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CIK: 0001165805
Total reported value
$2.1B
$2.1B
99 檔
25.7%
As reported in its official Q4 2024 Form 13F filing, Woodley Farra Manion Portfolio Management Inc's tracked investment portfolio stood at $2.1B with 99 total positions.
During Q4 2024, Woodley Farra Manion Portfolio Management Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 8.04% | -6.82% | +36.24% | |
| 2 | AVGO | Broadcom Inc | Stock-Tech | 5.02% | +0.65% | -0.64% | |
| 3 | FISV | Fiserv Inc | Stock-Other | 4.75% | — | -2.29% | |
| 4 | PGR | Progressive CORP | Stock-Financials | 4.55% | +0.24% | -2.00% | |
| 5 | MSI | Motorola Solutions Inc | Stock-Tech | 4.18% | -0.01% | -2.63% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.17% | -0.34% | +0.33% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 4.12% | +0.03% | -0.06% | |
| 8 | MS | Morgan Stanley | Stock-Financials | 3.89% | +0.04% | -0.03% | |
| 9 | AJG | Arthur J Gallagher & Co | Stock-Financials | 3.88% | +0.10% | -0.04% | |
| 10 | ACN | Accenture plc | Stock-Tech | 3.82% | -1.20% | -0.03% | |
| 11 | HON | Honeywell International Inc | Stock-Industrials | 3.64% | -4.12% | EXIT | |
| 12 | DRI | Darden Restaurants Inc | Stock-Consumer Disc | 3.47% | +0.04% | +0.52% | |
| 13 | HD | Home Depot Inc | Stock-Consumer Disc | 3.26% | +0.16% | -1.82% | |
| 14 | ICE | Intercontinental Exchange In | Stock-Financials | 3.25% | -0.72% | +0.35% | |
| 15 | DOV | Dover CORP | Stock-Industrials | 3.18% | +0.20% | +0.22% | |
| 16 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.72% | — | +0.74% | |
| 17 | DHR | Danaher CORP | Stock-Healthcare | 2.68% | -0.03% | +1.43% | |
| 18 | HLI | Houlihan Lokey Inc | Stock-Financials | 2.54% | -0.11% | -1.28% | |
| 19 | SYK | Stryker CORP | Stock-Healthcare | 2.53% | -0.16% | +0.55% | |
| 20 | ELV | Elevance Health Inc | Stock-Healthcare | 2.21% | — | -3.26% | |
| 21 | EOG | Eog Resources Inc | Stock-Energy | 1.96% | -0.17% | +1.24% | |
| 22 | CB | Chubb Limited | Stock-Financials | 1.90% | +0.13% | +1.04% | |
| 23 | ADP | Automatic Data Processing | Stock-Tech | 1.90% | +0.33% | +0.90% | |
| 24 | NEE | Nextera Energy Inc | Stock-Utilities | 1.74% | +0.50% | — | |
| 25 | SRE | Sempra | Stock-Utilities | 1.66% | -0.10% | — | |
| 26 | CVX | Chevron CORP | Stock-Energy | 1.61% | -0.30% | -0.21% | |
| 27 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 1.58% | -1.78% | +1.06% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.54% | +0.01% | +1.09% | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.30% | +0.36% | +0.81% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.85% | +0.10% | +4.38% | |
| 31 | AAPL | Apple Inc | Stock-Tech | 0.74% | +0.08% | +52.03% | |
| 32 | RTX | Rtx CORP | Stock-Industrials | 0.40% | -0.01% | +4.73% | |
| 33 | WMB | Williams Cos Inc | Stock-Energy | 0.35% | — | -0.74% | |
| 34 | CSCO | Cisco Systems Inc | Stock-Tech | 0.30% | -0.04% | +3.52% | |
| 35 | HIG | Hartford Insurance Group Inc | Stock-Financials | 0.29% | -0.01% | -0.36% | |
| 36 | ITW | Illinois Tool Works | Stock-Industrials | 0.29% | +0.01% | +0.86% | |
| 37 | BLK | Blackrock Inc | Stock-Financials | 0.28% | — | — | |
| 38 | GRMN | Garmin Ltd. | Stock-Tech | 0.27% | — | -1.45% | |
| 39 | ETN | Eaton Corporation plc | Stock-Industrials | 0.26% | +0.06% | +0.08% | |
| 40 | TXN | Texas Instruments Inc | Stock-Tech | 0.26% | -0.05% | +1.14% | |
| 41 | CME | Cme Group Inc | Stock-Financials | 0.24% | -0.07% | +1.60% | |
| 42 | ED | Consolidated Edison Inc | Stock-Utilities | 0.24% | -0.01% | +1.89% | |
| 43 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.23% | -0.13% | +9.13% | |
| 44 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.23% | +0.02% | +1.80% | |
| 45 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.23% | -0.01% | -0.90% | |
| 46 | GD | General Dynamics CORP | Stock-Industrials | 0.23% | +0.01% | +1.88% | |
| 47 | BR | Broadridge Financial Solutio | Stock-Tech | 0.21% | — | +1.69% | |
| 48 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.20% | +0.01% | +2.18% | |
| 49 | SO | Southern Co/the | Stock-Utilities | 0.19% | — | +1.09% | |
| 50 | IBM | Intl Business Machines CORP | Stock-Tech | 0.19% | +0.01% | +3.70% |
According to official SEC Form 13F filings, Woodley Farra Manion Portfolio Management Inc reported a total U.S. public equity portfolio value of $2.1B across 99 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SGOV, AVGO, FISV) accounted for 25.7% of total reported equity market value during Q4 2024.
During Q4 2024, Woodley Farra Manion Portfolio Management Inc's top holdings by market value included SGOV (8.0%)、AVGO (5.0%)、FISV (4.8%). The largest single position, SGOV, represented 8.0% of total portfolio value.
In Q4 2024, Woodley Farra Manion Portfolio Management Inc made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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