WEDGEWOOD INVESTORS INC /PA/

CIK

1125243

Location

ERIE, PA

Portfolio Value

Micro $73,164,432

Diversification

Diversified

Filing Date

Global Rank

#5,932 / 8,232 ▲ 313

Top Industry

Railroads 9.0%

3Y Alpha vs SPY

-4.0%

Period ended 2 months ago

Filed May 5, 2026 · 39d

24 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+59.8%

SPY

+76.5%

Annualised alpha

-3.9%

Max drawdown

−14.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

81 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

6.3%

−2.1 pts

Top 5

23.2%

−3.7 pts

Top 10

38.5%

−4.0 pts

HHI

242

Diversified−43

Portfolio Trend

24 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Industrials	24.8%	$18,138,701	17
Technology	17.7%	$12,962,229	10
Financial Services	15.5%	$11,315,477	14
Consumer Defensive	11.4%	$8,334,378	9
Energy	6.9%	$5,080,587	6
Unclassified	6.7%	$4,920,899	3
Healthcare	6.6%	$4,844,326	9
Communication Services	3.9%	$2,883,926	3
Consumer Cyclical	3.9%	$2,862,711	5
Utilities	1.5%	$1,116,951	3
Basic Materials	0.6%	$464,821	1
Real Estate	0.3%	$239,426	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

11 positions

Ticker	Company	Δ Shares	Shares	Value
MMM	3M Co	+300	3,286	$477,225
AMZN	Amazon Com Inc	+140	3,274	$681,875
RTX	RTX Corp	+131	5,756	$1,110,332
PNC	Pnc Financial Services Group, Inc.	+131	1,165	$242,424
NVDA	Nvidia Corp	+120	12,230	$2,132,912
V	Visa Inc.	+100	3,485	$1,053,306
JNJ	Johnson & Johnson	+85	9,426	$2,304,091
PG	PROCTER & GAMBLE Co	+65	8,498	$1,227,451
ADP	Automatic Data Processing Inc	+50	993	$201,757
HD	Home Depot, Inc.	+12	2,439	$802,162
MSFT	Microsoft Corp	+1	12,473	$4,617,130
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
ERIE	Erie Indemnity Co	−950	17,223	$4,328,312
OKE	Oneok Inc /New/	−600	7,350	$664,366
UNP	Union Pacific Corp	−487	9,689	$2,350,745
PFE	Pfizer Inc	−414	10,842	$304,443
VZ	Verizon Communications Inc	−381	6,514	$327,002
BMY	Bristol Myers Squibb Co	−200	4,705	$285,358
HPQ	Hp Inc	−159	12,680	$243,582
GOOGL	Alphabet Inc.	−148	7,294	$2,097,462
WAB	Westinghouse Air Brake Technologies Corp	−145	11,186	$2,795,493
CVX	Chevron Corp	−108	5,015	$1,037,603
XOM	Exxon Mobil Corp	−89	9,672	$1,640,951
CHD	Church & Dwight Co Inc /De/	−70	8,875	$828,215
PEP	Pepsico Inc	−67	4,197	$651,752
SPY	Spdr S&P 500 ETF Trust	−65	3,860	$2,510,312
ED	Consolidated Edison Inc	−62	2,270	$256,918
EMR	Emerson Electric Co	−61	2,209	$289,423
PM	Philip Morris International Inc.	−60	13,939	$2,304,674
BRK-B	Berkshire Hathaway Inc	−30	3,816	$1,828,627
AAPL	Apple Inc.	−25	10,682	$2,710,984
JPM	Jpmorgan Chase & Co	−20	2,029	$596,850
SO	Southern Co	−20	3,180	$306,933
AXP	American Express Co	−19	731	$221,112
ETN	Eaton Corp plc	−18	2,260	$808,334
LHX	L3harris Technologies, Inc. /De/	−17	4,795	$1,654,994
MCD	Mcdonalds Corp	−8	1,803	$560,354
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
STX	Seagate Technology Holdings plc	2,489	$975,090
QQQ	Invesco Qqq Trust, Series 1	859	$495,797
C	Citigroup Inc	2,165	$245,532
WELL	Welltower Inc.	1,211	$239,426
MRK	Merck & Co., Inc.	1,701	$204,613
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
EFX	Equifax Inc	1,000	$216,980
GE	General Electric Co	694	$213,772
MS	Morgan Stanley	1,155	$205,047
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

81 positions · $73,164,432 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 81 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MSFT	Microsoft Corp Technology	Added	12,473	+1	$4,617,130	−23.5%	6.31%
ERIE	Erie Indemnity Co Financial Services	Reduced	17,223	-950	$4,328,312	−16.9%	5.92%
WAB	Westinghouse Air Brake Technologies Corp Industrials	Reduced	11,186	-145	$2,795,493	+15.6%	3.82%
AAPL	Apple Inc. Technology	Reduced	10,682	-25	$2,710,984	−6.9%	3.71%
SPY	Spdr S&P 500 ETF Trust	Reduced	3,860	-65	$2,510,312	−6.2%	3.43%
UNP	Union Pacific Corp Industrials	Reduced	9,689	-487	$2,350,745	−0.1%	3.21%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	13,939	-60	$2,304,674	+2.6%	3.15%
JNJ	Johnson & Johnson Healthcare	Added	9,426	+85	$2,304,091	+19.2%	3.15%
NVDA	Nvidia Corp Technology	Added	12,230	+120	$2,132,912	−5.6%	2.92%
GOOGL	Alphabet Inc. Communication Services	Reduced	7,294	-148	$2,097,462	−10.0%	2.87%
GLD	Spdr Gold Trust	Held	4,450	0	$1,914,790	+8.6%	2.62%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	3,816	-30	$1,828,627	−5.4%	2.50%
MO	Altria Group, Inc. Consumer Defensive	Held	26,300	0	$1,735,537	+14.4%	2.37%
LHX	L3harris Technologies, Inc. /De/ Industrials	Reduced	4,795	-17	$1,654,994	+17.2%	2.26%
XOM	Exxon Mobil Corp Energy	Reduced	9,672	-89	$1,640,951	+39.7%	2.24%
PH	Parker-Hannifin Corp Industrials	Held	1,762	0	$1,577,412	+1.9%	2.16%
DE	Deere & Co Industrials	Held	2,540	0	$1,430,782	+21.0%	1.96%
WM	Waste Management Inc Industrials	Held	6,006	0	$1,380,118	+4.6%	1.89%
GLW	Corning Inc /Ny Technology	Held	9,250	0	$1,257,722	+55.3%	1.72%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	8,498	+65	$1,227,451	+1.6%	1.68%
RTX	RTX Corp Industrials	Added	5,756	+131	$1,110,332	+7.6%	1.52%
V	Visa Inc. Financial Services	Added	3,485	+100	$1,053,306	−11.3%	1.44%
CVX	Chevron Corp Energy	Reduced	5,015	-108	$1,037,603	+32.9%	1.42%
RSG	Republic Services, Inc. Industrials	Held	4,665	0	$1,021,728	+3.3%	1.40%
NSC	Norfolk Southern Corp Industrials	Held	3,425	0	$982,975	−0.6%	1.34%
STX	Seagate Technology Holdings plc Technology	NEW	2,489	NEW	$975,090	NEW	1.33%
COP	Conocophillips Energy	Held	6,427	0	$848,364	+41.0%	1.16%
CHD	Church & Dwight Co Inc /De/ Consumer Defensive	Reduced	8,875	-70	$828,215	+10.4%	1.13%
MA	Mastercard Inc Financial Services	Held	1,620	0	$809,449	−12.5%	1.11%
ETN	Eaton Corp plc Industrials	Reduced	2,260	-18	$808,334	+11.4%	1.10%
HD	Home Depot, Inc. Consumer Cyclical	Added	2,439	+12	$802,162	−3.9%	1.10%
WMT	Walmart Inc. Consumer Defensive	Held	5,979	0	$743,070	+11.6%	1.02%
AMZN	Amazon Com Inc Consumer Cyclical	Added	3,274	+140	$681,875	−5.7%	0.93%
OKE	Oneok Inc /New/ Energy	Reduced	7,350	-600	$664,366	+13.7%	0.91%
CAT	Caterpillar Inc Industrials	Held	933	0	$660,993	+23.7%	0.90%
PEP	Pepsico Inc Consumer Defensive	Reduced	4,197	-67	$651,752	+6.5%	0.89%
PSX	Phillips 66 Energy	Held	3,350	0	$610,303	+41.2%	0.83%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	2,029	-20	$596,850	−9.6%	0.82%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Held	1,755	0	$574,007	+5.4%	0.78%
GWW	W.W. Grainger, Inc. Industrials	Held	525	0	$572,675	+8.1%	0.78%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	1,803	-8	$560,354	+1.2%	0.77%
NEE	Nextera Energy Inc Utilities	Held	5,955	0	$553,100	+15.7%	0.76%
QQQ	Invesco Qqq Trust, Series 1	NEW	859	NEW	$495,797	NEW	0.68%
MMM	3M Co Industrials	Added	3,286	+300	$477,225	−0.2%	0.65%
PPG	Ppg Industries Inc Basic Materials	Held	4,349	0	$464,821	+4.3%	0.64%
LLY	ELI LILLY & Co Healthcare	Reduced	500	-8	$459,885	−15.8%	0.63%
T	At&T Inc. Communication Services	Held	15,849	0	$459,462	+16.7%	0.63%
COF	Capital One Financial Corp Financial Services	Held	2,513	0	$458,446	−24.7%	0.63%
ORCL	Oracle Corp Technology	Held	2,817	0	$414,408	−24.5%	0.57%
FDX	Fedex Corp Industrials	Held	1,156	0	$411,744	+23.3%	0.56%