WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC

CIK

1165805

Location

INDIANAPOLIS, IN

Portfolio Value

Mid $1,851,994,581

Diversification

Diversified

Filing Date

Global Rank

#1,035 / 8,232 ▲ 89

Top Industry

Drug Manufacturers - General 8.4%

3Y Alpha vs SPY

-8.3%

Period ended 2 months ago

Filed May 8, 2026 · 37d

25 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

+42.5%

SPY

+76.3%

Annualised alpha

-8.3%

Max drawdown

−13.8%

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

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

Top Position

5.2%

−1.5 pts

Top 5

23.0%

−4.0 pts

Top 10

42.0%

−4.8 pts

HHI

312

Diversified−34

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	19.6%	$362,742,105	14
Healthcare	18.7%	$346,697,562	13
Financial Services	17.3%	$319,783,473	18
Industrials	12.2%	$225,999,659	18
Communication Services	8.8%	$162,937,553	3
Consumer Cyclical	7.1%	$131,922,386	8
Consumer Defensive	5.9%	$109,756,897	8
Utilities	5.5%	$102,768,466	6
Energy	4.6%	$85,830,301	9
Real Estate	0.1%	$2,012,293	1
Unclassified	0.1%	$1,543,886	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
ABT	Abbott Laboratories	+190,619	643,571	$66,075,434
CB	Chubb Ltd	+80,196	222,166	$72,410,564
SYK	Stryker Corp	+60,936	206,447	$67,836,419
ACN	Accenture plc	+55,952	281,019	$55,723,257
HON	Honeywell International Inc	+38,304	374,334	$84,610,714
BJ	BJ's Wholesale Club Holdings, Inc.	+23,000	610,450	$60,080,489
DHR	Danaher Corp /De/	+22,937	279,215	$52,939,164
MSFT	Microsoft Corp	+7,565	191,374	$70,840,913
MCD	Mcdonalds Corp	+7,400	8,322	$2,586,394
PGR	Progressive Corp/Oh/	+6,953	312,361	$61,922,444
ICE	Intercontinental Exchange, Inc.	+6,786	434,894	$68,400,128
ADP	Automatic Data Processing Inc	+5,704	136,060	$27,644,670
MDT	Medtronic plc	+4,131	50,571	$4,381,977
AJG	Arthur J. Gallagher & Co.	+3,117	155,721	$33,726,054
HD	Home Depot, Inc.	+2,956	172,722	$56,806,538
ED	Consolidated Edison Inc	+2,840	62,843	$7,112,570
UPS	United Parcel Service Inc	+1,958	25,307	$2,489,702
NVDA	Nvidia Corp	+929	21,411	$3,734,078
ITW	Illinois Tool Works Inc	+868	22,705	$5,909,884
AMZN	Amazon Com Inc	+818	4,900	$1,020,523
PAYX	Paychex Inc	+580	21,474	$1,978,184
SO	Southern Co	+546	49,063	$4,735,560
ABBV	AbbVie Inc.	+307	23,506	$5,112,319
ORI	Old Republic International Corp	+292	106,872	$4,264,192
HLI	Houlihan Lokey, Inc.	+229	257,692	$37,009,725
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
MS	Morgan Stanley	−523,992	32,636	$5,370,906
NVS	Novartis AG	−335,851	266,061	$40,640,817
RKLB	Rocket Lab Corp	−110,000	8,200	$526,604
GOOGL	Alphabet Inc.	−63,609	337,675	$97,101,823
EOG	Eog Resources Inc	−57,222	262,797	$37,992,562
CVX	Chevron Corp	−48,938	176,126	$36,440,469
DIS	Walt Disney Co	−29,007	679,921	$65,530,785
ASML	Asml Holding NV	−25,583	68,065	$89,902,293
RTX	RTX Corp	−14,778	45,527	$8,782,158
FISV	Fiserv Inc	−14,435	16,260	$907,308
FFBC	First Financial Bancorp /Oh/	−10,000	35,466	$988,792
DRI	Darden Restaurants Inc	−5,602	339,543	$66,564,009
AVGO	Broadcom Inc.	−3,926	262,908	$81,372,655
KMI	Kinder Morgan, Inc.	−3,128	158,094	$5,300,891
DOV	DOVER Corp	−2,925	345,257	$71,968,821
SRE	Sempra	−2,615	402,350	$39,096,349
CSCO	Cisco Systems, Inc.	−1,675	99,358	$7,709,187
NEE	Nextera Energy Inc	−1,464	500,310	$46,468,792
KNTK	Kinetik Holdings Inc.	−1,165	83,662	$4,050,077
JPM	Jpmorgan Chase & Co	−808	49,413	$14,535,328
HIG	Hartford Insurance Group, Inc.	−420	51,461	$6,959,071
LOW	Lowes Companies Inc	−217	18,753	$4,430,958
GD	General Dynamics Corp	−196	17,779	$6,102,108
LLY	ELI LILLY & Co	−187	31,948	$29,384,811
TXN	Texas Instruments Inc	−182	29,863	$5,797,602
No positions match the current search.

New Positions

Positions the filer opened this quarter

14 positions

Ticker	Company	Shares	Value
AZN	Astrazeneca PLC	368,969	$72,768,066
CHD	Church & Dwight Co Inc /De/	403,792	$37,681,869
CARR	CARRIER GLOBAL Corp	632,287	$35,604,080
MAA	Mid America Apartment Communities Inc.	16,478	$2,012,293
LRCX	Lam Research Corp	1,408	$300,833
SPY	Spdr S&P 500 ETF Trust	449	$292,002
COP	Conocophillips	2,176	$287,232
ALC	Alcon Inc	3,767	$283,843
TT	Trane Technologies plc	662	$275,881
EMR	Emerson Electric Co	1,830	$239,766
BP	Bp PLC	4,722	$221,934
Q	Qnity Electronics, Inc.	1,871	$215,875
DUK	Duke Energy CORP	1,627	$213,039
PSX	Phillips 66	1,108	$201,855
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
BR	Broadridge Financial Solutions, Inc.	19,085	$4,259,199
GBTC	Grayscale Bitcoin Trust ETF	6,073	$415,150
ORCL	Oracle Corp	1,525	$297,237
BSX	Boston Scientific Corp	2,488	$237,230
BAC	Bank Of America Corp /De/	3,918	$215,490
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

101 positions · $1,851,994,581 total · as of Mar 31, 2026

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

Showing 1–50 of 101 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	Reduced	337,675	-63,609	$97,101,823	−22.7%	5.24%
ASML	Asml Holding NV Technology	Reduced	68,065	-25,583	$89,902,293	−10.3%	4.85%
HON	Honeywell International Inc Industrials	Added	374,334	+38,304	$84,610,714	+29.1%	4.57%
AVGO	Broadcom Inc. Technology	Reduced	262,908	-3,926	$81,372,655	−11.9%	4.39%
AZN	Astrazeneca PLC Healthcare	NEW	368,969	NEW	$72,768,066	NEW	3.93%
CB	Chubb Ltd Financial Services	Added	222,166	+80,196	$72,410,564	+63.4%	3.91%
DOV	DOVER Corp Industrials	Reduced	345,257	-2,925	$71,968,821	+5.9%	3.89%
MSFT	Microsoft Corp Technology	Added	191,374	+7,565	$70,840,913	−20.3%	3.83%
ICE	Intercontinental Exchange, Inc. Financial Services	Added	434,894	+6,786	$68,400,128	−1.4%	3.69%
SYK	Stryker Corp Healthcare	Added	206,447	+60,936	$67,836,419	+32.6%	3.66%
DRI	Darden Restaurants Inc Consumer Cyclical	Reduced	339,543	-5,602	$66,564,009	+4.8%	3.59%
ABT	Abbott Laboratories Healthcare	Added	643,571	+190,619	$66,075,434	+16.4%	3.57%
DIS	Walt Disney Co Communication Services	Reduced	679,921	-29,007	$65,530,785	−18.8%	3.54%
PGR	Progressive Corp/Oh/ Financial Services	Added	312,361	+6,953	$61,922,444	−11.0%	3.34%
BJ	BJ's Wholesale Club Holdings, Inc. Consumer Defensive	Added	610,450	+23,000	$60,080,489	+13.6%	3.24%
HD	Home Depot, Inc. Consumer Cyclical	Added	172,722	+2,956	$56,806,538	−2.8%	3.07%
ACN	Accenture plc Technology	Added	281,019	+55,952	$55,723,257	−7.7%	3.01%
DHR	Danaher Corp /De/ Healthcare	Added	279,215	+22,937	$52,939,164	−9.8%	2.86%
NEE	Nextera Energy Inc Utilities	Reduced	500,310	-1,464	$46,468,792	+15.4%	2.51%
NVS	Novartis AG Healthcare	Reduced	266,061	-335,851	$40,640,817	−51.0%	2.19%
SRE	Sempra Utilities	Reduced	402,350	-2,615	$39,096,349	+9.3%	2.11%
EOG	Eog Resources Inc Energy	Reduced	262,797	-57,222	$37,992,562	+13.1%	2.05%
CHD	Church & Dwight Co Inc /De/ Consumer Defensive	NEW	403,792	NEW	$37,681,869	NEW	2.03%
HLI	Houlihan Lokey, Inc. Financial Services	Added	257,692	+229	$37,009,725	−17.5%	2.00%
CVX	Chevron Corp Energy	Reduced	176,126	-48,938	$36,440,469	+6.2%	1.97%
CARR	CARRIER GLOBAL Corp Industrials	NEW	632,287	NEW	$35,604,080	NEW	1.92%
AJG	Arthur J. Gallagher & Co. Financial Services	Added	155,721	+3,117	$33,726,054	−14.6%	1.82%
LLY	ELI LILLY & Co Healthcare	Reduced	31,948	-187	$29,384,811	−14.9%	1.59%
ADP	Automatic Data Processing Inc Technology	Added	136,060	+5,704	$27,644,670	−17.6%	1.49%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	49,413	-808	$14,535,328	−10.2%	0.78%
AAPL	Apple Inc. Technology	Added	54,346	+14	$13,792,471	−6.6%	0.74%
RTX	RTX Corp Industrials	Reduced	45,527	-14,778	$8,782,158	−20.6%	0.47%
CSCO	Cisco Systems, Inc. Technology	Reduced	99,358	-1,675	$7,709,187	−0.9%	0.42%
ED	Consolidated Edison Inc Utilities	Added	62,843	+2,840	$7,112,570	+19.3%	0.38%
HIG	Hartford Insurance Group, Inc. Financial Services	Reduced	51,461	-420	$6,959,071	−2.7%	0.38%
GD	General Dynamics Corp Industrials	Reduced	17,779	-196	$6,102,108	+0.8%	0.33%
KO	Coca Cola Co Consumer Defensive	Reduced	79,526	-33	$6,047,952	+8.7%	0.33%
CME	Cme Group Inc. Financial Services	Added	20,447	+13	$6,039,021	+8.2%	0.33%
ITW	Illinois Tool Works Inc Industrials	Added	22,705	+868	$5,909,884	+9.9%	0.32%
TXN	Texas Instruments Inc Technology	Reduced	29,863	-182	$5,797,602	+11.2%	0.31%
ETN	Eaton Corp plc Industrials	Added	15,631	+108	$5,590,739	+13.1%	0.30%
MS	Morgan Stanley Financial Services	Reduced	32,636	-523,992	$5,370,906	−94.6%	0.29%
KMI	Kinder Morgan, Inc. Energy	Reduced	158,094	-3,128	$5,300,891	+19.6%	0.29%
BLK	BlackRock, Inc. Financial Services	Added	5,495	+32	$5,284,596	−9.6%	0.29%
WEC	Wec Energy Group, Inc. Utilities	Reduced	44,417	-68	$5,142,156	+9.6%	0.28%
AMGN	Amgen Inc Healthcare	Added	14,595	+45	$5,135,250	+7.8%	0.28%
ABBV	AbbVie Inc. Healthcare	Added	23,506	+307	$5,112,319	−3.6%	0.28%
SO	Southern Co Utilities	Added	49,063	+546	$4,735,560	+11.9%	0.26%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	18,753	-217	$4,430,958	−3.1%	0.24%
MDT	Medtronic plc Healthcare	Added	50,571	+4,131	$4,381,977	−1.8%	0.24%