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Latest WEDGEWOOD INVESTORS INC /PA/ Stock Portfolio

$97.64Million | No. of Holdings #106

WEDGEWOOD INVESTORS INC /PA/ Performance

2026 Q3+1.42%
YTD+10.99%
2025+9.60%

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

On 2026-10-28, the fund reported it's updated stock portfolio. In the 13F Holdings report, WEDGEWOOD INVESTORS INC /PA/ reported an equity portfolio of $97.6 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of WEDGEWOOD INVESTORS INC /PA/ are MSFT, FNDA, AAPL. The fund has invested 6.6% of it's portfolio in MICROSOFT CORP and 3.7% of portfolio in SCHWAB STRATEGIC TR. <br><br> The fund managers got completely rid off EXXON MOBIL CORP (XOM), ONEOK INC NEW (OKE) and ISHARES TR (IJR) stocks. They significantly reduced their stock positions in ERIE INDTY CO (ERIE), QUALCOMM INC (QCOM) and INVESCO QQQ TR (QQQ). WEDGEWOOD INVESTORS INC /PA/ opened new stock positions in EXXONMOBIL HOLDINGS CORP, CROWDSTRIKE HLDGS INC (CRWD) and MARVELL TECHNOLOGY INC (MRVL). The fund showed a lot of confidence in some stocks as they added substantially to STATE STR SPDR S&P 500 ETF T (SPY), ELI LILLY & CO (LLY) and CATERPILLAR INC (CAT).
WEDGEWOOD INVESTORS INC /PA/ Equity Portfolio Value
Last Reported on: 28 Oct, 2026
$97.64Million
  as of Oct 28, 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 1.42% in the last quarter. In trailing 12 months, it's portfolio return was 11.77%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
exxonmobil holdings corp1,563,940
oneok inc new626,735
crowdstrike hldgs inc211,800
marvell technology inc204,499
adobe inc204,429
New stocks bought by WEDGEWOOD INVESTORS INC /PA/

Additions

Ticker% Inc.
state str spdr s&p 500 etf t15.31
eli lilly & co8.79
caterpillar inc6.33
dbx etf tr6.2
schwab strategic tr4.41
alphabet inc2.33
deere & co1.5
at&t inc1.29
Additions to existing portfolio by WEDGEWOOD INVESTORS INC /PA/

Reductions

Ticker% Reduced
erie indty co-18.76
qualcomm inc-17.61
invesco qqq tr-10.99
advanced micro devices inc-9.09
ishares tr-8.43
altria group inc-7.13
metlife inc-5.89
eaton corp plc-5.75
WEDGEWOOD INVESTORS INC /PA/ reduced stake in above stock

Sold off

Ticker$ Sold
exxon mobil corp-1,313,800
keycorp-212,590
oneok inc new-639,009
ishares tr-201,561
ishares tr-228,969
cisco sys inc-200,857
lowes cos inc-227,987
sherwin williams co-200,739
WEDGEWOOD INVESTORS INC /PA/ got rid off the above stocks

Sector Distribution

WEDGEWOOD INVESTORS INC /PA/ has about 23.7% of it's holdings in Others sector.

  • Others
  • Technology
  • Industrials
  • Financial Services
  • Consumer Defensive
  • Communication Services
  • Healthcare
  • Energy
  • Consumer Cyclical
Sector%
Others23.7
Technology19.8
Industrials19.4
Financial Services8.7
Consumer Defensive8.5
Communication Services7
Healthcare5.9
Energy2.7
Consumer Cyclical2.6

Market Cap. Distribution

WEDGEWOOD INVESTORS INC /PA/ has about 73.6% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
  • MID-CAP
Category%
MEGA-CAP38.7
LARGE-CAP34.9
UNALLOCATED23.7
MID-CAP2.6

Stocks belong to which Index?

About 73.2% 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 50073.2
Others26.8
Top 5 Winners (%)%
PSX
phillips 66
51.0 %
HPQ
hp inc
42.6 %
HPE
hewlett packard enterprise c
41.6 %
MSFT
microsoft corp
37.3 %
TMO
thermo fisher scientific inc
34.6 %
Top 5 Winners ($)$
MSFT
microsoft corp
1.8 M
AAPL
apple inc
0.5 M
NVDA
nvidia corporation
0.4 M
PSX
phillips 66
0.3 M
WAB
wabtec
0.2 M
Top 5 Losers (%)%
GLW
corning inc
-39.8 %
CAT
caterpillar inc
-23.3 %
HD
home depot inc
-19.3 %
LHX
l3harris technologies inc
-18.5 %
GE
ge aerospace
-16.4 %
Top 5 Losers ($)$
GLW
corning inc
-0.9 M
ERIE
erie indty co
-0.3 M
LHX
l3harris technologies inc
-0.3 M
CAT
caterpillar inc
-0.2 M
HD
home depot inc
-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 106 stocks in it's portfolio. About 35.2% of the portfolio is in top 10 stocks. GLW proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for WEDGEWOOD INVESTORS INC /PA/ last quarter.

$97.64MTotal Value
115Positions
28 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of WEDGEWOOD INVESTORS INC /PA/, last reported on 28 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change