Wedgewood Investors Inc.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 31, 2026), Wedgewood Investors Inc. reported 110 stock positions worth $97.4 million. Its top holding was Microsoft (MSFT) at 4.8% of the portfolio, followed by Alphabet Class C (GOOG, 3.7%) and Erie Indemnity Class A (ERIE, 3.6%). Compared with Q1 2026, it opened 13 new positions, sold out of 2, added to 19 and reduced 22. The biggest buy was Seagate Technology (STX, shares +0%) and the biggest sale Erie Indemnity Class A (ERIE, shares −16%).

Most Recent 13F
Q2 2026
Location
ERIE, PA
CIK
0001125243
Portfolio Value
$97.4M (Q2 2026)
SEC Filing
0001125243-26-000003 ↗ filed Jul 31, 2026

Holdings Value

0$20.0M$40.0M$60.0M$80.0M$100.0M Q2 2024: $84.2M Q2 2024 Q3 2024: $91.6M Q3 2024 Q4 2024: $84.9M Q4 2024 Q1 2025: $84.2M Q1 2025 Q2 2025: $86.8M Q2 2025 Q3 2025: $91.2M Q3 2025 Q4 2025: $87.8M Q4 2025 Q1 2026: $87.2M Q1 2026 Q2 2026: $97.4M $97.4M Q2 2026

Holdings 110 stocks · $97.4M
MSFT Microsoft Corp. 4.79% 12,513 $4.7M Add +0.3%
GOOG Alphabet Inc. Class C 3.68% 10,130 $3.6M Reduce -0.9%
ERIE Erie Indemnity Company Class A 3.56% 14,448 $3.5M Reduce -16.1%
SCHX Schwab US Large-Cap ETF 3.52% 116,326 $3.4M Add +5.8%
AAPL Apple Inc. 3.18% 10,692 $3.1M Add +0.1%
WAB Wabtec Corp. 3.08% 11,141 $3.0M Reduce -0.4%
SPY SS SPDR S&P 500 ETF Trust-US 2.95% 3,847 $2.9M Reduce -0.3%
GOOGL Alphabet Inc. Class A 2.75% 7,504 $2.7M Add +2.9%
IVV iShares Core S&P 500 ETF 2.65% 3,448 $2.6M Reduce -2.9%
NVDA Nvidia Corp. 2.59% 12,595 $2.5M Add +3.0%
UNP Union Pacific Corp. 2.53% 9,065 $2.5M Reduce -6.4%
PM Philip Morris International 2.52% 13,564 $2.5M Reduce -2.7%
STX Seagate Technology Holdings 2.48% 2,499 $2.4M Add +0.4%
JNJ Johnson & Johnson 2.45% 9,401 $2.4M Reduce -0.3%
GLW Corning Inc. 2.43% 9,250 $2.4M No change
BRK.B Berkshire Hathaway Inc. Class B 1.96% 3,816 $1.9M No change
MO Altria Group Inc. 1.92% 25,940 $1.9M Reduce -1.4%
PH Parker Hannifin Corp. 1.77% 1,762 $1.7M No change
DE Deere & Co. 1.65% 2,540 $1.6M No change
GLD SPDR Gold Shares 1.65% 4,350 $1.6M Reduce -2.3%
LHX L3HARRIS Technologies Inc. 1.44% 4,825 $1.4M Add +0.6%
WM Waste Management Inc. 1.39% 6,081 $1.4M Add +1.3%
XOM Exxon Mobil Corp. 1.35% 9,609 $1.3M Reduce -0.7%
PG The Procter & Gamble Co. 1.28% 8,498 $1.2M No change
V Visa Inc. Class A 1.21% 3,435 $1.2M Reduce -1.4%
RTX RTX Corp. 1.12% 5,756 $1.1M No change
NSC Norfolk Southern Corp. 1.11% 3,425 $1.1M No change
CAT Caterpillar Inc. 1.04% 948 $1.0M Add +1.6%
RSG Republic Services Inc. 1.02% 4,665 $994K No change
ETN Eaton Corp. PLC 0.99% 2,260 $963K No change
IWS iShares Russell Mid-Cap Valu 0.96% 5,692 $937K Reduce -0.2%
IWP iShares Russell Mid-Cap Grow 0.94% 6,273 $918K No change
HD Home Depot Inc. 0.89% 2,447 $863K Add +0.3%
CHD Church & Dwight Co. Inc. 0.88% 8,810 $854K Reduce -0.7%
CVX Chevron Corp. 0.87% 5,095 $845K Add +1.6%
MA Mastercard Inc. Class A 0.85% 1,620 $832K No change
AMZN Amazon.com Inc. 0.81% 3,304 $787K Add +0.9%
BRK.A Berkshire Hathaway Inc. Class A 0.77% 1 $749K No change
XAIX Xtrackers AI & Big Data ETF 0.74% 12,543 $722K Add +13.8%
GWW WW Grainger Inc. 0.73% 525 $714K No change
WMT Walmart Inc. 0.71% 6,104 $691K Add +2.1%
JPM JPMorgan Chase & Co. 0.69% 2,059 $674K Add +1.5%
COP Conocophillips 0.69% 6,427 $668K No change
MAR Marriott International Class A 0.67% 1,755 $650K No change
OKE Oneok Inc. 0.66% 7,350 $639K No change
QQQ Invesco QQQ Trust Series 1 0.65% 855 $630K Reduce -0.5%
LLY Eli Lilly & Co. 0.60% 489 $587K Reduce -2.2%
PEP Pepsico Inc. 0.58% 4,197 $568K No change
PSX Phillips 66 0.58% 3,350 $566K No change
MMM 3M Co. 0.56% 3,386 $548K Add +3.0%
PPG PPG Industries Inc. 0.54% 4,349 $527K No change
NEE Nextera Energy Inc. 0.54% 5,955 $523K No change
COF Capital One Financial Corp. 0.52% 2,513 $504K No change
MCD McDonald's Corp. 0.50% 1,803 $487K No change
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.45% 1,287 $443K No change
USB US Bancorp 0.45% 7,271 $439K No change
MET Metlife Inc. 0.44% 5,095 $431K No change
ABBV Abbvie Inc. 0.44% 1,700 $428K No change
MU Micron Technology Inc. 0.43% 366 $422K New
ORCL Oracle Corp. 0.42% 2,817 $413K No change
IWM iShares Russell 2000 ETF 0.40% 1,308 $393K No change
IWN iShares Russell 2000 Value E 0.39% 1,721 $381K No change
TLT iShares 20+ Year Treasury BD 0.39% 4,372 $378K No change
FDX FedEx Corp. 0.37% 1,156 $362K No change
IWR iShares Russell Mid-Cap ETF 0.37% 3,250 $359K Reduce -3.6%
VRTX Vertex Pharmaceuticals Inc. 0.37% 720 $358K No change
HPE Hewlett Packard Enterprise 0.36% 7,851 $354K New
TMO Thermo Fisher Scientific Inc. 0.36% 700 $351K No change
ITW Illinois Tool Works 0.35% 1,275 $345K No change
SCHA Schwab US Small-Cap ETF 0.35% 9,344 $338K No change
GIS General Mills Inc. 0.34% 9,568 $333K Reduce -4.0%
TRV The Travelers Cos Inc. 0.33% 980 $324K No change
T AT&T Inc. 0.33% 15,549 $322K Reduce -1.9%
EMR Emerson Electric Co. 0.32% 2,209 $316K No change
VTI VG Morningstar TS MKT ETF-US 0.32% 850 $315K No change
SO The Southern Co. 0.32% 3,285 $314K Add +3.3%
C Citigroup Inc. 0.31% 2,165 $303K No change
WFC Wells Fargo & Co. 0.30% 3,543 $293K No change
PNC PNC Financial Services Group 0.29% 1,165 $287K No change
HPQ HP Inc. 0.29% 12,680 $278K No change
VZ Verizon Communications Inc. 0.28% 6,514 $276K No change
WELL Welltower Inc. 0.28% 1,211 $275K No change
GS Goldman Sachs Group Inc. 0.28% 271 $274K Add +1.9%
KO The Coca-Cola Co. 0.28% 3,343 $272K No change
BMY Bristol-Myers Squibb Co. 0.28% 4,705 $271K No change
QCOM Qualcomm Inc. 0.28% 1,465 $271K Reduce -6.4%
SCHB Schwab US Broad Market ETF 0.28% 9,333 $270K Add +0.2%
XLK SS Technology Select Sector 0.27% 1,396 $266K New
PFE Pfizer Inc. 0.27% 10,842 $261K No change
GE General Electric filed as GE AEROSPACE 0.27% 694 $259K New
SCHV Schwab US Large-Cap Value 0.26% 7,389 $257K No change
AMD Advanced Micro Devices 0.26% 440 $256K New
SJM The JM Smucker Co. filed as SMUCKER J M CO 0.26% 2,265 $255K No change
VEA Vanguard Ftse Developed ETF 0.26% 3,564 $254K Reduce -2.9%
ED Consolidated Edison Inc. 0.26% 2,270 $251K No change
AXP American Express Co. 0.25% 731 $247K No change
MS Morgan Stanley 0.25% 1,155 $241K New
BDX Becton Dickinson and Co. 0.25% 1,594 $241K No change
UNH Unitedhealth Group Inc. 0.24% 561 $233K New
SHEL Shell PLC-ADR 0.24% 3,000 $233K No change
IWF iShares Russell 1000 Growth 0.24% 1,844 $229K New
LOW Lowe's Cos Inc. 0.23% 1,034 $228K No change
MRK Merck & Co. Inc. 0.22% 1,701 $219K No change
KEY Keycorp 0.22% 9,223 $213K New
ADP Automatic Data Processing 0.22% 943 $211K Reduce -5.0%
SCHF Schwab Intl Equity ETF 0.22% 7,608 $211K New
GEV GE Vernova Inc. 0.21% 177 $208K New
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.21% 1,848 $202K No change
CSCO Cisco Systems Inc. 0.21% 1,710 $201K New
SHW The Sherwin-Williams Co. 0.21% 583 $201K New

Portfolio Sells Q1 2026 → Q2 2026
ERIE Erie Indemnity Company Class A Reduce -16.1% 3.56% −1.41
GLD SPDR Gold Shares Reduce -2.3% 1.65% −0.55
XOM Exxon Mobil Corp. Reduce -0.7% 1.35% −0.53
HON Honeywell International Inc. Sold out 0.00% −0.32
ADBE Adobe Inc. Sold out 0.00% −0.24
T AT&T Inc. Reduce -1.9% 0.33% −0.20
JNJ Johnson & Johnson Reduce -0.3% 2.45% −0.19
UNP Union Pacific Corp. Reduce -6.4% 2.53% −0.16
PM Philip Morris International Reduce -2.7% 2.52% −0.12
WAB Wabtec Corp. Reduce -0.4% 3.08% −0.12
GIS General Mills Inc. Reduce -4.0% 0.34% −0.08
MO Altria Group Inc. Reduce -1.4% 1.92% −0.07
CHD Church & Dwight Co. Inc. Reduce -0.7% 0.88% −0.07
ADP Automatic Data Processing Reduce -5.0% 0.22% −0.01
VEA Vanguard Ftse Developed ETF Reduce -2.9% 0.26% −0.01
IVV iShares Core S&P 500 ETF Reduce -2.9% 2.65% −0.01
IWR iShares Russell Mid-Cap ETF Reduce -3.6% 0.37% −0.01
V Visa Inc. Class A Reduce -1.4% 1.21% +0.00
IWS iShares Russell Mid-Cap Valu Reduce -0.2% 0.96% +0.01
QCOM Qualcomm Inc. Reduce -6.4% 0.28% +0.05
SPY SS SPDR S&P 500 ETF Trust-US Reduce -0.3% 2.95% +0.07
LLY Eli Lilly & Co. Reduce -2.2% 0.60% +0.08
QQQ Invesco QQQ Trust Series 1 Reduce -0.5% 0.65% +0.08
GOOG Alphabet Inc. Class C Reduce -0.9% 3.68% +0.31

Portfolio Buys Q1 2026 → Q2 2026
STX Seagate Technology Holdings Add +0.4% 2.48% +1.36
MU Micron Technology Inc. New 0.43% +0.43
HPE Hewlett Packard Enterprise New 0.36% +0.36
GOOGL Alphabet Inc. Class A Add +2.9% 2.75% +0.35
SCHX Schwab US Large-Cap ETF Add +5.8% 3.52% +0.28
CAT Caterpillar Inc. Add +1.6% 1.04% +0.28
XLK SS Technology Select Sector New 0.27% +0.27
GE General Electric New 0.27% +0.27
AMD Advanced Micro Devices New 0.26% +0.26
MS Morgan Stanley New 0.25% +0.25
UNH Unitedhealth Group Inc. New 0.24% +0.24
XAIX Xtrackers AI & Big Data ETF Add +13.8% 0.74% +0.24
IWF iShares Russell 1000 Growth New 0.24% +0.24
KEY Keycorp New 0.22% +0.22
SCHF Schwab Intl Equity ETF New 0.22% +0.22
GEV GE Vernova Inc. New 0.21% +0.21
CSCO Cisco Systems Inc. New 0.21% +0.21
SHW The Sherwin-Williams Co. New 0.21% +0.21
NVDA Nvidia Corp. Add +3.0% 2.59% +0.14
AAPL Apple Inc. Add +0.1% 3.18% +0.07
AMZN Amazon.com Inc. Add +0.9% 0.81% +0.03
GS Goldman Sachs Group Inc. Add +1.9% 0.28% +0.02
MMM 3M Co. Add +3.0% 0.56% +0.02
SCHB Schwab US Broad Market ETF Add +0.2% 0.28% +0.01
JPM JPMorgan Chase & Co. Add +1.5% 0.69% +0.01
SO The Southern Co. Add +3.3% 0.32% −0.03
HD Home Depot Inc. Add +0.3% 0.89% −0.03
WMT Walmart Inc. Add +2.1% 0.71% −0.14
WM Waste Management Inc. Add +1.3% 1.39% −0.19
CVX Chevron Corp. Add +1.6% 0.87% −0.32
LHX L3HARRIS Technologies Inc. Add +0.6% 1.44% −0.46
MSFT Microsoft Corp. Add +0.3% 4.79% −0.50

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 110$97.4MMSFT, GOOG, ERIE, SCHX, AAPL
Q1 2026 99$87.2MMSFT, ERIE, GOOG, SCHX, WAB
Q4 2025 105$87.8MMSFT, ERIE, GOOG, AAPL, SPY
Q3 2025 105$91.2MERIE, MSFT, NVDA, AAPL, SPY
Q2 2025 101$86.8MERIE, MSFT, NVDA, PM, SPY
Q1 2025 97$84.2MERIE, MSFT, AAPL, UNP, PM
Q4 2024 96$84.9MERIE, MSFT, AAPL, NVDA, SPY
Q3 2024 100$91.6MERIE, MSFT, AAPL, UNP, WAB
Q2 2024 96$84.2MERIE, MSFT, AAPL, UNP, SPY