WEDGEWOOD INVESTORS INC /PA/
Sector Allocation
- Technology23.4%$22.8M
- Other16.8%$16.4M
- Industrials14.8%$14.4M
- Financials14.3%$14.0M
- Consumer Staples8.8%$8.5M
- Healthcare6.0%$5.9M
- Energy4.4%$4.3M
- Consumer Discretionary3.8%$3.7M
- Utilities3.5%$3.4M
- Materials3.2%$3.1M
AUM History
13fpro.ai/research/fund/wedgewood-investors-inc-pa-1125243
Conviction and streaks
Diversifying · top 10 = 32.8%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
MSFT
$4.7MGOOG
$3.6MERIE
$3.5M- SCHWAB$3.4M
AAPL
$3.1MWAB
$3.0MSPY
$2.9MGOOGL
$2.7M- ISHARES$2.6M
NVDA
$2.5MUNP
$2.5MPM
$2.5MSTX
$2.4MJNJ
$2.4MGLW
$2.4MBRK.B
$1.9MMO
$1.9MPH
$1.7MDE
$1.6MGLD
$1.6M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/wedgewood-investors-inc-pa-1125243
WEDGEWOOD INVESTORS INC /PA/ 13F holdings — Q2 2026
$97.4M portfolio (+11.6% QoQ) · 110 holdings · Q2 2026 13F · top 10 are 33% of the stock portfolio
$4.7M
4.8% of stocks
+0.3%This quarter+14.6%Since filed9+ qtrsHeld$3.6M
3.7% of stocks
-0.9%This quarter-11.9%Since filed9+ qtrsHeld$3.5M
3.6% of stocks
-16%This quarter+3.8%Since filed9+ qtrsHeldAIQuality69.7#239Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 6 qtrs in a row- 4
SCHWAB STRATEGIC TR - US LRG CAP ETF
$3.4M
3.5% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— $3.1M
3.2% of stocks
+0.1%This quarter+11.3%Since filed9+ qtrsHeld$3.0M
3.1% of stocks
-0.4%This quarter-4.5%Since filed9+ qtrsHeld$2.9M
3.0% of stocks
-0.3%This quarter+2.5%Since filed9+ qtrsHeld$2.7M
2.8% of stocks
+3%This quarter-11.9%Since filed9+ qtrsHeld- 9
ISHARES TR - CORE S&P500 ETF
$2.6M
2.6% of stocks
-3%This quarter—Since filed—HeldAIQuality—Est. buy— $2.5M
2.6% of stocks
+3%This quarter+7.6%Since filed9+ qtrsHeld
All holdings — WEDGEWOOD INVESTORS INC /PA/ (Q2 2026)
110 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | UNION PACIFIC CORP | Industrials | $2.5M | 2.5% | 9,065 | -6% | 9+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | Philip Morris International Inc. | Consumer Staples | $2.5M | 2.5% | 14K | -3% | 9+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | Seagate Technology Holdings plc | Technology | $2.4M | 2.5% | 2,499 | +0.4% | 9+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | JOHNSON & JOHNSON | Healthcare | $2.4M | 2.5% | 9,401 | -0.3% | 9+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | CORNING INC /NY | Materials | $2.4M | 2.4% | 9,250 | — | 9+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | BERKSHIRE HATHAWAY INC | Financials | $1.9M | 2.0% | 3,816 | — | 9+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | ALTRIA GROUP, INC. | Consumer Staples | $1.9M | 1.9% | 26K | -1% | 9+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Parker-Hannifin Corp | Industrials | $1.7M | 1.8% | 1,762 | — | 9+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | DEERE & CO | Industrials | $1.6M | 1.6% | 2,540 | — | 9+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | SPDR GOLD TRUSTetf/fund | Financials | $1.6M | 1.6% | 4,350 | -2% | 9+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | L3HARRIS TECHNOLOGIES, INC. /DE/ | Technology | $1.4M | 1.4% | 4,825 | +0.6% | 9+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | WASTE MANAGEMENT INC | Utilities | $1.4M | 1.4% | 6,081 | +1% | 9+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | EXXON MOBIL CORP | Energy | $1.3M | 1.4% | 9,609 | -0.7% | 9+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | PROCTER & GAMBLE Co | Consumer Staples | $1.2M | 1.3% | 8,498 | — | 9+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | VISA INC. | Financials | $1.2M | 1.2% | 3,435 | -1% | 9+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $RTX | RTX Corp | Industrials | $1.1M | 1.1% | 5,756 | — | |||
| 27 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $1.1M | 1.1% | 3,425 | — | |||
| 28 | $CAT | CATERPILLAR INC | Industrials | $1.0M | 1.0% | 948 | +2% | |||
| 29 | $RSG | REPUBLIC SERVICES, INC. | Utilities | $994K | 1.0% | 4,665 | — | |||
| 30 | $ETN | Eaton Corp plc | Industrials | $963K | 1.0% | 2,260 | — | |||
| 31 | — | ISHARES TR - RUS MDCP VAL ETF | — | $937K | 1.0% | 5,692 | -0.2% | |||
| 32 | — | ISHARES TR - RUS MD CP GR ETF | — | $918K | 0.9% | 6,273 | — | |||
| 33 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $863K | 0.9% | 2,447 | +0.3% | |||
| 34 | $CHD | CHURCH & DWIGHT CO INC /DE/ | Consumer Staples | $854K | 0.9% | 8,810 | -0.7% | |||
| 35 | $CVX | CHEVRON CORP | Energy | $845K | 0.9% | 5,095 | +2% | |||
| 36 | $MA | Mastercard Inc | Financials | $832K | 0.8% | 1,620 | — | |||
| 37 | $AMZN | AMAZON COM INC | Consumer Discretionary | $787K | 0.8% | 3,304 | +0.9% | |||
| 38 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $749K | 0.8% | 1 | — | |||
| 39 | — | DBX ETF TR - XTRA ART INT ETF | — | $722K | 0.7% | 13K | +14% | |||
| 40 | $GWW | W.W. GRAINGER, INC. | Consumer Discretionary | $714K | 0.7% | 525 | — | |||
| 41 | $WMT | Walmart Inc. | Consumer Staples | $691K | 0.7% | 6,104 | +2% | |||
| 42 | $JPM | JPMORGAN CHASE & CO | Financials | $674K | 0.7% | 2,059 | +1% | |||
| 43 | $COP | CONOCOPHILLIPS | Energy | $668K | 0.7% | 6,427 | — | |||
| 44 | $MAR | MARRIOTT INTERNATIONAL INC /MD/ | Consumer Discretionary | $650K | 0.7% | 1,755 | — | |||
| 45 | $OKE | ONEOK INC /NEW/ | Energy | $639K | 0.7% | 7,350 | — | |||
| 46 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $630K | 0.7% | 855 | -0.5% | |||
| 47 | $LLY | ELI LILLY & Co | Healthcare | $587K | 0.6% | 489 | -2% | |||
| 48 | $PEP | PEPSICO INC | Consumer Staples | $568K | 0.6% | 4,197 | — | |||
| 49 | $PSX | Phillips 66 | Energy | $566K | 0.6% | 3,350 | — | |||
| 50 | $MMM | 3M CO | Healthcare | $548K | 0.6% | 3,386 | +3% | |||
| 51 | $PPG | PPG INDUSTRIES INC | Materials | $527K | 0.5% | 4,349 | — | |||
| 52 | $NEE | NEXTERA ENERGY INC | Utilities | $523K | 0.5% | 5,955 | — | |||
| 53 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $504K | 0.5% | 2,513 | — | |||
| 54 | $MCD | MCDONALDS CORP | Consumer Discretionary | $487K | 0.5% | 1,803 | — | |||
| 55 | — | VANGUARD INDEX FDS - LARGE CAP ETF | — | $443K | 0.5% | 1,287 | — | |||
| 56 | $USB | US BANCORP \DE\ | Financials | $439K | 0.5% | 7,271 | — | |||
| 57 | $MET | METLIFE INC | Financials | $431K | 0.4% | 5,095 | — | |||
| 58 | $ABBV | AbbVie Inc. | Healthcare | $428K | 0.4% | 1,700 | — | |||
| 59 | $MU | MICRON TECHNOLOGY INC | Technology | $422K | 0.4% | 366 | New | |||
| 60 | $ORCL | ORACLE CORP | Technology | $413K | 0.4% | 2,817 | — | |||
| 61 | — | ISHARES TR - RUSSELL 2000 ETF | — | $393K | 0.4% | 1,308 | — | |||
| 62 | — | ISHARES TR - RUS 2000 VAL ETF | — | $381K | 0.4% | 1,721 | — | |||
| 63 | — | ISHARES TR - 20 YR TR BD ETF | — | $378K | 0.4% | 4,372 | — | |||
| 64 | $FDX | FEDEX CORP | Industrials | $362K | 0.4% | 1,156 | — | |||
| 65 | — | ISHARES TR - RUS MID CAP ETF | — | $359K | 0.4% | 3,250 | -4% | |||
| 66 | $VRTX | VERTEX PHARMACEUTICALS INC / MA | Healthcare | $358K | 0.4% | 720 | — | |||
| 67 | $HPE | Hewlett Packard Enterprise Co | Technology | $354K | 0.4% | 7,851 | New | |||
| 68 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $351K | 0.4% | 700 | — | |||
| 69 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $345K | 0.3% | 1,275 | — | |||
| 70 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | — | $338K | 0.3% | 9,344 | — | |||
| 71 | $GIS | GENERAL MILLS INC | Consumer Staples | $333K | 0.3% | 9,568 | -4% | |||
| 72 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $324K | 0.3% | 980 | — | |||
| 73 | $T | AT&T INC. | Communication Services | $322K | 0.3% | 16K | -2% | |||
| 74 | $EMR | EMERSON ELECTRIC CO | Industrials | $316K | 0.3% | 2,209 | — | |||
| 75 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $315K | 0.3% | 850 | — | |||
| 76 | $SO | SOUTHERN CO | Utilities | $314K | 0.3% | 3,285 | +3% | |||
| 77 | $C | CITIGROUP INC | Financials | $303K | 0.3% | 2,165 | — | |||
| 78 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $293K | 0.3% | 3,543 | — | |||
| 79 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $287K | 0.3% | 1,165 | — | |||
| 80 | $HPQ | HP INC | Technology | $278K | 0.3% | 13K | — | |||
| 81 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $276K | 0.3% | 6,514 | — | |||
| 82 | $WELL | WELLTOWER INC. | Real Estate | $275K | 0.3% | 1,211 | — | |||
| 83 | $GS | GOLDMAN SACHS GROUP INC | Financials | $274K | 0.3% | 271 | +2% | |||
| 84 | $KO | COCA COLA CO | Consumer Staples | $272K | 0.3% | 3,343 | — | |||
| 85 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $271K | 0.3% | 4,705 | — | |||
| 86 | $QCOM | QUALCOMM INC/DE | Technology | $271K | 0.3% | 1,465 | -6% | |||
| 87 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | — | $270K | 0.3% | 9,333 | +0.2% | |||
| 88 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $266K | 0.3% | 1,396 | New | |||
| 89 | $PFE | PFIZER INC | Healthcare | $261K | 0.3% | 11K | — | |||
| 90 | $GE | GENERAL ELECTRIC CO | Industrials | $259K | 0.3% | 694 | New | |||
| 91 | — | SCHWAB STRATEGIC TR - US LCAP VA ETF | — | $257K | 0.3% | 7,389 | — | |||
| 92 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $256K | 0.3% | 440 | New | |||
| 93 | $SJM | J M SMUCKER Co | Consumer Staples | $255K | 0.3% | 2,265 | — | |||
| 94 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $254K | 0.3% | 3,564 | -3% | |||
| 95 | $ED | CONSOLIDATED EDISON INC | Utilities | $251K | 0.3% | 2,270 | — | |||
| 96 | $AXP | AMERICAN EXPRESS CO | Financials | $247K | 0.3% | 731 | — | |||
| 97 | $MS | MORGAN STANLEY | Financials | $241K | 0.3% | 1,155 | New | |||
| 98 | $BDX | BECTON DICKINSON & CO | Healthcare | $241K | 0.3% | 1,594 | — | |||
| 99 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $233K | 0.2% | 561 | New | |||
| 100 | $SHEL | Shell plc | Energy | $233K | 0.2% | 3,000 | — | |||
| 101 | — | ISHARES TR - RUS 1000 GRW ETF | — | $229K | 0.2% | 1,844 | New | |||
| 102 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $228K | 0.2% | 1,034 | — | |||
| 103 | $MRK | Merck & Co., Inc. | Healthcare | $219K | 0.2% | 1,701 | — | |||
| 104 | $KEY | KEYCORP /NEW/ | Financials | $213K | 0.2% | 9,223 | New | |||
| 105 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $211K | 0.2% | 943 | -5% | |||
| 106 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | — | $211K | 0.2% | 7,608 | New | |||
| 107 | $GEV | GE Vernova Inc. | Industrials | $208K | 0.2% | 177 | New | |||
| 108 | — | ISHARES TR - IBOXX INV CP ETF | — | $202K | 0.2% | 1,848 | — | |||
| 109 | $CSCO | CISCO SYSTEMS, INC. | Technology | $201K | 0.2% | 1,710 | New | |||
| 110 | $SHW | SHERWIN WILLIAMS CO | Materials | $201K | 0.2% | 583 | New |
What changed in Q2 2026
Against the previous quarter's 13F: 13 new, 19 added to, 22 trimmed, 2 sold out. Share-count changes; largest moves by dollar size first.
New positions (13)
$MUMICRON TECHNOLOGY INC$422K
first bought this quarter
$HPEHewlett Packard Enterprise Co$354K
first bought this quarter
- SELECT SECTOR SPDR TR - ST STR TECHN ETF$266K
first bought this quarter
$GEGENERAL ELECTRIC CO$259K
first bought this quarter
$AMDADVANCED MICRO DEVICES INC$256K
first bought this quarter
$MSMORGAN STANLEY$241K
first bought this quarter
+7 more in the Excel export
Added to (19)
- SCHWAB STRATEGIC TR - US LRG CAP ETF+6%
now $3.4M
- DBX ETF TR - XTRA ART INT ETF+14%
now $722K
now $2.7M · held 9+ qtrs
now $2.5M · held 9+ qtrs
$WMWASTE MANAGEMENT INC+1%
now $1.4M · held 9+ qtrs
$MMM3M CO+3%
now $548K · held 9+ qtrs, 2 adds in a row
+13 more in the Excel export
Trimmed (22)
now $3.5M · held 9+ qtrs, 6 trims in a row
now $2.5M · held 9+ qtrs, 2 trims in a row
- ISHARES TR - CORE S&P500 ETF-3%
now $2.6M
now $2.5M · held 9+ qtrs
now $1.6M · held 9+ qtrs
now $3.6M · held 9+ qtrs
+16 more in the Excel export
Holdings by quarter
Every 13F WEDGEWOOD INVESTORS INC /PA/ has filed, 41 earlier quarters. Pick one to see what it held then.
Is it too late to follow WEDGEWOOD INVESTORS?
Q2 2026 13F filed with the SEC on Jul 31, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of WEDGEWOOD INVESTORS's top 20 holdings: 73/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
+2.4%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter; 7% over the last 4
Top 10 weight
33%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
96%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q2 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
WEDGEWOOD INVESTORS INC /PA/ disclosed 110 positions worth $97.4M in its Form 13F-HR for Q2 2026, led by $MSFT (MICROSOFT CORP) at 4.8% of the equity portfolio, followed by $GOOG and $ERIE. During the quarter the fund opened 13 new positions and exited 2 — including a new stake in $MU and a full exit from $HON. The portfolio is most concentrated in Technology (23.4% of disclosed assets). All figures are sourced directly from WEDGEWOOD INVESTORS INC /PA/’s Form 13F-HR filing with the SEC under CIK 1125243.
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AI-Powered Hedge Fund Analysis: WEDGEWOOD INVESTORS INC /PA/
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Every holding in WEDGEWOOD INVESTORS INC /PA/'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.