WEDGEWOOD INVESTORS INC /PA/

CIK 1125243 · 在 SEC EDGAR 上查看 ↗

投资组合价值
$97.4M
按 13F 价值排名第 8361（共 9443） · 前 88.5%
持仓
110
截至
2026年6月30日

投资组合价值同比（季度）：+11.6% 13F不披露现金

前十大持仓权重
32.75%
前二十五大持仓权重
60.78%
持仓高于 1%
29
有效持仓数量
52.5

仅基于13F多头股票持仓（现金、债券、空头未披露）

周转率 Q2 2026: 1.86% 估计买入 $3864982 · 卖出 $1714340

中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 81.5% 仍持有

新仓位
13
增加
19
减少
22
已结清
2
本页内容

行业细分

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%
其他/未映射
21.2%

完整投资组合 110 持仓

类型 连胜 8个季度趋势
MSFT Microsoft Corporation - Common Stock $4667599 4.79% 12513 $50469 上涨 ×2
GOOG Alphabet Inc. - Class C Capital Stock $3579233 3.68% 10130 $646089 下跌 ×4
ERIE Erie Indemnity Company - Class A Common Stock $3463908 3.56% 14448 $-864404 下跌 ×6
SCHX $3423474 3.52% 116326 $604484 上涨 ×2
AAPL Apple Inc. - Common Stock $3093847 3.18% 10692 $382858 上涨 ×1
WAB Westinghouse Air Brake Technologies Corporation Common Stock $3003614 3.09% 11141 $208121 下跌 ×5
SPY SPY $2872602 2.95% 3847 $362483 下跌 ×5
GOOGL Alphabet Inc. - Class A Common Stock $2681704 2.75% 7504 $584241 上涨 ×1
IVV $2582173 2.65% 3448 $262624 下跌 ×2
NVDA NVIDIA Corporation - Common Stock $2520139 2.59% 12595 $387227 上涨 ×2
UNP Union Pacific Corporation Common Stock $2465680 2.53% 9065 $114935 下跌 ×5
PM Philip Morris International Inc Common Stock $2453863 2.52% 13564 $149189 下跌 ×6
STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) $2411535 2.48% 2499 $1436444 上涨 ×1
JNJ Johnson & Johnson Common Stock $2387635 2.45% 9401 $83482 下跌 ×1
GLW Corning Incorporated Common Stock $2362728 2.43% 9250 $1105005
BRKB $1909488 1.96% 3816 $80861
MO Altria Group, Inc. $1866383 1.92% 25940 $130846 下跌 ×1
PH Parker-Hannifin Corporation Common Stock $1723447 1.77% 1762 $146034
DE Deere & Company Common Stock $1611198 1.65% 2540 $180416
GLD $1602453 1.65% 4350 $-312338 下跌 ×1
LHX L3Harris Technologies, Inc. Common Stock $1402097 1.44% 4825 $-252897 上涨 ×1
WM Waste Management, Inc. Common Stock $1355333 1.39% 6081 $-24786 上涨 ×1
XOM Exxon Mobil Corporation Common Stock $1313803 1.35% 9609 $-327224 下跌 ×5
PG Procter & Gamble Company (The) Common Stock $1246147 1.28% 8498 $18696
V Visa Inc. $1178514 1.21% 3435 $125208 下跌 ×1
RTX RTX Corporation Common Stock $1092086 1.12% 5756 $-18246
NSC Norfolk Southern Corporation Common Stock $1077471 1.11% 3425 $94496
CAT Caterpillar, Inc. Common Stock $1009525 1.04% 948 $348532 上涨 ×1
RSG Republic Services, Inc. Common Stock $994018 1.02% 4665 $-27710
ETN Eaton Corporation, PLC Ordinary Shares $963031 0.99% 2260 $154697
IWS $936903 0.96% 5692 $105456 下跌 ×3
IWP $918430 0.94% 6273 $114733
HD Home Depot, Inc. (The) Common Stock $863008 0.89% 2447 $60845 上涨 ×2
CHD Church & Dwight Company, Inc. Common Stock $853513 0.88% 8810 $25298 下跌 ×2
CVX Chevron Corporation Common Stock $844547 0.87% 5095 $-193056 上涨 ×1
MA Mastercard Incorporated Common Stock $832032 0.85% 1620 $22583
AMZN Amazon.com, Inc. - Common Stock $787475 0.81% 3304 $105599 上涨 ×3
BRKA $748850 0.77% 1 $30710
XAIX Xtrackers Artificial Intelligence and Big Data ETF $721840 0.74% 12543 $282025 上涨 ×4
GWW W.W. Grainger, Inc. Common Stock $714210 0.73% 525 $141535
WMT Walmart Inc. - Common Stock $691339 0.71% 6104 $-51731 上涨 ×1
JPM JP Morgan Chase & Co. Common Stock $673972 0.69% 2059 $77121 上涨 ×1
COP ConocoPhillips Common Stock $668151 0.69% 6427 $-180213
MAR Marriott International - Class A Common Stock $650385 0.67% 1755 $76377
OKE ONEOK, Inc. Common Stock $639009 0.66% 7350 $-25358
QQQ Invesco QQQ Trust, Series 1 $629622 0.65% 855 $133824 下跌 ×1
LLY Eli Lilly and Company Common Stock $586521 0.60% 489 $126636 下跌 ×4
PEP PepsiCo, Inc. - Common Stock $568274 0.58% 4197 $-83478
PSX Phillips 66 Common Stock $566318 0.58% 3350 $-43985
MMM 3M Company Common Stock $548301 0.56% 3386 $71009 上涨 ×2
PPG PPG Industries, Inc. Common Stock $527490 0.54% 4349 $62669
NEE NextEra Energy, Inc. Common Stock $522670 0.54% 5955 $-30430
COF Capital One Financial Corporation Common Stock $504158 0.52% 2513 $45711
MCD McDonald's Corporation Common Stock $487369 0.50% 1803 $-72985
VV $442612 0.45% 1287 $57992
USB U.S. Bancorp Common Stock $439168 0.45% 7271 $61003
MET MetLife, Inc. Common Stock $431088 0.44% 5095 $70770
ABBV AbbVie Inc. Common Stock $427788 0.44% 1700 $58055
MU Micron Technology, Inc. - Common Stock $422470 0.43% 366 上涨 ×1
ORCL Oracle Corporation Common Stock $412797 0.42% 2817 $-1578
IWM $392925 0.40% 1308 $68593
IWN $380685 0.39% 1721 $54401
TLT iShares 20+ Year Treasury Bond ETF $377828 0.39% 4372 $-1181
FDX FedEx Corporation Common Stock $361978 0.37% 1156 $-49766
IWR $358540 0.37% 3250 $30875 下跌 ×1
VRTX Vertex Pharmaceuticals Incorporated - Common Stock $357646 0.37% 720 $36137
HPE Hewlett Packard Enterprise Company Common Stock $354159 0.36% 7851 上涨 ×1
TMO Thermo Fisher Scientific Inc Common Stock $350952 0.36% 700 $6881
ITW Illinois Tool Works Inc. Common Stock $344849 0.35% 1275 $12979
SCHA $337599 0.35% 9344 $65875
GIS General Mills, Inc. Common Stock $332966 0.34% 9568 $-38043 下跌 ×1
TRV The Travelers Companies, Inc. Common Stock $323518 0.33% 980 $37672
T AT&T Inc. $321864 0.33% 15549 $-137599 下跌 ×1
EMR Emerson Electric Company Common Stock $316218 0.32% 2209 $26795
VTI $314534 0.32% 850 $41845
SO Southern Company (The) Common Stock $314407 0.32% 3285 $7473 上涨 ×1
C Citigroup, Inc. Common Stock $303013 0.31% 2165 $57480
WFC Wells Fargo & Company Common Stock $292794 0.30% 3543 $10736
PNC PNC Financial Services Group, Inc. (The) Common Stock $286846 0.29% 1165 $44421
HPQ HP Inc. Common Stock $278199 0.29% 12680 $34616
VZ Verizon Communications Inc. Common Stock $275803 0.28% 6514 $-51200
WELL Welltower Inc. Common Stock $274861 0.28% 1211 $35434
GS Goldman Sachs Group, Inc. (The) Common Stock $274081 0.28% 271 $49048 上涨 ×1
KO Coca-Cola Company (The) Common Stock $271686 0.28% 3343 $17451
BMY Bristol-Myers Squibb Company Common Stock $271102 0.28% 4705 $-14256
QCOM QUALCOMM Incorporated - Common Stock $270717 0.28% 1465 $69176 下跌 ×4
SCHB $270284 0.28% 9333 $36427 上涨 ×2
XLK XLK $265966 0.27% 1396 上涨 ×1
PFE Pfizer, Inc. Common Stock $261075 0.27% 10842 $-43368
GE GE Aerospace Common Stock $259369 0.27% 694
SCHV $257211 0.26% 7389 $31846
AMD Advanced Micro Devices, Inc. - Common Stock $255600 0.26% 440 上涨 ×1
SJM The J.M. Smucker Company Common Stock $254813 0.26% 2265 $36376
VEA $253935 0.26% 3564 $18825 下跌 ×1
ED Consolidated Edison, Inc. Common Stock $251130 0.26% 2270 $-5789
AXP American Express Company Common Stock $247261 0.25% 731 $26148
MS Morgan Stanley Common Stock $241441 0.25% 1155
BDX Becton, Dickinson and Company Common Stock $241220 0.25% 1594 $-9405
UNH UnitedHealth Group Incorporated Common Stock (DE) $233168 0.24% 561
SHEL Shell PLC American Depositary Shares (each representing two (2) Ordinary Shares) $232620 0.24% 3000 $-46380

重仓股

持仓连续增加3个季度以上。

持股数量按13F申报数据报告（未按拆股调整）

证券 价值 % 占投资组合 连胜
AMZN $787475 0.81% 上涨 ×3
XAIX $721840 0.74% 上涨 ×4

最大新仓位

本季度新开仓位，按规模从大到小排序。

证券 价值 股份 % 占投资组合
MU $422470 366 0.43%
HPE $354159 7851 0.36%
XLK $265966 1396 0.27%
GE $259369 694 0.27%
AMD $255600 440 0.26%
MS $241441 1155 0.25%
UNH $233168 561 0.24%
IWF $228969 1844 0.24%
KEY $212590 9223 0.22%
SCHF $210742 7608 0.22%
GEV $207950 177 0.21%
CSCO $200857 1710 0.21%
SHW $200739 583 0.21%

季度涨幅榜

证券 操作 股份变动 价值变动
STX 增持 +10 +$1.4M
GLW 仅价格变动 +0 +$1.1M
ERIE 削减 -3K -$864K
GOOG 削减 -95 +$646K
SCHX 增持 +6K +$604K
GOOGL 增持 +210 +$584K
NVDA 增持 +365 +$387K
AAPL 增持 +10 +$383K
SPY 削减 -13 +$362K
CAT 增持 +15 +$349K

已退出持仓

包含公司事件（合并、退市）——并非所有退出都是卖出

已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。

证券季度 先前持股数 先前价值 退出后价格
STXXXXX 2026年3月31日 2474 $681315 不再跟踪
QQQXXXX 2026年3月31日 885 $543664 不再跟踪
DFS 2025年6月30日 2420 $413094 不再跟踪
VRTX 2025年9月30日 720 $320544 39.6%
UNH 2025年6月30日 561 $293824 24.2%
HON 2026年6月30日 1247 $281859 -1.9%
NSRGY 2026年3月31日 2700 $266706 不再跟踪
CXXXX 2026年3月31日 2165 $252634 不再跟踪
NFG 2025年9月30日 2712 $229734 -9.0%
BXXXXX 2025年3月31日 1320 $227594 不再跟踪
IWF 2026年3月31日 461 $218191 不再跟踪
EFX 2026年3月31日 1000 $216980 8.1%
CLX 2025年3月31日 1326 $215356 -28.4%
GE 2026年3月31日 694 $213773 22.8%
GEXXXX 2025年12月31日 694 $208769 不再跟踪
MRK 2025年3月31日 2086 $207515 69.0%
ADBE 2026年6月30日 852 $207104 33.1%
SCHB 2025年3月31日 9074 $205980 不再跟踪
MS 2026年3月31日 1155 $205047 28.6%
PAYX 2025年9月30日 1400 $203644 -3.7%
BXXXXX 2026年3月31日 1320 $203465 不再跟踪
CEG 2025年9月30日 627 $202371 -17.2%
SHW 2025年12月31日 583 $201870 7.4%