StockDriftsStockDriftsTop 50 Woodley Farra Manion Portfolio Management INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ASML | ASML HLDG NV | 5.63% | 58.8K | $116.9M | -13.67%(-9.30K) | $815.70(+128.98%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 4.61% | 253.2K | $95.6M | -3.69%(-9.70K) | $52.07(+656.25%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 4.39% | 255.0K | $91.1M | -24.49%(-82.71K) | $100.83(+241.89%) | 2026-06-30 | |
| CARR | CARRIER GLOBAL CORPORATION | 4.04% | 1.14M | $83.8M | +80.64%(+509.90K) | $58.72(+6.92%) | 2026-06-30 | |
| DOV | DOVER CORP | 3.7% | 342.1K | $76.7M | -0.92%(-3.18K) | $81.60(+153.77%) | 2026-06-30 | |
| CB | CHUBB LIMITED | 3.66% | 222.4K | $76.0M | +0.11%(+255) | $193.94(+78.27%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.48% | 193.5K | $72.2M | +1.13%(+2.17K) | $78.74(+517.32%) | 2026-06-30 | |
| AZN | ASTRAZENECA PLC | 3.37% | 369.5K | $70.1M | +0.14%(+508) | $143.72(+8.89%) | 2026-06-30 | |
| DRI | DARDEN RESTAURANTS INC | 3.28% | 330.9K | $68.2M | -2.53%(-8.59K) | $154.74(+44.44%) | 2026-06-30 | |
| PGR | PROGRESSIVE CORP | 3.25% | 308.9K | $67.5M | -1.09%(-3.41K) | $101.39(+105.58%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.23% | +33.94% | +8.38% | +49.52% |
| Top 20 Holdings Unweighted | +9.46% | +31.15% | +7.95% | +46.56% |
Woodley Farra Manion Portfolio Management INC reports $2.08B in US-listed equity holdings across 131 positions in its most recent 13F filing. Its largest disclosed positions are ASML (5.6%), AVGO (4.6%) and GOOGL (4.4%). The top 20 holdings account for 65.77% of reported assets. Its disclosed equity book has returned +33.94% 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 Woodley Farra Manion Portfolio Management INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1165805). View Woodley Farra Manion Portfolio Management INC’s 13F filings on SEC