Wedgewood Investors as of June 30, 2015
Portfolio Holdings for Wedgewood Investors
Wedgewood Investors holds 132 positions in its portfolio as reported in the June 2015 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Sequoia Fund (SEQUX) | 6.3 | $6.6M | 26k | 255.55 | |
Fmi Large Cap (FMIHX) | 5.8 | $6.0M | 279k | 21.64 | |
Metropolitan West Total Return (MWTRX) | 4.3 | $4.6M | 422k | 10.81 | |
Erie Indemnity Company (ERIE) | 4.2 | $4.4M | 54k | 82.08 | |
Hennessy Cornerstone Mid mf | 3.5 | $3.7M | 177k | 20.79 | |
Laudus Growth Investors mut | 3.5 | $3.6M | 207k | 17.62 | |
Fmi International Fund mf (FMIJX) | 3.4 | $3.6M | 122k | 29.42 | |
Lord Abbett Shrt Dur Inc I F mf (LLDYX) | 2.9 | $3.0M | 685k | 4.43 | |
Hancock Horizon Sc Fund mf | 2.8 | $2.9M | 49k | 58.98 | |
Doubleline Fds Tr Core Fixincm (DLFNX) | 2.3 | $2.4M | 218k | 10.90 | |
Buffalo Science & Tech (BUFTX) | 2.0 | $2.1M | 97k | 21.87 | |
Exxon Mobil Corporation (XOM) | 1.9 | $2.0M | 24k | 83.20 | |
Wabtec Corporation (WAB) | 1.7 | $1.8M | 19k | 94.26 | |
Philip Morris International (PM) | 1.5 | $1.6M | 20k | 80.19 | |
Thompson Plumb Bond Fund mf (THOPX) | 1.5 | $1.6M | 140k | 11.34 | |
Altria (MO) | 1.5 | $1.6M | 32k | 48.91 | |
Vanguard 500 Index Fund mut (VFINX) | 1.5 | $1.6M | 8.2k | 190.35 | |
Union Pacific Corporation (UNP) | 1.4 | $1.4M | 15k | 95.38 | |
Scout Mid Cap Fund mf | 1.4 | $1.4M | 89k | 16.02 | |
Harris Assoc Oakmark Fund (OAKMX) | 1.3 | $1.4M | 21k | 66.17 | |
iShares S&P 500 Index (IVV) | 1.3 | $1.4M | 6.6k | 207.19 | |
Verizon Communications (VZ) | 1.2 | $1.3M | 28k | 46.62 | |
Dodge & Cox Stk Fd Com mutual funds | 1.2 | $1.3M | 7.0k | 180.52 | |
At&t (T) | 1.2 | $1.2M | 35k | 35.53 | |
Scout International | 1.1 | $1.2M | 36k | 33.69 | |
Johnson & Johnson (JNJ) | 1.1 | $1.2M | 12k | 97.44 | |
Procter & Gamble Company (PG) | 1.1 | $1.1M | 15k | 78.21 | |
General Mills (GIS) | 0.9 | $992k | 18k | 55.71 | |
iShares Russell Midcap Value Index (IWS) | 0.9 | $983k | 13k | 73.79 | |
3M Company (MMM) | 0.9 | $978k | 6.3k | 154.28 | |
Microsoft Corporation (MSFT) | 0.9 | $953k | 22k | 44.17 | |
Scout Small Cap | 0.8 | $820k | 31k | 26.60 | |
Intel Corporation (INTC) | 0.8 | $808k | 27k | 30.41 | |
iShares Russell Midcap Growth Idx. (IWP) | 0.8 | $807k | 8.3k | 96.86 | |
ConocoPhillips (COP) | 0.8 | $784k | 13k | 61.39 | |
Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.6 | $666k | 9.2k | 72.16 | |
Church & Dwight (CHD) | 0.6 | $660k | 6.9k | 95.65 | |
Berkshire Hathaway (BRK.B) | 0.6 | $639k | 4.7k | 136.13 | |
Pepsi (PEP) | 0.6 | $631k | 6.8k | 93.32 | |
Home Depot (HD) | 0.6 | $608k | 5.5k | 111.11 | |
Chevron Corporation (CVX) | 0.6 | $605k | 6.3k | 96.45 | |
MasterCard Incorporated (MA) | 0.5 | $561k | 6.0k | 93.50 | |
Natixis Loomis Inv Gr-y mf (LSIIX) | 0.5 | $569k | 50k | 11.47 | |
FedEx Corporation (FDX) | 0.5 | $556k | 3.3k | 170.50 | |
Deere & Company (DE) | 0.5 | $549k | 5.7k | 96.98 | |
L-3 Communications Holdings | 0.5 | $548k | 4.8k | 113.50 | |
PPG Industries (PPG) | 0.5 | $529k | 4.6k | 114.75 | |
Pfizer (PFE) | 0.5 | $527k | 16k | 33.52 | |
General Electric Company | 0.5 | $508k | 19k | 26.60 | |
iShares Russell 2000 Growth Index (IWO) | 0.5 | $490k | 3.2k | 154.43 | |
BP (BP) | 0.5 | $478k | 12k | 39.95 | |
Norfolk Southern (NSC) | 0.5 | $481k | 5.5k | 87.45 | |
Hewlett-Packard Company | 0.5 | $478k | 16k | 30.04 | |
Stericycle (SRCL) | 0.5 | $477k | 3.6k | 133.80 | |
Becton, Dickinson and (BDX) | 0.4 | $452k | 3.2k | 141.78 | |
Sit Dv Gwth Fd mf | 0.4 | $449k | 26k | 17.34 | |
Waste Management (WM) | 0.4 | $445k | 9.6k | 46.35 | |
iShares Russell 2000 Index (IWM) | 0.4 | $424k | 3.4k | 125.00 | |
Royal Dutch Shell | 0.4 | $405k | 7.1k | 56.98 | |
First Niagara Financial | 0.4 | $408k | 43k | 9.44 | |
Raytheon Company | 0.4 | $394k | 4.1k | 95.70 | |
Cgm Realty Fund | 0.4 | $394k | 12k | 33.37 | |
Phillips 66 (PSX) | 0.4 | $396k | 4.9k | 80.59 | |
Bny Mellon Pa Interm Muni Bond mf | 0.4 | $403k | 33k | 12.30 | |
Oneok (OKE) | 0.4 | $389k | 9.9k | 39.49 | |
Heartland Value Plus | 0.4 | $384k | 13k | 30.41 | |
Vanguard Intm Term Inv Grade-i (VFICX) | 0.4 | $376k | 39k | 9.74 | |
Reynolds American | 0.3 | $365k | 4.9k | 74.76 | |
V.F. Corporation (VFC) | 0.3 | $363k | 5.2k | 69.81 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.3 | $362k | 3.1k | 115.80 | |
iShares Russell 2000 Value Index (IWN) | 0.3 | $367k | 3.6k | 101.86 | |
Thornburg Ltd Term Income mf (THIIX) | 0.3 | $368k | 28k | 13.39 | |
Stanley Works | 0.3 | $355k | 3.4k | 105.19 | |
Eaton Corporation | 0.3 | $346k | 5.1k | 67.53 | |
T Rowe Price Mid Cap Gwth (RPMGX) | 0.3 | $349k | 4.3k | 81.39 | |
International Business Machines (IBM) | 0.3 | $332k | 2.0k | 162.67 | |
Republic Services (RSG) | 0.3 | $312k | 8.0k | 39.17 | |
Parker-Hannifin Corporation (PH) | 0.3 | $315k | 2.7k | 116.45 | |
Equifax (EFX) | 0.3 | $301k | 3.1k | 97.10 | |
Wells Fargo & Company (WFC) | 0.3 | $303k | 5.4k | 56.27 | |
Visa (V) | 0.3 | $307k | 4.6k | 67.15 | |
iShares Russell Midcap Index Fund (IWR) | 0.3 | $299k | 1.8k | 170.37 | |
Proshares Tr Ii vix strmfut etf | 0.3 | $304k | 23k | 13.42 | |
Travelers Companies (TRV) | 0.3 | $289k | 3.0k | 96.82 | |
J.M. Smucker Company (SJM) | 0.3 | $293k | 2.7k | 108.52 | |
Celgene Corporation | 0.3 | $294k | 2.5k | 115.75 | |
McDonald's Corporation (MCD) | 0.3 | $272k | 2.9k | 94.94 | |
Wal-Mart Stores (WMT) | 0.3 | $276k | 3.9k | 71.01 | |
Boeing Company (BA) | 0.3 | $274k | 2.0k | 138.80 | |
PNC Financial Services (PNC) | 0.2 | $265k | 2.8k | 95.77 | |
Genesee & Wyoming | 0.2 | $259k | 3.4k | 76.18 | |
Fidelity Blue Chip Growth mf | 0.2 | $257k | 3.5k | 72.41 | |
Bristol Myers Squibb (BMY) | 0.2 | $253k | 3.8k | 66.63 | |
iShares Lehman Aggregate Bond (AGG) | 0.2 | $252k | 2.3k | 108.86 | |
Fidelity Spartan 500 Index mf | 0.2 | $247k | 3.4k | 73.10 | |
Spdr S&p 500 Etf (SPY) | 0.2 | $238k | 1.2k | 206.06 | |
Illinois Tool Works (ITW) | 0.2 | $236k | 2.6k | 91.65 | |
Harbor Fd Intl Fd mutual funds (HAINX) | 0.2 | $246k | 3.5k | 69.57 | |
Hussman Invt Tr Strat Ttl Rtn (HSTRX) | 0.2 | $241k | 21k | 11.31 | |
Inc. American Mutual Fund equity (AMRMX) | 0.2 | $245k | 6.7k | 36.34 | |
0.2 | $235k | 435.00 | 540.23 | ||
Capital Income Builders Fd Sh (CAIBX) | 0.2 | $229k | 3.9k | 58.76 | |
Pimco Stocksplus Intl Us-d open-end fund | 0.2 | $231k | 30k | 7.60 | |
JPMorgan Chase & Co. (JPM) | 0.2 | $223k | 3.3k | 67.90 | |
Cabot Oil & Gas Corporation (CTRA) | 0.2 | $218k | 6.9k | 31.59 | |
Emerson Electric (EMR) | 0.2 | $219k | 3.9k | 55.49 | |
Cohen & Steers Realty Shares (CSRSX) | 0.2 | $225k | 3.4k | 66.69 | |
Calvert Shrt Dur Inc Fd mf | 0.2 | $222k | 14k | 16.04 | |
Dreyfus Emrg Mkts mf | 0.2 | $220k | 23k | 9.45 | |
Google Inc Class C | 0.2 | $221k | 425.00 | 520.00 | |
Walgreen Boots Alliance (WBA) | 0.2 | $220k | 2.6k | 84.62 | |
Corning Incorporated (GLW) | 0.2 | $208k | 11k | 19.68 | |
CVS Caremark Corporation (CVS) | 0.2 | $207k | 2.0k | 104.86 | |
Berkshire Hathaway (BRK.A) | 0.2 | $205k | 1.00 | 205000.00 | |
Schlumberger (SLB) | 0.2 | $212k | 2.5k | 86.18 | |
Southern Company (SO) | 0.2 | $210k | 5.0k | 41.87 | |
Vanguard Total Stock Market ETF (VTI) | 0.2 | $206k | 1.9k | 107.24 | |
Dodge & Cox Fds Intl Stk Fd mutual funds | 0.2 | $206k | 4.7k | 43.86 | |
Professionally Managed Ptfl Ho | 0.2 | $205k | 10k | 20.28 | |
Bny Mellon National Interm Muni Bond mf (MINMX) | 0.2 | $210k | 16k | 13.48 | |
Janus Flexible Bd Fd mf (JAFIX) | 0.2 | $197k | 19k | 10.45 | |
Hartford Eqty Incm Fd Cl mf | 0.2 | $199k | 11k | 18.46 | |
Senior Housing Properties Trust | 0.2 | $178k | 10k | 17.59 | |
Fidelity Adv Emrg Mkts Inc- mf | 0.2 | $174k | 13k | 13.11 | |
Vanguard Totl Bd Mkt Idx-inv (VBMFX) | 0.1 | $152k | 14k | 10.74 | |
Lord Abbett Shrt Dur Inc Fd mf (LALDX) | 0.1 | $137k | 31k | 4.44 | |
Alliancebernstein Global | 0.1 | $121k | 15k | 8.33 | |
Columbia High Yield Bond Fund mf | 0.1 | $111k | 38k | 2.95 | |
Eaton Vance Hi Oppty Fnd Cl A mf | 0.1 | $97k | 21k | 4.53 | |
T Rowe Price High Yield (PRHYX) | 0.1 | $73k | 11k | 6.78 | |
Vanguard Fixed Income Secs (VWEHX) | 0.1 | $60k | 10k | 5.87 | |
Jc Data Solutions | 0.0 | $1.1k | 15k | 0.07 |