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CIK: 0001165805
Total reported value
$2.1B
$2.1B
113 檔
25.1%
The Q1 2025 SEC filing reveals that Woodley Farra Manion Portfolio Management Inc held a total portfolio value of $2.1B, covering 113 public equity positions.
In Q1 2025, Woodley Farra Manion Portfolio Management Inc displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 7.22% | -6.82% | -10.39% | |
| 2 | PGR | Progressive CORP | Stock-Financials | 5.15% | +0.24% | -4.06% | |
| 3 | FISV | Fiserv Inc | Stock-Other | 4.87% | — | -4.42% | |
| 4 | AJG | Arthur J Gallagher & Co | Stock-Financials | 4.71% | +0.10% | -0.05% | |
| 5 | BJ | Bj's Wholesale Club Holdings | Stock-Consumer Staples | 3.94% | -2.90% | — | |
| 6 | DRI | Darden Restaurants Inc | Stock-Consumer Disc | 3.90% | +0.04% | +1.05% | |
| 7 | ICE | Intercontinental Exchange In | Stock-Financials | 3.80% | -0.72% | +0.95% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 3.67% | +0.03% | +0.21% | |
| 9 | MS | Morgan Stanley | Stock-Financials | 3.59% | +0.04% | -0.46% | |
| 10 | HON | Honeywell International Inc | Stock-Industrials | 3.51% | -4.12% | EXIT | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 3.47% | +0.65% | -4.17% | |
| 12 | ACN | Accenture plc | Stock-Tech | 3.42% | -1.20% | +1.20% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.42% | -0.34% | +0.41% | |
| 14 | DIS | Walt Disney Co/the | Stock-Comm Services | 3.24% | -0.06% | — | |
| 15 | HD | Home Depot Inc | Stock-Consumer Disc | 3.11% | +0.16% | +1.40% | |
| 16 | DOV | Dover CORP | Stock-Industrials | 3.03% | +0.20% | +2.02% | |
| 17 | ELV | Elevance Health Inc | Stock-Healthcare | 2.75% | — | +5.75% | |
| 18 | SYK | Stryker CORP | Stock-Healthcare | 2.67% | -0.16% | +2.31% | |
| 19 | DHR | Danaher CORP | Stock-Healthcare | 2.48% | -0.03% | +3.80% | |
| 20 | HLI | Houlihan Lokey Inc | Stock-Financials | 2.33% | -0.11% | -1.48% | |
| 21 | CB | Chubb Limited | Stock-Financials | 2.12% | +0.13% | +2.25% | |
| 22 | EOG | Eog Resources Inc | Stock-Energy | 2.07% | -0.17% | +1.18% | |
| 23 | ADP | Automatic Data Processing | Stock-Tech | 2.01% | +0.33% | +1.67% | |
| 24 | CVX | Chevron CORP | Stock-Energy | 1.91% | -0.30% | +2.58% | |
| 25 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 1.88% | -1.78% | +3.59% | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.81% | +0.01% | +2.31% | |
| 27 | NEE | Nextera Energy Inc | Stock-Utilities | 1.78% | +0.50% | +3.20% | |
| 28 | SRE | Sempra | Stock-Utilities | 1.41% | -0.10% | +4.21% | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.35% | +0.36% | -2.61% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.86% | +0.10% | -1.16% | |
| 31 | AAPL | Apple Inc | Stock-Tech | 0.65% | +0.08% | -0.88% | |
| 32 | RTX | Rtx CORP | Stock-Industrials | 0.42% | -0.01% | -8.26% | |
| 33 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.36% | -0.13% | +55.42% | |
| 34 | HIG | Hartford Insurance Group Inc | Stock-Financials | 0.33% | -0.01% | +0.08% | |
| 35 | CSCO | Cisco Systems Inc | Stock-Tech | 0.31% | -0.04% | -1.42% | |
| 36 | ED | Consolidated Edison Inc | Stock-Utilities | 0.30% | -0.01% | +2.44% | |
| 37 | GRMN | Garmin Ltd. | Stock-Tech | 0.29% | — | +0.40% | |
| 38 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.27% | +0.02% | +0.99% | |
| 39 | CME | Cme Group Inc | Stock-Financials | 0.27% | -0.07% | +0.87% | |
| 40 | ITW | Illinois Tool Works | Stock-Industrials | 0.26% | +0.01% | -5.90% | |
| 41 | BLK | Blackrock Inc | Stock-Financials | 0.26% | — | +0.82% | |
| 42 | TXN | Texas Instruments Inc | Stock-Tech | 0.25% | -0.05% | +0.56% | |
| 43 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.24% | +0.01% | +1.29% | |
| 44 | GD | General Dynamics CORP | Stock-Industrials | 0.24% | +0.01% | +0.71% | |
| 45 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.23% | -0.01% | -1.99% | |
| 46 | BR | Broadridge Financial Solutio | Stock-Tech | 0.23% | — | +2.40% | |
| 47 | AMGN | Amgen Inc | Stock-Healthcare | 0.22% | +0.01% | +1.98% | |
| 48 | SO | Southern Co/the | Stock-Utilities | 0.22% | — | +1.81% | |
| 49 | ETN | Eaton Corporation plc | Stock-Industrials | 0.22% | +0.06% | +0.31% | |
| 50 | IBM | Intl Business Machines CORP | Stock-Tech | 0.20% | +0.01% | -3.50% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | — | NEW | New buy |
| 2 | PGR | Progressive CORP | — | NEW | New buy |
| 3 | FISV | Fiserv Inc | — | NEW | New buy |
| 4 | AJG | Arthur J Gallagher & Co | — | NEW | New buy |
| 5 | BJ | Bj's Wholesale Club Holdings | — | NEW | New buy |
| 6 | DRI | Darden Restaurants Inc | — | NEW | New buy |
| 7 | ICE | Intercontinental Exchange In | — | NEW | New buy |
| 8 | MSFT | Microsoft CORP | — | NEW | New buy |
| 9 | MS | Morgan Stanley | — | NEW | New buy |
| 10 | HON | Honeywell International Inc | — | NEW | New buy |
| 11 | AVGO | Broadcom Inc | — | NEW | New buy |
| 12 | ACN | Accenture plc | — | NEW | New buy |
| 13 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 14 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 15 | HD | Home Depot Inc | — | NEW | New buy |
| 16 | DOV | Dover CORP | — | NEW | New buy |
| 17 | ELV | Elevance Health Inc | — | NEW | New buy |
| 18 | SYK | Stryker CORP | — | NEW | New buy |
| 19 | DHR | Danaher CORP | — | NEW | New buy |
| 20 | HLI | Houlihan Lokey Inc | — | NEW | New buy |
| 21 | CB | Chubb Limited | — | NEW | New buy |
| 22 | EOG | Eog Resources Inc | — | NEW | New buy |
| 23 | ADP | Automatic Data Processing | — | NEW | New buy |
| 24 | CVX | Chevron CORP | — | NEW | New buy |
| 25 | NVS | Novartis Ag-sponsored Adr | — | NEW | New buy |
| 26 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 27 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 28 | SRE | Sempra | — | NEW | New buy |
| 29 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 30 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 31 | AAPL | Apple Inc | — | NEW | New buy |
| 32 | RTX | Rtx CORP | — | NEW | New buy |
| 33 | BIL | Ss Spdr Bb 1-3m T-bill ETF | — | NEW | New buy |
| 34 | HIG | Hartford Insurance Group Inc | — | NEW | New buy |
| 35 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 36 | ED | Consolidated Edison Inc | — | NEW | New buy |
| 37 | GRMN | Garmin Ltd. | — | NEW | New buy |
| 38 | KO | Coca-cola Co/the | — | NEW | New buy |
| 39 | CME | Cme Group Inc | — | NEW | New buy |
| 40 | ITW | Illinois Tool Works | — | NEW | New buy |
| 41 | BLK | Blackrock Inc | — | NEW | New buy |
| 42 | TXN | Texas Instruments Inc | — | NEW | New buy |
| 43 | WEC | Wec Energy Group Inc | — | NEW | New buy |
| 44 | GD | General Dynamics CORP | — | NEW | New buy |
| 45 | KMI | Kinder Morgan, Inc. | — | NEW | New buy |
| 46 | BR | Broadridge Financial Solutio | — | NEW | New buy |
| 47 | AMGN | Amgen Inc | — | NEW | New buy |
| 48 | SO | Southern Co/the | — | NEW | New buy |
| 49 | ETN | Eaton Corporation plc | — | NEW | New buy |
| 50 | IBM | Intl Business Machines CORP | — | NEW | New buy |
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 113 disclosed positions in Q1 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 SGOV, PGR, FISV) accounted for 25.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
SGOV
市值: $145.2M
During Q1 2025, Woodley Farra Manion Portfolio Management Inc's top holdings by market value included SGOV (7.2%)、PGR (5.2%)、FISV (4.9%). The largest single position, SGOV, represented 7.2% of total portfolio value.
In Q1 2025, Woodley Farra Manion Portfolio Management Inc made 50 total portfolio adjustments, initiating 50 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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