$103 Million is the total value of WEDGEWOOD INVESTORS INC /PA/'s 130 reported holdings in Q1 2015. The portfolio turnover from Q4 2014 to Q1 2015 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | FMI International Fundmf | $3,156,000 | – | 105,093 | +100.0% | 3.07% | – | |
| New | Hennessy Cornerstone Midmf | $2,960,000 | – | 150,320 | +100.0% | 2.88% | – | |
| VIXY | New | ProShares VIX Short-Term Futures | $390,000 | – | 22,950 | +100.0% | 0.38% | – |
| CELG | New | Celgene Corp | $293,000 | – | 2,540 | +100.0% | 0.28% | – |
| BMY | New | Bristol Myers Squibb Co | $245,000 | – | 3,797 | +100.0% | 0.24% | – |
| New | Harbor Int'l Fdmf | $242,000 | – | 3,536 | +100.0% | 0.24% | – | |
| New | Dodge & Cox Int'l Stk Fdmf | $206,000 | – | 4,697 | +100.0% | 0.20% | – | |
| CVS | New | CVS/Caremark Corp | $204,000 | – | 1,974 | +100.0% | 0.20% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-04-30
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ERIE INDEMNITY CO | 42 | Q3 2023 | 19.2% |
| MICROSOFT CORP | 42 | Q3 2023 | 6.3% |
| UNION PACIFIC CORP | 42 | Q3 2023 | 4.5% |
| iShares S&P 500 ETF | 42 | Q3 2023 | 3.2% |
| Philip Morris Int'l | 42 | Q3 2023 | 2.8% |
| JOHNSON & JOHNSON | 42 | Q3 2023 | 2.8% |
| ALTRIA GROUP INC | 42 | Q3 2023 | 3.0% |
| EXXON MOBILE CORP | 42 | Q3 2023 | 3.1% |
| WABTEC CORP | 42 | Q3 2023 | 2.8% |
| PROCTOR & GAMBLE CO | 42 | Q3 2023 | 2.5% |
View WEDGEWOOD INVESTORS INC /PA/'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-05 |
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-04-27 |
| 13F-HR | 2023-01-25 |
| 13F-HR | 2022-10-31 |
| 13F-HR | 2022-07-29 |
| 13F-HR | 2022-05-03 |
| 13F-HR | 2022-01-28 |
| 13F-HR | 2021-10-25 |
View WEDGEWOOD INVESTORS INC /PA/'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.