WEDGEWOOD INVESTORS INC /PA/
SEC Form 13F institutional filer · CIK 0001125243
13F-HR · 85 reported holdings · 2026-03-31
Reported long-US-equity value
$0.08B
Top-10 concentration
36.9%
WEDGEWOOD INVESTORS INC /PA/ — $83.4M AUM allocation strategy
WEDGEWOOD INVESTORS INC /PA/ files SEC Form 13F and reports $83.4M of long US equity value across 85 reported holdings for 2026-03-31.
Its largest sector bet is Industrials 11.7%, followed by Financials 11.6% and Information Technology 11.3%.
The top 10 holdings account for 37% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
WEDGEWOOD INVESTORS INC /PA/ — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$83.4M
total across 85 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
37% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$SCHW +17.8K sh · +$340K+$MMM +300 sh · −$840+$AMZN +140 sh · −$41.5K
Biggest trims (shares)
−$ERIE −950 sh · −$881K−$IWM −746 sh · −$266K−$OKE −600 sh · +$80K
Exited to nil (held last quarter, gone now)
$EFX ($217K last qtr)$GE ($214K last qtr)$XLK ($213K last qtr)$MS ($205K last qtr)$BX ($203K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Interactive Media & Services6.0%—
- Systems Software5.5%—
- Insurance Brokers5.2%—
- Tobacco4.9%—
- Investment Banking & Brokerage4.3%—
- Construction Machinery & Heavy Transportation Equipment3.4%—
- Technology Hardware, Storage & Peripherals3.3%—
- Rail Transportation2.8%—
- Other holdings64.6%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
7 of 7 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $MSFT | Microsoft Corporation | 12.5K | $4.62M | +1 | 5.5% |
| $ERIE | Erie Indemnity Company | 17.2K | $4.33M | -950 | 5.2% |
| $SCHW | Charles Schwab Corporation | 136K | $3.55M | +17.8K | 4.3% |
| $GOOGL | Alphabet Inc | 10.2K | $2.93M | -55 | 3.5% |
| $WAB | Westinghouse Air Brake Technologies Corporation | 11.2K | $2.8M | -145 | 3.4% |
| $AAPL | Apple Inc | 10.7K | $2.71M | -25 | 3.3% |
| $UNP | Union Pacific Corporation | 9.69K | $2.35M | -487 | 2.8% |
…and 78 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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