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Latest WEDGEWOOD INVESTORS INC /PA/ Stock Portfolio

$87.21Million– No. of Holdings #99

WEDGEWOOD INVESTORS INC /PA/ Performance:
2026 Q1: 0.52%YTD: 0.52%2025: 9.6%
Performance for 2026 Q1 is 0.52%, and YTD is 0.52%, and 2025 is 9.6%.

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

On 2026-05-05, the fund reported it's updated stock portfolio. In the 13F Holdings report, WEDGEWOOD INVESTORS INC /PA/ reported an equity portfolio of $87.2 Millions as of 31 Mar, 2026.

The top stock holdings of WEDGEWOOD INVESTORS INC /PA/ are MSFT, ERIE, GOOG. The fund has invested 5.3% of it's portfolio in MICROSOFT CORP and 5% of portfolio in ERIE INDTY CO.

The fund managers got completely rid off SEAGATE TECHNOLOGY HOLDINGS PLC (STX), INVESCO QQQ NASDAQ 100 (QQQ) and NESTLE S.A. ADR stocks. They significantly reduced their stock positions in ONEOK INC NEW (OKE), VERIZON COMMUNICATIONS INC (VZ) and ERIE INDTY CO (ERIE). WEDGEWOOD INVESTORS INC /PA/ opened new stock positions in SEAGATE TECHNOLOGY HLDNGS PL (STX), INVESCO QQQ TR (QQQ) and CITIGROUP INC (C). The fund showed a lot of confidence in some stocks as they added substantially to DBX ETF TR (HYRM), SCHWAB STRATEGIC TR (FNDA) and PNC FINL SVCS GROUP INC (PNC).
WEDGEWOOD INVESTORS INC /PA/ Equity Portfolio Value
Last Reported on: 05 May, 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 0.52% in the last quarter. In trailing 12 months, it's portfolio return was 10.42%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
seagate technology hldngs pl975,091
invesco qqq tr495,798
citigroup inc245,533
welltower inc239,427
merck & co inc204,613
New stocks bought by WEDGEWOOD INVESTORS INC /PA/

Additions

Ticker% Inc.
dbx etf tr53.77
schwab strategic tr19.24
pnc finl svcs group inc12.67
3m co10.05
automatic data processing in5.3
amazon com inc4.47
visa inc2.95
rtx corporation2.33
Additions to existing portfolio by WEDGEWOOD INVESTORS INC /PA/

Reductions

Ticker% Reduced
oneok inc new-7.55
verizon communications inc-5.53
erie indty co-5.23
union pac corp-4.79
bristol-myers squibb co-4.08
pfizer inc-3.68
emerson elec co-2.69
consolidated edison inc-2.66
WEDGEWOOD INVESTORS INC /PA/ reduced stake in above stock

Sold off

Ticker$ Sold
nestle s.a. adr -266,706
seagate technology holdings plc -681,315
citigroup inc -252,634
technology select sector spdr fund etf -212,500
blackstone inc. -203,465
welltower inc. -235,353
morgan stanley -205,047
equifax inc -216,980
WEDGEWOOD INVESTORS INC /PA/ got rid off the above stocks

Sector Distribution

WEDGEWOOD INVESTORS INC /PA/ has about 21% of it's holdings in Industrials sector.

  • Industrials
  • Others
  • Technology
  • Financial Services
  • Consumer Defensive
  • Communication Services
  • Healthcare
  • Energy
  • Consumer Cyclical
  • Utilities
Sector%
Industrials21
Others20.8
Technology14.6
Financial Services10.9
Consumer Defensive9.6
Communication Services6.7
Healthcare5.6
Energy5.5
Consumer Cyclical3.3
Utilities1.3

Market Cap. Distribution

WEDGEWOOD INVESTORS INC /PA/ has about 79.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • LARGE-CAP
  • MEGA-CAP
  • UNALLOCATED
Category%
LARGE-CAP40.1
MEGA-CAP39.1
UNALLOCATED20.8

Stocks belong to which Index?

About 74.2% 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 50074.2
Others25.8
Top 5 Winners (%)%
ORCL
oracle corp
GLW
corning inc
55.3 %
PSX
phillips 66
41.2 %
COP
conocophillips
41.0 %
XOM
exxon mobil corp
40.8 %
Top 5 Winners ($)$
XOM
exxon mobil corp
0.5 M
GLW
corning inc
0.4 M
ORCL
oracle corp
0.4 M
WAB
wabtec
0.4 M
JNJ
johnson & johnson
0.4 M
Top 5 Losers (%)%
ADBE
adobe inc
-30.6 %
COF
capital one finl corp
-24.7 %
QCOM
qualcomm inc
-24.7 %
MSFT
microsoft corp
-23.5 %
ADP
automatic data processing in
-20.6 %
Top 5 Losers ($)$
MSFT
microsoft corp
-1.4 M
ERIE
erie indty co
-0.6 M
GOOG
alphabet inc
-0.3 M
AAPL
apple inc
-0.2 M
GOOG
alphabet 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 99 stocks in it's portfolio. About 34% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. XOM was the most profitable stock for WEDGEWOOD INVESTORS INC /PA/ last quarter.

Last Reported on: 05 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions