WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC
•CIK: 1165805•Filing: Q4 2025
**WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC** manages a $2.1B AUM across 114 distinct positions. The portfolio exhibits significant allocation to fixed income, notably holding $130.3M in SGOV. Core technology and semiconductor exposure is evident through top holdings including GOOGL ($125.6M), ASML ($100.2M), and AVGO ($92.4M). This structure suggests a tactical blend of defensive fixed income paired with high-conviction, large-cap growth technology names.
Total AUM
$2.1B
QoQ Performance
-1.1%
Positions
98
Top 10 Concentration
44.7%
Latest Filing
Q4 2025
Top Holdings Allocation
SGOV
GOOGL
SGOV6.2%
GOOGL6.0%
ASML4.8%
DWD4.7%
AVGO4.4%
MSFT4.2%
NVSN4.0%
DIS3.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other54.1%
Technology19.2%
Healthcare7.9%
Industrial3.9%
Communication3.9%
Financial3.3%
Consumer3.1%
Utilities2.4%
🚪 Exited Positionssold since Q3 2025
+5 more exited positions
Changes from Q3 2025
NEW7 new positions
↑51 increased
↓45 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023