Top 50 Wedgewood Investors INC PA Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 6.63% | 12.6K | $6.5M | +0.88%(+110) | $31.20(+1592.49%) | 2026-09-30 | |
| SCHX | SCHWAB STRATEGIC TR | 3.73% | 121.5K | $3.6M | +4.41%(+5.13K) | $18.81(+61.10%) | 2026-09-30 | |
| AAPL | APPLE INC | 3.55% | 10.4K | $3.5M | -2.61%(-279) | $72.73(+374.10%) | 2026-09-30 | |
| GOOG | ALPHABET INC | 3.55% | 10.2K | $3.5M | +0.44%(+45) | $49.39(+552.68%) | 2026-09-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.46% | 4.4K | $3.4M | +15.31%(+589) | $337.92(+128.15%) | 2026-09-30 | |
| WAB | WABTEC | 3.27% | 11.1K | $3.2M | -0.18%(-20) | $37.00(+669.45%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 2.98% | 12.8K | $2.9M | +1.27%(+160) | $29.51(+629.09%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 2.71% | 7.7K | $2.6M | +2.33%(+175) | $36.16(+799.77%) | 2026-09-30 | |
| IVV | ISHARES TR | 2.66% | 3.4K | $2.6M | -1.51%(-52) | $117.89(+556.52%) | 2026-09-30 | |
| ERIE | ERIE INDTY CO | 2.63% | 11.7K | $2.6M | -18.76%(-2.71K) | $49.46(+392.25%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.42% | +49.81% | +9.16% | +54.96% |
| Top 20 Holdings Unweighted | +14.93% | +51.80% | +9.33% | +56.18% |
Wedgewood Investors INC PA reports $97.64M in US-listed equity holdings across 106 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (6.6%), SCHX (3.7%) and AAPL (3.5%). The top 20 holdings account for 55.47% of reported assets. Its disclosed equity book has returned +49.81% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Wedgewood Investors INC PAโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1125243). View Wedgewood Investors INC PAโs 13F filings on SEC