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CIK: 0001165805
Total reported value
$2.1B
$2.1B
114 檔
24.2%
The Q2 2025 SEC filing reveals that Woodley Farra Manion Portfolio Management Inc held a total portfolio value of $2.1B, covering 114 public equity positions.
During Q2 2025, 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 | 5.34% | -6.82% | -21.71% | |
| 2 | AVGO | Broadcom Inc | Stock-Tech | 5.21% | +0.65% | -3.46% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.60% | +0.03% | +0.04% | |
| 4 | DIS | Walt Disney Co/the | Stock-Comm Services | 4.41% | -0.06% | +14.75% | |
| 5 | MS | Morgan Stanley | Stock-Financials | 4.08% | +0.04% | -0.26% | |
| 6 | AJG | Arthur J Gallagher & Co | Stock-Financials | 4.08% | +0.10% | -1.29% | |
| 7 | PGR | Progressive CORP | Stock-Financials | 3.99% | +0.24% | -13.05% | |
| 8 | DRI | Darden Restaurants Inc | Stock-Consumer Disc | 3.87% | +0.04% | +0.11% | |
| 9 | ICE | Intercontinental Exchange In | Stock-Financials | 3.83% | -0.72% | +0.36% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.72% | -0.34% | +1.19% | |
| 11 | HON | Honeywell International Inc | Stock-Industrials | 3.69% | -4.12% | EXIT | |
| 12 | FISV | Fiserv Inc | Stock-Other | 3.67% | — | +2.21% | |
| 13 | BJ | Bj's Wholesale Club Holdings | Stock-Consumer Staples | 3.56% | -2.90% | +1.03% | |
| 14 | ACN | Accenture plc | Stock-Tech | 3.14% | -1.20% | +1.50% | |
| 15 | DOV | Dover CORP | Stock-Industrials | 3.05% | +0.20% | +2.09% | |
| 16 | HD | Home Depot Inc | Stock-Consumer Disc | 2.99% | +0.16% | +1.83% | |
| 17 | SYK | Stryker CORP | Stock-Healthcare | 2.73% | -0.16% | +1.76% | |
| 18 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 2.50% | — | — | |
| 19 | ELV | Elevance Health Inc | Stock-Healthcare | 2.43% | — | +4.72% | |
| 20 | DHR | Danaher CORP | Stock-Healthcare | 2.37% | -0.03% | +5.05% | |
| 21 | HLI | Houlihan Lokey Inc | Stock-Financials | 2.36% | -0.11% | -3.78% | |
| 22 | CB | Chubb Limited | Stock-Financials | 1.96% | +0.13% | +1.91% | |
| 23 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 1.94% | -1.78% | +0.79% | |
| 24 | ADP | Automatic Data Processing | Stock-Tech | 1.93% | +0.33% | +0.57% | |
| 25 | EOG | Eog Resources Inc | Stock-Energy | 1.82% | -0.17% | -0.63% | |
| 26 | ASML | ASML Holding N.V. | Stock-Tech | 1.71% | +1.26% | — | |
| 27 | NEE | Nextera Energy Inc | Stock-Utilities | 1.67% | +0.50% | +1.68% | |
| 28 | CVX | Chevron CORP | Stock-Energy | 1.54% | -0.30% | +0.10% | |
| 29 | SRE | Sempra | Stock-Utilities | 1.46% | -0.10% | +3.13% | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.19% | +0.36% | -1.73% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.93% | +0.10% | -3.53% | |
| 32 | AAPL | Apple Inc | Stock-Tech | 0.56% | +0.08% | -1.34% | |
| 33 | RTX | Rtx CORP | Stock-Industrials | 0.45% | -0.01% | +3.09% | |
| 34 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.34% | -0.13% | -0.83% | |
| 35 | CSCO | Cisco Systems Inc | Stock-Tech | 0.33% | -0.04% | +0.12% | |
| 36 | HIG | Hartford Insurance Group Inc | Stock-Financials | 0.31% | -0.01% | -0.87% | |
| 37 | TXN | Texas Instruments Inc | Stock-Tech | 0.30% | -0.05% | +11.88% | |
| 38 | BLK | Blackrock Inc | Stock-Financials | 0.27% | — | +0.42% | |
| 39 | CME | Cme Group Inc | Stock-Financials | 0.26% | -0.07% | +0.11% | |
| 40 | ETN | Eaton Corporation plc | Stock-Industrials | 0.26% | +0.06% | -3.07% | |
| 41 | ED | Consolidated Edison Inc | Stock-Utilities | 0.26% | -0.01% | +1.02% | |
| 42 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.25% | +0.02% | +0.87% | |
| 43 | GRMN | Garmin Ltd. | Stock-Tech | 0.25% | — | -3.65% | |
| 44 | ITW | Illinois Tool Works | Stock-Industrials | 0.25% | +0.01% | +0.71% | |
| 45 | GD | General Dynamics CORP | Stock-Industrials | 0.25% | +0.01% | +2.35% | |
| 46 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.22% | -0.01% | -1.82% | |
| 47 | BR | Broadridge Financial Solutio | Stock-Tech | 0.22% | — | +0.88% | |
| 48 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.22% | +0.01% | +0.08% | |
| 49 | SO | Southern Co/the | Stock-Utilities | 0.21% | — | +0.40% | |
| 50 | SYY | Sysco CORP | Stock-Consumer Staples | 0.20% | +0.04% | — |
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 114 disclosed positions in Q2 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, AVGO, MSFT) accounted for 24.2% of total reported equity market value during Q2 2025.
During Q2 2025, Woodley Farra Manion Portfolio Management Inc's top holdings by market value included SGOV (5.3%)、AVGO (5.2%)、MSFT (4.6%). The largest single position, SGOV, represented 5.3% of total portfolio value.
In Q2 2025, 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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