WEDGEWOOD INVESTORS INC /PA/
13F Reported Value
ⓘ$87.2M
Holdings
99
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
WEDGEWOOD INVESTORS INC /PA/ disclosed 99 positions worth $87.2M in its Form 13F-HR for Q1 2026, led by $MSFT (MICROSOFT CORP) at 5.3% of the equity portfolio, followed by $ERIE and $GOOGL. During the quarter the fund opened 2 new positions and exited 7 — including a new stake in $QQQ. The portfolio is most concentrated in Technology (21.5% of disclosed assets). All figures are sourced directly from WEDGEWOOD INVESTORS INC /PA/’s Form 13F-HR filing with the SEC under CIK 1125243.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 83.7#15
Quality
$4.6M12,473 sh - 74.6#156
Quality
$4.3M17,223 sh - 80.2#45
Quality
$2.9M10,225 sh SCHWAB STRATEGIC TR
—Quality
$2.8M109,945 sh- 70.8
Quality
$2.8M11,186 sh - 76.1
Quality
$2.7M10,682 sh - —
Quality
$2.5M3,860 sh - 74.0
Quality
$2.4M9,689 sh ISHARES TR
—Quality
$2.3M3,551 sh- 80.5
Quality
$2.3M13,939 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 MICROSOFT CORP$MSFT | 83.7#15 | $4.6M | 12,473 |
 ERIE INDEMNITY CO$ERIE | 74.6#156 | $4.3M | 17,223 |
 Alphabet Inc.$GOOGL | 80.2#45 | $2.9M | 10,225 |
| SCHWAB STRATEGIC TR | — | $2.8M | 109,945 |
 WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP$WAB | 70.8 | $2.8M | 11,186 |
 Apple Inc.$AAPL | 76.1 | $2.7M | 10,682 |
 SPDR S&P 500 ETF TRUST$SPY | — | $2.5M | 3,860 |
 UNION PACIFIC CORP$UNP | 74.0 | $2.4M | 9,689 |
| ISHARES TR | — | $2.3M | 3,551 |
 Philip Morris International Inc.$PM | 80.5 | $2.3M | 13,939 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of WEDGEWOOD INVESTORS INC /PA/'s 99 positions.
Showing top 10 of 99 holdings.
Sector Allocation
Technology
$18.8M
Financials
$13.9M
Other
$13.4M
Industrials
$13.0M
Consumer Staples
$7.6M
Energy
$5.1M
Healthcare
$5.0M
Consumer Discretionary
$4.2M
Full Holdings — WEDGEWOOD INVESTORS INC /PA/ (Q1 2026)
All 99 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $MSFT | MICROSOFT CORP | $4.6M | 5.3% | +0% | 83.7 |
| 2 | $ERIE | ERIE INDEMNITY CO | $4.3M | 5.0% | -5% | 74.6 |
| 3 | $GOOGL | Alphabet Inc. | $2.9M | 3.4% | -1% | 80.2 |
| 4 | — | SCHWAB STRATEGIC TR | $2.8M | 3.2% | +19% | — |
| 5 | $WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | $2.8M | 3.2% | -1% | 70.8 |
| 6 | $AAPL | Apple Inc. | $2.7M | 3.1% | -0% | 76.1 |
| 7 | $SPY | SPDR S&P 500 ETF TRUST | $2.5M | 2.9% | -2% | — |
| 8 | $UNP | UNION PACIFIC CORP | $2.4M | 2.7% | -5% | 74 |
| 9 | — | ISHARES TR | $2.3M | 2.7% | -1% | — |
| 10 | $PM | Philip Morris International Inc. | $2.3M | 2.6% | -0% | 80.5 |
| 11 |  $JNJ | JOHNSON & JOHNSON | $2.3M | 2.6% | +1% | 72.8 |
| 12 |  $NVDA | NVIDIA CORP | $2.1M | 2.5% | +1% | 90.2 |
| 13 |  $GOOG | Alphabet Inc. | $2.1M | 2.4% | -2% | 80.2 |
| 14 |  $GLD | SPDR GOLD TRUST | $1.9M | 2.2% | +0% | — |
| 15 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.8M | 2.1% | -1% | 64.5 |
| 16 |  $MO | ALTRIA GROUP, INC. | $1.7M | 2.0% | +0% | 72.1 |
| 17 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $1.7M | 1.9% | -0% | 66.5 |
| 18 |  $XOM | EXXON MOBIL CORP | $1.6M | 1.9% | -1% | 61.8 |
| 19 |  $PH | Parker-Hannifin Corp | $1.6M | 1.8% | +0% | 73.8 |
| 20 |  $DE | DEERE & CO | $1.4M | 1.6% | +0% | 57.4 |
| 21 |  $WM | WASTE MANAGEMENT INC | $1.4M | 1.6% | +0% | 70.7 |
| 22 |  $GLW | CORNING INC /NY | $1.3M | 1.4% | +0% | 72.7 |
| 23 |  $PG | PROCTER & GAMBLE Co | $1.2M | 1.4% | +1% | 72.9 |
| 24 |  $RTX | RTX Corp | $1.1M | 1.3% | +2% | 70 |
| 25 |  $V | VISA INC. | $1.1M | 1.2% | +3% | 83.5 |
| 26 |  $CVX | CHEVRON CORP | $1.0M | 1.2% | -2% | 54.7 |
| 27 |  $RSG | REPUBLIC SERVICES, INC. | $1.0M | 1.2% | +0% | 72 |
| 28 |  $NSC | NORFOLK SOUTHERN CORP | $982,975 | 1.1% | +0% | 70.8 |
| 29 |  $STX | Seagate Technology Holdings plc | $975,091 | 1.1% | +1% | — |
| 30 |  $COP | CONOCOPHILLIPS | $848,364 | 1.0% | +0% | 74.8 |
| 31 | — | ISHARES TR | $831,447 | 0.9% | -2% | — |
| 32 |  $CHD | CHURCH & DWIGHT CO INC /DE/ | $828,215 | 0.9% | -1% | 65.3 |
| 33 |  $MA | Mastercard Inc | $809,449 | 0.9% | +0% | 81.7 |
| 34 |  $ETN | Eaton Corp plc | $808,334 | 0.9% | -1% | — |
| 35 | — | ISHARES TR | $803,697 | 0.9% | -2% | — |
| 36 |  $HD | HOME DEPOT, INC. | $802,163 | 0.9% | +0% | 69.2 |
| 37 |  $WMT | Walmart Inc. | $743,070 | 0.8% | +0% | 63.2 |
| 38 |  $BRK.A | BERKSHIRE HATHAWAY INC | $718,140 | 0.8% | +0% | 64.5 |
| 39 |  $AMZN | AMAZON COM INC | $681,876 | 0.8% | +4% | 74.6 |
| 40 |  $OKE | ONEOK INC /NEW/ | $664,367 | 0.8% | -8% | 72 |
| 41 |  $CAT | CATERPILLAR INC | $660,993 | 0.8% | +0% | 67.8 |
| 42 |  $PEP | PEPSICO INC | $651,752 | 0.8% | -2% | 62.7 |
| 43 |  $PSX | Phillips 66 | $610,303 | 0.7% | +0% | 47.6 |
| 44 |  $JPM | JPMORGAN CHASE & CO | $596,851 | 0.7% | -1% | 35.6 |
| 45 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $574,008 | 0.7% | +0% | 65.9 |
| 46 |  $GWW | W.W. GRAINGER, INC. | $572,675 | 0.7% | +0% | 69.5 |
| 47 |  $MCD | MCDONALDS CORP | $560,354 | 0.6% | -0% | 73.9 |
| 48 |  $NEE | NEXTERA ENERGY INC | $553,100 | 0.6% | +0% | 71.7 |
| 49 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $495,798 | 0.6% | NEW | — |
| 50 |  $MMM | 3M CO | $477,292 | 0.6% | +10% | 60.7 |
| 51 |  $PPG | PPG INDUSTRIES INC | $464,821 | 0.5% | +0% | 57.1 |
| 52 |  $LLY | ELI LILLY & Co | $459,885 | 0.5% | -2% | 89.3 |
| 53 |  $T | AT&T INC. | $459,463 | 0.5% | +0% | 71.9 |
| 54 |  $COF | CAPITAL ONE FINANCIAL CORP | $458,447 | 0.5% | +0% | 71 |
| 55 | — | DBX ETF TR | $439,815 | 0.5% | +54% | — |
| 56 |  $ORCL | ORACLE CORP | $414,375 | 0.5% | +0% | 67.2 |
| 57 |  $FDX | FEDEX CORP | $411,744 | 0.5% | +0% | 60.3 |
| 58 | — | VANGUARD INDEX FDS | $384,620 | 0.4% | +0% | — |
| 59 | — | ISHARES TR | $379,009 | 0.4% | +0% | — |
| 60 |  $USB | US BANCORP DE | $378,165 | 0.4% | +0% | 71.4 |
| 61 |  $GIS | GENERAL MILLS INC | $371,009 | 0.4% | +0% | 64.1 |
| 62 |  $ABBV | AbbVie Inc. | $369,733 | 0.4% | +0% | 59.3 |
| 63 |  $MET | METLIFE INC | $360,318 | 0.4% | +0% | 73.9 |
| 64 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $344,071 | 0.4% | +0% | 63.7 |
| 65 |  $ITW | ILLINOIS TOOL WORKS INC | $331,870 | 0.4% | +0% | 71.2 |
| 66 | — | ISHARES TR | $327,665 | 0.4% | +0% | — |
| 67 |  $VZ | VERIZON COMMUNICATIONS INC | $327,003 | 0.4% | -6% | 71.6 |
| 68 | — | ISHARES TR | $326,284 | 0.4% | +0% | — |
| 69 | — | ISHARES TR | $324,332 | 0.4% | +0% | — |
| 70 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $321,509 | 0.4% | +0% | 76.6 |
| 71 |  $SO | SOUTHERN CO | $306,934 | 0.3% | -1% | 65.1 |
| 72 |  $PFE | PFIZER INC | $304,443 | 0.3% | -4% | 69 |
| 73 |  $EMR | EMERSON ELECTRIC CO | $289,423 | 0.3% | -3% | 65.9 |
| 74 |  $TRV | TRAVELERS COMPANIES, INC. | $285,846 | 0.3% | +0% | 71.5 |
| 75 |  $BMY | BRISTOL MYERS SQUIBB CO | $285,358 | 0.3% | -4% | 70.1 |
| 76 |  $WFC | WELLS FARGO & COMPANY/MN | $282,058 | 0.3% | +0% | — |
| 77 |  $HON | HONEYWELL INTERNATIONAL INC | $281,859 | 0.3% | +0% | 65.7 |
| 78 |  $SHEL | Shell plc | $279,000 | 0.3% | +0% | — |
| 79 | — | VANGUARD INDEX FDS | $272,689 | 0.3% | +0% | — |
| 80 | — | SCHWAB STRATEGIC TR | $271,724 | 0.3% | +0% | — |
| 81 |  $ED | CONSOLIDATED EDISON INC | $256,919 | 0.3% | -3% | 71.6 |
| 82 |  $KO | COCA COLA CO | $254,235 | 0.3% | +0% | 74 |
| 83 |  $BDX | BECTON DICKINSON & CO | $250,625 | 0.3% | +0% | 50.7 |
| 84 |  $C | CITIGROUP INC | $245,533 | 0.3% | +0% | 54.8 |
| 85 |  $LOW | LOWES COMPANIES INC | $244,314 | 0.3% | +0% | 63.5 |
| 86 |  $HPQ | HP INC | $243,583 | 0.3% | -1% | 58.9 |
| 87 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $242,425 | 0.3% | +13% | 70.9 |
| 88 |  $WELL | WELLTOWER INC. | $239,427 | 0.3% | -4% | 75.7 |
| 89 | — | VANGUARD TAX-MANAGED FDS | $235,110 | 0.3% | +0% | — |
| 90 | — | SCHWAB STRATEGIC TR | $233,857 | 0.3% | +0% | — |
| 91 | — | SCHWAB STRATEGIC TR | $225,365 | 0.3% | +0% | — |
| 92 |  $GS | GOLDMAN SACHS GROUP INC | $225,033 | 0.3% | +0% | — |
| 93 |  $AXP | AMERICAN EXPRESS CO | $221,113 | 0.3% | -3% | 73.2 |
| 94 |  $SJM | J M SMUCKER Co | $218,437 | 0.3% | +0% | 46.4 |
| 95 |  $ADBE | ADOBE INC. | $207,104 | 0.2% | +0% | 80.4 |
| 96 |  $MRK | Merck & Co., Inc. | $204,613 | 0.2% | NEW | 70.9 |
| 97 |  $ADP | AUTOMATIC DATA PROCESSING INC | $201,758 | 0.2% | +5% | 77.9 |
| 98 |  $QCOM | QUALCOMM INC/DE | $201,541 | 0.2% | -0% | 81.9 |
| 99 | — | ISHARES TR | $201,414 | 0.2% | +0% | — |
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