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CIK: 0001125243
Total reported value
$97.4M
$97.4M
96 檔
24.6%
The Q2 2024 SEC filing reveals that Wedgewood Investors Inc /pa/ held a total portfolio value of $97.4M, covering 96 public equity positions.
During Q2 2024, Wedgewood Investors Inc /pa/'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including ERIE, MSFT, AAPL) accounted for 24.6% of total reported equity market value during Q2 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ERIE | Erie Indemnity Company-cl A | Stock-Financials | 13.04% | -1.40% | -20.02% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 6.91% | -0.50% | -0.61% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.02% | +0.07% | +0.36% | |
| 4 | UNP | Union Pacific CORP | Stock-Industrials | 2.84% | -0.17% | +0.42% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.67% | +0.07% | -1.55% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.59% | +0.29% | +26.82% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.58% | +0.14% | +916.79% | |
| 8 | WAB | Wabtec CORP | Stock-Industrials | 2.50% | -0.13% | -1.08% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.37% | -0.01% | -20.89% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.36% | +0.32% | -0.23% | |
| 11 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.26% | -0.13% | -1.22% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.92% | -0.14% | — | |
| 13 | PM | Philip Morris International | Stock-Consumer Staples | 1.88% | -0.12% | -2.96% | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.69% | -0.19% | -2.50% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.65% | +0.35% | +0.66% | |
| 16 | WM | Waste Management Inc | Stock-Industrials | 1.56% | -0.19% | — | |
| 17 | XOM | Exxon Mobil CORP | Stock-Energy | 1.40% | -0.53% | +0.71% | |
| 18 | MO | Altria Group Inc | Stock-Consumer Staples | 1.39% | -0.07% | -0.87% | |
| 19 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.36% | -0.46% | -1.10% | |
| 20 | HD | Home Depot Inc | Stock-Consumer Disc | 1.30% | -0.03% | +0.79% | |
| 21 | RSG | Republic Services Inc | Stock-Industrials | 1.26% | -0.15% | — | |
| 22 | ✓ | Stock-Other | 1.17% | — | -1.08% | ||
| 23 | ✓ | Stock-Other | 1.16% | — | +0.27% | ||
| 24 | DE | Deere & Co | Stock-Industrials | 1.13% | +0.01% | -2.68% | |
| 25 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 1.12% | -0.07% | — | |
| 26 | PH | Parker Hannifin CORP | Stock-Industrials | 1.11% | -0.04% | -9.75% | |
| 27 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 1.06% | +0.01% | -12.12% | |
| 28 | MAR | Marriott International -cl A | Stock-Consumer Disc | 1.03% | +0.01% | — | |
| 29 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.99% | +0.02% | -28.57% | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.97% | +0.07% | — | |
| 31 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.95% | -0.02% | -1.58% | |
| 32 | CVX | Chevron CORP | Stock-Energy | 0.95% | -0.32% | +1.13% | |
| 33 | ✓ | Stock-Other | 0.88% | — | — | ||
| 34 | ETN | Eaton Corporation plc | Stock-Industrials | 0.86% | +0.06% | -3.96% | |
| 35 | MA | Mastercard Inc - A | Stock-Financials | 0.85% | -0.08% | — | |
| 36 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.83% | -0.17% | -0.49% | |
| 37 | GIS | General Mills Inc | Stock-Consumer Staples | 0.78% | -0.09% | -2.34% | |
| 38 | OKE | Oneok Inc | Stock-Energy | 0.76% | -0.10% | — | |
| 39 | BTU | Peabody Energy Corporation | Stock-Energy | 0.73% | — | — | |
| 40 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.70% | +0.03% | — | |
| 41 | RTX | Rtx CORP | Stock-Industrials | 0.69% | -0.15% | +0.26% | |
| 42 | ORCL | Oracle CORP | Stock-Tech | 0.68% | -0.06% | — | |
| 43 | PPG | Ppg Industries Inc | Stock-Materials | 0.67% | +0.01% | — | |
| 44 | GWW | Ww Grainger Inc | Stock-Industrials | 0.67% | +0.07% | — | |
| 45 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.64% | -0.14% | +0.14% | |
| 46 | INTC | Intel CORP | Stock-Tech | 0.63% | — | -0.18% | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.61% | +0.01% | +2.09% | |
| 48 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.57% | -0.04% | -1.96% | |
| 49 | PSX | Phillips 66 | Stock-Energy | 0.57% | -0.12% | — | |
| 50 | ADBE | Adobe Inc | Stock-Tech | 0.57% | -0.24% | EXIT |
According to official SEC Form 13F filings, Wedgewood Investors Inc /pa/ reported a total U.S. public equity portfolio value of $97.4M across 96 disclosed positions in Q2 2024.
During Q2 2024, Wedgewood Investors Inc /pa/'s top holdings by market value included ERIE (13.0%)、MSFT (6.9%)、AAPL (3.0%). The largest single position, ERIE, represented 13.0% of total portfolio value.
In Q2 2024, Wedgewood Investors Inc /pa/ made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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