WEDGEWOOD INVESTORS INC /PA/
CIK 1125243 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $97.4M
- Posisi
- 110
- Per tanggal
- 30 Juni 2026
#8.361 dari 9.443 berdasarkan nilai 13F · top 88.5%
Nilai portofolio QoQ: +11.6% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 32,75%
- Bobot 25 kepemilikan teratas
- 60,78%
- Posisi di atas 1%
- 29
- Jumlah posisi efektif
- 52,5
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 1,86% Perkiraan pembelian $3.864.982 · penjualan $1.714.340
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 81,5% masih dipegang
- Posisi baru
- 13
- Meningkat
- 19
- Menurun
- 22
- Tertutup
- 2
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
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%
Lainnya/Tidak terpetakan
21,2%
Portofolio lengkap 110 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| MSFT Microsoft Corporation - Common Stock | $4.667.599 | 4,79% | 12.513 | $50.469 | Naik ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $3.579.233 | 3,68% | 10.130 | $646.089 | Turun ×4 | ||
| ERIE Erie Indemnity Company - Class A Common Stock | $3.463.908 | 3,56% | 14.448 | $-864.404 | Turun ×6 | ||
| SCHX | $3.423.474 | 3,52% | 116.326 | $604.484 | Naik ×2 | ||
| AAPL Apple Inc. - Common Stock | $3.093.847 | 3,18% | 10.692 | $382.858 | Naik ×1 | ||
| WAB Westinghouse Air Brake Technologies Corporation Common Stock | $3.003.614 | 3,09% | 11.141 | $208.121 | Turun ×5 | ||
| SPY SPY | $2.872.602 | 2,95% | 3.847 | $362.483 | Turun ×5 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $2.681.704 | 2,75% | 7.504 | $584.241 | Naik ×1 | ||
| IVV | $2.582.173 | 2,65% | 3.448 | $262.624 | Turun ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $2.520.139 | 2,59% | 12.595 | $387.227 | Naik ×2 | ||
| UNP Union Pacific Corporation Common Stock | $2.465.680 | 2,53% | 9.065 | $114.935 | Turun ×5 | ||
| PM Philip Morris International Inc Common Stock | $2.453.863 | 2,52% | 13.564 | $149.189 | Turun ×6 | ||
| STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) | $2.411.535 | 2,48% | 2.499 | $1.436.444 | Naik ×1 | ||
| JNJ Johnson & Johnson Common Stock | $2.387.635 | 2,45% | 9.401 | $83.482 | Turun ×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 | Turun ×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 | Turun ×1 | ||
| LHX L3Harris Technologies, Inc. Common Stock | $1.402.097 | 1,44% | 4.825 | $-252.897 | Naik ×1 | ||
| WM Waste Management, Inc. Common Stock | $1.355.333 | 1,39% | 6.081 | $-24.786 | Naik ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $1.313.803 | 1,35% | 9.609 | $-327.224 | Turun ×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 | Turun ×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 | Naik ×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 | Turun ×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 | Naik ×2 | ||
| CHD Church & Dwight Company, Inc. Common Stock | $853.513 | 0,88% | 8.810 | $25.298 | Turun ×2 | ||
| CVX Chevron Corporation Common Stock | $844.547 | 0,87% | 5.095 | $-193.056 | Naik ×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 | Naik ×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 | Naik ×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 | Naik ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $673.972 | 0,69% | 2.059 | $77.121 | Naik ×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 | Turun ×1 | ||
| LLY Eli Lilly and Company Common Stock | $586.521 | 0,60% | 489 | $126.636 | Turun ×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 | Naik ×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 | Naik ×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 | Turun ×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 | Naik ×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 | Turun ×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 | Turun ×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 | Naik ×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 | Naik ×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 | Turun ×4 | ||
| SCHB | $270.284 | 0,28% | 9.333 | $36.427 | Naik ×2 | ||
| XLK XLK | $265.966 | 0,27% | 1.396 | Naik ×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 | Naik ×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 | Turun ×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 | |||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| 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% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| STX | Beli lebih banyak | +10 | +$1.4M |
| GLW | Hanya pergerakan harga | +0 | +$1.1M |
| ERIE | Dipangkas | -3K | -$864K |
| GOOG | Dipangkas | -95 | +$646K |
| SCHX | Beli lebih banyak | +6K | +$604K |
| GOOGL | Beli lebih banyak | +210 | +$584K |
| NVDA | Beli lebih banyak | +365 | +$387K |
| AAPL | Beli lebih banyak | +10 | +$383K |
| SPY | Dipangkas | -13 | +$362K |
| CAT | Beli lebih banyak | +15 | +$349K |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| STXXXXX | 31 Maret 2026 | 2.474 | $681.315 | Tidak lagi dilacak |
| QQQXXXX | 31 Maret 2026 | 885 | $543.664 | Tidak lagi dilacak |
| DFS | 30 Juni 2025 | 2.420 | $413.094 | Tidak lagi dilacak |
| VRTX | 30 Sep. 2025 | 720 | $320.544 | 39,6% |
| UNH | 30 Juni 2025 | 561 | $293.824 | 24,2% |
| HON | 30 Juni 2026 | 1.247 | $281.859 | -1,9% |
| NSRGY | 31 Maret 2026 | 2.700 | $266.706 | Tidak lagi dilacak |
| CXXXX | 31 Maret 2026 | 2.165 | $252.634 | Tidak lagi dilacak |
| NFG | 30 Sep. 2025 | 2.712 | $229.734 | -9,0% |
| BXXXXX | 31 Maret 2025 | 1.320 | $227.594 | Tidak lagi dilacak |
| IWF | 31 Maret 2026 | 461 | $218.191 | Tidak lagi dilacak |
| EFX | 31 Maret 2026 | 1.000 | $216.980 | 8,1% |
| CLX | 31 Maret 2025 | 1.326 | $215.356 | -28,4% |
| GE | 31 Maret 2026 | 694 | $213.773 | 22,8% |
| GEXXXX | 31 Des. 2025 | 694 | $208.769 | Tidak lagi dilacak |
| MRK | 31 Maret 2025 | 2.086 | $207.515 | 69,0% |
| ADBE | 30 Juni 2026 | 852 | $207.104 | 33,1% |
| SCHB | 31 Maret 2025 | 9.074 | $205.980 | Tidak lagi dilacak |
| MS | 31 Maret 2026 | 1.155 | $205.047 | 28,6% |
| PAYX | 30 Sep. 2025 | 1.400 | $203.644 | -3,7% |
| BXXXXX | 31 Maret 2026 | 1.320 | $203.465 | Tidak lagi dilacak |
| CEG | 30 Sep. 2025 | 627 | $202.371 | -17,2% |
| SHW | 31 Des. 2025 | 583 | $201.870 | 7,4% |