Q2 2026 13F · SEC CIK 1125243

Wedgewood Investors Inc /pa/

Asset managerFiled 2026-07-31 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $97.4M
Reported positions: 110
Top holdings a year, 3 yrs: +16.2%
Average holding period: 9.9 yrs

Wedgewood Investors Inc /pa/ is an asset manager that reported 110 positions worth $97.4M in its Q2 2026 13F, filed 2026-07-31. Its largest holdings were Microsoft Corp (MSFT, 4.8%), Alphabet Inc (GOOG, 3.7%), Erie Indty Co (ERIE, 3.6%). A portfolio copying its top holdings returned 16.2% a year over the last 3 years, against 20.4% for the S&P 500.

Wedgewood Investors Inc /pa/ holdings largest 50 of 110 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Wedgewood Investors Inc /pa/ 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
MSFTMicrosoft Corp	4.8%	5.3%	12,513	+0.3%	$4.7M
GOOGAlphabet Inc	3.7%	3.4%	10,130	-0.9%	$3.6M
ERIEErie Indty Co	3.6%	5.0%	14,448	-16.1%	$3.5M
SCHXSchwab Stratgc Tr	3.5%	3.2%	116,326	+5.8%	$3.4M
AAPLApple Inc	3.2%	3.1%	10,692	+0.1%	$3.1M
WABWabtec Corp	3.1%	3.2%	11,141	-0.4%	$3.0M
SPYSpdr S&p 500 ETF Tr	3.0%	2.9%	3,847	-0.3%	$2.9M
GOOGLAlphabet Inc	2.8%	2.4%	7,504	+2.9%	$2.7M
IVVIshares Core S&p 500 ETF	2.7%	2.7%	3,448	-2.9%	$2.6M
NVDANvidia Corporation Com	2.6%	2.4%	12,595	+3.0%	$2.5M
UNPUnion Pac Corp	2.5%	2.7%	9,065	-6.4%	$2.5M
PMPhilip Morris Intl Inc Com	2.5%	2.6%	13,564	-2.7%	$2.5M
STXSeagate Technology Hldngs Pl	2.5%	1.1%	2,499	+0.4%	$2.4M
JNJJohnson & Johnson	2.5%	2.6%	9,401	-0.3%	$2.4M
GLWCorning Inc.	2.4%	1.4%	9,250	+0.0%	$2.4M
BRK-BBerkshire Hathaway Inc Del	2.0%	2.1%	3,816	+0.0%	$1.9M
MOAltria Group Inc	1.9%	2.0%	25,940	-1.4%	$1.9M
PHParker-Hannifin Corp	1.8%	1.8%	1,762	+0.0%	$1.7M
DEDeere & Co Com	1.7%	1.6%	2,540	+0.0%	$1.6M
GLDSpdr Gold Shares	1.6%	2.2%	4,350	-2.2%	$1.6M
LHXL3harris Technologies Inc	1.4%	1.9%	4,825	+0.6%	$1.4M
WMWaste Mgmt Inc Del	1.4%	1.6%	6,081	+1.2%	$1.4M
XOMExxon Mobil Corp	1.3%	1.9%	9,609	-0.7%	$1.3M
PGProcter & Gamble Co Com	1.3%	1.4%	8,498	+0.0%	$1.2M
VVisa Inc Com Cl A	1.2%	1.2%	3,435	-1.4%	$1.2M
RTXRtx Corporation Com	1.1%	1.3%	5,756	+0.0%	$1.1M
NSCNorfolk Southn Corp	1.1%	1.1%	3,425	+0.0%	$1.1M
CATCaterpillar Inc Com	1.0%	0.8%	948	+1.6%	$1.0M
RSGRepublic Svcs Inc	1.0%	1.2%	4,665	+0.0%	$994K
ETNEaton Corp PLC	1.0%	0.9%	2,260	+0.0%	$963K
IWSIshares Russell Mid-Cap Value ETF	1.0%	1.0%	5,692	-0.2%	$937K
IWPIshares Russell Mid-Cap Growth ETF	0.9%	0.9%	6,273	+0.0%	$918K
HDHome Depot Inc Com	0.9%	0.9%	2,447	+0.3%	$863K
CHDChurch & Dwight Co Inc	0.9%	0.9%	8,810	-0.7%	$854K
CVXChevron Corp New	0.9%	1.2%	5,095	+1.6%	$845K
MAMastercard Inc.	0.9%	0.9%	1,620	+0.0%	$832K
AMZNAmazon Com Inc Com	0.8%	0.8%	3,304	+0.9%	$787K
BRK-ABerkshire Hathaway Inc Del	0.8%	0.8%	1	+0.0%	$749K
XAIXDbx ETF Tr	0.7%	—	12,543	—	$722K
GWWWw Grainger Inc	0.7%	0.7%	525	+0.0%	$714K
WMTWalmart Inc	0.7%	0.9%	6,104	+2.1%	$691K
JPMJpmorgan Chase & Co	0.7%	0.7%	2,059	+1.5%	$674K
COPConocophillips	0.7%	1.0%	6,427	+0.0%	$668K
MARMarriott Intl Inc New Cl A	0.7%	0.7%	1,755	+0.0%	$650K
OKEOneok Inc	0.7%	0.8%	7,350	+0.0%	$639K
QQQInvesco Qqq Tr	0.6%	0.6%	855	-0.5%	$630K
LLYLilly Eli & Co	0.6%	—	489	—	$587K
PEPPepsico Inc	0.6%	0.7%	4,197	+0.0%	$568K
PSXPhillips 66	0.6%	0.7%	3,350	+0.0%	$566K
MMM3m Co Com	0.6%	0.5%	3,386	+3.0%	$548K

What Wedgewood Investors Inc /pa/ bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +13.7% /yr; S&P 500 +20.1%
3 years: +16.2% /yr; S&P 500 +20.4%
5 years: +11.8% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$97.4M	110
Q1 2026	$87.2M	99
Q4 2025	$87.8M	104
Q3 2025	$91.2M	105
Q2 2025	$86.8M	101
Q1 2025	$84.2M	97
Q4 2024	$84.9M	96
Q3 2024	$91.6M	100
Q2 2024	$84.2M	96
Q4 2023	$80.4M	94
Q3 2023	$73.8M	92
Q2 2023	$78.0M	95

Questions about Wedgewood Investors Inc /pa/'s portfolio

What stocks does Wedgewood Investors Inc /pa/ own?

Wedgewood Investors Inc /pa/'s latest 13F, for Q2 2026 and filed Jul 31, 2026, lists 110 positions worth $97.4M. The largest are Microsoft Corp (MSFT) at 4.8%, Alphabet Inc (GOOG) at 3.7%, Erie Indty Co (ERIE) at 3.6%, Schwab Stratgc Tr (SCHX) at 3.5% and Apple Inc (AAPL) at 3.2%.

What did Wedgewood Investors Inc /pa/ buy last quarter?

In Q2 2026, Wedgewood Investors Inc /pa/ added Schwab Stratgc Tr (SCHX) (+5.8% shares), compared with its Q1 2026 filing.

What did Wedgewood Investors Inc /pa/ sell last quarter?

In Q2 2026, Wedgewood Investors Inc /pa/ cut from its top 50 Mcdonalds Corp Com (MCD), cut from its top 50 Nextera Energy Inc Com (NEE), Erie Indty Co (ERIE) (-16.1% shares) and Union Pac Corp (UNP) (-6.4% shares), compared with its Q1 2026 filing.

How has Wedgewood Investors Inc /pa/'s portfolio performed?

A portfolio copying Wedgewood Investors Inc /pa/'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +16.2% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +13.7% against +20.1%. Over 5 years: +11.8% a year against +11.6%.

When is Wedgewood Investors Inc /pa/'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Wedgewood Investors Inc /pa/'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.