FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,147.32-0.17%
XLE56.76-0.18%
STOXX50E5,860.32-0.39%
XLF51.760.65%
FTSE10,321.09-0.56%
IXIC24,869.800.13%
RUT2,788.130.04%
GSPC7,172.360.10%
Temp29.3°C
UV12.5
Feels33.3°C
Humidity66%
Wind13.7 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time12:25 PM

Institutional Manager · CIK 0001125243

WEDGEWOOD INVESTORS INC /PA/

ERIE, PA · File #028-05937

Latest AUM
$87.8M
Positions
105
Top-10 Concentration
44.6%
Filings
8

Portfolio Value Over Time

2023-12
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

ActionIssuerTicker / CUSIPΔ SharesFlow ($)Price Effect
REDUCENvidia CorpNVDA-6,100-$1.1M-$1,457
REDUCEErie Indemnity Co29530P102-3,350-$960,277-$678,191
REDUCEEli Lilly & CoLLY-380-$408,378+$276,771
REDUCEProcter & Gamble Co742718109-2,790-$399,835-$116,046
NEWVertex PharmaceuticalsVRTX+720+$326,419$0
NEWGE Aerospace369604301+694+$213,773$0
EXITEDGeneral Electric Co369604103-694-$208,769$0
NEWMorgan StanleyMS-PQ+1,155+$205,047$0
REDUCEiShares Russell MC Value ETF464287473-1,443-$203,535+$10,062
EXITEDHewlett Packard Enterprise Co42824c109-8,260-$202,866$0

Sector Allocation

Technology
15.7%$13.8M
Industrials
11.5%$10.1M
Healthcare
4.8%$4.2M
Energy
4.1%$3.6M
Financials
3.3%$2.9M
Utilities
0.6%$510,654
Real Estate
0.3%$235,353

Filing History

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1Microsoft CorpMSFT12,472$6.0M8.38%
2Erie Indemnity Co29530P10218,173$5.2M7.24%
3Alphabet Inc. Class CGOOG10,280$3.2M4.48%
4Apple Inc.AAPL10,707$2.9M4.05%
5SPDR S&P 500 ETFSPY3,925$2.7M3.72%
6SchwabUS LCap ETF80852420192,208$2.5M3.45%
7iShares Core S&P 500 ETF4642872003,603$2.5M3.43%
8Wabtec Corp92974010811,331$2.4M3.36%
9Union Pacific Corp.UNP10,176$2.4M3.27%
10Alphabet Inc. Class AGOOG7,442$2.3M3.24%
11Nvidia CorpNVDA12,110$2.3M3.14%
12Philip Morris Int'l71817210913,999$2.2M3.12%
13Berkshire Hathaway Inc. Class BBRK-A3,846$1.9M2.69%
14Johnson & JohnsonJNJ9,341$1.9M2.69%
15SPDR Gold Trust ETFGLD4,450$1.8M2.45%
16Parker-Hannifin CorpPH1,762$1.5M2.15%
17Altria Group IncMO26,300$1.5M2.11%
18L3 Harris Technologies Inc.LHX4,812$1.4M1.96%
19Waste Management Inc.94106L1096,006$1.3M1.83%
20Procter & Gamble Co7427181098,433$1.2M1.68%