WEDGEWOOD INVESTORS INC /PA/

CIK

1125243

Location

ERIE, PA

Portfolio Value

Micro $464,821

Diversification

Diversified

Filing Date

Global Rank

#6,280 / 8,586 ▲ 195

Top Industry

Railroads 9.0%

3Y Alpha vs SPY

-4.6%

Period ended 3 months ago

Filed May 5, 2026 · 42d

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

+58.8%

SPY

+78.1%

Annualised alpha

-4.6%

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
SO	Southern Co	−20	3,180	$306,933
JPM	Jpmorgan Chase & Co	−20	2,029	$596,850
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

1 positions · $464,821 total · Basic Materials only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio	History
PPG	Ppg Industries Inc Basic Materials	Held	4,349	0	$464,821	+4.3%	100.00%