13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001165805
Total reported value
$2.1B
$2.1B
117 檔
23.9%
During the Q3 2025 filing period, Woodley Farra Manion Portfolio Management Inc (CIK: 0001165805) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.1B across 117 reported positions.
In Q3 2025, Woodley Farra Manion Portfolio Management Inc adopted a defensive or profit-taking posture, trimming 26 positions and completely liquidating 5 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | Stock-Tech | 5.11% | +0.65% | -18.32% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.77% | -0.34% | -7.33% | |
| 3 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 4.54% | -6.82% | -15.17% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.53% | +0.03% | -5.72% | |
| 5 | ASML | ASML Holding N.V. | Stock-Tech | 4.40% | +1.26% | +112.58% | |
| 6 | MS | Morgan Stanley | Stock-Financials | 4.28% | +0.04% | -7.25% | |
| 7 | DIS | Walt Disney Co/the | Stock-Comm Services | 3.91% | -0.06% | -4.21% | |
| 8 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 3.67% | -1.78% | +77.98% | |
| 9 | PGR | Progressive CORP | Stock-Financials | 3.65% | +0.24% | -1.22% | |
| 10 | ICE | Intercontinental Exchange In | Stock-Financials | 3.40% | -0.72% | -3.57% | |
| 11 | HON | Honeywell International Inc | Stock-Industrials | 3.29% | -4.12% | EXIT | |
| 12 | DRI | Darden Restaurants Inc | Stock-Consumer Disc | 3.27% | +0.04% | -3.33% | |
| 13 | HD | Home Depot Inc | Stock-Consumer Disc | 3.27% | +0.16% | -1.47% | |
| 14 | BJ | Bj's Wholesale Club Holdings | Stock-Consumer Staples | 3.00% | -2.90% | -2.67% | |
| 15 | ABT | Abbott Laboratories | Stock-Healthcare | 2.88% | -1.23% | +14530.75% | |
| 16 | FISV | Fiserv Inc | Stock-Other | 2.75% | — | -0.32% | |
| 17 | DOV | Dover CORP | Stock-Industrials | 2.74% | +0.20% | -1.63% | |
| 18 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 2.72% | — | -1.00% | |
| 19 | ACN | Accenture plc | Stock-Tech | 2.59% | -1.20% | -0.42% | |
| 20 | SYK | Stryker CORP | Stock-Healthcare | 2.54% | -0.16% | -0.86% | |
| 21 | HLI | Houlihan Lokey Inc | Stock-Financials | 2.52% | -0.11% | -6.68% | |
| 22 | DHR | Danaher CORP | Stock-Healthcare | 2.37% | -0.03% | -0.88% | |
| 23 | AJG | Arthur J Gallagher & Co | Stock-Financials | 2.19% | +0.10% | -44.53% | |
| 24 | CB | Chubb Limited | Stock-Financials | 1.90% | +0.13% | -0.66% | |
| 25 | ADP | Automatic Data Processing | Stock-Tech | 1.81% | +0.33% | -1.68% | |
| 26 | NEE | Nextera Energy Inc | Stock-Utilities | 1.78% | +0.50% | -2.21% | |
| 27 | SRE | Sempra | Stock-Utilities | 1.72% | -0.10% | -0.30% | |
| 28 | EOG | Eog Resources Inc | Stock-Energy | 1.69% | -0.17% | -0.96% | |
| 29 | CVX | Chevron CORP | Stock-Energy | 1.64% | -0.30% | -2.11% | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.14% | +0.36% | -1.72% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.75% | +0.10% | -26.05% | |
| 32 | AAPL | Apple Inc | Stock-Tech | 0.68% | +0.08% | -1.77% | |
| 33 | RTX | Rtx CORP | Stock-Industrials | 0.49% | -0.01% | -4.98% | |
| 34 | HIG | Hartford Insurance Group Inc | Stock-Financials | 0.33% | -0.01% | -0.06% | |
| 35 | CSCO | Cisco Systems Inc | Stock-Tech | 0.33% | -0.04% | +0.28% | |
| 36 | BLK | Blackrock Inc | Stock-Financials | 0.30% | — | -1.62% | |
| 37 | GD | General Dynamics CORP | Stock-Industrials | 0.29% | +0.01% | +0.89% | |
| 38 | ED | Consolidated Edison Inc | Stock-Utilities | 0.28% | -0.01% | +7.80% | |
| 39 | GRMN | Garmin Ltd. | Stock-Tech | 0.28% | — | -7.26% | |
| 40 | ETN | Eaton Corporation plc | Stock-Industrials | 0.28% | +0.06% | +0.28% | |
| 41 | ITW | Illinois Tool Works | Stock-Industrials | 0.27% | +0.01% | +1.41% | |
| 42 | RKLB | Rocket Lab CORP | Stock-Industrials | 0.27% | -0.02% | +20.44% | |
| 43 | TXN | Texas Instruments Inc | Stock-Tech | 0.26% | -0.05% | -1.05% | |
| 44 | CME | Cme Group Inc | Stock-Financials | 0.26% | -0.07% | +0.88% | |
| 45 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.25% | +0.02% | +2.85% | |
| 46 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.24% | +0.01% | +1.00% | |
| 47 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.24% | -0.13% | -29.97% | |
| 48 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.22% | -0.01% | — | |
| 49 | SYY | Sysco CORP | Stock-Consumer Staples | 0.22% | +0.04% | +1.99% | |
| 50 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.22% | -0.01% | +0.64% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ABT | Abbott Laboratories | +2.9% | +14530.75% | Add |
| 2 | NVS | Novartis Ag-sponsored Adr | +1.8% | +77.98% | Add |
| 3 | AVGO | Broadcom Inc | +1.6% | -18.32% | Trim |
| 4 | GOOGL | Alphabet Inc-cl A | +1.4% | -7.33% | Trim |
| 5 | MSFT | Microsoft CORP | +0.9% | -5.72% | Trim |
| 6 | MS | Morgan Stanley | +0.7% | -7.25% | Trim |
| 7 | DIS | Walt Disney Co/the | +0.7% | -4.21% | Add |
| 8 | SRE | Sempra | +0.3% | -0.30% | Add |
| 9 | HLI | Houlihan Lokey Inc | +0.2% | -6.68% | Trim |
| 10 | HD | Home Depot Inc | +0.2% | -1.47% | Add |
| 11 | ABBV | Abbvie Inc | +0.1% | +358.09% | Add |
| 12 | RTX | Rtx CORP | +0.1% | -4.98% | Trim |
| 13 | ETN | Eaton Corporation plc | +0.1% | +0.28% | Trim |
| 14 | NVDA | Nvidia CORP | +0.1% | -4.35% | Trim |
| 15 | GD | General Dynamics CORP | +0.1% | +0.89% | Add |
| 16 | IBDT | Ishares Ibonds Dec 2028 ETF | +0.1% | +17.43% | Add |
| 17 | BLK | Blackrock Inc | 0% | -1.62% | Trim |
| 18 | AAPL | Apple Inc | 0% | -1.77% | Trim |
| 19 | NEE | Nextera Energy Inc | — | -2.21% | Trim |
| 20 | MSI | Motorola Solutions Inc | -0.1% | -5.64% | Trim |
| 21 | IBM | Intl Business Machines CORP | -0.1% | +0.70% | Trim |
| 22 | JPM | Jpmorgan Chase & Co | -0.1% | -26.05% | Trim |
| 23 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.1% | -29.97% | Trim |
| 24 | ADP | Automatic Data Processing | -0.2% | -1.68% | Trim |
| 25 | LLY | Eli Lilly & Co | -0.2% | -1.72% | Trim |
| 26 | CB | Chubb Limited | -0.2% | -0.66% | Add |
| 27 | CVX | Chevron CORP | -0.3% | -2.11% | Trim |
| 28 | DOV | Dover CORP | -0.3% | -1.63% | Add |
| 29 | EOG | Eog Resources Inc | -0.4% | -0.96% | Trim |
| 30 | ICE | Intercontinental Exchange In | -0.4% | -3.57% | Trim |
| 31 | DRI | Darden Restaurants Inc | -0.6% | -3.33% | Trim |
| 32 | ACN | Accenture plc | -0.8% | -0.42% | Add |
| 33 | BJ | Bj's Wholesale Club Holdings | -0.9% | -2.67% | Trim |
| 34 | PGR | Progressive CORP | -1.5% | -1.22% | Trim |
| 35 | JNJ | Johnson & Johnson | -1.8% | -7.00% | Trim |
| 36 | FISV | Fiserv Inc | -2.1% | -0.32% | Add |
| 37 | AJG | Arthur J Gallagher & Co | -2.5% | -44.53% | Trim |
| 38 | SGOV | Ishares 0-3 Month Treasury B | -2.7% | -15.17% | Trim |
| 39 | ASML | ASML Holding N.V. | — | NEW | New buy |
| 40 | AZNN | Astrazeneca Plc-spons Adr | — | NEW | New buy |
| 41 | ELV | Elevance Health Inc | — | EXIT | Sold out |
| 42 | RKLB | Rocket Lab CORP | — | NEW | New buy |
| 43 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 44 | SYY | Sysco CORP | — | NEW | New buy |
| 45 | KNTK | Kinetik Holdings Inc | — | NEW | New buy |
| 46 | WSO | Watsco Inc | — | EXIT | Sold out |
| 47 | GPC | Genuine Parts Co | — | EXIT | Sold out |
| 48 | PFE | Pfizer Inc | — | EXIT | Sold out |
| 49 | RKLB | Rocket Lab Corporation | — | EXIT | Sold out |
| 50 | CLIP | Global X 1-3 Month T-bill | — | 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 117 disclosed positions in Q3 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 AVGO, GOOGL, SGOV) accounted for 23.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
ASML
市值: $93.4M
Top Position Liquidated / Trimmed
ELV
前期市值: $55.3M
During Q3 2025, Woodley Farra Manion Portfolio Management Inc's top holdings by market value included AVGO (5.1%)、GOOGL (4.8%)、SGOV (4.5%). The largest single position, AVGO, represented 5.1% of total portfolio value.
In Q3 2025, Woodley Farra Manion Portfolio Management Inc made 50 total portfolio adjustments, initiating 7 new buys, adding to 12 positions, trimming 26 holdings, and fully liquidating 5 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.