WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC
CIK: 0001165805SEC EDGAR →
Portfolio Value
$2.1B
Holdings
114
As of
Q4 2025
New Positions
10
Closed Positions
7
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 1,298,080 | $130.3M | 6.21% |
| 2 | ALPHABET INC | 401,284 | $125.6M | 5.98% |
| 3 | ASML HOLDING N V | 93,648 | $100.2M | 4.77% |
| 4 | MORGAN STANLEY | 556,628 | $98.8M | 4.71% |
| 5 | BROADCOM INC | 266,834 | $92.4M | 4.40% |
| 6 | MICROSOFT CORP | 183,809 | $88.9M | 4.23% |
| 7 | NOVARTIS AG | 601,912 | $83.0M | 3.95% |
| 8 | DISNEY WALT CO | 708,928 | $81.2M | 3.87% |
| 9 | PROGRESSIVE CORP | 305,408 | $69.5M | 3.31% |
| 10 | INTERCONTINENTAL EXCHANGE IN | 428,108 | $69.3M | 3.30% |
Quarterly Changes
Top Buys
New Positions (7)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 35 | $464.0M | 22.1% |
| Technology | 14 | $384.4M | 18.3% |
| Healthcare | 12 | $286.8M | 13.7% |
| Communication Services | 4 | $208.8M | 9.9% |
| Industrials | 16 | $202.9M | 9.7% |
| Unknown | 8 | $192.7M | 9.2% |
| Consumer Cyclical | 8 | $128.3M | 6.1% |
| Utilities | 5 | $91.2M | 4.3% |
| Energy | 6 | $76.4M | 3.6% |
| Consumer Defensive | 6 | $64.0M | 3.0% |