WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC
SEC Form 13F institutional filer · CIK 0001165805
13F-HR · 94 reported holdings · 2026-03-31
SEC-registered institutional investment manager.
Reported long-US-equity value
$1.55B
Top-10 concentration
48.1%
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC — $1.55B AUM allocation strategy
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC files SEC Form 13F and reports $1.55B of long US equity value across 94 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 13.4%, followed by Financials 13.1% and Health Care 12.0%.
The top 10 holdings account for 48% 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.
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$1.55B
total across 94 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
48% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$ABT +191K sh · +$9.33M+$CB +80.2K sh · +$28.1M+$SYK +60.9K sh · +$16.7M
Biggest trims (shares)
−$MS −524K sh · −$93.4M−$GOOG −63.6K sh · −$28.5M−$EOG −57.2K sh · +$4.39M
Exited to nil (held last quarter, gone now)
$BR ($4.28M last qtr)$ORCL ($297K last qtr)$BSX ($237K last qtr)$BAC ($215K 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)
- Property & Casualty Insurance8.7%—
- Health Care Equipment8.6%—
- Interactive Media & Services6.2%—
- Multi-Utilities5.5%—
- Industrial Conglomerates5.4%—
- Semiconductors5.3%—
- Industrial Machinery & Supplies & Components4.6%—
- Systems Software4.5%—
- Other holdings51.1%—
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
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $GOOG | Alphabet Inc. Class C Capital Stock | 338K | $97.1M | -63.6K | 6.2% |
| $HON | Honeywell International Inc | 374K | $84.6M | +38.3K | 5.4% |
| $AVGO | Broadcom Inc | 263K | $81.4M | -3.93K | 5.2% |
| $CB | Chubb Limited | 222K | $72.5M | +80.2K | 4.7% |
| $DOV | Dover Corporation | 345K | $72M | -2.92K | 4.6% |
| $MSFT | Microsoft Corporation | 191K | $70.8M | +7.57K | 4.6% |
| $ICE | Intercontinental Exchange Inc | 435K | $68.4M | +6.79K | 4.4% |
| $SYK | Stryker Corporation | 206K | $68M | +60.9K | 4.4% |
| $DRI | Darden Restaurants Inc | 340K | $66.6M | -5.6K | 4.3% |
| $ABT | Abbott Laboratories | 644K | $66.1M | +191K | 4.3% |
…and 84 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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