Data as of Q4 2025 (Dec 31, 2025)

WEDGEWOOD INVESTORS INC /PA/

โ€ขCIK: 1125243โ€ขFiling: Q4 2025

WEDGEWOOD INVESTORS INC /PA/ manages $88M across a diversified portfolio of 104 positions. The fund exhibits significant concentration in mega-cap technology and index exposure, highlighted by top holdings including MSFT at $6.0M and GOOG at $3.2M. Notable allocations also include AAPL ($2.9M), SPY ($2.7M), and SCHX ($2.5M), suggesting a core strategy focused on established market leaders and broad market beta. This positioning indicates a tactical tilt toward large-cap growth and systematic index tracking.

Total AUM
$87.8M
QoQ Performance
-3.7%
Positions
104
Top 10 Concentration
36.6%
Latest Filing
Q4 2025

Top Holdings Allocation

MSFT
ERIE
MSFT6.9%
ERIE5.9%
GOOG3.7%
AAPL3.3%
SPY3.0%
SCHX2.8%
IVV2.8%
WAB2.8%

๐Ÿ“ˆ Biggest Buys

VRTX
Vertex Pharmaceuticals
NEW
0.4% of portfolio
GE
GE Aerospace
NEW
0.2% of portfolio
DWD
Morgan Stanley
NEW
0.2% of portfolio
โ€”
Technology Select Sector SPDR Fund ETF
+93.4%
0.2% of portfolio
MO
Altria Group Inc
+6.5%
1.7% of portfolio

๐Ÿ“‰ Biggest Sells

NVDA
Nvidia Corp
-33.5%
2.6% of portfolio
ERIE
Erie Indemnity Co
-15.6%
5.9% of portfolio
LLY
Eli Lilly & Co
-42.8%
0.6% of portfolio
PG
Procter & Gamble Co
-24.9%
1.4% of portfolio
IWS
iShares Russell MC Value ETF
-19.8%
0.9% of portfolio

Sector Breakdown

Other46.7%
Technology19.7%
Industrial7.3%
Financial6.8%
ETF5.9%
Healthcare4.3%
Consumer4.1%
Consumer Staples2.7%

๐Ÿšช Exited Positionssold since Q3 2025

ORCL
Oracle Corp
SOLD
$835.8K
โ€”
General Electric Co
SOLD
$208.8K
โ€”
Hewlett Packard Enterprise Co
SOLD
$202.9K
SHW
Sherwin-Williams Co.
SOLD
$201.9K

Changes from Q3 2025

NEW3 new positions
โ†‘6 increased
โ†“38 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q4 2023