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CIK: 0001125243
Total reported value
$97.4M
$97.4M
105 檔
22.9%
According to the latest 13F quarterly dataset, Wedgewood Investors Inc /pa/ managed an equity portfolio of $97.4M at the end of Q3 2025, spanning 105 distinct U.S. exchange-listed positions.
In Q3 2025, Wedgewood Investors Inc /pa/ adopted a defensive or profit-taking posture, trimming 58 positions and completely liquidating 5 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 | 7.51% | -1.40% | -4.55% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 7.09% | -0.50% | -0.19% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.73% | +0.14% | -0.49% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.11% | +0.07% | -1.36% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.99% | +0.07% | -1.21% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.79% | +0.29% | +0.02% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.75% | +0.32% | -2.37% | |
| 8 | UNP | Union Pacific CORP | Stock-Industrials | 2.65% | -0.17% | -0.26% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.64% | -0.01% | -1.04% | |
| 10 | WAB | Wabtec CORP | Stock-Industrials | 2.55% | -0.13% | -0.03% | |
| 11 | PM | Philip Morris International | Stock-Consumer Staples | 2.53% | -0.12% | -2.23% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.13% | -0.14% | -2.52% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.02% | +0.35% | -1.05% | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.96% | -0.19% | +0.15% | |
| 15 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.89% | -0.13% | -0.88% | |
| 16 | MO | Altria Group Inc | Stock-Consumer Staples | 1.79% | -0.07% | -0.90% | |
| 17 | ✓ | Stock-Other | 1.77% | — | -4.21% | ||
| 18 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.70% | -0.46% | — | |
| 19 | PH | Parker Hannifin CORP | Stock-Industrials | 1.46% | -0.04% | — | |
| 20 | WM | Waste Management Inc | Stock-Industrials | 1.45% | -0.19% | -0.65% | |
| 21 | ✓ | Stock-Other | 1.28% | — | — | ||
| 22 | DE | Deere & Co | Stock-Industrials | 1.27% | +0.01% | — | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 1.25% | -0.53% | -2.13% | |
| 24 | NSC | Norfolk Southern CORP | Stock-Industrials | 1.19% | -0.02% | -2.03% | |
| 25 | RSG | Republic Services Inc | Stock-Industrials | 1.17% | -0.15% | -6.04% | |
| 26 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 1.12% | +0.01% | — | |
| 27 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.11% | +0.02% | -0.87% | |
| 28 | HD | Home Depot Inc | Stock-Consumer Disc | 1.10% | -0.03% | -4.34% | |
| 29 | RTX | Rtx CORP | Stock-Industrials | 1.03% | -0.15% | -1.49% | |
| 30 | MA | Mastercard Inc - A | Stock-Financials | 1.01% | -0.08% | — | |
| 31 | ETN | Eaton Corporation plc | Stock-Industrials | 0.93% | +0.06% | -0.83% | |
| 32 | ORCL | Oracle CORP | Stock-Tech | 0.92% | -0.06% | -0.83% | |
| 33 | CVX | Chevron CORP | Stock-Energy | 0.87% | -0.32% | +0.02% | |
| 34 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 0.86% | -0.07% | — | |
| 35 | GLW | Corning Inc | Stock-Tech | 0.83% | +0.99% | -6.09% | |
| 36 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.83% | -0.05% | — | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.76% | +0.01% | -1.12% | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.74% | +0.07% | -2.20% | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.73% | +0.03% | — | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 0.68% | -0.14% | — | |
| 41 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.67% | -0.14% | — | |
| 42 | ✓ | Stock-Other | 0.67% | — | — | ||
| 43 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.66% | -0.17% | +4.25% | |
| 44 | STX | Seagate Technology Holdings plc | Stock-Tech | 0.64% | — | — | |
| 45 | OKE | Oneok Inc | Stock-Energy | 0.60% | -0.10% | — | |
| 46 | COF | Capital One Financial CORP | Stock-Financials | 0.59% | -0.01% | — | |
| 47 | ✓ | Powershares Qqq Trust Ser 1 | Stock-Other | 0.59% | — | -0.34% | |
| 48 | GIS | General Mills Inc | Stock-Consumer Staples | 0.56% | -0.09% | — | |
| 49 | GWW | Ww Grainger Inc | Stock-Industrials | 0.55% | +0.07% | — | |
| 50 | MMM | 3m Co | Stock-Industrials | 0.51% | +0.01% | +0.54% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.5% | -0.19% | Trim |
| 2 | NVDA | Nvidia CORP | +1.4% | -0.49% | Trim |
| 3 | GOOG | Alphabet Inc-cl C | +0.8% | -2.37% | Trim |
| 4 | GOOGL | Alphabet Inc-cl A | +0.6% | -1.05% | Trim |
| 5 | LHX | L3harris Technologies Inc | +0.4% | — | Unchanged |
| 6 | ORCL | Oracle CORP | +0.4% | -0.83% | Trim |
| 7 | STX | Seagate Technology Holdings plc | +0.4% | — | Unchanged |
| 8 | GLW | Corning Inc | +0.3% | -6.09% | Trim |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | -1.21% | Trim |
| 10 | IVV | Ishares Core S&p 500 ETF | +0.2% | -1.04% | Trim |
| 11 | PH | Parker Hannifin CORP | +0.2% | — | Unchanged |
| 12 | ETN | Eaton Corporation plc | +0.2% | -0.83% | Trim |
| 13 | ✓ | +0.2% | -4.21% | Trim | |
| 14 | NSC | Norfolk Southern CORP | +0.2% | -2.03% | Trim |
| 15 | RTX | Rtx CORP | +0.1% | -1.49% | Trim |
| 16 | CAT | Caterpillar Inc | +0.1% | — | Unchanged |
| 17 | AAPL | Apple Inc | +0.1% | -1.36% | Trim |
| 18 | SCHX | Schwab US Large-cap ETF | +0.1% | +0.02% | Trim |
| 19 | IWP | Ishares Russell Mid-cap Grow | +0.1% | -0.87% | Trim |
| 20 | JPM | Jpmorgan Chase & Co | +0.1% | -1.12% | Trim |
| 21 | ✓ | Powershares Qqq Trust Ser 1 | +0.1% | -0.34% | Trim |
| 22 | JNJ | Johnson & Johnson | +0.1% | +0.15% | Add |
| 23 | WMT | Walmart Inc | +0.1% | — | Unchanged |
| 24 | WAB | Wabtec CORP | +0.1% | -0.03% | Trim |
| 25 | AMZN | Amazon.com Inc | +0.1% | — | Add |
| 26 | VV | Vanguard Large-cap ETF | 0% | — | Unchanged |
| 27 | IWM | Ishares Russell 2000 ETF | 0% | — | Unchanged |
| 28 | IWN | Ishares Russell 2000 Value E | 0% | — | Unchanged |
| 29 | AXP | American Express Co | 0% | — | Unchanged |
| 30 | EMR | Emerson Electric Co | 0% | -0.61% | Trim |
| 31 | VTI | Vanguard Total Stock Mkt ETF | 0% | — | Unchanged |
| 32 | USB | US Bancorp | 0% | +0.08% | Trim |
| 33 | SCHA | Schwab US Small-cap ETF | 0% | -1.54% | Trim |
| 34 | IWS | Ishares Russell Mid-cap Valu | 0% | — | Trim |
| 35 | WFC | Wells Fargo & Co | 0% | — | Trim |
| 36 | PSX | Phillips 66 | 0% | — | Unchanged |
| 37 | MO | Altria Group Inc | 0% | -0.90% | Trim |
| 38 | MMM | 3m Co | 0% | +0.54% | Add |
| 39 | ✓ | 0% | -0.70% | Trim | |
| 40 | QCOM | Qualcomm Inc | 0% | -1.71% | Trim |
| 41 | TRV | Travelers Cos Inc/the | 0% | — | Unchanged |
| 42 | EFX | Equifax Inc | 0% | — | Unchanged |
| 43 | IWR | Ishares Russell Mid-cap ETF | 0% | -3.30% | Trim |
| 44 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | 0% | — | Unchanged |
| 45 | HD | Home Depot Inc | 0% | -4.34% | Trim |
| 46 | ITW | Illinois Tool Works | 0% | — | Unchanged |
| 47 | SHEL | Shell Plc-adr | 0% | — | Unchanged |
| 48 | SHW | Sherwin-williams Co/the | 0% | — | Unchanged |
| 49 | HON | Honeywell International Inc | 0% | — | Unchanged |
| 50 | MAR | Marriott International -cl A | 0% | -6.00% | Trim |
According to official SEC Form 13F filings, Wedgewood Investors Inc /pa/ reported a total U.S. public equity portfolio value of $97.4M across 105 disclosed positions in Q3 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 22.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
COF
市值: $534.2K
Top Position Liquidated / Trimmed
DFSEUR
前期市值: $413.1K
During Q3 2025, Wedgewood Investors Inc /pa/'s top holdings by market value included ERIE (7.5%)、MSFT (7.1%)、NVDA (3.7%). The largest single position, ERIE, represented 7.5% of total portfolio value.
In Q3 2025, Wedgewood Investors Inc /pa/ made 81 total portfolio adjustments, initiating 13 new buys, adding to 5 positions, trimming 58 holdings, and fully liquidating 5 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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