☆WEDGEWOOD INVESTORS INC /PA/
Quality Q
0.152
AUM ($M)
97
Positions
110
Turnover
0.08
Top-10 wt
33%
Herfindahl
0.019
History (qtrs)
6
Excess Return
not eligible
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Holdings · 112 positions · portfolio value $97M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆MSFT funds › | MICROSOFT CORP | ADD | — | 4.8% | -0.5% | 4.7 | 12,513 | +40 | 5 | — |
| ☆GOOG funds › | ALPHABET INC | TRIM | — | 3.7% | +0.3% | 3.6 | 10,130 | -95 | 5 | — |
| ☆ERIE funds › | ERIE INDTY CO | TRIM | — | 3.6% | -1.4% | 3.5 | 14,448 | -2,775 | 5 | — |
| ☆SCHX funds › | SCHWAB STRATEGIC TR | ADD | — | 3.5% | +0.3% | 3.4 | 116,326 | +6,381 | 5 | — |
| ☆AAPL funds › | APPLE INC | ADD | — | 3.2% | +0.1% | 3.1 | 10,692 | +10 | 5 | — |
| ☆WAB funds › | WABTEC | TRIM | — | 3.1% | -0.1% | 3.0 | 11,141 | -45 | 5 | — |
| ☆SPY funds › | STATE STR SPDR S&P 500 ETF T | TRIM | — | 3.0% | +0.1% | 2.9 | 3,847 | -13 | 5 | — |
| ☆GOOGL funds › | ALPHABET INC | ADD | — | 2.8% | +0.3% | 2.7 | 7,504 | +210 | 5 | — |
| ☆IVV funds › | ISHARES TR | TRIM | — | 2.7% | -0.0% | 2.6 | 3,448 | -103 | 5 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | ADD | — | 2.6% | +0.1% | 2.5 | 12,595 | +365 | 5 | — |
| ☆UNP funds › | UNION PAC CORP | TRIM | — | 2.5% | -0.2% | 2.5 | 9,065 | -624 | 5 | — |
| ☆PM funds › | PHILIP MORRIS INTL INC | TRIM | — | 2.5% | -0.1% | 2.5 | 13,564 | -375 | 5 | — |
| ☆STX funds › | SEAGATE TECHNOLOGY HLDNGS PL | ADD | — | 2.5% | +1.4% | 2.4 | 2,499 | +10 | 2 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON | TRIM | — | 2.5% | -0.2% | 2.4 | 9,401 | -25 | 5 | — |
| ☆GLW funds › | CORNING INC | HOLD | — | 2.4% | +1.0% | 2.4 | 9,250 | +0 | 5 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | HOLD | — | 2.0% | -0.1% | 1.9 | 3,816 | +0 | 5 | — |
| ☆MO funds › | ALTRIA GROUP INC | TRIM | — | 1.9% | -0.1% | 1.9 | 25,940 | -360 | 5 | — |
| ☆PH funds › | PARKER-HANNIFIN CORP | HOLD | — | 1.8% | -0.0% | 1.7 | 1,762 | +0 | 5 | — |
| ☆DE funds › | DEERE & CO | HOLD | — | 1.7% | +0.0% | 1.6 | 2,540 | +0 | 5 | — |
| ☆GLD funds › | SPDR GOLD TR | TRIM | — | 1.6% | -0.5% | 1.6 | 4,350 | -100 | 5 | — |
| ☆LHX funds › | L3HARRIS TECHNOLOGIES INC | ADD | — | 1.4% | -0.5% | 1.4 | 4,825 | +30 | 5 | — |
| ☆WM funds › | WASTE MGMT INC DEL | ADD | — | 1.4% | -0.2% | 1.4 | 6,081 | +75 | 5 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP | TRIM | — | 1.3% | -0.5% | 1.3 | 9,609 | -63 | 5 | — |
| ☆PG funds › | PROCTER & GAMBLE CO | HOLD | — | 1.3% | -0.1% | 1.2 | 8,498 | +0 | 5 | — |
| ☆V funds › | VISA INC | TRIM | — | 1.2% | +0.0% | 1.2 | 3,435 | -50 | 5 | — |
| ☆RTX funds › | RTX CORPORATION | HOLD | — | 1.1% | -0.2% | 1.1 | 5,756 | +0 | 5 | — |
| ☆NSC funds › | NORFOLK SOUTHN CORP | HOLD | — | 1.1% | -0.0% | 1.1 | 3,425 | +0 | 5 | — |
| ☆CAT funds › | CATERPILLAR INC | ADD | — | 1.0% | +0.3% | 1.0 | 948 | +15 | 5 | — |
| ☆RSG funds › | REPUBLIC SVCS INC | HOLD | — | 1.0% | -0.2% | 1.0 | 4,665 | +0 | 5 | — |
| ☆ETN funds › | EATON CORP PLC | HOLD | — | 1.0% | +0.1% | 1.0 | 2,260 | +0 | 5 | — |
| ☆IWS funds › | ISHARES TR | TRIM | — | 1.0% | +0.0% | 0.9 | 5,692 | -13 | 5 | — |
| ☆IWP funds › | ISHARES TR | HOLD | — | 0.9% | +0.0% | 0.9 | 6,273 | +0 | 5 | — |
| ☆HD funds › | HOME DEPOT INC | ADD | — | 0.9% | -0.0% | 0.9 | 2,447 | +8 | 5 | — |
| ☆CHD funds › | CHURCH & DWIGHT CO INC | TRIM | — | 0.9% | -0.1% | 0.9 | 8,810 | -65 | 5 | — |
| ☆CVX funds › | CHEVRON CORPORATION | ADD | — | 0.9% | -0.3% | 0.8 | 5,095 | +80 | 5 | — |
| ☆MA funds › | MASTERCARD INCORPORATED | HOLD | — | 0.9% | -0.1% | 0.8 | 1,620 | +0 | 5 | — |
| ☆AMZN funds › | AMAZON COM INC | ADD | — | 0.8% | +0.0% | 0.8 | 3,304 | +30 | 5 | — |
| ☆CUSIP:084670108 funds › | BERKSHIRE HATHAWAY INC DEL | HOLD | — | 0.8% | -0.1% | 0.7 | 1 | +0 | 5 | — |
| ☆CUSIP:23306X829 funds › | DBX ETF TR | ADD | — | 0.7% | +0.2% | 0.7 | 12,543 | +1,516 | 5 | — |
| ☆GWW funds › | WW GRAINGER INC | HOLD | — | 0.7% | +0.1% | 0.7 | 525 | +0 | 5 | — |
| ☆WMT funds › | WALMART INC | ADD | — | 0.7% | -0.1% | 0.7 | 6,104 | +125 | 5 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | ADD | — | 0.7% | +0.0% | 0.7 | 2,059 | +30 | 5 | — |
| ☆COP funds › | CONOCOPHILLIPS | HOLD | — | 0.7% | -0.3% | 0.7 | 6,427 | +0 | 5 | — |
| ☆MAR funds › | MARRIOTT INTL INC NEW | HOLD | — | 0.7% | +0.0% | 0.7 | 1,755 | +0 | 5 | — |
| ☆OKE funds › | ONEOK INC NEW | HOLD | — | 0.7% | -0.1% | 0.6 | 7,350 | +0 | 5 | — |
| ☆QQQ funds › | INVESCO QQQ TR | TRIM | — | 0.6% | +0.1% | 0.6 | 855 | -4 | 2 | — |
| ☆LLY funds › | ELI LILLY & CO | TRIM | — | 0.6% | +0.1% | 0.6 | 489 | -11 | 5 | — |
| ☆PEP funds › | PEPSICO INC | HOLD | — | 0.6% | -0.2% | 0.6 | 4,197 | +0 | 5 | — |
| ☆PSX funds › | PHILLIPS 66 | HOLD | — | 0.6% | -0.1% | 0.6 | 3,350 | +0 | 5 | — |
| ☆MMM funds › | 3M CO | ADD | — | 0.6% | +0.0% | 0.5 | 3,386 | +100 | 5 | — |
| ☆PPG funds › | PPG INDS INC | HOLD | — | 0.5% | +0.0% | 0.5 | 4,349 | +0 | 5 | — |
| ☆NEE funds › | NEXTERA ENERGY INC | HOLD | — | 0.5% | -0.1% | 0.5 | 5,955 | +0 | 5 | — |
| ☆COF funds › | CAPITAL ONE FINL CORP | HOLD | — | 0.5% | -0.0% | 0.5 | 2,513 | +0 | 5 | — |
| ☆MCD funds › | MCDONALDS CORP | HOLD | — | 0.5% | -0.1% | 0.5 | 1,803 | +0 | 5 | — |
| ☆VV funds › | VANGUARD INDEX FDS | HOLD | — | 0.5% | +0.0% | 0.4 | 1,287 | +0 | 5 | — |
| ☆USB funds › | US BANCORP | HOLD | — | 0.5% | +0.0% | 0.4 | 7,271 | +0 | 5 | — |
| ☆MET funds › | METLIFE INC | HOLD | — | 0.4% | +0.0% | 0.4 | 5,095 | +0 | 5 | — |
| ☆ABBV funds › | ABBVIE INC | HOLD | — | 0.4% | +0.0% | 0.4 | 1,700 | +0 | 5 | — |
| ☆MU funds › | MICRON TECHNOLOGY INC | NEW | — | 0.4% | +0.4% | 0.4 | 366 | +366 | 1 | — |
| ☆ORCL funds › | ORACLE CORP | HOLD | — | 0.4% | -0.1% | 0.4 | 2,817 | +0 | 2 | — |
| ☆IWM funds › | ISHARES TR | HOLD | — | 0.4% | +0.0% | 0.4 | 1,308 | +0 | 5 | — |
| ☆IWN funds › | ISHARES TR | HOLD | — | 0.4% | +0.0% | 0.4 | 1,721 | +0 | 5 | — |
| ☆TLT funds › | ISHARES TR | HOLD | — | 0.4% | -0.0% | 0.4 | 4,372 | +0 | 5 | — |
| ☆FDX funds › | FEDEX CORP | HOLD | — | 0.4% | -0.1% | 0.4 | 1,156 | +0 | 5 | — |
| ☆IWR funds › | ISHARES TR | TRIM | — | 0.4% | -0.0% | 0.4 | 3,250 | -120 | 5 | — |
| ☆VRTX funds › | VERTEX PHARMACEUTICALS INC | HOLD | — | 0.4% | -0.0% | 0.4 | 720 | +0 | 3 | — |
| ☆HPE funds › | HEWLETT PACKARD ENTERPRISE C | NEW | — | 0.4% | +0.4% | 0.4 | 7,851 | +7,851 | 1 | — |
| ☆TMO funds › | THERMO FISHER SCIENTIFIC INC | HOLD | — | 0.4% | -0.0% | 0.4 | 700 | +0 | 5 | — |
| ☆ITW funds › | ILLINOIS TOOL WKS INC | HOLD | — | 0.4% | -0.0% | 0.3 | 1,275 | +0 | 5 | — |
| ☆SCHA funds › | SCHWAB STRATEGIC TR | HOLD | — | 0.3% | +0.0% | 0.3 | 9,344 | +0 | 5 | — |
| ☆GIS funds › | GENERAL MILLS INC | TRIM | — | 0.3% | -0.1% | 0.3 | 9,568 | -400 | 5 | — |
| ☆TRV funds › | TRAVELERS COMPANIES INC | HOLD | — | 0.3% | +0.0% | 0.3 | 980 | +0 | 5 | — |
| ☆T funds › | AT&T INC | TRIM | — | 0.3% | -0.2% | 0.3 | 15,549 | -300 | 5 | — |
| ☆EMR funds › | EMERSON ELEC CO | HOLD | — | 0.3% | -0.0% | 0.3 | 2,209 | +0 | 5 | — |
| ☆VTI funds › | VANGUARD INDEX FDS | HOLD | — | 0.3% | +0.0% | 0.3 | 850 | +0 | 5 | — |
| ☆SO funds › | SOUTHERN CO | ADD | — | 0.3% | -0.0% | 0.3 | 3,285 | +105 | 5 | — |
| ☆C funds › | CITIGROUP INC | HOLD | — | 0.3% | +0.0% | 0.3 | 2,165 | +0 | 2 | — |
| ☆WFC funds › | WELLS FARGO & CO | HOLD | — | 0.3% | -0.0% | 0.3 | 3,543 | +0 | 5 | — |
| ☆PNC funds › | PNC FINL SVCS GROUP INC | HOLD | — | 0.3% | +0.0% | 0.3 | 1,165 | +0 | 5 | — |
| ☆HPQ funds › | HP INC | HOLD | — | 0.3% | +0.0% | 0.3 | 12,680 | +0 | 5 | — |
| ☆VZ funds › | VERIZON COMMUNICATIONS INC | HOLD | — | 0.3% | -0.1% | 0.3 | 6,514 | +0 | 5 | — |
| ☆WELL funds › | WELLTOWER INC | HOLD | — | 0.3% | +0.0% | 0.3 | 1,211 | +0 | 2 | — |
| ☆GS funds › | GOLDMAN SACHS GROUP INC | ADD | — | 0.3% | +0.0% | 0.3 | 271 | +5 | 4 | — |
| ☆KO funds › | COCA COLA CO | HOLD | — | 0.3% | -0.0% | 0.3 | 3,343 | +0 | 5 | — |
| ☆BMY funds › | BRISTOL-MYERS SQUIBB CO | HOLD | — | 0.3% | -0.0% | 0.3 | 4,705 | +0 | 5 | — |
| ☆QCOM funds › | QUALCOMM INC | TRIM | — | 0.3% | +0.0% | 0.3 | 1,465 | -100 | 5 | — |
| ☆SCHB funds › | SCHWAB STRATEGIC TR | ADD | — | 0.3% | +0.0% | 0.3 | 9,333 | +16 | 5 | — |
| ☆XLK funds › | SELECT SECTOR SPDR TR | NEW | — | 0.3% | +0.3% | 0.3 | 1,396 | +1,396 | 1 | — |
| ☆PFE funds › | PFIZER INC | HOLD | — | 0.3% | -0.1% | 0.3 | 10,842 | +0 | 5 | — |
| ☆GE funds › | GE AEROSPACE | NEW | — | 0.3% | +0.3% | 0.3 | 694 | +694 | 1 | — |
| ☆SCHV funds › | SCHWAB STRATEGIC TR | HOLD | — | 0.3% | +0.0% | 0.3 | 7,389 | +0 | 5 | — |
| ☆AMD funds › | ADVANCED MICRO DEVICES INC | NEW | — | 0.3% | +0.3% | 0.3 | 440 | +440 | 1 | — |
| ☆SJM funds › | SMUCKER J M CO | HOLD | — | 0.3% | +0.0% | 0.3 | 2,265 | +0 | 5 | — |
| ☆VEA funds › | VANGUARD TAX-MANAGED FDS | TRIM | — | 0.3% | -0.0% | 0.3 | 3,564 | -105 | 5 | — |
| ☆ED funds › | CONSOLIDATED EDISON INC | HOLD | — | 0.3% | -0.0% | 0.3 | 2,270 | +0 | 5 | — |
| ☆AXP funds › | AMERICAN EXPRESS CO | HOLD | — | 0.3% | +0.0% | 0.2 | 731 | +0 | 5 | — |
| ☆MS funds › | MORGAN STANLEY | NEW | — | 0.2% | +0.2% | 0.2 | 1,155 | +1,155 | 1 | — |
| ☆BDX funds › | BECTON DICKINSON & CO | HOLD | — | 0.2% | -0.0% | 0.2 | 1,594 | +0 | 5 | — |
| ☆UNH funds › | UNITEDHEALTH GROUP INC | NEW | — | 0.2% | +0.2% | 0.2 | 561 | +561 | 1 | — |
| ☆SHEL funds › | SHELL PLC | HOLD | — | 0.2% | -0.1% | 0.2 | 3,000 | +0 | 5 | — |
| ☆IWF funds › | ISHARES TR | NEW | — | 0.2% | +0.2% | 0.2 | 1,844 | +1,844 | 1 | — |
| ☆LOW funds › | LOWES COS INC | HOLD | — | 0.2% | -0.0% | 0.2 | 1,034 | +0 | 5 | — |
| ☆MRK funds › | MERCK & CO INC | HOLD | — | 0.2% | -0.0% | 0.2 | 1,701 | +0 | 2 | — |
| ☆KEY funds › | KEYCORP | NEW | — | 0.2% | +0.2% | 0.2 | 9,223 | +9,223 | 1 | — |
| ☆ADP funds › | AUTOMATIC DATA PROCESSING IN | TRIM | — | 0.2% | -0.0% | 0.2 | 943 | -50 | 5 | — |
| ☆SCHF funds › | SCHWAB STRATEGIC TR | NEW | — | 0.2% | +0.2% | 0.2 | 7,608 | +7,608 | 1 | — |
| ☆GEV funds › | GE VERNOVA INC | NEW | — | 0.2% | +0.2% | 0.2 | 177 | +177 | 1 | — |
| ☆LQD funds › | ISHARES TR | HOLD | — | 0.2% | -0.0% | 0.2 | 1,848 | +0 | 5 | — |
| ☆CSCO funds › | CISCO SYS INC | NEW | — | 0.2% | +0.2% | 0.2 | 1,710 | +1,710 | 1 | — |
| ☆SHW funds › | SHERWIN WILLIAMS CO | NEW | — | 0.2% | +0.2% | 0.2 | 583 | +583 | 1 | — |
| ☆CUSIP:438516106 funds › | HONEYWELL INTL INC | EXIT | — | 0.0% | -0.3% | 0.0 | 0 | -1,247 | 0 | — |
| ☆ADBE funds › | ADOBE INC | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -852 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 97 | 110 | 0.08 | 33% | 0.019 | 0.152 | — | in |
| 2026Q1 | 87 | 99 | 0.09 | 34% | 0.020 | 0.147 | — | in |
| 2025Q4 | 88 | 105 | 0.06 | 37% | 0.022 | 0.164 | — | in |
| 2025Q3 | 91 | 105 | 0.06 | 38% | 0.024 | 0.184 | — | in |
| 2025Q2 | 87 | 101 | 0.08 | 39% | 0.026 | 0.191 | — | entered |
| 2025Q1 | 84 | 97 | 0.00 | 39% | 0.030 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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