Latest WEDGEWOOD INVESTORS INC /PA/ Stock Portfolio

WEDGEWOOD INVESTORS INC /PA/ Performance:

2025 Q4: 0.51%YTD: 9.39%2024: 13.74%

Performance for 2025 Q4 is 0.51%, and YTD is 9.39%, and 2024 is 13.74%.

About WEDGEWOOD INVESTORS INC /PA/ and 13F Hedge Fund Stock Holdings

On 2026-02-04, the fund reported it's updated stock portfolio. In the 13F Holdings report, WEDGEWOOD INVESTORS INC /PA/ reported an equity portfolio of $87.8 Millions as of 31 Dec, 2025.

The top stock holdings of WEDGEWOOD INVESTORS INC /PA/ are MSFT, ERIE, GOOG. The fund has invested 6.9% of it's portfolio in MICROSOFT CORP and 5.9% of portfolio in ERIE INDEMNITY CO .

The fund managers got completely rid off GENERAL ELECTRIC CO (GE), HEWLETT PACKARD ENTERPRISE CO (HPE) and SHERWIN-WILLIAMS CO. (SHW) stocks. They significantly reduced their stock positions in ELI LILLY & CO (LLY), NVIDIA CORP (NVDA) and PROCTER & GAMBLE CO (PG). WEDGEWOOD INVESTORS INC /PA/ opened new stock positions in VERTEX PHARMACEUTICALS (VRTX), GE AEROSPACE (GE) and MORGAN STANLEY (MS). The fund showed a lot of confidence in some stocks as they added substantially to TECHNOLOGY SELECT SECTOR SPDR FUND ETF (XLB), ONEOK INC. (OKE) and ALTRIA GROUP INC (MO).

WEDGEWOOD INVESTORS INC /PA/ Annual Return Estimates Vs S&P 500

Our best estimate is that WEDGEWOOD INVESTORS INC /PA/ made a return of 0.51% in the last quarter. In trailing 12 months, it's portfolio return was 9.39%.

Performance
S&P 500

New Buys

Ticker	$ Bought
vertex pharmaceuticals	326,419
ge aerospace	213,773
morgan stanley	205,047

New stocks bought by WEDGEWOOD INVESTORS INC /PA/

Additions

Ticker	% Inc.
technology select sector spdr fund etf	93.45
oneok inc.	6.71
altria group inc	6.46
amazon.com	3.3
xtrackr arti intelli big etf	2.99
pfizer inc	0.25

Additions to existing portfolio by WEDGEWOOD INVESTORS INC /PA/

Reductions

Ticker	% Reduced
eli lilly & co	-42.79
nvidia corp	-33.5
procter & gamble co	-24.86
ishares russell mc value etf	-19.79
erie indemnity co	-15.56
qualcomm inc	-14.55
bristol myers squibb co	-12.49
mcdonald's corp.	-9.95

WEDGEWOOD INVESTORS INC /PA/ reduced stake in above stock

Sold off

Ticker	$ Sold
hewlett packard enterprise co	-202,866
general electric co	-208,769
sherwin-williams co.	-201,870

WEDGEWOOD INVESTORS INC /PA/ got rid off the above stocks

Sector Distribution

WEDGEWOOD INVESTORS INC /PA/ has about 21.6% of it's holdings in Others sector.

Sector	%
Others	21.6
Industrials	19.8
Technology	15.4
Financial Services	13
Consumer Defensive	9
Communication Services	7.1
Healthcare	5.1
Energy	4.1
Consumer Cyclical	3.3
Utilities	1.1

Market Cap. Distribution

WEDGEWOOD INVESTORS INC /PA/ has about 78.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	45
MEGA-CAP	33.4
UNALLOCATED	21.6

Stocks belong to which Index?

About 72.5% of the stocks held by WEDGEWOOD INVESTORS INC /PA/ either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	72.5
Others	27.5

Top 5 Winners (%)		%
LLY	eli lilly & co	32.1 %
GOOG	alphabet inc. class c	28.8 %
GOOG	alphabet inc. class a	28.5 %
FDX	fedex corp	22.5 %
CAT	caterpillar	20.1 %

Top 5 Winners ($)		$
GOOG	alphabet inc. class c	0.7 M
GOOG	alphabet inc. class a	0.5 M
LLY	eli lilly & co	0.2 M
PH	parker-hannifin corp	0.2 M
JNJ	johnson & johnson	0.2 M

Top 5 Losers (%)		%
ORCL	oracle corp	-97.4 %
XLB	technology select sector spdr fund etf	-42.1 %
HPQ	hp inc.	-18.1 %
EFX	equifax inc	-15.4 %
HD	home depot inc	-14.9 %

Top 5 Losers ($)		$
ORCL	oracle corp	-0.8 M
ERIE	erie indemnity co	-0.6 M
MSFT	microsoft corp	-0.4 M
MO	altria group inc	-0.2 M
XLB	technology select sector spdr fund etf	-0.2 M

WEDGEWOOD INVESTORS INC /PA/ Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of WEDGEWOOD INVESTORS INC /PA/

WEDGEWOOD INVESTORS INC /PA/ has 105 stocks in it's portfolio. About 36.6% of the portfolio is in top 10 stocks. ORCL proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for WEDGEWOOD INVESTORS INC /PA/ last quarter.

Last Reported on: 04 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc.	3.32	10,707	2,910,800	reduced	-3.95

ABBV	abbvie inc	0.44	1,700	388,433	unchanged	0.00

ADBE	adobe inc	0.34	852	298,191	unchanged	0.00

ADP	automatic data processing	0.28	943	242,568	unchanged	0.00

AMZN	amazon.com	0.82	3,134	723,390	added	3.3

AXP	american express co.	0.32	750	277,463	reduced	-0.13

BDX	becton dickinson	0.35	1,594	309,348	reduced	-1.24

BMY	bristol myers squibb co	0.30	4,905	264,576	reduced	-12.49

BX	blackstone inc.	0.23	1,320	203,465	unchanged	0.00

C	citigroup inc	0.29	2,165	252,634	unchanged	0.00

CAT	caterpillar	0.61	933	534,488	unchanged	0.00

CHD	church & dwight co inc	0.85	8,945	750,038	unchanged	0.00

COF	capital one financial cp	0.69	2,513	609,051	unchanged	0.00

COP	conocophillips	0.69	6,427	601,631	unchanged	0.00

CVX	chevron corporation	0.89	5,123	780,796	unchanged	0.00

DE	deere & co	1.35	2,540	1,182,550	unchanged	0.00

ED	consolidated edison	0.26	2,332	231,614	unchanged	0.00

EFX	equifax inc	0.25	1,000	216,980	unchanged	0.00

EMR	emerson electric	0.34	2,270	301,274	unchanged	0.00

ERIE	erie indemnity co	5.93	18,173	5,209,290	reduced	-15.56