WEDGEWOOD INVESTORS INC /PA/
CIK 1125243 · Ver en SEC EDGAR ↗
- Valor de la cartera
- $97.4M
- Posiciones
- 110
- A fecha de
- 30 de junio de 2026
#8 361 de 9 443 por valor de 13F · top 88.5%
Valor de cartera interanual: +11.6% El 13F no revela efectivo
- Peso de las 10 principales tenencias
- 32,75%
- Peso de las 25 principales tenencias
- 60,78%
- Posiciones superiores al 1%
- 29
- Número efectivo de posiciones
- 52,5
Basado solo en tenencias de acciones a largo plazo del 13F (efectivo, bonos, posiciones cortas no reveladas)
Rotación Q2 2026: 1,86% Est. compras $3 864 982 · ventas $1 714 340
Tenencia mediana: 7,0 trimestres Rastreado Q4 2024–Q2 2026 · 81,5% aún se mantiene
- Nuevas posiciones
- 13
- Aumentado
- 19
- Disminuido
- 22
- Cerrada
- 2
En esta página
- Desglose por sector Cómo se distribuye la cartera entre los sectores del mercado.
- Cartera Cada acción que esta institución informa tener, de su último 13F.
- Apuestas de alta convicción Las posiciones en las que este gestor está más concentrado.
- Mayores apuestas nuevas Posiciones completamente nuevas abiertas en el último trimestre.
- Movimientos principales Los mayores aumentos y disminuciones de posiciones este trimestre.
- Posiciones cerradas Posiciones que el gestor liquidó por completo el trimestre pasado.
Desglose por sector
Industrials
22,2%
Technology
15,1%
Financials
6,6%
Communication Services
6,4%
Consumer Staples
5,9%
Healthcare
5,5%
Energy
4,4%
Financial Services
3,4%
Retail
2,6%
Consumer products
2,2%
Consumer Discretionary
1,2%
Utilities
1,1%
Materials
0,7%
Telecommunication
0,6%
Logistics & Transportation
0,4%
Real Estate
0,3%
Communications
0,2%
Otro/No mapeado
21,2%
Cartera completa 110 posiciones
| Tipo | Racha | Tendencia 8T | |||||
|---|---|---|---|---|---|---|---|
| MSFT Microsoft Corporation - Common Stock | $4 667 599 | 4,79% | 12 513 | $50 469 | Subir ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $3 579 233 | 3,68% | 10 130 | $646 089 | Bajar ×4 | ||
| ERIE Erie Indemnity Company - Class A Common Stock | $3 463 908 | 3,56% | 14 448 | $-864 404 | Bajar ×6 | ||
| SCHX | $3 423 474 | 3,52% | 116 326 | $604 484 | Subir ×2 | ||
| AAPL Apple Inc. - Common Stock | $3 093 847 | 3,18% | 10 692 | $382 858 | Subir ×1 | ||
| WAB Westinghouse Air Brake Technologies Corporation Common Stock | $3 003 614 | 3,09% | 11 141 | $208 121 | Bajar ×5 | ||
| SPY SPY | $2 872 602 | 2,95% | 3 847 | $362 483 | Bajar ×5 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $2 681 704 | 2,75% | 7 504 | $584 241 | Subir ×1 | ||
| IVV | $2 582 173 | 2,65% | 3 448 | $262 624 | Bajar ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $2 520 139 | 2,59% | 12 595 | $387 227 | Subir ×2 | ||
| UNP Union Pacific Corporation Common Stock | $2 465 680 | 2,53% | 9 065 | $114 935 | Bajar ×5 | ||
| PM Philip Morris International Inc Common Stock | $2 453 863 | 2,52% | 13 564 | $149 189 | Bajar ×6 | ||
| STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) | $2 411 535 | 2,48% | 2 499 | $1 436 444 | Subir ×1 | ||
| JNJ Johnson & Johnson Common Stock | $2 387 635 | 2,45% | 9 401 | $83 482 | Bajar ×1 | ||
| GLW Corning Incorporated Common Stock | $2 362 728 | 2,43% | 9 250 | $1 105 005 | |||
| BRKB | $1 909 488 | 1,96% | 3 816 | $80 861 | |||
| MO Altria Group, Inc. | $1 866 383 | 1,92% | 25 940 | $130 846 | Bajar ×1 | ||
| PH Parker-Hannifin Corporation Common Stock | $1 723 447 | 1,77% | 1 762 | $146 034 | |||
| DE Deere & Company Common Stock | $1 611 198 | 1,65% | 2 540 | $180 416 | |||
| GLD | $1 602 453 | 1,65% | 4 350 | $-312 338 | Bajar ×1 | ||
| LHX L3Harris Technologies, Inc. Common Stock | $1 402 097 | 1,44% | 4 825 | $-252 897 | Subir ×1 | ||
| WM Waste Management, Inc. Common Stock | $1 355 333 | 1,39% | 6 081 | $-24 786 | Subir ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $1 313 803 | 1,35% | 9 609 | $-327 224 | Bajar ×5 | ||
| PG Procter & Gamble Company (The) Common Stock | $1 246 147 | 1,28% | 8 498 | $18 696 | |||
| V Visa Inc. | $1 178 514 | 1,21% | 3 435 | $125 208 | Bajar ×1 | ||
| RTX RTX Corporation Common Stock | $1 092 086 | 1,12% | 5 756 | $-18 246 | |||
| NSC Norfolk Southern Corporation Common Stock | $1 077 471 | 1,11% | 3 425 | $94 496 | |||
| CAT Caterpillar, Inc. Common Stock | $1 009 525 | 1,04% | 948 | $348 532 | Subir ×1 | ||
| RSG Republic Services, Inc. Common Stock | $994 018 | 1,02% | 4 665 | $-27 710 | |||
| ETN Eaton Corporation, PLC Ordinary Shares | $963 031 | 0,99% | 2 260 | $154 697 | |||
| IWS | $936 903 | 0,96% | 5 692 | $105 456 | Bajar ×3 | ||
| IWP | $918 430 | 0,94% | 6 273 | $114 733 | |||
| HD Home Depot, Inc. (The) Common Stock | $863 008 | 0,89% | 2 447 | $60 845 | Subir ×2 | ||
| CHD Church & Dwight Company, Inc. Common Stock | $853 513 | 0,88% | 8 810 | $25 298 | Bajar ×2 | ||
| CVX Chevron Corporation Common Stock | $844 547 | 0,87% | 5 095 | $-193 056 | Subir ×1 | ||
| MA Mastercard Incorporated Common Stock | $832 032 | 0,85% | 1 620 | $22 583 | |||
| AMZN Amazon.com, Inc. - Common Stock | $787 475 | 0,81% | 3 304 | $105 599 | Subir ×3 | ||
| BRKA | $748 850 | 0,77% | 1 | $30 710 | |||
| XAIX Xtrackers Artificial Intelligence and Big Data ETF | $721 840 | 0,74% | 12 543 | $282 025 | Subir ×4 | ||
| GWW W.W. Grainger, Inc. Common Stock | $714 210 | 0,73% | 525 | $141 535 | |||
| WMT Walmart Inc. - Common Stock | $691 339 | 0,71% | 6 104 | $-51 731 | Subir ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $673 972 | 0,69% | 2 059 | $77 121 | Subir ×1 | ||
| COP ConocoPhillips Common Stock | $668 151 | 0,69% | 6 427 | $-180 213 | |||
| MAR Marriott International - Class A Common Stock | $650 385 | 0,67% | 1 755 | $76 377 | |||
| OKE ONEOK, Inc. Common Stock | $639 009 | 0,66% | 7 350 | $-25 358 | |||
| QQQ Invesco QQQ Trust, Series 1 | $629 622 | 0,65% | 855 | $133 824 | Bajar ×1 | ||
| LLY Eli Lilly and Company Common Stock | $586 521 | 0,60% | 489 | $126 636 | Bajar ×4 | ||
| PEP PepsiCo, Inc. - Common Stock | $568 274 | 0,58% | 4 197 | $-83 478 | |||
| PSX Phillips 66 Common Stock | $566 318 | 0,58% | 3 350 | $-43 985 | |||
| MMM 3M Company Common Stock | $548 301 | 0,56% | 3 386 | $71 009 | Subir ×2 | ||
| PPG PPG Industries, Inc. Common Stock | $527 490 | 0,54% | 4 349 | $62 669 | |||
| NEE NextEra Energy, Inc. Common Stock | $522 670 | 0,54% | 5 955 | $-30 430 | |||
| COF Capital One Financial Corporation Common Stock | $504 158 | 0,52% | 2 513 | $45 711 | |||
| MCD McDonald's Corporation Common Stock | $487 369 | 0,50% | 1 803 | $-72 985 | |||
| VV | $442 612 | 0,45% | 1 287 | $57 992 | |||
| USB U.S. Bancorp Common Stock | $439 168 | 0,45% | 7 271 | $61 003 | |||
| MET MetLife, Inc. Common Stock | $431 088 | 0,44% | 5 095 | $70 770 | |||
| ABBV AbbVie Inc. Common Stock | $427 788 | 0,44% | 1 700 | $58 055 | |||
| MU Micron Technology, Inc. - Common Stock | $422 470 | 0,43% | 366 | Subir ×1 | |||
| ORCL Oracle Corporation Common Stock | $412 797 | 0,42% | 2 817 | $-1 578 | |||
| IWM | $392 925 | 0,40% | 1 308 | $68 593 | |||
| IWN | $380 685 | 0,39% | 1 721 | $54 401 | |||
| TLT iShares 20+ Year Treasury Bond ETF | $377 828 | 0,39% | 4 372 | $-1 181 | |||
| FDX FedEx Corporation Common Stock | $361 978 | 0,37% | 1 156 | $-49 766 | |||
| IWR | $358 540 | 0,37% | 3 250 | $30 875 | Bajar ×1 | ||
| VRTX Vertex Pharmaceuticals Incorporated - Common Stock | $357 646 | 0,37% | 720 | $36 137 | |||
| HPE Hewlett Packard Enterprise Company Common Stock | $354 159 | 0,36% | 7 851 | Subir ×1 | |||
| TMO Thermo Fisher Scientific Inc Common Stock | $350 952 | 0,36% | 700 | $6 881 | |||
| ITW Illinois Tool Works Inc. Common Stock | $344 849 | 0,35% | 1 275 | $12 979 | |||
| SCHA | $337 599 | 0,35% | 9 344 | $65 875 | |||
| GIS General Mills, Inc. Common Stock | $332 966 | 0,34% | 9 568 | $-38 043 | Bajar ×1 | ||
| TRV The Travelers Companies, Inc. Common Stock | $323 518 | 0,33% | 980 | $37 672 | |||
| T AT&T Inc. | $321 864 | 0,33% | 15 549 | $-137 599 | Bajar ×1 | ||
| EMR Emerson Electric Company Common Stock | $316 218 | 0,32% | 2 209 | $26 795 | |||
| VTI | $314 534 | 0,32% | 850 | $41 845 | |||
| SO Southern Company (The) Common Stock | $314 407 | 0,32% | 3 285 | $7 473 | Subir ×1 | ||
| C Citigroup, Inc. Common Stock | $303 013 | 0,31% | 2 165 | $57 480 | |||
| WFC Wells Fargo & Company Common Stock | $292 794 | 0,30% | 3 543 | $10 736 | |||
| PNC PNC Financial Services Group, Inc. (The) Common Stock | $286 846 | 0,29% | 1 165 | $44 421 | |||
| HPQ HP Inc. Common Stock | $278 199 | 0,29% | 12 680 | $34 616 | |||
| VZ Verizon Communications Inc. Common Stock | $275 803 | 0,28% | 6 514 | $-51 200 | |||
| WELL Welltower Inc. Common Stock | $274 861 | 0,28% | 1 211 | $35 434 | |||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $274 081 | 0,28% | 271 | $49 048 | Subir ×1 | ||
| KO Coca-Cola Company (The) Common Stock | $271 686 | 0,28% | 3 343 | $17 451 | |||
| BMY Bristol-Myers Squibb Company Common Stock | $271 102 | 0,28% | 4 705 | $-14 256 | |||
| QCOM QUALCOMM Incorporated - Common Stock | $270 717 | 0,28% | 1 465 | $69 176 | Bajar ×4 | ||
| SCHB | $270 284 | 0,28% | 9 333 | $36 427 | Subir ×2 | ||
| XLK XLK | $265 966 | 0,27% | 1 396 | Subir ×1 | |||
| PFE Pfizer, Inc. Common Stock | $261 075 | 0,27% | 10 842 | $-43 368 | |||
| GE GE Aerospace Common Stock | $259 369 | 0,27% | 694 | ||||
| SCHV | $257 211 | 0,26% | 7 389 | $31 846 | |||
| AMD Advanced Micro Devices, Inc. - Common Stock | $255 600 | 0,26% | 440 | Subir ×1 | |||
| SJM The J.M. Smucker Company Common Stock | $254 813 | 0,26% | 2 265 | $36 376 | |||
| VEA | $253 935 | 0,26% | 3 564 | $18 825 | Bajar ×1 | ||
| ED Consolidated Edison, Inc. Common Stock | $251 130 | 0,26% | 2 270 | $-5 789 | |||
| AXP American Express Company Common Stock | $247 261 | 0,25% | 731 | $26 148 | |||
| MS Morgan Stanley Common Stock | $241 441 | 0,25% | 1 155 | ||||
| BDX Becton, Dickinson and Company Common Stock | $241 220 | 0,25% | 1 594 | $-9 405 | |||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $233 168 | 0,24% | 561 | ||||
| SHEL Shell PLC American Depositary Shares (each representing two (2) Ordinary Shares) | $232 620 | 0,24% | 3 000 | $-46 380 | |||
| Sin coincidencias | |||||||
Tenencias de convicción
Posiciones aumentadas durante 3 o más trimestres consecutivos.
Los recuentos de acciones se informan en las presentaciones 13F (no ajustados por división)
Mayores apuestas nuevas
Nuevas posiciones abiertas este trimestre, las mayores primero.
| Valor | Valor | Acciones | % de la cartera |
|---|---|---|---|
| MU | $422 470 | 366 | 0,43% |
| HPE | $354 159 | 7 851 | 0,36% |
| XLK | $265 966 | 1 396 | 0,27% |
| GE | $259 369 | 694 | 0,27% |
| AMD | $255 600 | 440 | 0,26% |
| MS | $241 441 | 1 155 | 0,25% |
| UNH | $233 168 | 561 | 0,24% |
| IWF | $228 969 | 1 844 | 0,24% |
| KEY | $212 590 | 9 223 | 0,22% |
| SCHF | $210 742 | 7 608 | 0,22% |
| GEV | $207 950 | 177 | 0,21% |
| CSCO | $200 857 | 1 710 | 0,21% |
| SHW | $200 739 | 583 | 0,21% |
Principales movimientos (trimestre a trimestre)
| Valor | Movimiento | Acciones Δ | Valor Δ |
|---|---|---|---|
| STX | Compró más | +10 | +$1.4M |
| GLW | Solo movimiento de precio | +0 | +$1.1M |
| ERIE | Reducido | -3K | -$864K |
| GOOG | Reducido | -95 | +$646K |
| SCHX | Compró más | +6K | +$604K |
| GOOGL | Compró más | +210 | +$584K |
| NVDA | Compró más | +365 | +$387K |
| AAPL | Compró más | +10 | +$383K |
| SPY | Reducido | -13 | +$362K |
| CAT | Compró más | +15 | +$349K |
Posiciones cerradas
Incluye eventos corporativos (fusiones, exclusiones de cotización) — no todas las salidas son ventas
Las posiciones cerradas reflejan cambios en los informes 13F; para los gestores de índices, estos suelen ser mecánicos (exclusión de cotización, fusiones y adquisiciones, reequilibrio de índices), no decisiones activas.
| Valor | Trimestre | Acciones anteriores | Valor anterior | Precio desde la eliminación |
|---|---|---|---|---|
| STXXXXX | 31 de marzo de 2026 | 2 474 | $681 315 | Ya no se rastrea |
| QQQXXXX | 31 de marzo de 2026 | 885 | $543 664 | Ya no se rastrea |
| DFS | 30 de junio de 2025 | 2 420 | $413 094 | Ya no se rastrea |
| VRTX | 30 de septiembre de 2025 | 720 | $320 544 | 39,6% |
| UNH | 30 de junio de 2025 | 561 | $293 824 | 24,2% |
| HON | 30 de junio de 2026 | 1 247 | $281 859 | -1,9% |
| NSRGY | 31 de marzo de 2026 | 2 700 | $266 706 | Ya no se rastrea |
| CXXXX | 31 de marzo de 2026 | 2 165 | $252 634 | Ya no se rastrea |
| NFG | 30 de septiembre de 2025 | 2 712 | $229 734 | -9,0% |
| BXXXXX | 31 de marzo de 2025 | 1 320 | $227 594 | Ya no se rastrea |
| IWF | 31 de marzo de 2026 | 461 | $218 191 | Ya no se rastrea |
| EFX | 31 de marzo de 2026 | 1 000 | $216 980 | 8,1% |
| CLX | 31 de marzo de 2025 | 1 326 | $215 356 | -28,4% |
| GE | 31 de marzo de 2026 | 694 | $213 773 | 22,8% |
| GEXXXX | 31 de diciembre de 2025 | 694 | $208 769 | Ya no se rastrea |
| MRK | 31 de marzo de 2025 | 2 086 | $207 515 | 69,0% |
| ADBE | 30 de junio de 2026 | 852 | $207 104 | 33,1% |
| SCHB | 31 de marzo de 2025 | 9 074 | $205 980 | Ya no se rastrea |
| MS | 31 de marzo de 2026 | 1 155 | $205 047 | 28,6% |
| PAYX | 30 de septiembre de 2025 | 1 400 | $203 644 | -3,7% |
| BXXXXX | 31 de marzo de 2026 | 1 320 | $203 465 | Ya no se rastrea |
| CEG | 30 de septiembre de 2025 | 627 | $202 371 | -17,2% |
| SHW | 31 de diciembre de 2025 | 583 | $201 870 | 7,4% |