WEDGEWOOD INVESTORS INC /PA/
Filing Date
Global Rank
#6,470
/ 8,633
▲ 109
Top Industry
Railroads
8.7%
3Y Alpha vs SPY
+1.9%
Period ended 51 days ago
Filed Jul 31, 2026 · 20d
25 quarters · since Mar 2020
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+84.6%
SPY
+76.2%
Annualised alpha
+1.9%
Max drawdown
−14.8%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 12 quarters. Past performance does not predict future results.
Portfolio Concentration
89 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
5.8%
−0.7 pts
Top 5
21.3%
−3.9 pts
Top 10
37.0%
−3.9 pts
HHI
226
Diversified−33
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Industrials | 24.3% | $19,450,296 |
| Technology | 21.8% | $17,461,846 |
| Financial Services | 14.5% | $11,613,868 |
| Consumer Defensive | 10.7% | $8,538,979 |
| Healthcare | 6.7% | $5,335,620 |
| Unclassified | 6.4% | $5,104,899 |
| Energy | 5.3% | $4,264,385 |
| Communication Services | 4.1% | $3,279,370 |
| Consumer Cyclical | 3.8% | $3,016,221 |
| Utilities | 1.4% | $1,088,207 |
| Basic Materials | 0.9% | $728,228 |
| Real Estate | 0.3% | $274,860 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
15 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | +365 | 12,595 | $2,520,133 | |
| WMT | Walmart Inc. | +125 | 6,104 | $691,339 | |
| SO | Southern Co | +105 | 3,285 | $314,407 | |
| MMM | 3M Co | +100 | 3,386 | $548,227 | |
| CVX | Chevron Corp | +80 | 5,095 | $844,547 | |
| WM | Waste Management Inc | +75 | 6,081 | $1,355,333 | |
| MSFT | Microsoft Corp | +40 | 12,513 | $4,667,599 | |
| AMZN | Amazon Com Inc | +30 | 3,304 | $787,475 | |
| LHX | L3harris Technologies, Inc. /De/ | +30 | 4,825 | $1,402,096 | |
| JPM | Jpmorgan Chase & Co | +30 | 2,059 | $673,972 | |
| CAT | Caterpillar Inc | +15 | 948 | $1,009,525 | |
| STX | Seagate Technology Holdings plc | +10 | 2,499 | $2,411,535 | |
| AAPL | Apple Inc. | +10 | 10,692 | $3,093,837 | |
| HD | Home Depot, Inc. | +8 | 2,447 | $863,007 | |
| GS | Goldman Sachs Group Inc | +5 | 271 | $274,081 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
19 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GOOGL | Alphabet Inc. | −10,015 | 7,504 | $2,681,704 | |
| ERIE | Erie Indemnity Co | −2,775 | 14,448 | $3,463,908 | |
| UNP | Union Pacific Corp | −624 | 9,065 | $2,465,680 | |
| GIS | General Mills Inc | −400 | 9,568 | $332,966 | |
| PM | Philip Morris International Inc. | −375 | 13,564 | $2,453,863 | |
| MO | Altria Group, Inc. | −360 | 25,940 | $1,866,383 | |
| T | At&T Inc. | −300 | 15,549 | $321,864 | |
| QCOM | Qualcomm Inc/De | −100 | 1,465 | $270,717 | |
| GLD | Spdr Gold Trust | −100 | 4,350 | $1,602,453 | |
| CHD | Church & Dwight Co Inc /De/ | −65 | 8,810 | $853,512 | |
| XOM | ExxonMobil Holdings Corp | −63 | 9,609 | $1,313,742 | |
| V | Visa Inc. | −50 | 3,435 | $1,178,514 | |
| ADP | Automatic Data Processing Inc | −50 | 943 | $211,184 | |
| WAB | Westinghouse Air Brake Technologies Corp | −45 | 11,141 | $3,003,613 | |
| JNJ | Johnson & Johnson | −25 | 9,401 | $2,387,571 | |
| SPY | Spdr S&P 500 ETF Trust | −13 | 3,847 | $2,872,824 | |
| LLY | ELI LILLY & Co | −11 | 489 | $586,521 | |
| QQQ | Invesco Qqq Trust, Series 1 | −4 | 855 | $629,622 | |
| BRK-B | Berkshire Hathaway Inc | −1 | 3,816 | $1,909,488 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
10 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| MU | Micron Technology Inc | 366 | $422,470 | |
| HPE | Hewlett Packard Enterprise Co | 7,851 | $354,158 | |
| GE | General Electric Co | 694 | $259,368 | |
| AMD | Advanced Micro Devices Inc | 440 | $255,600 | |
| MS | Morgan Stanley | 1,155 | $241,441 | |
| UNH | Unitedhealth Group Inc | 561 | $233,168 | |
| KEY | Keycorp /New/ | 9,223 | $212,590 | |
| GEV | GE Vernova Inc. | 177 | $207,950 | |
| CSCO | Cisco Systems, Inc. | 1,710 | $200,856 | |
| SHW | Sherwin Williams Co | 583 | $200,738 | |
| No positions match the current search. | ||||
89 tracked positions ·
$80,156,779 total
· filing declares
110 positions · $97,361,060
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 89 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
Added | 12,513 | $4,667,599 | 5.82% | |
| ERIE |
Erie Indemnity Co
Financial Services
|
Reduced | 14,448 | $3,463,908 | 4.32% | |
| AAPL |
Apple Inc.
Technology
|
Added | 10,692 | $3,093,837 | 3.86% | |
| WAB |
Westinghouse Air Brake Technologies Corp
Industrials
|
Reduced | 11,141 | $3,003,613 | 3.75% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 3,847 | $2,872,824 | 3.58% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 7,504 | $2,681,704 | 3.35% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 12,595 | $2,520,133 | 3.14% | |
| UNP |
Union Pacific Corp
Industrials
|
Reduced | 9,065 | $2,465,680 | 3.08% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Reduced | 13,564 | $2,453,863 | 3.06% | |
| STX |
Seagate Technology Holdings plc
Technology
|
Added | 2,499 | $2,411,535 | 3.01% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 9,401 | $2,387,571 | 2.98% | |
| GLW |
Corning Inc /Ny
Technology
|
Held | 9,250 | $2,362,727 | 2.95% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 3,816 | $1,909,488 | 2.38% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Reduced | 25,940 | $1,866,383 | 2.33% | |
| PH |
Parker-Hannifin Corp
Industrials
|
Held | 1,762 | $1,723,447 | 2.15% | |
| DE |
Deere & Co
Industrials
|
Held | 2,540 | $1,611,198 | 2.01% | |
| GLD |
Spdr Gold Trust
|
Reduced | 4,350 | $1,602,453 | 2.00% | |
| LHX |
L3harris Technologies, Inc. /De/
Industrials
|
Added | 4,825 | $1,402,096 | 1.75% | |
| WM |
Waste Management Inc
Industrials
|
Added | 6,081 | $1,355,333 | 1.69% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 9,609 | $1,313,742 | 1.64% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Held | 8,498 | $1,246,146 | 1.55% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 3,435 | $1,178,514 | 1.47% | |
| RTX |
RTX Corp
Industrials
|
Held | 5,756 | $1,092,085 | 1.36% | |
| NSC |
Norfolk Southern Corp
Industrials
|
Held | 3,425 | $1,077,470 | 1.34% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 948 | $1,009,525 | 1.26% | |
| RSG |
Republic Services, Inc.
Industrials
|
Held | 4,665 | $994,018 | 1.24% | |
| ETN |
Eaton Corp plc
Industrials
|
Held | 2,260 | $963,031 | 1.20% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 2,447 | $863,007 | 1.08% | |
| CHD |
Church & Dwight Co Inc /De/
Consumer Defensive
|
Reduced | 8,810 | $853,512 | 1.06% | |
| CVX |
Chevron Corp
Energy
|
Added | 5,095 | $844,547 | 1.05% | |
| MA |
Mastercard Inc
Financial Services
|
Held | 1,620 | $832,032 | 1.04% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 3,304 | $787,475 | 0.98% | |
| GWW |
W.W. Grainger, Inc.
Industrials
|
Held | 525 | $714,210 | 0.89% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 6,104 | $691,339 | 0.86% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 2,059 | $673,972 | 0.84% | |
| COP |
Conocophillips
Energy
|
Held | 6,427 | $668,150 | 0.83% | |
| MAR |
Marriott International Inc /Md/
Consumer Cyclical
|
Held | 1,755 | $650,385 | 0.81% | |
| OKE |
Oneok Inc /New/
Energy
|
Held | 7,350 | $639,009 | 0.80% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 855 | $629,622 | 0.79% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 489 | $586,521 | 0.73% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Held | 4,197 | $568,273 | 0.71% | |
| PSX |
Phillips 66
Energy
|
Held | 3,350 | $566,317 | 0.71% | |
| MMM |
3M Co
Industrials
|
Added | 3,386 | $548,227 | 0.68% | |
| PPG |
Ppg Industries Inc
Basic Materials
|
Held | 4,349 | $527,490 | 0.66% | |
| NEE |
Nextera Energy Inc
Utilities
|
Held | 5,955 | $522,670 | 0.65% | |
| COF |
Capital One Financial Corp
Financial Services
|
Held | 2,513 | $504,158 | 0.63% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Held | 1,803 | $487,368 | 0.61% | |
| USB |
US Bancorp De
Financial Services
|
Held | 7,271 | $439,168 | 0.55% | |
| MET |
Metlife Inc
Financial Services
|
Held | 5,095 | $431,087 | 0.54% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Held | 1,700 | $427,788 | 0.53% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.