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CIK: 0001125243
Total reported value
$97.4M
$97.4M
96 檔
24.1%
According to the latest 13F quarterly dataset, Wedgewood Investors Inc /pa/ managed an equity portfolio of $97.4M at the end of Q4 2024, spanning 96 distinct U.S. exchange-listed positions.
In Q4 2024, Wedgewood Investors Inc /pa/ adopted a defensive or profit-taking posture, trimming 42 positions and completely liquidating 4 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ERIE | Erie Indemnity Company-cl A | Stock-Financials | 12.29% | -1.40% | -0.39% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 6.28% | -0.50% | -2.81% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.42% | +0.07% | -1.48% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.87% | +0.14% | +2.28% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.82% | +0.07% | -0.34% | |
| 6 | UNP | Union Pacific CORP | Stock-Industrials | 2.79% | -0.17% | — | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.78% | +0.29% | +199.75% | |
| 8 | WAB | Wabtec CORP | Stock-Industrials | 2.59% | -0.13% | -12.96% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.53% | -0.01% | -0.08% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.37% | +0.32% | -2.77% | |
| 11 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.25% | -0.13% | -0.24% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.12% | -0.14% | — | |
| 13 | PM | Philip Morris International | Stock-Consumer Staples | 2.11% | -0.12% | -3.62% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.70% | +0.35% | — | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.63% | -0.19% | -1.03% | |
| 16 | MO | Altria Group Inc | Stock-Consumer Staples | 1.56% | -0.07% | -1.94% | |
| 17 | WM | Waste Management Inc | Stock-Industrials | 1.46% | -0.19% | — | |
| 18 | ✓ | Stock-Other | 1.37% | — | +4.35% | ||
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 1.35% | -0.53% | -1.16% | |
| 20 | PH | Parker Hannifin CORP | Stock-Industrials | 1.32% | -0.04% | -3.29% | |
| 21 | ✓ | Stock-Other | 1.31% | — | -4.74% | ||
| 22 | DE | Deere & Co | Stock-Industrials | 1.27% | +0.01% | — | |
| 23 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.26% | -0.46% | -0.49% | |
| 24 | HD | Home Depot Inc | Stock-Consumer Disc | 1.19% | -0.03% | -14.91% | |
| 25 | RSG | Republic Services Inc | Stock-Industrials | 1.18% | -0.15% | -9.15% | |
| 26 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 1.12% | +0.01% | — | |
| 27 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 1.11% | -0.07% | -0.93% | |
| 28 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.08% | +0.02% | — | |
| 29 | NSC | Norfolk Southern CORP | Stock-Industrials | 1.03% | -0.02% | -0.40% | |
| 30 | MA | Mastercard Inc - A | Stock-Financials | 1.00% | -0.08% | — | |
| 31 | ETN | Eaton Corporation plc | Stock-Industrials | 0.91% | +0.06% | — | |
| 32 | OKE | Oneok Inc | Stock-Energy | 0.88% | -0.10% | -5.10% | |
| 33 | CVX | Chevron CORP | Stock-Energy | 0.87% | -0.32% | — | |
| 34 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.84% | +0.07% | -2.12% | |
| 35 | BTU | Peabody Energy Corporation | Stock-Energy | 0.80% | — | — | |
| 36 | RTX | Rtx CORP | Stock-Industrials | 0.78% | -0.15% | -0.07% | |
| 37 | GIS | General Mills Inc | Stock-Consumer Staples | 0.77% | -0.09% | -0.53% | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.76% | +0.03% | -3.28% | |
| 39 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.75% | +0.01% | -36.19% | |
| 40 | ✓ | Stock-Other | 0.75% | — | -0.57% | ||
| 41 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.74% | -0.17% | -3.52% | |
| 42 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.69% | -0.14% | -4.74% | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.67% | +0.01% | -2.93% | |
| 44 | GWW | Ww Grainger Inc | Stock-Industrials | 0.65% | +0.07% | -16.00% | |
| 45 | WMT | Walmart Inc | Stock-Consumer Staples | 0.64% | -0.14% | — | |
| 46 | PPG | Ppg Industries Inc | Stock-Materials | 0.63% | +0.01% | — | |
| 47 | ORCL | Oracle CORP | Stock-Tech | 0.59% | -0.06% | -25.80% | |
| 48 | GLW | Corning Inc | Stock-Tech | 0.55% | +0.99% | — | |
| 49 | ✓ | Powershares Qqq Trust Ser 1 | Stock-Other | 0.54% | — | — | |
| 50 | ✓ | Stock-Other | 0.53% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.5% | +2.28% | Add |
| 2 | AAPL | Apple Inc | +0.4% | -1.48% | Trim |
| 3 | GOOG | Alphabet Inc-cl C | +0.4% | -2.77% | Trim |
| 4 | GOOGL | Alphabet Inc-cl A | +0.3% | — | Unchanged |
| 5 | SCHX | Schwab US Large-cap ETF | +0.3% | +199.75% | Add |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | -0.34% | Trim |
| 7 | IVV | Ishares Core S&p 500 ETF | +0.2% | -0.08% | Trim |
| 8 | V | Visa Inc-class A Shares | +0.2% | — | Trim |
| 9 | MSFT | Microsoft CORP | +0.2% | -2.81% | Trim |
| 10 | IWP | Ishares Russell Mid-cap Grow | +0.2% | — | Unchanged |
| 11 | GLD | Spdr Gold Shares | +0.2% | — | Add |
| 12 | AMZN | Amazon.com Inc | +0.1% | -3.28% | Trim |
| 13 | MA | Mastercard Inc - A | +0.1% | — | Unchanged |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | — | Unchanged |
| 15 | DFSEUR | Discover Financial Services | +0.1% | — | Unchanged |
| 16 | MO | Altria Group Inc | +0.1% | -1.94% | Trim |
| 17 | WMT | Walmart Inc | +0.1% | — | Unchanged |
| 18 | DE | Deere & Co | +0.1% | — | Unchanged |
| 19 | JPM | Jpmorgan Chase & Co | +0.1% | -2.93% | Trim |
| 20 | OKE | Oneok Inc | +0.1% | -5.10% | Trim |
| 21 | PG | Procter & Gamble Co/the | +0.1% | -0.24% | Trim |
| 22 | WM | Waste Management Inc | +0.1% | — | Unchanged |
| 23 | CHD | Church & Dwight Co Inc | +0.1% | -0.93% | Trim |
| 24 | ETN | Eaton Corporation plc | +0.1% | — | Unchanged |
| 25 | PM | Philip Morris International | +0.1% | -3.62% | Trim |
| 26 | WFC | Wells Fargo & Co | +0.1% | -5.15% | Trim |
| 27 | EMR | Emerson Electric Co | +0.1% | — | Unchanged |
| 28 | PH | Parker Hannifin CORP | +0.1% | -3.29% | Trim |
| 29 | BMY | Bristol-myers Squibb Co | +0.1% | +0.25% | Add |
| 30 | GLW | Corning Inc | +0.1% | — | Unchanged |
| 31 | IWS | Ishares Russell Mid-cap Valu | +0.1% | — | Unchanged |
| 32 | ✓ | Powershares Qqq Trust Ser 1 | +0.1% | — | Unchanged |
| 33 | BXUSD | Blackstone Group Lp/the | +0.1% | — | Unchanged |
| 34 | HON | Honeywell International Inc | +0.1% | — | Unchanged |
| 35 | USB | US Bancorp | +0.1% | — | Unchanged |
| 36 | ADP | Automatic Data Processing | +0.1% | — | Unchanged |
| 37 | PNC | Pnc Financial Services Group | +0.1% | — | Unchanged |
| 38 | CVX | Chevron CORP | +0.1% | — | Unchanged |
| 39 | BTU | Peabody Energy Corporation | +0.1% | — | Unchanged |
| 40 | AXP | American Express Co | 0% | -0.92% | Trim |
| 41 | FDX | Fedex CORP | 0% | +0.43% | Add |
| 42 | VV | Vanguard Large-cap ETF | 0% | — | Unchanged |
| 43 | T | At&t Inc | 0% | — | Trim |
| 44 | PAYX | Paychex Inc | 0% | — | Unchanged |
| 45 | TRV | Travelers Cos Inc/the | 0% | — | Unchanged |
| 46 | MET | Metlife Inc | 0% | — | Unchanged |
| 47 | NSC | Norfolk Southern CORP | 0% | -0.40% | Trim |
| 48 | RTX | Rtx CORP | 0% | -0.07% | Trim |
| 49 | SCHB | Schwab US Broad Market ETF | 0% | +200.26% | Add |
| 50 | IWN | Ishares Russell 2000 Value E | 0% | — | 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 96 disclosed positions in Q4 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 24.1% of total reported equity market value during Q4 2024.
Top Position Liquidated / Trimmed
ABBV
前期市值: $440.8K
During Q4 2024, Wedgewood Investors Inc /pa/'s top holdings by market value included ERIE (12.3%)、MSFT (6.3%)、AAPL (3.4%). The largest single position, ERIE, represented 12.3% of total portfolio value.
In Q4 2024, Wedgewood Investors Inc /pa/ made 53 total portfolio adjustments, initiating 0 new buys, adding to 7 positions, trimming 42 holdings, and fully liquidating 4 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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