Wedgewood Investors as of Dec. 31, 2017
Portfolio Holdings for Wedgewood Investors
Wedgewood Investors holds 137 positions in its portfolio as reported in the December 2017 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Fmi Large Cap (FMIHX) | 5.5 | $6.8M | 316k | 21.50 | |
Erie Indemnity Company (ERIE) | 5.3 | $6.5M | 53k | 121.84 | |
Hennessy Cornerstone Mid mf | 4.5 | $5.6M | 283k | 19.73 | |
Fmi International Fund mf (FMIJX) | 4.5 | $5.6M | 164k | 33.94 | |
Guggenheim Total Return mf | 4.5 | $5.5M | 203k | 27.19 | |
Parnassus Workplace Fund etf (PARWX) | 3.5 | $4.3M | 114k | 37.18 | |
Hancock Horizon Sc Fund mf | 3.1 | $3.8M | 57k | 67.88 | |
Doubleline Fds Tr Core Fixincm (DLFNX) | 2.7 | $3.3M | 301k | 10.96 | |
Glenmede Large Cap Core mf (GTLOX) | 2.6 | $3.2M | 113k | 28.20 | |
Lord Abbett Shrt Dur Inc I F mf (LLDYX) | 2.0 | $2.5M | 583k | 4.25 | |
Altria (MO) | 1.8 | $2.2M | 31k | 71.41 | |
Sequoia Fund (SEQUX) | 1.8 | $2.2M | 13k | 169.59 | |
Philip Morris International (PM) | 1.8 | $2.2M | 21k | 105.67 | |
Harris Assoc Oakmark Fund (OAKMX) | 1.7 | $2.1M | 25k | 84.32 | |
Union Pacific Corporation (UNP) | 1.6 | $2.0M | 15k | 134.09 | |
Vanguard 500 Index Fund mut (VFINX) | 1.6 | $2.0M | 8.0k | 246.83 | |
Buffalo Science & Tech (BUFTX) | 1.6 | $2.0M | 81k | 24.22 | |
Exxon Mobil Corporation (XOM) | 1.6 | $1.9M | 23k | 83.62 | |
Thompson Plumb Bond Fund mf (THOPX) | 1.6 | $1.9M | 167k | 11.39 | |
Johnson & Johnson (JNJ) | 1.4 | $1.7M | 12k | 139.69 | |
iShares S&P 500 Index (IVV) | 1.4 | $1.7M | 6.2k | 268.77 | |
Microsoft Corporation (MSFT) | 1.4 | $1.7M | 19k | 85.55 | |
Verizon Communications (VZ) | 1.2 | $1.4M | 27k | 52.93 | |
3M Company (MMM) | 1.2 | $1.4M | 6.0k | 235.35 | |
Wabtec Corporation (WAB) | 1.2 | $1.4M | 18k | 81.41 | |
At&t (T) | 1.1 | $1.3M | 33k | 38.88 | |
Dodge & Cox Stk Fd Com mutual funds | 1.0 | $1.3M | 6.2k | 203.55 | |
Procter & Gamble Company (PG) | 1.0 | $1.2M | 13k | 91.86 | |
Intel Corporation (INTC) | 0.9 | $1.1M | 25k | 46.16 | |
Oakmark Int'l (OAKIX) | 0.9 | $1.1M | 40k | 28.57 | |
Home Depot (HD) | 0.8 | $1.0M | 5.4k | 189.47 | |
iShares Russell Midcap Value Index (IWS) | 0.8 | $945k | 11k | 89.12 | |
MasterCard Incorporated (MA) | 0.8 | $935k | 6.2k | 151.42 | |
General Mills (GIS) | 0.8 | $939k | 16k | 59.26 | |
L-3 Communications Holdings | 0.8 | $940k | 4.8k | 197.89 | |
Berkshire Hathaway (BRK.B) | 0.8 | $918k | 4.6k | 198.27 | |
iShares Russell Midcap Growth Idx. (IWP) | 0.7 | $822k | 6.8k | 120.63 | |
Spdr S&p 500 Etf (SPY) | 0.7 | $818k | 3.1k | 266.88 | |
Pepsi (PEP) | 0.6 | $789k | 6.6k | 119.98 | |
Deere & Company (DE) | 0.6 | $775k | 5.0k | 156.57 | |
Waste Management (WM) | 0.6 | $753k | 8.7k | 86.30 | |
Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.6 | $745k | 8.7k | 85.93 | |
Scout Small Cap | 0.6 | $752k | 27k | 27.93 | |
Norfolk Southern (NSC) | 0.6 | $739k | 5.1k | 144.90 | |
Becton, Dickinson and (BDX) | 0.6 | $716k | 3.3k | 214.05 | |
Chevron Corporation (CVX) | 0.6 | $691k | 5.5k | 125.25 | |
FedEx Corporation (FDX) | 0.6 | $674k | 2.7k | 249.54 | |
Raytheon Company | 0.5 | $664k | 3.5k | 187.84 | |
Church & Dwight (CHD) | 0.5 | $667k | 13k | 50.15 | |
Natixis Loomis Inv Gr-y mf (LSIIX) | 0.5 | $660k | 60k | 11.04 | |
Boeing Company (BA) | 0.5 | $619k | 2.1k | 294.90 | |
Visa (V) | 0.4 | $539k | 4.7k | 114.12 | |
Pfizer (PFE) | 0.4 | $531k | 15k | 36.22 | |
Oneok (OKE) | 0.4 | $532k | 10k | 53.47 | |
Republic Services (RSG) | 0.4 | $515k | 7.6k | 67.63 | |
PPG Industries (PPG) | 0.4 | $515k | 4.4k | 116.78 | |
Stanley Works | 0.4 | $513k | 3.0k | 169.59 | |
iShares Russell 2000 Growth Index (IWO) | 0.4 | $515k | 2.8k | 186.73 | |
ConocoPhillips (COP) | 0.4 | $494k | 9.0k | 54.88 | |
Phillips 66 (PSX) | 0.4 | $474k | 4.7k | 101.09 | |
Parker-Hannifin Corporation (PH) | 0.4 | $470k | 2.4k | 199.58 | |
Alphabet Inc Class A cs (GOOGL) | 0.4 | $463k | 440.00 | 1052.27 | |
Alphabet Inc Class C cs (GOOG) | 0.4 | $460k | 440.00 | 1045.45 | |
BP (BP) | 0.4 | $442k | 11k | 42.04 | |
McDonald's Corporation (MCD) | 0.3 | $435k | 2.5k | 172.28 | |
iShares Russell 2000 Index (IWM) | 0.3 | $436k | 2.9k | 152.61 | |
Royal Dutch Shell | 0.3 | $420k | 6.3k | 66.67 | |
Travelers Companies (TRV) | 0.3 | $405k | 3.0k | 135.72 | |
Illinois Tool Works (ITW) | 0.3 | $409k | 2.5k | 166.94 | |
Schwab Strategic Tr us lrg cap etf (SCHX) | 0.3 | $409k | 6.4k | 63.75 | |
Bny Mellon Pa Interm Muni Bond mf | 0.3 | $396k | 33k | 12.09 | |
PNC Financial Services (PNC) | 0.3 | $377k | 2.6k | 144.22 | |
iShares Russell 2000 Value Index (IWN) | 0.3 | $385k | 3.1k | 125.90 | |
Sit Dv Gwth Fd mf | 0.3 | $387k | 23k | 16.75 | |
Equifax (EFX) | 0.3 | $360k | 3.1k | 118.03 | |
Eaton Corporation | 0.3 | $351k | 4.4k | 78.97 | |
British American Tobac (BTI) | 0.3 | $357k | 5.3k | 67.00 | |
Corning Incorporated (GLW) | 0.3 | $346k | 11k | 32.04 | |
JPMorgan Chase & Co. (JPM) | 0.3 | $349k | 3.3k | 107.02 | |
Apple (AAPL) | 0.3 | $343k | 2.0k | 169.13 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.3 | $339k | 2.8k | 121.68 | |
iShares Russell Midcap Index Fund (IWR) | 0.3 | $339k | 1.6k | 208.10 | |
Wal-Mart Stores (WMT) | 0.3 | $335k | 3.4k | 98.91 | |
General Electric Company | 0.3 | $331k | 19k | 17.46 | |
J.M. Smucker Company (SJM) | 0.3 | $335k | 2.7k | 124.07 | |
Cgm Realty Fund | 0.3 | $327k | 10k | 32.17 | |
PowerShares QQQ Trust, Series 1 | 0.3 | $323k | 2.1k | 155.66 | |
Thornburg Ltd Term Income mf (THIIX) | 0.3 | $316k | 24k | 13.39 | |
Harding Loevner Fds Inc intl equity pr (HLMIX) | 0.2 | $303k | 13k | 22.81 | |
Hp (HPQ) | 0.2 | $307k | 15k | 21.01 | |
V.F. Corporation (VFC) | 0.2 | $296k | 4.0k | 74.00 | |
Wells Fargo & Company (WFC) | 0.2 | $299k | 4.9k | 60.71 | |
Berkshire Hathaway (BRK.A) | 0.2 | $298k | 1.00 | 298000.00 | |
UnitedHealth (UNH) | 0.2 | $291k | 1.3k | 220.45 | |
Vanguard Intm Term Inv Grade-i (VFICX) | 0.2 | $289k | 30k | 9.74 | |
iShares Lehman Aggregate Bond (AGG) | 0.2 | $288k | 2.6k | 109.51 | |
T Rowe Price Mid Cap Gwth (RPMGX) | 0.2 | $270k | 3.1k | 86.93 | |
Clorox Company (CLX) | 0.2 | $254k | 1.7k | 148.54 | |
Key (KEY) | 0.2 | $253k | 13k | 20.19 | |
Celgene Corporation | 0.2 | $261k | 2.5k | 104.40 | |
Stericycle (SRCL) | 0.2 | $240k | 3.5k | 68.09 | |
Cohen & Steers Realty Shares (CSRSX) | 0.2 | $246k | 3.8k | 64.48 | |
Inc. American Mutual Fund equity (AMRMX) | 0.2 | $246k | 6.0k | 40.82 | |
Pimco Stocksplus Intl Us-d open-end fund | 0.2 | $245k | 30k | 8.07 | |
Dowdupont | 0.2 | $250k | 3.5k | 71.12 | |
Consolidated Edison (ED) | 0.2 | $236k | 2.8k | 85.05 | |
Bristol Myers Squibb (BMY) | 0.2 | $230k | 3.7k | 61.35 | |
Emerson Electric (EMR) | 0.2 | $223k | 3.2k | 69.69 | |
Southern Company (SO) | 0.2 | $224k | 4.7k | 48.17 | |
AmeriGas Partners | 0.2 | $217k | 4.7k | 46.17 | |
Harbor Fd Intl Fd mutual funds (HAINX) | 0.2 | $227k | 3.4k | 67.66 | |
Fidelity Spartan 500 Index mf | 0.2 | $223k | 2.4k | 93.27 | |
Hartford Eqty Incm Fd Cl mf | 0.2 | $218k | 11k | 20.22 | |
Adobe Systems Incorporated (ADBE) | 0.2 | $210k | 1.2k | 175.00 | |
Thermo Fisher Scientific (TMO) | 0.2 | $214k | 1.1k | 190.22 | |
Honeywell International (HON) | 0.2 | $206k | 1.3k | 153.50 | |
Oracle Corporation (ORCL) | 0.2 | $213k | 4.5k | 47.23 | |
Genesee & Wyoming | 0.2 | $213k | 2.7k | 78.89 | |
VMware | 0.2 | $207k | 1.7k | 125.08 | |
Vanguard Mun Bd Fd Inc Intr Te mutual funds (VWIUX) | 0.2 | $204k | 14k | 14.16 | |
Bny Mellon National Interm Muni Bond mf (MINMX) | 0.2 | $210k | 16k | 13.48 | |
Fidelity Blue Chip Growth mf | 0.2 | $206k | 2.3k | 87.88 | |
Citi | 0.2 | $202k | 2.7k | 74.24 | |
Dreyfus Emrg Mkts mf | 0.2 | $196k | 17k | 11.49 | |
Janus Flexible Bd Fd mf (JAFIX) | 0.1 | $184k | 18k | 10.32 | |
Calvert Shrt Dur Inc Fd mf | 0.1 | $164k | 10k | 16.07 | |
Vanguard Totl Bd Mkt Idx-inv (VBMFX) | 0.1 | $152k | 14k | 10.74 | |
Federated Strategic Value Fund (SVAIX) | 0.1 | $147k | 24k | 6.15 | |
Fidelity Adv Emrg Mkts Inc- mf | 0.1 | $148k | 11k | 13.97 | |
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 | $111k | 38k | 2.95 | |
Lord Abbett Shrt Dur Inc Fd mf (LALDX) | 0.1 | $103k | 24k | 4.27 | |
T Rowe Price High Yield (PRHYX) | 0.1 | $73k | 11k | 6.78 | |
Vanguard High Yield Corp - Adm (VWEAX) | 0.1 | $68k | 12k | 5.92 | |
Eaton Vance Hi Oppty Fnd Cl A mf | 0.1 | $56k | 12k | 4.56 |