
$833,774$730 -0.1%5,7101.0%Aerospace
Eaton Corporation, PLC stock logo
ETN
Eaton
$820,0060.0%2,2970.9%Industrials
Chevron Corporation stock logo
CVX
Chevron
$733,4190.0%5,1220.8%Energy
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$728,8000.0%10.8%Finance
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$707,8130.0%9080.8%Medical
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$665,629$4,388 0.7%3,0340.8%Retail/Wholesale
Oracle Corporation stock logo
ORCL
Oracle
$655,1830.0%2,9970.8%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$645,630$23,773 -3.6%2,2270.7%Finance
ONEOK, Inc. stock logo
OKE
ONEOK
$608,1440.0%7,4500.7%Energy
McDonald's Corporation stock logo
MCD
McDonald's
$587,5540.0%2,0110.7%Retail/Wholesale
Walmart Inc. stock logo
WMT
Walmart
$584,6270.0%5,9790.7%Retail/Wholesale
ConocoPhillips stock logo
COP
ConocoPhillips
$576,759$1,077 -0.2%6,4270.7%Energy
W.W. Grainger, Inc. stock logo
GWW
W.W. Grainger
$546,1260.0%5250.6%Industrials
PepsiCo, Inc. stock logo
PEP
PepsiCo
$540,0440.0%4,0900.6%Consumer Staples
Capital One Financial Corporation stock logo
COF
Capital One Financial
$534,666$534,666 New Holding2,5130.6%Finance
General Mills, Inc. stock logo
GIS
General Mills
$526,8040.0%10,1680.6%Consumer Staples
Corning Incorporated stock logo
GLW
Corning
$518,012$1,157 -0.2%9,8500.6%Computer and Technology
Marriott International, Inc. stock logo
MAR
Marriott International
$510,0830.0%1,8670.6%Consumer Discretionary
PPG Industries, Inc. stock logo
PPG
PPG Industries
$494,699$11,375 -2.2%4,3490.6%Basic Materials
Invesco QQQ Nasdaq 100
$492,063$1,655 -0.3%8920.6%ETF
AT&T Inc. stock logo
T
AT&T
$458,670$781 -0.2%15,8490.5%Computer and Technology
3M Company stock logo
MMM
3M
$452,2230.0%2,9700.5%Multi-Sector Conglomerates
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$416,3120.0%5,9970.5%Utilities
MetLife, Inc. stock logo
MET
MetLife
$409,740$1,045 -0.3%5,0950.5%Finance
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$407,0970.0%4,6130.5%ETF
Phillips 66 stock logo
PSX
Phillips 66
$399,6550.0%3,3500.5%Energy
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$367,1810.0%1,2870.4%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$362,2000.0%9330.4%Industrials
Seagate Technology Holdings PLC
$357,0720.0%2,4740.4%COM
AbbVie Inc. stock logo
ABBV
AbbVie
$353,049$50,117 -12.4%1,9020.4%Medical
Adobe Inc. stock logo
ADBE
Adobe
$329,6220.0%8520.4%Computer and Technology
U.S. Bancorp stock logo
USB
U.S. Bancorp
$328,787$543 -0.2%7,2660.4%Finance
Vertex Pharmaceuticals Incorporated stock logo
VRTX
Vertex Pharmaceuticals
$320,5440.0%7200.4%Medical
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$320,515$17,934 -5.3%3,4850.4%ETF
HP Inc. stock logo
HPQ
HP
$317,051$685 -0.2%12,9620.4%Computer and Technology
Southern Company (The) stock logo
SO
Southern
$316,8140.0%3,4500.4%Utilities
The PNC Financial Services Group, Inc stock logo
PNC
The PNC Financial Services Group
$316,3550.0%1,6970.4%Finance
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$315,2440.0%1,2750.4%Industrials
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$309,943$5,495 -1.7%7,1630.4%Computer and Technology
Emerson Electric Co. stock logo
EMR
Emerson Electric
$304,5260.0%2,2840.4%Industrials
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$297,338$1,752 0.6%1,8670.3%Computer and Technology
iShares Russell 2000 Value ETF stock logo
IWN
iShares Russell 2000 Value ETF
$291,5400.0%1,8480.3%ETF
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$290,8210.0%9430.3%Computer and Technology
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$290,4280.0%1,3090.3%Retail/Wholesale
Honeywell International Inc. stock logo
HON
Honeywell International
$290,4010.0%1,2470.3%Multi-Sector Conglomerates
Becton, Dickinson and Company stock logo
BDX
Becton, Dickinson and Company
$289,5520.0%1,6810.3%Medical
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$285,6600.0%1,3240.3%Finance
Pfizer Inc. stock logo
PFE
Pfizer
$285,353$10,205 -3.5%11,7720.3%Medical
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$283,865$11,297 -3.8%3,5430.3%Finance
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$283,8220.0%7000.3%Medical
Bristol Myers Squibb Company stock logo
BMY
Bristol Myers Squibb
$273,342$1,157 -0.4%5,9050.3%Medical
The Travelers Companies, Inc. stock logo
TRV
Travelers Companies
$272,8910.0%1,0200.3%Finance
Nestle SA stock logo
NSRGY
Nestle
$268,1640.0%2,7000.3%Consumer Staples
FedEx Corporation stock logo
FDX
FedEx
$262,543$909 -0.3%1,1550.3%Transportation
Xtrackr Arti Intelli Big ETF
$260,665$260,665 New Holding6,8130.3%ETF
Equifax, Inc. stock logo
EFX
Equifax
$259,3700.0%1,0000.3%Business Services
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$258,3410.0%8500.3%ETF
CocaCola Company (The) stock logo
KO
CocaCola
$241,1160.0%3,4080.3%Consumer Staples
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$240,0970.0%9,4900.3%ETF
American Express Company stock logo
AXP
American Express
$239,5540.0%7510.3%Finance
Consolidated Edison Inc stock logo
ED
Consolidated Edison
$234,5180.0%2,3370.3%Utilities
National Fuel Gas Company stock logo
NFG
National Fuel Gas
$229,7340.0%2,7120.3%Energy
The J. M. Smucker Company stock logo
SJM
J. M. Smucker
$222,619$393 -0.2%2,2670.3%Consumer Staples
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$216,376$216,376 New Holding9,0800.2%ETF
Shell PLC Unsponsored ADR stock logo
SHEL
Shell
$211,2300.0%3,0000.2%Energy
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$209,170$209,170 New Holding3,6690.2%ETF
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$204,454$204,454 New Holding7,3890.2%ETF
Paychex, Inc. stock logo
PAYX
Paychex
$203,6440.0%1,4000.2%Computer and Technology
iShares iBoxx $ Investment Grade Corporate Bond ETF stock logo
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
$202,5590.0%1,8480.2%Finance
Constellation Energy Group Inc
$202,371$202,371 New Holding6270.2%COM

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