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CIK: 0001125243
Total reported value
$97.4M
$97.4M
101 檔
22.7%
In Q2 2025, Wedgewood Investors Inc /pa/'s U.S. equity holdings reached a combined market value of $97.4M, distributed across 101 disclosed stock positions.
In Q2 2025, Wedgewood Investors Inc /pa/ adopted a defensive or profit-taking posture, trimming 37 positions and completely liquidating 2 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 | 9.01% | -1.40% | -6.43% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 7.17% | -0.50% | -0.79% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.33% | +0.14% | -0.05% | |
| 4 | PM | Philip Morris International | Stock-Consumer Staples | 3.05% | -0.12% | -1.94% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.95% | +0.07% | -0.10% | |
| 6 | WAB | Wabtec CORP | Stock-Industrials | 2.79% | -0.13% | -0.03% | |
| 7 | UNP | Union Pacific CORP | Stock-Industrials | 2.72% | -0.17% | -1.17% | |
| 8 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.72% | +0.29% | -5.58% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.67% | +0.07% | -0.50% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.60% | -0.01% | -0.05% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.22% | -0.14% | — | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.16% | +0.32% | — | |
| 13 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.08% | -0.13% | -0.26% | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.69% | -0.19% | — | |
| 15 | MO | Altria Group Inc | Stock-Consumer Staples | 1.68% | -0.07% | -1.31% | |
| 16 | ✓ | Stock-Other | 1.67% | — | — | ||
| 17 | WM | Waste Management Inc | Stock-Industrials | 1.59% | -0.19% | -0.08% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.55% | +0.35% | -0.07% | |
| 19 | DE | Deere & Co | Stock-Industrials | 1.49% | +0.01% | — | |
| 20 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.47% | -0.46% | — | |
| 21 | PH | Parker Hannifin CORP | Stock-Industrials | 1.42% | -0.04% | — | |
| 22 | RSG | Republic Services Inc | Stock-Industrials | 1.41% | -0.15% | — | |
| 23 | ✓ | Stock-Other | 1.40% | — | -1.67% | ||
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 1.28% | -0.53% | -2.91% | |
| 25 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.14% | +0.02% | -1.28% | |
| 26 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 1.11% | +0.01% | -0.74% | |
| 27 | NSC | Norfolk Southern CORP | Stock-Industrials | 1.09% | -0.02% | — | |
| 28 | HD | Home Depot Inc | Stock-Consumer Disc | 1.09% | -0.03% | — | |
| 29 | MA | Mastercard Inc - A | Stock-Financials | 1.05% | -0.08% | — | |
| 30 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 0.99% | -0.07% | -0.67% | |
| 31 | RTX | Rtx CORP | Stock-Industrials | 0.96% | -0.15% | -0.09% | |
| 32 | ETN | Eaton Corporation plc | Stock-Industrials | 0.94% | +0.06% | — | |
| 33 | CVX | Chevron CORP | Stock-Energy | 0.84% | -0.32% | — | |
| 34 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.84% | -0.05% | — | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.82% | +0.07% | — | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.77% | +0.03% | +0.66% | |
| 37 | ORCL | Oracle CORP | Stock-Tech | 0.75% | -0.06% | — | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.74% | +0.01% | -3.55% | |
| 39 | OKE | Oneok Inc | Stock-Energy | 0.70% | -0.10% | — | |
| 40 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.68% | -0.14% | — | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.67% | -0.14% | — | |
| 42 | ✓ | Stock-Other | 0.66% | — | -0.19% | ||
| 43 | GWW | Ww Grainger Inc | Stock-Industrials | 0.63% | +0.07% | — | |
| 44 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.62% | -0.17% | — | |
| 45 | COF | Capital One Financial CORP | Stock-Financials | 0.62% | -0.01% | — | |
| 46 | GIS | General Mills Inc | Stock-Consumer Staples | 0.61% | -0.09% | — | |
| 47 | GLW | Corning Inc | Stock-Tech | 0.60% | +0.99% | -0.22% | |
| 48 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.59% | +0.01% | — | |
| 49 | PPG | Ppg Industries Inc | Stock-Materials | 0.57% | +0.01% | -2.25% | |
| 50 | ✓ | Powershares Qqq Trust Ser 1 | Stock-Other | 0.57% | — | -0.34% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.6% | -0.79% | Trim |
| 2 | NVDA | Nvidia CORP | +1% | -0.05% | Trim |
| 3 | COF | Capital One Financial CORP | +0.6% | NEW | New buy |
| 4 | XAIX | Xtrackers Ai & Big Data ETF | +0.3% | NEW | New buy |
| 5 | WAB | Wabtec CORP | +0.3% | -0.03% | Trim |
| 6 | PM | Philip Morris International | +0.3% | -1.94% | Trim |
| 7 | ORCL | Oracle CORP | +0.3% | — | Unchanged |
| 8 | SCHB | Schwab US Broad Market ETF | +0.3% | NEW | New buy |
| 9 | VEA | Vanguard Ftse Developed ETF | +0.2% | NEW | New buy |
| 10 | SCHV | Schwab US Large-cap Value | +0.2% | NEW | New buy |
| 11 | ✓ | Constellation Energy | +0.2% | NEW | New buy |
| 12 | LHX | L3harris Technologies Inc | +0.2% | — | Unchanged |
| 13 | GOOG | Alphabet Inc-cl C | +0.2% | — | Unchanged |
| 14 | ETN | Eaton Corporation plc | +0.2% | — | Unchanged |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | -0.10% | Trim |
| 16 | IVV | Ishares Core S&p 500 ETF | +0.2% | -0.05% | Trim |
| 17 | STX | Seagate Technology Holdings plc | +0.2% | — | Unchanged |
| 18 | GOOGL | Alphabet Inc-cl A | +0.2% | -0.07% | Trim |
| 19 | PH | Parker Hannifin CORP | +0.2% | — | Unchanged |
| 20 | IWP | Ishares Russell Mid-cap Grow | +0.1% | -1.28% | Trim |
| 21 | AMZN | Amazon.com Inc | +0.1% | +0.66% | Add |
| 22 | DE | Deere & Co | +0.1% | — | Unchanged |
| 23 | JPM | Jpmorgan Chase & Co | +0.1% | -3.55% | Trim |
| 24 | ✓ | Powershares Qqq Trust Ser 1 | +0.1% | -0.34% | Trim |
| 25 | RTX | Rtx CORP | +0.1% | -0.09% | Trim |
| 26 | GLW | Corning Inc | +0.1% | -0.22% | Trim |
| 27 | MAR | Marriott International -cl A | +0.1% | — | Unchanged |
| 28 | GLD | Spdr Gold Shares | +0.1% | — | Unchanged |
| 29 | NSC | Norfolk Southern CORP | +0.1% | — | Unchanged |
| 30 | WMT | Walmart Inc | +0.1% | — | Unchanged |
| 31 | CAT | Caterpillar Inc | +0.1% | — | Unchanged |
| 32 | EMR | Emerson Electric Co | +0.1% | — | Unchanged |
| 33 | SCHX | Schwab US Large-cap ETF | 0% | -5.58% | Trim |
| 34 | AXP | American Express Co | 0% | — | Unchanged |
| 35 | VV | Vanguard Large-cap ETF | 0% | — | Unchanged |
| 36 | HON | Honeywell International Inc | 0% | — | Unchanged |
| 37 | VTI | Vanguard Total Stock Mkt ETF | 0% | — | Unchanged |
| 38 | IWM | Ishares Russell 2000 ETF | 0% | — | Unchanged |
| 39 | USB | US Bancorp | 0% | -0.16% | Trim |
| 40 | WFC | Wells Fargo & Co | 0% | -3.83% | Trim |
| 41 | SCHA | Schwab US Small-cap ETF | 0% | — | Unchanged |
| 42 | IWS | Ishares Russell Mid-cap Valu | 0% | -0.74% | Trim |
| 43 | GWW | Ww Grainger Inc | 0% | — | Unchanged |
| 44 | PNC | Pnc Financial Services Group | 0% | — | Unchanged |
| 45 | EFX | Equifax Inc | 0% | — | Unchanged |
| 46 | IWN | Ishares Russell 2000 Value E | 0% | — | Unchanged |
| 47 | MA | Mastercard Inc - A | — | — | Unchanged |
| 48 | MMM | 3m Co | — | — | Unchanged |
| 49 | NFG | National Fuel Gas Co | — | — | Unchanged |
| 50 | QCOM | Qualcomm Inc | — | +0.59% | Add |
According to official SEC Form 13F filings, Wedgewood Investors Inc /pa/ reported a total U.S. public equity portfolio value of $97.4M across 101 disclosed positions in Q2 2025.
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, NVDA) accounted for 22.7% of total reported equity market value during Q2 2025.
Top New Position Initiated
COF
市值: $534.7K
Top Position Liquidated / Trimmed
DFSEUR
前期市值: $413.1K
During Q2 2025, Wedgewood Investors Inc /pa/'s top holdings by market value included ERIE (9.0%)、MSFT (7.2%)、NVDA (3.3%). The largest single position, ERIE, represented 9.0% of total portfolio value.
In Q2 2025, Wedgewood Investors Inc /pa/ made 47 total portfolio adjustments, initiating 6 new buys, adding to 2 positions, trimming 37 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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