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CIK: 0001125243
Total reported value
$97.4M
$97.4M
100 檔
27.8%
During the Q3 2024 filing period, Wedgewood Investors Inc /pa/ (CIK: 0001125243) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $97.4M across 100 reported positions.
Wedgewood Investors Inc /pa/ executed strategic sector rebalancing during Q3 2024, establishing 6 new positions while fully exiting 2 holdings and trimming 25 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ERIE | Erie Indemnity Company-cl A | Stock-Financials | 14.97% | -1.40% | -16.17% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 6.12% | -0.50% | +0.05% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.00% | +0.07% | -2.48% | |
| 4 | UNP | Union Pacific CORP | Stock-Industrials | 2.79% | -0.17% | -1.98% | |
| 5 | WAB | Wabtec CORP | Stock-Industrials | 2.64% | -0.13% | — | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.57% | +0.07% | -0.77% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.52% | +0.29% | -0.13% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.35% | +0.14% | +0.97% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.30% | -0.01% | -0.11% | |
| 10 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.16% | -0.13% | -1.03% | |
| 11 | PM | Philip Morris International | Stock-Consumer Staples | 2.05% | -0.12% | -1.15% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.99% | -0.14% | — | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.98% | +0.32% | — | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.71% | -0.19% | -0.51% | |
| 15 | MO | Altria Group Inc | Stock-Consumer Staples | 1.44% | -0.07% | — | |
| 16 | WM | Waste Management Inc | Stock-Industrials | 1.39% | -0.19% | — | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.38% | +0.35% | +0.42% | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 1.38% | -0.53% | +5.01% | |
| 19 | HD | Home Depot Inc | Stock-Consumer Disc | 1.35% | -0.03% | -4.42% | |
| 20 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.33% | -0.46% | — | |
| 21 | PH | Parker Hannifin CORP | Stock-Industrials | 1.26% | -0.04% | -1.62% | |
| 22 | ✓ | Stock-Other | 1.22% | — | — | ||
| 23 | RSG | Republic Services Inc | Stock-Industrials | 1.20% | -0.15% | — | |
| 24 | DE | Deere & Co | Stock-Industrials | 1.16% | +0.01% | — | |
| 25 | ✓ | Stock-Other | 1.11% | — | -0.54% | ||
| 26 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 1.06% | +0.01% | -0.49% | |
| 27 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 1.04% | -0.07% | — | |
| 28 | NSC | Norfolk Southern CORP | Stock-Industrials | 1.01% | -0.02% | — | |
| 29 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.98% | +0.01% | — | |
| 30 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.93% | +0.02% | -4.04% | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.91% | +0.07% | +4.78% | |
| 32 | MA | Mastercard Inc - A | Stock-Financials | 0.87% | -0.08% | — | |
| 33 | ETN | Eaton Corporation plc | Stock-Industrials | 0.84% | +0.06% | +0.78% | |
| 34 | GIS | General Mills Inc | Stock-Consumer Staples | 0.84% | -0.09% | -0.48% | |
| 35 | CVX | Chevron CORP | Stock-Energy | 0.82% | -0.32% | +0.41% | |
| 36 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.79% | -0.17% | +0.28% | |
| 37 | OKE | Oneok Inc | Stock-Energy | 0.78% | -0.10% | — | |
| 38 | RTX | Rtx CORP | Stock-Industrials | 0.76% | -0.15% | -1.36% | |
| 39 | BTU | Peabody Energy Corporation | Stock-Energy | 0.75% | — | — | |
| 40 | ORCL | Oracle CORP | Stock-Tech | 0.75% | -0.06% | — | |
| 41 | ✓ | Stock-Other | 0.74% | — | — | ||
| 42 | GWW | Ww Grainger Inc | Stock-Industrials | 0.71% | +0.07% | — | |
| 43 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.70% | -0.14% | +0.38% | |
| 44 | PPG | Ppg Industries Inc | Stock-Materials | 0.65% | +0.01% | — | |
| 45 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.62% | +0.03% | — | |
| 46 | ✓ | Stock-Other | 0.58% | — | — | ||
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.57% | +0.01% | -3.26% | |
| 48 | WMT | Walmart Inc | Stock-Consumer Staples | 0.53% | -0.14% | — | |
| 49 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.51% | -0.04% | -8.59% | |
| 50 | HPQ | Hp Inc | Stock-Tech | 0.51% | +0.01% | +1.11% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ERIE | Erie Indemnity Company-cl A | +1.9% | -16.17% | Trim |
| 2 | SHW | Sherwin-williams Co/the | +0.2% | NEW | New buy |
| 3 | CLX | Clorox Company | +0.2% | NEW | New buy |
| 4 | AXP | American Express Co | +0.2% | NEW | New buy |
| 5 | BXUSD | Blackstone Group Lp/the | +0.2% | NEW | New buy |
| 6 | PAYX | Paychex Inc | +0.2% | NEW | New buy |
| 7 | SCHB | Schwab US Broad Market ETF | +0.2% | NEW | New buy |
| 8 | PM | Philip Morris International | +0.2% | -1.15% | Trim |
| 9 | PH | Parker Hannifin CORP | +0.2% | -1.62% | Trim |
| 10 | WAB | Wabtec CORP | +0.1% | — | Unchanged |
| 11 | MMM | 3m Co | +0.1% | — | Unchanged |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | — | Unchanged |
| 13 | ORCL | Oracle CORP | +0.1% | — | Unchanged |
| 14 | RTX | Rtx CORP | +0.1% | -1.36% | Trim |
| 15 | BMY | Bristol-myers Squibb Co | +0.1% | +8.73% | Add |
| 16 | NSC | Norfolk Southern CORP | +0.1% | — | Unchanged |
| 17 | MCD | Mcdonald's CORP | +0.1% | +0.38% | Add |
| 18 | GIS | General Mills Inc | +0.1% | -0.48% | Trim |
| 19 | MO | Altria Group Inc | +0.1% | — | Unchanged |
| 20 | HD | Home Depot Inc | +0.1% | -4.42% | Trim |
| 21 | GLD | Spdr Gold Shares | +0.1% | — | Unchanged |
| 22 | NEE | Nextera Energy Inc | +0.1% | — | Unchanged |
| 23 | WMT | Walmart Inc | +0.1% | — | Unchanged |
| 24 | LOW | Lowe's Cos Inc | +0.1% | — | Unchanged |
| 25 | GWW | Ww Grainger Inc | 0% | — | Unchanged |
| 26 | DE | Deere & Co | 0% | — | Unchanged |
| 27 | MET | Metlife Inc | 0% | — | Unchanged |
| 28 | GLW | Corning Inc | 0% | — | Unchanged |
| 29 | ABBV | Abbvie Inc | 0% | — | Unchanged |
| 30 | CAT | Caterpillar Inc | 0% | — | Unchanged |
| 31 | PNC | Pnc Financial Services Group | 0% | — | Unchanged |
| 32 | T | At&t Inc | 0% | — | Add |
| 33 | ED | Consolidated Edison Inc | 0% | +2.71% | Add |
| 34 | JNJ | Johnson & Johnson | 0% | -0.51% | Trim |
| 35 | MA | Mastercard Inc - A | 0% | — | Unchanged |
| 36 | BTU | Peabody Energy Corporation | 0% | — | Unchanged |
| 37 | OKE | Oneok Inc | 0% | — | Unchanged |
| 38 | USB | US Bancorp | 0% | +0.18% | Add |
| 39 | SO | Southern Co/the | 0% | — | Unchanged |
| 40 | TMO | Thermo Fisher Scientific Inc | 0% | — | Unchanged |
| 41 | PFE | Pfizer Inc | 0% | +7.64% | Add |
| 42 | ADP | Automatic Data Processing | 0% | — | Unchanged |
| 43 | TRV | Travelers Cos Inc/the | 0% | — | Unchanged |
| 44 | SJM | Jm Smucker Co/the | 0% | +0.04% | Add |
| 45 | KO | Coca-cola Co/the | 0% | — | Unchanged |
| 46 | IWN | Ishares Russell 2000 Value E | 0% | — | Unchanged |
| 47 | IWS | Ishares Russell Mid-cap Valu | — | -0.49% | Trim |
| 48 | UNH | Unitedhealth Group Inc | — | -5.08% | Trim |
| 49 | DFSEUR | Discover Financial Services | — | — | Unchanged |
| 50 | IWM | Ishares Russell 2000 ETF | — | — | Unchanged |
According to official SEC Form 13F filings, Wedgewood Investors Inc /pa/ reported a total U.S. public equity portfolio value of $97.4M across 100 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including ERIE, MSFT, AAPL) accounted for 27.8% of total reported equity market value during Q3 2024.
Top New Position Initiated
SHW
市值: $222.5K
Top Position Liquidated / Trimmed
INTC
前期市值: $529.6K
During Q3 2024, Wedgewood Investors Inc /pa/'s top holdings by market value included ERIE (15.0%)、MSFT (6.1%)、AAPL (3.0%). The largest single position, ERIE, represented 15.0% of total portfolio value.
In Q3 2024, Wedgewood Investors Inc /pa/ made 50 total portfolio adjustments, initiating 6 new buys, adding to 17 positions, trimming 25 holdings, and fully liquidating 2 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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