StockDriftsStockDriftsTop 50 Wedgewood Investors INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 4.79% | 12.5K | $4.7M | +0.32%(+40) | $27.58(+1722.89%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 3.68% | 10.1K | $3.6M | -0.93%(-95) | $48.07(+629.10%) | 2026-06-30 | |
| ERIE | ERIE INDTY CO | 3.56% | 14.4K | $3.5M | -16.11%(-2.77K) | $49.46(+407.18%) | 2026-06-30 | |
| SCHX | SCHWAB STRATEGIC TR | 3.52% | 116.3K | $3.4M | +5.80%(+6.38K) | $18.44(+65.60%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.18% | 10.7K | $3.1M | +0.09%(+10) | $72.73(+321.63%) | 2026-06-30 | |
| WAB | WABTEC | 3.09% | 11.1K | $3.0M | -0.40%(-45) | $37.00(+706.09%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.95% | 3.8K | $2.9M | -0.34%(-13) | $274.11(+182.20%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.75% | 7.5K | $2.7M | +2.88%(+210) | $28.83(+1119.29%) | 2026-06-30 | |
| IVV | ISHARES TR | 2.65% | 3.4K | $2.6M | -2.90%(-103) | $117.89(+559.41%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.59% | 12.6K | $2.5M | +2.98%(+365) | $27.16(+711.67%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.28% | +49.26% | +8.43% | +49.87% |
| Top 20 Holdings Unweighted | +16.04% | +56.24% | +9.50% | +57.40% |
Wedgewood Investors INC reports $97.36M in US-listed equity holdings across 110 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (4.8%), GOOG (3.7%) and ERIE (3.6%). The top 20 holdings account for 54.12% of reported assets. Its disclosed equity book has returned +49.26% on a three-year cumulative basis. Figures reflect the Q2 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’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1125243). View Wedgewood Investors INC’s 13F filings on SEC