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CIK: 0001125243
Total reported value
$97.4M
$97.4M
99 檔
18.0%
At the close of Q1 2026, Wedgewood Investors Inc /pa/ disclosed equity holdings valued at approximately $97.4M, spread across 99 reported holdings.
In Q1 2026, Wedgewood Investors Inc /pa/ adopted a defensive or profit-taking posture, trimming 31 positions and completely liquidating 17 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, ERIE, GOOG) accounted for 18.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
GLD
市值: $1.9M
Top Position Liquidated / Trimmed
前期市值: $1.8M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.29% | -0.50% | +0.01% | |
| 2 | ERIE | Erie Indemnity Company-cl A | Stock-Financials | 4.96% | -1.40% | -5.23% | |
| 3 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.36% | +0.32% | -0.54% | |
| 4 | SCHX | Schwab US Large-cap ETF | ETF-Other | 3.23% | +0.29% | +19.24% | |
| 5 | WAB | Wabtec CORP | Stock-Industrials | 3.21% | -0.13% | -1.28% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.11% | +0.07% | -0.23% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.88% | +0.07% | -1.66% | |
| 8 | UNP | Union Pacific CORP | Stock-Industrials | 2.70% | -0.17% | -4.79% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.66% | -0.01% | -1.44% | |
| 10 | PM | Philip Morris International | Stock-Consumer Staples | 2.64% | -0.12% | -0.43% | |
| 11 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.64% | -0.19% | +0.91% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 2.45% | +0.14% | +0.99% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.41% | +0.35% | -1.99% | |
| 14 | GLD | Spdr Gold Shares | ETF-Commodities | 2.20% | -0.55% | — | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.10% | -0.14% | -0.78% | |
| 16 | MO | Altria Group Inc | Stock-Consumer Staples | 1.99% | -0.07% | — | |
| 17 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.90% | -0.46% | -0.35% | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 1.88% | -0.53% | -0.91% | |
| 19 | PH | Parker Hannifin CORP | Stock-Industrials | 1.81% | -0.04% | — | |
| 20 | DE | Deere & Co | Stock-Industrials | 1.64% | +0.01% | — | |
| 21 | WM | Waste Management Inc | Stock-Industrials | 1.58% | -0.19% | — | |
| 22 | GLW | Corning Inc | Stock-Tech | 1.44% | +0.99% | — | |
| 23 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.41% | -0.13% | +0.77% | |
| 24 | RTX | Rtx CORP | Stock-Industrials | 1.27% | -0.15% | +2.33% | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 1.21% | — | — | |
| 26 | CVX | Chevron CORP | Stock-Energy | 1.19% | -0.32% | -2.11% | |
| 27 | RSG | Republic Services Inc | Stock-Industrials | 1.17% | -0.15% | — | |
| 28 | NSC | Norfolk Southern CORP | Stock-Industrials | 1.13% | -0.02% | — | |
| 29 | STX | Seagate Technology Holdings plc | Stock-Tech | 1.12% | +1.36% | — | |
| 30 | COP | Conocophillips | Stock-Energy | 0.97% | -0.28% | — | |
| 31 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.95% | +0.01% | -2.46% | |
| 32 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 0.95% | -0.07% | -0.78% | |
| 33 | MA | Mastercard Inc - A | Stock-Financials | 0.93% | -0.08% | — | |
| 34 | ETN | Eaton Corporation plc | Stock-Industrials | 0.93% | +0.06% | -0.79% | |
| 35 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.92% | +0.02% | -2.20% | |
| 36 | HD | Home Depot Inc | Stock-Consumer Disc | 0.92% | -0.03% | +0.49% | |
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 0.85% | -0.14% | — | |
| 38 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.82% | -0.05% | — | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.78% | +0.03% | +4.47% | |
| 40 | OKE | Oneok Inc | Stock-Energy | 0.76% | -0.10% | -7.55% | |
| 41 | CAT | Caterpillar Inc | Stock-Industrials | 0.76% | +0.28% | — | |
| 42 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.75% | -0.17% | -1.57% | |
| 43 | PSX | Phillips 66 | Stock-Energy | 0.70% | -0.12% | — | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.68% | +0.01% | -0.98% | |
| 45 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.66% | +0.01% | — | |
| 46 | GWW | Ww Grainger Inc | Stock-Industrials | 0.66% | +0.07% | — | |
| 47 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.64% | -0.14% | -0.44% | |
| 48 | NEE | Nextera Energy Inc | Stock-Utilities | 0.63% | -0.09% | — | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.57% | +0.08% | — | |
| 50 | MMM | 3m Co | Stock-Industrials | 0.55% | +0.01% | +10.05% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +0.5% | -0.91% | Trim |
| 2 | GLW | Corning Inc | +0.5% | — | Unchanged |
| 3 | ORCL | Oracle CORP | +0.5% | — | Unchanged |
| 4 | WAB | Wabtec CORP | +0.5% | -1.28% | Trim |
| 5 | JNJ | Johnson & Johnson | +0.4% | +0.91% | Add |
| 6 | SCHX | Schwab US Large-cap ETF | +0.4% | +19.24% | Add |
| 7 | CVX | Chevron CORP | +0.3% | -2.11% | Trim |
| 8 | DE | Deere & Co | +0.3% | — | Unchanged |
| 9 | LHX | L3harris Technologies Inc | +0.3% | -0.35% | Trim |
| 10 | MO | Altria Group Inc | +0.3% | — | Unchanged |
| 11 | PSX | Phillips 66 | +0.2% | — | Unchanged |
| 12 | XAIX | Xtrackers Ai & Big Data ETF | +0.2% | +53.77% | Add |
| 13 | CAT | Caterpillar Inc | +0.2% | — | Unchanged |
| 14 | ETN | Eaton Corporation plc | +0.1% | -0.79% | Trim |
| 15 | CHD | Church & Dwight Co Inc | +0.1% | -0.78% | Trim |
| 16 | OKE | Oneok Inc | +0.1% | -7.55% | Trim |
| 17 | RTX | Rtx CORP | +0.1% | +2.33% | Add |
| 18 | FDX | Fedex CORP | +0.1% | — | Unchanged |
| 19 | WMT | Walmart Inc | +0.1% | — | Unchanged |
| 20 | WM | Waste Management Inc | +0.1% | — | Unchanged |
| 21 | PM | Philip Morris International | +0.1% | -0.43% | Trim |
| 22 | SHEL | Shell Plc-adr | +0.1% | — | Unchanged |
| 23 | VZ | Verizon Communications Inc | +0.1% | -5.53% | Trim |
| 24 | GWW | Ww Grainger Inc | +0.1% | — | Unchanged |
| 25 | PEP | Pepsico Inc | +0.1% | -1.57% | Trim |
| 26 | PH | Parker Hannifin CORP | +0.1% | — | Unchanged |
| 27 | HON | Honeywell International Inc | 0% | — | Unchanged |
| 28 | RSG | Republic Services Inc | 0% | — | Unchanged |
| 29 | MAR | Marriott International -cl A | 0% | — | Unchanged |
| 30 | SO | Southern Co/the | 0% | -0.63% | Trim |
| 31 | PNC | Pnc Financial Services Group | 0% | +12.67% | Add |
| 32 | ED | Consolidated Edison Inc | 0% | -2.66% | Trim |
| 33 | PFE | Pfizer Inc | 0% | -3.68% | Trim |
| 34 | BMY | Bristol-myers Squibb Co | 0% | -4.08% | Trim |
| 35 | PG | Procter & Gamble Co/the | 0% | +0.77% | Add |
| 36 | KO | Coca-cola Co/the | 0% | — | Unchanged |
| 37 | PPG | Ppg Industries Inc | 0% | — | Unchanged |
| 38 | ITW | Illinois Tool Works | 0% | — | Unchanged |
| 39 | UNP | Union Pacific CORP | 0% | -4.79% | Trim |
| 40 | IWN | Ishares Russell 2000 Value E | 0% | — | Unchanged |
| 41 | MCD | Mcdonald's CORP | 0% | -0.44% | Trim |
| 42 | SCHV | Schwab US Large-cap Value | 0% | — | Unchanged |
| 43 | IWS | Ishares Russell Mid-cap Valu | 0% | -2.46% | Trim |
| 44 | VEA | Vanguard Ftse Developed ETF | 0% | — | Unchanged |
| 45 | SCHA | Schwab US Small-cap ETF | 0% | — | Unchanged |
| 46 | IWR | Ishares Russell Mid-cap ETF | 0% | — | Unchanged |
| 47 | TRV | Travelers Cos Inc/the | 0% | — | Unchanged |
| 48 | MMM | 3m Co | 0% | +10.05% | Add |
| 49 | NSC | Norfolk Southern CORP | — | — | Unchanged |
| 50 | LOW | Lowe's Cos Inc | — | — | 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 99 disclosed positions in Q1 2026.
During Q1 2026, Wedgewood Investors Inc /pa/'s top holdings by market value included MSFT (5.3%)、ERIE (5.0%)、GOOG (3.4%). The largest single position, MSFT, represented 5.3% of total portfolio value.
In Q1 2026, Wedgewood Investors Inc /pa/ made 72 total portfolio adjustments, initiating 11 new buys, adding to 13 positions, trimming 31 holdings, and fully liquidating 17 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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