Grufity logo
Grufity logo

Latest WEDGEWOOD INVESTORS INC /PA/ Stock Portfolio

$97.36Million | No. of Holdings #110

WEDGEWOOD INVESTORS INC /PA/ Performance

2026 Q2+8.87%
YTD+9.44%
2025+9.60%

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

On 2026-07-31, the fund reported it's updated stock portfolio. In the 13F Holdings report, WEDGEWOOD INVESTORS INC /PA/ reported an equity portfolio of $97.4 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of WEDGEWOOD INVESTORS INC /PA/ are MSFT, GOOG, ERIE. The fund has invested 4.8% of it's portfolio in MICROSOFT CORP and 3.7% of portfolio in ALPHABET INC. <br><br> The fund managers got completely rid off HONEYWELL INTL INC (HON) and ADOBE INC (ADBE) stocks. They significantly reduced their stock positions in ERIE INDTY CO (ERIE), UNION PAC CORP (UNP) and QUALCOMM INC (QCOM). WEDGEWOOD INVESTORS INC /PA/ opened new stock positions in MICRON TECHNOLOGY INC (MU), HEWLETT PACKARD ENTERPRISE C (HPE) and SELECT SECTOR SPDR TR (XLB). The fund showed a lot of confidence in some stocks as they added substantially to DBX ETF TR (HYRM), SCHWAB STRATEGIC TR (FNDA) and SOUTHERN CO (SO).
WEDGEWOOD INVESTORS INC /PA/ Equity Portfolio Value
Last Reported on: 31 Jul, 2026
$97.36Million
  as of Jul 31, 2026

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

Our best estimate is that WEDGEWOOD INVESTORS INC /PA/ made a return of 8.87% in the last quarter. In trailing 12 months, it's portfolio return was 16.41%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
micron technology inc422,470
hewlett packard enterprise c354,159
select sector spdr tr265,966
ge aerospace259,369
advanced micro devices inc255,600
morgan stanley241,441
unitedhealth group inc233,168
ishares tr228,969
New stocks bought by WEDGEWOOD INVESTORS INC /PA/

Additions

Ticker% Inc.
dbx etf tr13.75
schwab strategic tr5.8
southern co3.3
3m co3.04
nvidia corporation2.98
alphabet inc2.88
walmart inc2.09
goldman sachs group inc1.88
Additions to existing portfolio by WEDGEWOOD INVESTORS INC /PA/

Reductions

Ticker% Reduced
erie indty co-16.11
union pac corp-6.44
qualcomm inc-6.39
automatic data processing in-5.04
general mills inc-4.01
ishares tr-3.56
ishares tr-2.9
vanguard tax-managed fds-2.86
WEDGEWOOD INVESTORS INC /PA/ reduced stake in above stock

Sold off

Ticker$ Sold
honeywell intl inc-281,859
adobe inc-207,104
WEDGEWOOD INVESTORS INC /PA/ got rid off the above stocks

Sector Distribution

WEDGEWOOD INVESTORS INC /PA/ has about 21.7% of it's holdings in Others sector.

  • Others
  • Industrials
  • Technology
  • Financial Services
  • Consumer Defensive
  • Communication Services
  • Healthcare
  • Energy
  • Consumer Cyclical
  • Utilities
Sector%
Others21.7
Industrials20
Technology17.7
Financial Services10
Consumer Defensive8.8
Communication Services7
Healthcare5.5
Energy4.1
Consumer Cyclical3.1
Utilities1.1

Market Cap. Distribution

WEDGEWOOD INVESTORS INC /PA/ has about 74.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
  • MID-CAP
Category%
MEGA-CAP37.9
LARGE-CAP36.9
UNALLOCATED21.7
MID-CAP3.6

Stocks belong to which Index?

About 74.8% of the stocks held by WEDGEWOOD INVESTORS INC /PA/ either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50074.8
Others25.2
Top 5 Winners (%)%
STX
seagate technology hldngs pl
145.6 %
GLW
corning inc
87.9 %
CAT
caterpillar inc
49.7 %
QCOM
qualcomm inc
42.1 %
HYRM
dbx etf tr
40.5 %
Top 5 Winners ($)$
STX
seagate technology hldngs pl
1.4 M
GLW
corning inc
1.1 M
GOOG
alphabet inc
0.7 M
GOOG
alphabet inc
0.5 M
FNDA
schwab strategic tr
0.4 M
Top 5 Losers (%)%
T
at&t inc
-28.3 %
COP
conocophillips
-21.2 %
CVX
chevron corporation
-19.8 %
XOM
exxon mobil corp
-19.4 %
SHEL
shell plc
-16.6 %
Top 5 Losers ($)$
XOM
exxon mobil corp
-0.3 M
GLD
spdr gold tr
-0.3 M
LHX
l3harris technologies inc
-0.3 M
CVX
chevron corporation
-0.2 M
ERIE
erie indty co
-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 110 stocks in it's portfolio. About 32.8% of the portfolio is in top 10 stocks. XOM proved to be the most loss making stock for the portfolio. STX was the most profitable stock for WEDGEWOOD INVESTORS INC /PA/ last quarter.

$97.36MTotal Value
112Positions
31 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of WEDGEWOOD INVESTORS INC /PA/, last reported on 31 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change