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.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| REDUCE | Nvidia Corp | NVDA | -6,100 | -$1.1M | -$1,457 |
| REDUCE | Erie Indemnity Co | 29530P102 | -3,350 | -$960,277 | -$678,191 |
| REDUCE | Eli Lilly & Co | LLY | -380 | -$408,378 | +$276,771 |
| REDUCE | Procter & Gamble Co | 742718109 | -2,790 | -$399,835 | -$116,046 |
| NEW | Vertex Pharmaceuticals | VRTX | +720 | +$326,419 | $0 |
| NEW | GE Aerospace | 369604301 | +694 | +$213,773 | $0 |
| EXITED | General Electric Co | 369604103 | -694 | -$208,769 | $0 |
| NEW | Morgan Stanley | MS-PQ | +1,155 | +$205,047 | $0 |
| REDUCE | iShares Russell MC Value ETF | 464287473 | -1,443 | -$203,535 | +$10,062 |
| EXITED | Hewlett Packard Enterprise Co | 42824c109 | -8,260 | -$202,866 | $0 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 2025105 pos · $87.8M
- 13F HOLDINGS REPORTQ/E Sep 2025105 pos · $91.2M
- 13F HOLDINGS REPORTQ/E Jun 2025101 pos · $86.8M
- 13F HOLDINGS REPORTQ/E Mar 202597 pos · $84.2M
- 13F HOLDINGS REPORTQ/E Dec 202496 pos · $84.9M
- 13F HOLDINGS REPORTQ/E Sep 2024100 pos · $91.6M
- 13F HOLDINGS REPORTQ/E Jun 202496 pos · $84.2M
- 13F HOLDINGS REPORTQ/E Dec 202392 pos · $73.8M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | Microsoft Corp | MSFT | 12,472 | $6.0M | 8.38% |
| 2 | Erie Indemnity Co | 29530P102 | 18,173 | $5.2M | 7.24% |
| 3 | Alphabet Inc. Class C | GOOG | 10,280 | $3.2M | 4.48% |
| 4 | Apple Inc. | AAPL | 10,707 | $2.9M | 4.05% |
| 5 | SPDR S&P 500 ETF | SPY | 3,925 | $2.7M | 3.72% |
| 6 | SchwabUS LCap ETF | 808524201 | 92,208 | $2.5M | 3.45% |
| 7 | iShares Core S&P 500 ETF | 464287200 | 3,603 | $2.5M | 3.43% |
| 8 | Wabtec Corp | 929740108 | 11,331 | $2.4M | 3.36% |
| 9 | Union Pacific Corp. | UNP | 10,176 | $2.4M | 3.27% |
| 10 | Alphabet Inc. Class A | GOOG | 7,442 | $2.3M | 3.24% |
| 11 | Nvidia Corp | NVDA | 12,110 | $2.3M | 3.14% |
| 12 | Philip Morris Int'l | 718172109 | 13,999 | $2.2M | 3.12% |
| 13 | Berkshire Hathaway Inc. Class B | BRK-A | 3,846 | $1.9M | 2.69% |
| 14 | Johnson & Johnson | JNJ | 9,341 | $1.9M | 2.69% |
| 15 | SPDR Gold Trust ETF | GLD | 4,450 | $1.8M | 2.45% |
| 16 | Parker-Hannifin Corp | PH | 1,762 | $1.5M | 2.15% |
| 17 | Altria Group Inc | MO | 26,300 | $1.5M | 2.11% |
| 18 | L3 Harris Technologies Inc. | LHX | 4,812 | $1.4M | 1.96% |
| 19 | Waste Management Inc. | 94106L109 | 6,006 | $1.3M | 1.83% |
| 20 | Procter & Gamble Co | 742718109 | 8,433 | $1.2M | 1.68% |