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CIK: 0001125243
Total reported value
$97.4M
$97.4M
105 檔
20.6%
During the Q4 2025 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 105 reported positions.
In Q4 2025, Wedgewood Investors Inc /pa/ adopted a defensive or profit-taking posture, trimming 39 positions and completely liquidating 3 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.87% | -0.50% | -0.12% | |
| 2 | ERIE | Erie Indemnity Company-cl A | Stock-Financials | 5.93% | -1.40% | -15.56% | |
| 3 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.67% | +0.32% | -0.19% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.32% | +0.07% | -3.95% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.05% | +0.07% | -4.24% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.83% | +0.29% | -4.50% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.81% | -0.01% | — | |
| 8 | WAB | Wabtec CORP | Stock-Industrials | 2.75% | -0.13% | -2.17% | |
| 9 | UNP | Union Pacific CORP | Stock-Industrials | 2.68% | -0.17% | -0.53% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.65% | +0.35% | -1.59% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 2.57% | +0.14% | -33.50% | |
| 12 | PM | Philip Morris International | Stock-Consumer Staples | 2.56% | -0.12% | -1.62% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.20% | -0.14% | -0.52% | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.20% | -0.19% | -3.11% | |
| 15 | ✓ | Stock-Other | 2.01% | — | -2.20% | ||
| 16 | PH | Parker Hannifin CORP | Stock-Industrials | 1.76% | -0.04% | — | |
| 17 | MO | Altria Group Inc | Stock-Consumer Staples | 1.73% | -0.07% | +6.46% | |
| 18 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.61% | -0.46% | -5.46% | |
| 19 | WM | Waste Management Inc | Stock-Industrials | 1.50% | -0.19% | — | |
| 20 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.38% | -0.13% | -24.86% | |
| 21 | ✓ | Stock-Other | 1.35% | — | -1.17% | ||
| 22 | DE | Deere & Co | Stock-Industrials | 1.35% | +0.01% | — | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 1.34% | -0.53% | -3.54% | |
| 24 | RTX | Rtx CORP | Stock-Industrials | 1.18% | -0.15% | — | |
| 25 | NSC | Norfolk Southern CORP | Stock-Industrials | 1.13% | -0.02% | -5.52% | |
| 26 | RSG | Republic Services Inc | Stock-Industrials | 1.13% | -0.15% | — | |
| 27 | MA | Mastercard Inc - A | Stock-Financials | 1.05% | -0.08% | — | |
| 28 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.00% | +0.02% | -9.59% | |
| 29 | HD | Home Depot Inc | Stock-Consumer Disc | 0.95% | -0.03% | -1.62% | |
| 30 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.94% | +0.01% | -19.79% | |
| 31 | GLW | Corning Inc | Stock-Tech | 0.92% | +0.99% | — | |
| 32 | CVX | Chevron CORP | Stock-Energy | 0.89% | -0.32% | — | |
| 33 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.86% | -0.05% | — | |
| 34 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 0.85% | -0.07% | — | |
| 35 | ETN | Eaton Corporation plc | Stock-Industrials | 0.83% | +0.06% | — | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.82% | +0.03% | +3.30% | |
| 37 | STX | Seagate Technology Holdings plc | Stock-Tech | 0.78% | — | — | |
| 38 | WMT | Walmart Inc | Stock-Consumer Staples | 0.76% | -0.14% | — | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.75% | +0.01% | -6.95% | |
| 40 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.70% | -0.17% | — | |
| 41 | COF | Capital One Financial CORP | Stock-Financials | 0.69% | -0.01% | — | |
| 42 | ✓ | Stock-Other | 0.69% | — | — | ||
| 43 | OKE | Oneok Inc | Stock-Energy | 0.67% | -0.10% | +6.71% | |
| 44 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.63% | -0.14% | -9.95% | |
| 45 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.62% | +0.07% | -42.79% | |
| 46 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.62% | +0.01% | — | |
| 47 | ✓ | Powershares Qqq Trust Ser 1 | Stock-Other | 0.62% | — | -0.45% | |
| 48 | CAT | Caterpillar Inc | Stock-Industrials | 0.61% | +0.28% | — | |
| 49 | GWW | Ww Grainger Inc | Stock-Industrials | 0.60% | +0.07% | — | |
| 50 | MMM | 3m Co | Stock-Industrials | 0.54% | +0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +0.9% | -0.19% | Trim |
| 2 | GOOGL | Alphabet Inc-cl A | +0.6% | -1.59% | Trim |
| 3 | PH | Parker Hannifin CORP | +0.3% | — | Unchanged |
| 4 | ✓ | +0.2% | -2.20% | Trim | |
| 5 | JNJ | Johnson & Johnson | +0.2% | -3.11% | Trim |
| 6 | AAPL | Apple Inc | +0.2% | -3.95% | Trim |
| 7 | WAB | Wabtec CORP | +0.2% | -2.17% | Trim |
| 8 | IVV | Ishares Core S&p 500 ETF | +0.2% | — | Unchanged |
| 9 | RTX | Rtx CORP | +0.2% | — | Unchanged |
| 10 | STX | Seagate Technology Holdings plc | +0.1% | — | Unchanged |
| 11 | CAT | Caterpillar Inc | +0.1% | — | Unchanged |
| 12 | MAR | Marriott International -cl A | +0.1% | — | Unchanged |
| 13 | COF | Capital One Financial CORP | +0.1% | — | Unchanged |
| 14 | TMO | Thermo Fisher Scientific Inc | +0.1% | — | Unchanged |
| 15 | AMZN | Amazon.com Inc | +0.1% | +3.30% | Add |
| 16 | GLW | Corning Inc | +0.1% | — | Unchanged |
| 17 | XOM | Exxon Mobil CORP | +0.1% | -3.54% | Trim |
| 18 | FDX | Fedex CORP | +0.1% | — | Unchanged |
| 19 | WMT | Walmart Inc | +0.1% | — | Unchanged |
| 20 | DE | Deere & Co | +0.1% | — | Unchanged |
| 21 | OKE | Oneok Inc | +0.1% | +6.71% | Add |
| 22 | ✓ | +0.1% | -1.17% | Trim | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -0.52% | Trim |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -4.24% | Trim |
| 25 | USB | US Bancorp | +0.1% | -0.01% | Trim |
| 26 | WFC | Wells Fargo & Co | +0.1% | — | Unchanged |
| 27 | C | Citigroup Inc. | +0.1% | — | Unchanged |
| 28 | GWW | Ww Grainger Inc | +0.1% | — | Unchanged |
| 29 | ✓ | +0.1% | — | Unchanged | |
| 30 | AXP | American Express Co | +0.1% | -0.13% | Trim |
| 31 | WM | Waste Management Inc | +0.1% | — | Unchanged |
| 32 | SCHX | Schwab US Large-cap ETF | 0% | -4.50% | Trim |
| 33 | GS | Goldman Sachs Group Inc | 0% | — | Unchanged |
| 34 | PEP | Pepsico Inc | 0% | — | Unchanged |
| 35 | MA | Mastercard Inc - A | 0% | — | Unchanged |
| 36 | UNP | Union Pacific CORP | 0% | -0.53% | Trim |
| 37 | PM | Philip Morris International | 0% | -1.62% | Trim |
| 38 | NSRGY | Nestle Sa-spons Adr | 0% | — | Unchanged |
| 39 | XAIX | Xtrackers Ai & Big Data ETF | 0% | +2.99% | Add |
| 40 | MMM | 3m Co | 0% | — | Unchanged |
| 41 | KO | Coca-cola Co/the | 0% | — | Unchanged |
| 42 | ✓ | Powershares Qqq Trust Ser 1 | 0% | -0.45% | Trim |
| 43 | VV | Vanguard Large-cap ETF | 0% | — | Unchanged |
| 44 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | — | Unchanged |
| 45 | CVX | Chevron CORP | 0% | — | Unchanged |
| 46 | BMY | Bristol-myers Squibb Co | 0% | -12.49% | Trim |
| 47 | ✓ | 0% | — | Unchanged | |
| 48 | VEA | Vanguard Ftse Developed ETF | 0% | — | Unchanged |
| 49 | PNC | Pnc Financial Services Group | 0% | — | Unchanged |
| 50 | BDX | Becton Dickinson And Co | 0% | -1.24% | 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 Q4 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 MSFT, ERIE, GOOG) accounted for 20.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
VRTX
市值: $326.4K
Top Position Liquidated / Trimmed
AEP
前期市值: $208.8K
During Q4 2025, Wedgewood Investors Inc /pa/'s top holdings by market value included MSFT (6.9%)、ERIE (5.9%)、GOOG (3.7%). The largest single position, MSFT, represented 6.9% of total portfolio value.
In Q4 2025, Wedgewood Investors Inc /pa/ made 51 total portfolio adjustments, initiating 3 new buys, adding to 6 positions, trimming 39 holdings, and fully liquidating 3 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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