WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: the S&P 500 as of 2026-06-30, active share 73.8%; sector active share 23.8% against the combined 13F book's sector weights.
Over time 26 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
131 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 18.8% | $390,638,880 |
| Financial Services | 17.3% | $358,677,788 |
| Industrials | 16.6% | $344,869,514 |
| Healthcare | 14.0% | $289,742,247 |
| Consumer Cyclical | 9.0% | $186,852,898 |
| Communication Services | 7.6% | $157,489,166 |
| Utilities | 5.4% | $112,268,639 |
| Consumer Defensive | 4.4% | $92,265,559 |
| Energy | 3.7% | $76,004,046 |
| Unclassified | 3.0% | $62,403,478 |
| Real Estate | 0.1% | $2,408,663 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CARR | CARRIER GLOBAL Corp | +509,899 | 1,142,186 | $83,779,343 | |
| AMZN | Amazon Com Inc | +183,620 | 188,520 | $44,931,856 | |
| NEE | Nextera Energy Inc | +152,976 | 653,286 | $57,338,912 | |
| LMT | Lockheed Martin Corp | +127,271 | 127,720 | $65,068,231 | |
| V | Visa Inc. | +117,147 | 118,871 | $40,783,451 | |
| ADP | Automatic Data Processing Inc | +19,621 | 155,681 | $34,864,759 | |
| IBTI | iShares iBonds Dec 2028 Term Treasury ETF | +18,097 | 44,558 | $986,514 | |
| IBTJ | iShares iBonds Dec 2029 Term Treasury ETF | +18,021 | 56,505 | $1,223,333 | |
| MDT | Medtronic plc | +15,859 | 66,430 | $5,196,818 | |
| IBDU | iShares iBonds Dec 2029 Term Corporate ETF | +15,597 | 95,711 | $2,216,666 | |
| CHD | Church & Dwight Co Inc | +14,201 | 417,993 | $40,495,161 | |
| IBDT | iShares iBonds Dec 2028 Term Corporate ETF | +12,130 | 86,646 | $2,187,811 | |
| CVX | Chevron Corp | +8,056 | 184,182 | $30,530,008 | |
| MCD | Mcdonalds Corp | +7,208 | 15,530 | $4,197,914 | |
| IBDR | iShares iBonds Dec 2026 Term Corporate ETF | +7,002 | 36,443 | $883,013 | |
| EOG | Eog Resources Inc | +6,177 | 268,974 | $34,893,997 | |
| IBTH | iShares iBonds Dec 2027 Term Treasury ETF | +6,093 | 40,209 | $899,475 | |
| KMI | Kinder Morgan, Inc. | +5,016 | 163,110 | $5,214,626 | |
| ICE | Intercontinental Exchange, Inc. | +4,810 | 439,704 | $54,131,959 | |
| IBDS | iShares iBonds Dec 2027 Term Corporate ETF | +4,602 | 49,706 | $1,203,879 | |
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUND | +4,313 | 4,929 | $589,114 | |
| HLI | Houlihan Lokey, Inc. | +3,819 | 261,511 | $35,076,470 | |
| ORI | Old Republic International Corp | +3,441 | 110,313 | $4,514,007 | |
| SRE | Sempra | +2,407 | 404,757 | $37,525,021 | |
| MSFT | Microsoft Corp | +2,171 | 193,545 | $72,196,155 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SGOV | iShares 0-3 Month Treasury Bond ETF | −1,389,385 | 326,049 | $32,823,352 | |
| BJ | BJ's Wholesale Club Holdings, Inc. | −604,964 | 5,486 | $478,488 | |
| NVS | Novartis AG | −239,753 | 26,308 | $4,122,989 | |
| HON | Honeywell International Inc | −188,690 | 185,644 | $41,565,691 | |
| ABT | Abbott Laboratories | −188,023 | 455,548 | $41,336,425 | |
| GOOGL | Alphabet Inc. | −82,706 | 254,969 | $91,118,271 | |
| CSCO | Cisco Systems, Inc. | −39,086 | 60,272 | $7,079,549 | |
| — | −29,864 | 74,035 | $6,784,567 | ||
| ACN | Accenture plc | −29,556 | 251,463 | $31,292,055 | |
| TXN | Texas Instruments Inc | −13,926 | 15,937 | $4,750,341 | |
| DIS | Walt Disney Co | −10,380 | 669,541 | $64,443,321 | |
| AVGO | Broadcom Inc. | −9,699 | 253,209 | $95,649,699 | |
| ASML | Asml Holding NV | −9,302 | 58,763 | $116,905,456 | |
| DRI | Darden Restaurants Inc | −8,593 | 330,950 | $68,179,009 | |
| CLIP | Global X 1-3 Month T-Bill ETF | −7,161 | 11,813 | $1,185,316 | |
| RKLB | Rocket Lab Corp | −6,000 | 2,200 | $223,630 | |
| PGR | Progressive Corp | −3,413 | 308,948 | $67,489,690 | |
| DOV | DOVER Corp | −3,180 | 342,077 | $76,721,029 | |
| MS | Morgan Stanley | −2,577 | 30,059 | $6,283,533 | |
| DHR | Danaher Corp | −1,969 | 277,246 | $52,809,818 | |
| FISV | Fiserv Inc | −1,129 | 15,131 | $742,175 | |
| LLY | ELI LILLY & Co | −1,019 | 30,929 | $37,097,173 | |
| HD | Home Depot, Inc. | −857 | 171,865 | $60,613,348 | |
| IBM | International Business Machines Corp | −740 | 7,054 | $1,983,655 | |
| EMR | Emerson Electric Co | −349 | 1,481 | $212,005 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| HONA | Honeywell Aerospace Inc. | 185,533 | $41,017,635 | |
| KDP | Keurig Dr Pepper Inc. | 1,149,371 | $37,618,912 | |
| TSCO | Tractor Supply Co | 139,811 | $4,419,425 | |
| IBDV | iShares iBonds Dec 2030 Term Corporate ETF | 22,637 | $493,486 | |
| INTC | Intel Corp | 2,234 | $311,933 | |
| MU | Micron Technology Inc | 244 | $281,646 | |
| WMT | Walmart Inc. | 2,338 | $264,801 | |
| AMD | Advanced Micro Devices Inc | 426 | $247,467 | |
| AMAT | Applied Materials Inc | 308 | $222,684 | |
| MMM | 3M Co | 1,347 | $218,092 | |
| GEV | GE Vernova Inc. | 178 | $209,125 | |
| INBK | First Internet Bancorp | 7,460 | $207,388 | |
| XLK | State Street(R) Technology Select Sector SPDR(R) ETF | 1,063 | $202,522 | |
| BAC | Bank Of America Corp | 3,525 | $200,854 | |
| QUAL | iShares MSCI USA Quality Factor ETF | 1,354 | $0 | |
| SOXX | iShares Semiconductor ETF | 480 | $0 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| ASML |
Asml Holding NV
Technology
|
Reduced | 58,763 | $116,905,456 | 5.64% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 253,209 | $95,649,699 | 4.61% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 254,969 | $91,118,271 | 4.39% | |
| CARR |
CARRIER GLOBAL Corp
Industrials
|
Added | 1,142,186 | $83,779,343 | 4.04% | |
| DOV |
DOVER Corp
Industrials
|
Reduced | 342,077 | $76,721,029 | 3.70% | |
| CB |
Chubb Ltd
Financial Services
|
Added | 222,421 | $75,787,731 | 3.65% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 193,545 | $72,196,155 | 3.48% | |
| AZN |
Astrazeneca PLC
Healthcare
|
Added | 369,477 | $70,060,228 | 3.38% | |
| DRI |
Darden Restaurants Inc
Consumer Cyclical
|
Reduced | 330,950 | $68,179,009 | 3.29% | |
| PGR |
Progressive Corp
Financial Services
|
Reduced | 308,948 | $67,489,690 | 3.25% | |
| SYK |
Stryker Corp
Healthcare
|
Added | 207,396 | $65,296,556 | 3.15% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Added | 127,720 | $65,068,231 | 3.14% | |
| DIS |
Walt Disney Co
Communication Services
|
Reduced | 669,541 | $64,443,321 | 3.11% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 171,865 | $60,613,348 | 2.92% | |
| NEE |
Nextera Energy Inc
Utilities
|
Added | 653,286 | $57,338,912 | 2.77% | |
| ICE |
Intercontinental Exchange, Inc.
Financial Services
|
Added | 439,704 | $54,131,959 | 2.61% | |
| DHR |
Danaher Corp
Healthcare
|
Reduced | 277,246 | $52,809,818 | 2.55% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 188,520 | $44,931,856 | 2.17% | |
| HON |
Honeywell International Inc
Industrials
|
Reduced | 185,644 | $41,565,691 | 2.00% | |
| ABT |
Abbott Laboratories
Healthcare
|
Reduced | 455,548 | $41,336,425 | 1.99% | |
| HONA |
Honeywell Aerospace Inc.
Industrials
|
NEW | 185,533 | $41,017,635 | 1.98% | |
| V |
Visa Inc.
Financial Services
|
Added | 118,871 | $40,783,451 | 1.97% | |
| CHD |
Church & Dwight Co Inc
Consumer Defensive
|
Added | 417,993 | $40,495,161 | 1.95% | |
| KDP |
Keurig Dr Pepper Inc.
Consumer Defensive
|
NEW | 1,149,371 | $37,618,912 | 1.81% | |
| SRE |
Sempra
Utilities
|
Added | 404,757 | $37,525,021 | 1.81% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 30,929 | $37,097,173 | 1.79% | |
| AJG |
Arthur J. Gallagher & Co.
Financial Services
|
Added | 157,666 | $36,195,383 | 1.75% | |
| HLI |
Houlihan Lokey, Inc.
Financial Services
|
Added | 261,511 | $35,076,470 | 1.69% | |
| EOG |
Eog Resources Inc
Energy
|
Added | 268,974 | $34,893,997 | 1.68% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Added | 155,681 | $34,864,759 | 1.68% | |
| SGOV |
iShares 0-3 Month Treasury Bond ETF
|
Reduced | 326,049 | $32,823,352 | 1.58% | |
| ACN |
Accenture plc
Technology
|
Reduced | 251,463 | $31,292,055 | 1.51% | |
| CVX |
Chevron Corp
Energy
|
Added | 184,182 | $30,530,008 | 1.47% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 51,187 | $16,755,040 | 0.81% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 54,160 | $15,671,737 | 0.76% | |
| RTX |
RTX Corp
Industrials
|
Added | 45,745 | $8,679,198 | 0.42% | |
| ED |
Consolidated Edison Inc
Utilities
|
Added | 64,442 | $7,129,218 | 0.34% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 60,272 | $7,079,549 | 0.34% | |
| HIG |
Hartford Insurance Group, Inc.
Financial Services
|
Added | 51,840 | $6,869,836 | 0.33% | |
| ETN |
Eaton Corp plc
Industrials
|
Added | 15,952 | $6,797,466 | 0.33% | |
|
|
Reduced | 74,035 | $6,784,567 | 0.33% | ||
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 80,802 | $6,566,778 | 0.32% | |
| GD |
General Dynamics Corp
Industrials
|
Added | 18,222 | $6,454,961 | 0.31% | |
| MS |
Morgan Stanley
Financial Services
|
Reduced | 30,059 | $6,283,533 | 0.30% | |
| ITW |
Illinois Tool Works Inc
Industrials
|
Added | 23,209 | $6,277,338 | 0.30% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 23,610 | $5,941,220 | 0.29% | |
| WEC |
Wec Energy Group, Inc.
Utilities
|
Added | 46,481 | $5,427,586 | 0.26% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Added | 5,622 | $5,405,890 | 0.26% | |
| AMGN |
Amgen Inc
Healthcare
|
Added | 14,896 | $5,394,139 | 0.26% | |
| KMI |
Kinder Morgan, Inc.
Energy
|
Added | 163,110 | $5,214,626 | 0.25% |
Showing the top 50 of 131 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
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.