Wedgewood Investors as of Sept. 30, 2017
Portfolio Holdings for Wedgewood Investors
Wedgewood Investors holds 130 positions in its portfolio as reported in the September 2017 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Fmi Large Cap (FMIHX) | 5.7 | $6.8M | 305k | 22.17 | |
Erie Indemnity Company (ERIE) | 5.4 | $6.4M | 53k | 120.58 | |
Hennessy Cornerstone Mid mf | 4.9 | $5.9M | 269k | 21.82 | |
Fmi International Fund mf (FMIJX) | 4.6 | $5.5M | 163k | 33.59 | |
Guggenheim Total Return mf | 4.5 | $5.3M | 196k | 27.04 | |
Parnassus Workplace Fund etf (PARWX) | 3.6 | $4.2M | 113k | 37.58 | |
Hancock Horizon Sc Fund mf | 3.3 | $3.9M | 55k | 70.18 | |
Doubleline Fds Tr Core Fixincm (DLFNX) | 2.9 | $3.4M | 307k | 10.99 | |
Glenmede Large Cap Core mf (GTLOX) | 2.5 | $3.0M | 108k | 27.46 | |
Lord Abbett Shrt Dur Inc I F mf (LLDYX) | 2.1 | $2.5M | 584k | 4.28 | |
Sequoia Fund (SEQUX) | 2.0 | $2.4M | 13k | 182.94 | |
Philip Morris International (PM) | 2.0 | $2.3M | 21k | 111.02 | |
Harris Assoc Oakmark Fund (OAKMX) | 1.7 | $2.1M | 25k | 82.85 | |
Altria (MO) | 1.7 | $2.0M | 32k | 63.42 | |
Buffalo Science & Tech (BUFTX) | 1.7 | $2.0M | 82k | 24.26 | |
Exxon Mobil Corporation (XOM) | 1.6 | $1.9M | 24k | 81.96 | |
Thompson Plumb Bond Fund mf (THOPX) | 1.6 | $1.9M | 166k | 11.44 | |
Vanguard 500 Index Fund mut (VFINX) | 1.6 | $1.9M | 8.0k | 232.62 | |
Union Pacific Corporation (UNP) | 1.5 | $1.7M | 15k | 115.99 | |
iShares S&P 500 Index (IVV) | 1.3 | $1.6M | 6.2k | 252.89 | |
Johnson & Johnson (JNJ) | 1.3 | $1.6M | 12k | 130.00 | |
Microsoft Corporation (MSFT) | 1.2 | $1.5M | 20k | 74.48 | |
At&t (T) | 1.2 | $1.4M | 36k | 39.17 | |
Verizon Communications (VZ) | 1.2 | $1.4M | 28k | 49.48 | |
Wabtec Corporation (WAB) | 1.2 | $1.4M | 18k | 75.75 | |
3M Company (MMM) | 1.1 | $1.3M | 6.2k | 209.88 | |
Dodge & Cox Stk Fd Com mutual funds | 1.1 | $1.2M | 6.2k | 200.55 | |
Procter & Gamble Company (PG) | 1.0 | $1.2M | 13k | 90.98 | |
Oakmark Int'l (OAKIX) | 0.9 | $1.1M | 39k | 28.78 | |
Intel Corporation (INTC) | 0.8 | $934k | 25k | 38.10 | |
iShares Russell Midcap Value Index (IWS) | 0.8 | $914k | 11k | 84.90 | |
L-3 Communications Holdings | 0.8 | $901k | 4.8k | 188.38 | |
Home Depot (HD) | 0.7 | $879k | 5.4k | 163.63 | |
General Mills (GIS) | 0.7 | $877k | 17k | 51.76 | |
MasterCard Incorporated (MA) | 0.7 | $872k | 6.2k | 141.21 | |
Berkshire Hathaway (BRK.B) | 0.7 | $849k | 4.6k | 183.37 | |
Spdr S&p 500 Etf (SPY) | 0.7 | $814k | 3.2k | 251.23 | |
Scout Small Cap | 0.7 | $795k | 28k | 28.83 | |
iShares Russell Midcap Growth Idx. (IWP) | 0.7 | $779k | 6.9k | 113.21 | |
Pepsi (PEP) | 0.6 | $753k | 6.8k | 111.41 | |
Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.6 | $737k | 8.8k | 84.04 | |
Waste Management (WM) | 0.6 | $691k | 8.8k | 78.30 | |
Norfolk Southern (NSC) | 0.6 | $688k | 5.2k | 132.31 | |
Raytheon Company | 0.6 | $661k | 3.5k | 186.62 | |
Church & Dwight (CHD) | 0.6 | $664k | 14k | 48.47 | |
Chevron Corporation (CVX) | 0.6 | $649k | 5.5k | 117.49 | |
Natixis Loomis Inv Gr-y mf (LSIIX) | 0.5 | $644k | 57k | 11.31 | |
FedEx Corporation (FDX) | 0.5 | $628k | 2.8k | 225.41 | |
Deere & Company (DE) | 0.5 | $628k | 5.0k | 125.60 | |
Becton, Dickinson and (BDX) | 0.5 | $616k | 3.1k | 196.05 | |
Oneok (OKE) | 0.5 | $551k | 10k | 55.38 | |
Boeing Company (BA) | 0.5 | $534k | 2.1k | 254.41 | |
Pfizer (PFE) | 0.4 | $527k | 15k | 35.67 | |
iShares Russell 2000 Growth Index (IWO) | 0.4 | $505k | 2.8k | 178.89 | |
Republic Services (RSG) | 0.4 | $503k | 7.6k | 66.05 | |
Visa (V) | 0.4 | $497k | 4.7k | 105.23 | |
General Electric Company | 0.4 | $474k | 20k | 24.16 | |
PPG Industries (PPG) | 0.4 | $479k | 4.4k | 108.62 | |
Stanley Works | 0.4 | $479k | 3.2k | 150.87 | |
ConocoPhillips (COP) | 0.4 | $474k | 9.5k | 50.05 | |
BP (BP) | 0.4 | $435k | 11k | 38.45 | |
Parker-Hannifin Corporation (PH) | 0.4 | $430k | 2.5k | 175.15 | |
iShares Russell 2000 Index (IWM) | 0.4 | $423k | 2.9k | 148.06 | |
Phillips 66 (PSX) | 0.4 | $430k | 4.7k | 91.70 | |
Alphabet Inc Class A cs (GOOGL) | 0.4 | $428k | 440.00 | 972.73 | |
Alphabet Inc Class C cs (GOOG) | 0.4 | $422k | 440.00 | 959.09 | |
Bny Mellon Pa Interm Muni Bond mf | 0.3 | $398k | 33k | 12.15 | |
Sit Dv Gwth Fd mf | 0.3 | $401k | 23k | 17.35 | |
McDonald's Corporation (MCD) | 0.3 | $396k | 2.5k | 156.83 | |
Royal Dutch Shell | 0.3 | $382k | 6.3k | 60.56 | |
iShares Russell 2000 Value Index (IWN) | 0.3 | $380k | 3.1k | 124.26 | |
Schwab Strategic Tr us lrg cap etf (SCHX) | 0.3 | $385k | 6.4k | 60.01 | |
Travelers Companies (TRV) | 0.3 | $366k | 3.0k | 122.61 | |
Illinois Tool Works (ITW) | 0.3 | $363k | 2.5k | 148.16 | |
Celgene Corporation | 0.3 | $365k | 2.5k | 146.00 | |
PNC Financial Services (PNC) | 0.3 | $354k | 2.6k | 134.75 | |
Eaton Corporation | 0.3 | $348k | 4.5k | 76.84 | |
Cgm Realty Fund | 0.3 | $348k | 10k | 34.72 | |
Corning Incorporated (GLW) | 0.3 | $328k | 11k | 29.91 | |
British American Tobac (BTI) | 0.3 | $336k | 5.4k | 62.45 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.3 | $338k | 2.8k | 121.32 | |
JPMorgan Chase & Co. (JPM) | 0.3 | $315k | 3.3k | 95.63 | |
Equifax (EFX) | 0.3 | $323k | 3.1k | 105.90 | |
Apple (AAPL) | 0.3 | $320k | 2.1k | 154.07 | |
Vanguard Intm Term Inv Grade-i (VFICX) | 0.3 | $325k | 33k | 9.83 | |
iShares Russell Midcap Index Fund (IWR) | 0.3 | $321k | 1.6k | 197.05 | |
Thornburg Ltd Term Income mf (THIIX) | 0.3 | $317k | 24k | 13.43 | |
PowerShares QQQ Trust, Series 1 | 0.2 | $302k | 2.1k | 145.54 | |
Harding Loevner Fds Inc intl equity pr (HLMIX) | 0.2 | $294k | 13k | 22.14 | |
Hp (HPQ) | 0.2 | $292k | 15k | 19.98 | |
J.M. Smucker Company (SJM) | 0.2 | $283k | 2.7k | 104.81 | |
iShares Lehman Aggregate Bond (AGG) | 0.2 | $288k | 2.6k | 109.51 | |
T Rowe Price Mid Cap Gwth (RPMGX) | 0.2 | $287k | 3.2k | 90.11 | |
V.F. Corporation (VFC) | 0.2 | $267k | 4.2k | 63.57 | |
Wells Fargo & Company (WFC) | 0.2 | $274k | 5.0k | 55.06 | |
Berkshire Hathaway (BRK.A) | 0.2 | $275k | 1.00 | 275000.00 | |
Wal-Mart Stores (WMT) | 0.2 | $265k | 3.4k | 78.24 | |
UnitedHealth (UNH) | 0.2 | $259k | 1.3k | 196.21 | |
Bristol Myers Squibb (BMY) | 0.2 | $253k | 4.0k | 63.78 | |
Stericycle (SRCL) | 0.2 | $252k | 3.5k | 71.49 | |
Inc. American Mutual Fund equity (AMRMX) | 0.2 | $245k | 6.0k | 40.66 | |
Dowdupont | 0.2 | $244k | 3.5k | 69.12 | |
Consolidated Edison (ED) | 0.2 | $238k | 3.0k | 80.68 | |
Key (KEY) | 0.2 | $238k | 13k | 18.82 | |
Harbor Fd Intl Fd mutual funds (HAINX) | 0.2 | $233k | 3.3k | 70.14 | |
Cohen & Steers Realty Shares (CSRSX) | 0.2 | $237k | 3.6k | 66.13 | |
Pimco Stocksplus Intl Us-d open-end fund | 0.2 | $241k | 30k | 7.93 | |
Southern Company (SO) | 0.2 | $229k | 4.7k | 49.09 | |
Clorox Company (CLX) | 0.2 | $226k | 1.7k | 132.16 | |
Thermo Fisher Scientific (TMO) | 0.2 | $213k | 1.1k | 189.33 | |
Oracle Corporation (ORCL) | 0.2 | $219k | 4.5k | 48.27 | |
AmeriGas Partners | 0.2 | $211k | 4.7k | 44.89 | |
Bny Mellon National Interm Muni Bond mf (MINMX) | 0.2 | $211k | 16k | 13.55 | |
Fidelity Spartan 500 Index mf | 0.2 | $216k | 2.4k | 88.71 | |
Hartford Eqty Incm Fd Cl mf | 0.2 | $218k | 11k | 20.22 | |
Emerson Electric (EMR) | 0.2 | $201k | 3.2k | 62.81 | |
Vanguard Mun Bd Fd Inc Intr Te mutual funds (VWIUX) | 0.2 | $204k | 14k | 14.16 | |
Dreyfus Emrg Mkts mf | 0.2 | $190k | 17k | 11.14 | |
Janus Flexible Bd Fd mf (JAFIX) | 0.2 | $193k | 19k | 10.39 | |
Vanguard Totl Bd Mkt Idx-inv (VBMFX) | 0.1 | $153k | 14k | 10.81 | |
Federated Strategic Value Fund (SVAIX) | 0.1 | $153k | 24k | 6.41 | |
Fidelity Adv Emrg Mkts Inc- mf | 0.1 | $151k | 11k | 14.25 | |
Fidelity Pa Tax Free Portfolpe mutual funds | 0.1 | $149k | 13k | 11.21 | |
Hussman Invt Tr Strat Ttl Rtn (HSTRX) | 0.1 | $124k | 10k | 12.02 | |
Alliancebernstein Global | 0.1 | $122k | 15k | 8.40 | |
Columbia High Yield Bond Fund mf | 0.1 | $113k | 38k | 3.01 | |
Lord Abbett Shrt Dur Inc Fd mf (LALDX) | 0.1 | $108k | 25k | 4.27 | |
T Rowe Price High Yield (PRHYX) | 0.1 | $73k | 11k | 6.78 | |
Vanguard High Yield Corp - Adm (VWEAX) | 0.1 | $69k | 12k | 6.01 | |
Eaton Vance Hi Oppty Fnd Cl A mf | 0.1 | $56k | 12k | 4.56 |