Wedgewood Investors as of Dec. 31, 2010
Portfolio Holdings for Wedgewood Investors
Wedgewood Investors holds 77 positions in its portfolio as reported in the December 2010 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Cgm Focus Fund mf | 5.0 | $1.8M | 50k | 34.79 | |
Buffalo Science & Tech (BUFTX) | 4.3 | $1.5M | 100k | 15.25 | |
Big Lots (BIGGQ) | 3.4 | $1.2M | 39k | 30.45 | |
iShares S&P 500 Index (IVV) | 2.8 | $964k | 7.6k | 126.21 | |
Perkins Mc Value Fd mf | 2.7 | $957k | 87k | 11.04 | |
FedEx Corporation (FDX) | 2.7 | $951k | 10k | 93.05 | |
Parnassus Fund (PARNX) | 2.7 | $943k | 23k | 40.51 | |
iShares Russell Midcap Value Index (IWS) | 2.6 | $898k | 20k | 45.02 | |
Lord Abbett Shrt Dur Inc I F mf (LLDYX) | 2.2 | $790k | 172k | 4.60 | |
BP (BP) | 2.2 | $782k | 18k | 44.15 | |
Scout Int'l Fd mf | 2.2 | $774k | 86k | 9.03 | |
Vanguard Index 500 mf | 2.2 | $771k | 15k | 50.41 | |
iShares Russell Midcap Growth Idx. (IWP) | 2.2 | $759k | 13k | 56.64 | |
Altria (MO) | 2.1 | $751k | 31k | 24.64 | |
Erie Indemnity | 2.1 | $725k | 57k | 12.74 | |
McDonald's Corporation (MCD) | 1.8 | $632k | 8.2k | 76.71 | |
iShares Lehman 1-3 Year Treas.Bond (SHY) | 1.8 | $624k | 7.4k | 84.00 | |
Union Pacific Corporation (UNP) | 1.7 | $593k | 6.4k | 92.66 | |
General Mills (GIS) | 1.7 | $593k | 17k | 35.56 | |
Royce Value Fund mf | 1.7 | $594k | 47k | 12.66 | |
Procter & Gamble Company (PG) | 1.7 | $585k | 9.1k | 64.32 | |
L-3 Communications Holdings | 1.6 | $580k | 8.2k | 70.52 | |
Pimco Total Return Inst'l Fd mf | 1.6 | $552k | 143k | 3.86 | |
Dodge & Cox Stk Fd mf | 1.5 | $518k | 14k | 36.77 | |
Citi | 1.5 | $512k | 108k | 4.73 | |
Sequoia Fund (SEQUX) | 1.4 | $474k | 3.7k | 129.19 | |
Cgm Realty Fund | 1.3 | $448k | 17k | 26.77 | |
Lorillard | 1.2 | $435k | 5.3k | 82.08 | |
Republic Services (RSG) | 1.2 | $427k | 14k | 29.86 | |
Hussman Invt Tr Strat Ttl Rtn (HSTRX) | 1.2 | $415k | 34k | 12.12 | |
Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 1.2 | $410k | 7.0k | 58.74 | |
Vanguard Total Stock Market ETF (VTI) | 1.2 | $406k | 6.3k | 64.88 | |
Fidelity Adv Emrg Mkts Inc- mf | 1.1 | $401k | 31k | 13.13 | |
Neuberger Berman Genesis Fd mf | 1.1 | $384k | 8.4k | 45.96 | |
Kraft Foods | 1.0 | $365k | 12k | 31.49 | |
Raytheon Company | 1.0 | $337k | 7.3k | 46.32 | |
Vanguard Intm Term Inv Grade-i (VFICX) | 0.9 | $331k | 33k | 9.91 | |
Vanguard Morgan Growth Fund | 0.9 | $330k | 18k | 18.05 | |
Chevron Corporation (CVX) | 0.9 | $325k | 3.6k | 91.24 | |
Philip Morris Int'l | 0.9 | $326k | 23k | 14.39 | |
Pfizer (PFE) | 0.9 | $322k | 18k | 17.50 | |
Verizon Communications (VZ) | 0.9 | $318k | 8.9k | 35.78 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.9 | $311k | 2.9k | 108.48 | |
Norfolk Southern (NSC) | 0.9 | $308k | 4.9k | 62.86 | |
Heartland Value Plus | 0.9 | $309k | 10k | 29.77 | |
H.J. Heinz Company | 0.9 | $306k | 6.2k | 49.53 | |
Overseas Shipholding | 0.9 | $301k | 8.5k | 35.41 | |
Abbott Laboratories (ABT) | 0.8 | $297k | 6.2k | 47.90 | |
Oneok (OKE) | 0.8 | $295k | 5.3k | 55.40 | |
Vanguard Natural Resources | 0.8 | $292k | 9.9k | 29.64 | |
T Rowe Price Mid Cap Gwth (RPMGX) | 0.8 | $282k | 4.8k | 58.63 | |
Thornburg Ltd Term Income mf (THIIX) | 0.8 | $282k | 22k | 13.09 | |
Stericycle (SRCL) | 0.8 | $278k | 3.4k | 80.81 | |
iShares Lehman Aggregate Bond (AGG) | 0.8 | $277k | 2.6k | 105.93 | |
Artio Intl Equity Fund | 0.8 | $276k | 9.4k | 29.36 | |
iShares Russell 2000 Value Index (IWN) | 0.8 | $270k | 3.8k | 71.13 | |
Fidelityd mf | 0.8 | $262k | 8.7k | 30.10 | |
Genesee & Wyoming | 0.7 | $259k | 4.9k | 52.86 | |
ProShares UltraShort S&P500 | 0.7 | $260k | 11k | 23.74 | |
Goldman Sachs Tr | 0.7 | $259k | 7.2k | 36.19 | |
Calvert Shrt Dur Inc Fd mf | 0.7 | $247k | 15k | 16.41 | |
Rainier Small/mid Growth Fd mf | 0.7 | $246k | 7.5k | 32.65 | |
Southern Company (SO) | 0.7 | $243k | 6.4k | 38.27 | |
Wal-Mart Stores (WMT) | 0.7 | $238k | 4.4k | 53.88 | |
Exxon Mobil Corp | 0.7 | $234k | 17k | 13.87 | |
Church & Dwight (CHD) | 0.7 | $231k | 3.4k | 68.96 | |
3M Company (MMM) | 0.6 | $224k | 2.6k | 86.45 | |
Royce Premier Fd Inv Cl | 0.6 | $217k | 11k | 20.36 | |
Fidelity Concord Str Sp 500 Id | 0.6 | $218k | 4.9k | 44.53 | |
Fidelityfd K mf | 0.6 | $218k | 10k | 21.84 | |
General Electric Company | 0.6 | $211k | 12k | 18.25 | |
Meridian Fd Inc Growth Fd mutual funds (MERDX) | 0.6 | $210k | 4.7k | 44.52 | |
Bank of America Corporation (BAC) | 0.4 | $140k | 11k | 13.35 | |
Lord Abbett Shrt Dur Inc Fd mf (LALDX) | 0.4 | $142k | 31k | 4.60 | |
Johnson & Johnson | 0.4 | $140k | 18k | 7.60 | |
Scout Sc Fd mf | 0.1 | $49k | 68k | 0.72 | |
Jc Data Solutions | 0.0 | $12k | 15k | 0.80 |