WEDGEWOOD INVESTORS INC /PA/
13F Reported Value
ⓘ$97.4M
Holdings
110
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
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 $GOOGL 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 (23.9% 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
Diversifying
$MSFT
$GOOG
$ERIE
$AAPL
$AMZN$MSFT
$NVDASector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 79.8#31
Quality
$4.7M12,513 sh - 78.2#57
Quality
$3.6M10,130 sh - 69.4#269
Quality
$3.5M14,448 sh SCHWAB STRATEGIC TR - US LRG CAP ETF
—Quality
$3.4M116,326 sh- 76.4
Quality
$3.1M10,692 sh - 66.3
Quality
$3.0M11,141 sh - —
Quality
$2.9M3,847 sh - 78.2
Quality
$2.7M7,504 sh ISHARES TR - CORE S&P500 ETF
—Quality
$2.6M3,448 sh- 85.9
Quality
$2.5M12,595 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| MICROSOFT CORP$MSFT | 79.8#31 | $4.7M | 12,513 |
 Alphabet Inc.$GOOGL | 78.2#57 | $3.6M | 10,130 |
| ERIE INDEMNITY CO$ERIE | 69.4#269 | $3.5M | 14,448 |
| SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $3.4M | 116,326 |
| Apple Inc.$AAPL | 76.4 | $3.1M | 10,692 |
 WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP$WAB | 66.3 | $3.0M | 11,141 |
 SPDR S&P 500 ETF TRUST$SPY | — | $2.9M | 3,847 |
| Alphabet Inc.$GOOG | 78.2 | $2.7M | 7,504 |
| ISHARES TR - CORE S&P500 ETF | — | $2.6M | 3,448 |
| NVIDIA CORP$NVDA | 85.9 | $2.5M | 12,595 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of WEDGEWOOD INVESTORS INC /PA/'s 110 positions.
Showing top 10 of 110 holdings.
Sector Allocation
Technology
$23.3M
Other
$16.4M
Industrials
$14.3M
Financials
$14.0M
Consumer Staples
$7.8M
Healthcare
$5.5M
Consumer Discretionary
$4.6M
Energy
$4.3M
Full Holdings — WEDGEWOOD INVESTORS INC /PA/ (Q2 2026)
All 110 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 | $4.7M | 4.8% | +0% | 79.8 |
| 2 | $GOOGL | Alphabet Inc. | $3.6M | 3.7% | -1% | 78.2 |
| 3 | $ERIE | ERIE INDEMNITY CO | $3.5M | 3.6% | -16% | 69.4 |
| 4 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $3.4M | 3.5% | +6% | — |
| 5 | $AAPL | Apple Inc. | $3.1M | 3.2% | +0% | 76.4 |
| 6 | $WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | $3.0M | 3.1% | -0% | 66.3 |
| 7 | $SPY | SPDR S&P 500 ETF TRUST | $2.9M | 3.0% | -0% | — |
| 8 | $GOOG | Alphabet Inc. | $2.7M | 2.8% | +3% | 78.2 |
| 9 | — | ISHARES TR - CORE S&P500 ETF | $2.6M | 2.6% | -3% | — |
| 10 | $NVDA | NVIDIA CORP | $2.5M | 2.6% | +3% | 85.9 |
| 11 |  $UNP | UNION PACIFIC CORP | $2.5M | 2.5% | -6% | 69.7 |
| 12 |  $PM | Philip Morris International Inc. | $2.5M | 2.5% | -3% | 75.9 |
| 13 |  $STX | Seagate Technology Holdings plc | $2.4M | 2.5% | +0% | — |
| 14 |  $JNJ | JOHNSON & JOHNSON | $2.4M | 2.5% | -0% | 69 |
| 15 |  $GLW | CORNING INC /NY | $2.4M | 2.4% | +0% | 73.7 |
| 16 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.9M | 2.0% | +0% | 73.8 |
| 17 |  $MO | ALTRIA GROUP, INC. | $1.9M | 1.9% | -1% | 67.4 |
| 18 |  $PH | Parker-Hannifin Corp | $1.7M | 1.8% | +0% | 65.8 |
| 19 |  $DE | DEERE & CO | $1.6M | 1.6% | +0% | 55.4 |
| 20 |  $GLD | SPDR GOLD TRUST | $1.6M | 1.6% | -2% | — |
| 21 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $1.4M | 1.4% | +1% | 64.4 |
| 22 |  $WM | WASTE MANAGEMENT INC | $1.4M | 1.4% | +1% | 67.6 |
| 23 |  $XOM.R34088 | EXXON MOBIL CORP | $1.3M | 1.4% | -1% | 57.9 |
| 24 |  $PG | PROCTER & GAMBLE Co | $1.2M | 1.3% | +0% | 64.6 |
| 25 |  $V | VISA INC. | $1.2M | 1.2% | -1% | 82.9 |
| 26 |  $RTX | RTX Corp | $1.1M | 1.1% | +0% | 73.2 |
| 27 |  $NSC | NORFOLK SOUTHERN CORP | $1.1M | 1.1% | +0% | 63.2 |
| 28 |  $CAT | CATERPILLAR INC | $1.0M | 1.0% | +2% | 66.5 |
| 29 |  $RSG | REPUBLIC SERVICES, INC. | $994,018 | 1.0% | +0% | 62.3 |
| 30 |  $ETN | Eaton Corp plc | $963,031 | 1.0% | +0% | — |
| 31 | — | ISHARES TR - RUS MDCP VAL ETF | $936,903 | 1.0% | -0% | — |
| 32 | — | ISHARES TR - RUS MD CP GR ETF | $918,430 | 0.9% | +0% | — |
| 33 |  $HD | HOME DEPOT, INC. | $863,008 | 0.9% | +0% | 60.3 |
| 34 |  $CHD | CHURCH & DWIGHT CO INC /DE/ | $853,513 | 0.9% | -1% | 58.1 |
| 35 |  $CVX | CHEVRON CORP | $844,547 | 0.9% | +2% | 62.8 |
| 36 |  $MA | Mastercard Inc | $832,032 | 0.8% | +0% | 85.1 |
| 37 | $AMZN | AMAZON COM INC | $787,475 | 0.8% | +1% | 68.7 |
| 38 |  $BRK.A | BERKSHIRE HATHAWAY INC | $748,850 | 0.8% | +0% | 73.8 |
| 39 | — | DBX ETF TR - XTRA ART INT ETF | $721,840 | 0.7% | +14% | — |
| 40 |  $GWW | W.W. GRAINGER, INC. | $714,210 | 0.7% | +0% | 61.8 |
| 41 |  $WMT | Walmart Inc. | $691,339 | 0.7% | +2% | 60.2 |
| 42 |  $JPM | JPMORGAN CHASE & CO | $673,972 | 0.7% | +1% | 70.7 |
| 43 |  $COP | CONOCOPHILLIPS | $668,151 | 0.7% | +0% | 70.2 |
| 44 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $650,385 | 0.7% | +0% | 61.7 |
| 45 |  $OKE | ONEOK INC /NEW/ | $639,009 | 0.7% | +0% | 71.7 |
| 46 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $629,622 | 0.7% | -0% | — |
| 47 |  $LLY | ELI LILLY & Co | $586,521 | 0.6% | -2% | 87.5 |
| 48 |  $PEP | PEPSICO INC | $568,274 | 0.6% | +0% | 63.4 |
| 49 |  $PSX | Phillips 66 | $566,318 | 0.6% | +0% | 57.8 |
| 50 |  $MMM | 3M CO | $548,301 | 0.6% | +3% | 64.9 |
| 51 |  $PPG | PPG INDUSTRIES INC | $527,490 | 0.5% | +0% | 59.1 |
| 52 |  $NEE | NEXTERA ENERGY INC | $522,670 | 0.5% | +0% | 64.6 |
| 53 |  $COF | CAPITAL ONE FINANCIAL CORP | $504,158 | 0.5% | +0% | 62.4 |
| 54 |  $MCD | MCDONALDS CORP | $487,369 | 0.5% | +0% | 69 |
| 55 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $442,612 | 0.5% | +0% | — |
| 56 |  $USB | US BANCORP \DE\ | $439,168 | 0.5% | +0% | 65.3 |
| 57 |  $MET | METLIFE INC | $431,088 | 0.4% | +0% | 56.2 |
| 58 |  $ABBV | AbbVie Inc. | $427,788 | 0.4% | +0% | 72.6 |
| 59 |  $MU | MICRON TECHNOLOGY INC | $422,470 | 0.4% | NEW | 86.2 |
| 60 |  $ORCL | ORACLE CORP | $412,797 | 0.4% | +0% | 66.2 |
| 61 | — | ISHARES TR - RUSSELL 2000 ETF | $392,925 | 0.4% | +0% | — |
| 62 | — | ISHARES TR - RUS 2000 VAL ETF | $380,685 | 0.4% | +0% | — |
| 63 | — | ISHARES TR - 20 YR TR BD ETF | $377,828 | 0.4% | +0% | — |
| 64 |  $FDX | FEDEX CORP | $361,978 | 0.4% | +0% | 60.3 |
| 65 | — | ISHARES TR - RUS MID CAP ETF | $358,540 | 0.4% | -4% | — |
| 66 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $357,646 | 0.4% | +0% | 75.4 |
| 67 |  $HPE | Hewlett Packard Enterprise Co | $354,159 | 0.4% | NEW | 70.5 |
| 68 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $350,952 | 0.4% | +0% | 65.1 |
| 69 |  $ITW | ILLINOIS TOOL WORKS INC | $344,849 | 0.3% | +0% | 63.6 |
| 70 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | $337,599 | 0.3% | +0% | — |
| 71 |  $GIS | GENERAL MILLS INC | $332,966 | 0.3% | -4% | 50.7 |
| 72 |  $TRV | TRAVELERS COMPANIES, INC. | $323,518 | 0.3% | +0% | 75.9 |
| 73 |  $T | AT&T INC. | $321,864 | 0.3% | -2% | 65.7 |
| 74 |  $EMR | EMERSON ELECTRIC CO | $316,218 | 0.3% | +0% | 65.3 |
| 75 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $314,534 | 0.3% | +0% | — |
| 76 |  $SO | SOUTHERN CO | $314,407 | 0.3% | +3% | 62 |
| 77 |  $C | CITIGROUP INC | $303,013 | 0.3% | +0% | 65 |
| 78 |  $WFC | WELLS FARGO & COMPANY/MN | $292,794 | 0.3% | +0% | 61.8 |
| 79 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $286,846 | 0.3% | +0% | 73.7 |
| 80 |  $HPQ | HP INC | $278,199 | 0.3% | +0% | 59.3 |
| 81 |  $VZ | VERIZON COMMUNICATIONS INC | $275,803 | 0.3% | +0% | 65.8 |
| 82 |  $WELL | WELLTOWER INC. | $274,861 | 0.3% | +0% | 59.8 |
| 83 |  $GS | GOLDMAN SACHS GROUP INC | $274,081 | 0.3% | +2% | 73.5 |
| 84 |  $KO | COCA COLA CO | $271,686 | 0.3% | +0% | 69.5 |
| 85 |  $BMY | BRISTOL MYERS SQUIBB CO | $271,102 | 0.3% | +0% | 70.4 |
| 86 |  $QCOM | QUALCOMM INC/DE | $270,717 | 0.3% | -6% | 70.5 |
| 87 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $270,284 | 0.3% | +0% | — |
| 88 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $265,966 | 0.3% | NEW | — |
| 89 |  $PFE | PFIZER INC | $261,075 | 0.3% | +0% | 62 |
| 90 |  $GE | GENERAL ELECTRIC CO | $259,369 | 0.3% | NEW | 73.8 |
| 91 | — | SCHWAB STRATEGIC TR - US LCAP VA ETF | $257,211 | 0.3% | +0% | — |
| 92 |  $AMD | ADVANCED MICRO DEVICES INC | $255,600 | 0.3% | NEW | 79.8 |
| 93 |  $SJM | J M SMUCKER Co | $254,813 | 0.3% | +0% | 59.1 |
| 94 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $253,935 | 0.3% | -3% | — |
| 95 |  $ED | CONSOLIDATED EDISON INC | $251,130 | 0.3% | +0% | 67.3 |
| 96 |  $AXP | AMERICAN EXPRESS CO | $247,261 | 0.3% | +0% | 69.4 |
| 97 |  $MS | MORGAN STANLEY | $241,441 | 0.3% | NEW | 75.8 |
| 98 |  $BDX | BECTON DICKINSON & CO | $241,220 | 0.3% | +0% | 59 |
| 99 |  $UNH | UNITEDHEALTH GROUP INC | $233,168 | 0.2% | NEW | 62.7 |
| 100 |  $SHEL | Shell plc | $232,620 | 0.2% | +0% | — |
| 101 | — | ISHARES TR - RUS 1000 GRW ETF | $228,969 | 0.2% | NEW | — |
| 102 |  $LOW | LOWES COMPANIES INC | $227,987 | 0.2% | +0% | 60.8 |
| 103 |  $MRK | Merck & Co., Inc. | $218,579 | 0.2% | +0% | 59.9 |
| 104 |  $KEY | KEYCORP /NEW/ | $212,590 | 0.2% | NEW | 70.8 |
| 105 |  $ADP | AUTOMATIC DATA PROCESSING INC | $211,185 | 0.2% | -5% | 69.8 |
| 106 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $210,742 | 0.2% | NEW | — |
| 107 |  $GEV | GE Vernova Inc. | $207,950 | 0.2% | NEW | 81.1 |
| 108 | — | ISHARES TR - IBOXX INV CP ETF | $201,561 | 0.2% | +0% | — |
| 109 |  $CSCO | CISCO SYSTEMS, INC. | $200,857 | 0.2% | NEW | 70.3 |
| 110 |  $SHW | SHERWIN WILLIAMS CO | $200,739 | 0.2% | NEW | 61.3 |
New Positions (13)
$MU MICRON TECHNOLOGY INC$422,470$HPE Hewlett Packard Enterprise Co$354,159$GE GENERAL ELECTRIC CO$259,369$AMD ADVANCED MICRO DEVICES INC$255,600$MS MORGAN STANLEY$241,441$UNH UNITEDHEALTH GROUP INC$233,168$KEY KEYCORP /NEW/$212,590$GEV GE Vernova Inc.$207,950$CSCO CISCO SYSTEMS, INC.$200,857$SHW SHERWIN WILLIAMS CO$200,739
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