WEDGEWOOD INVESTORS INC /PA/

Q3 2025 13F-HR Holdings

Location
Erie, PA
Holdings as of
9/30/2025
Date filed
10/23/2025
Form type
13F-HR
Num holdings
105
Total value ($000)
$91,190
Net value change ($000)
+4,359 (5.0%)
New positions
8
Sold out positions
4
Turnover %
2.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/30/2025 Next filing: 2/4/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 638 34.1%
AAPL 519 22.4%
NVDA 507 17.5%
GOOGL 491 36.5%
JNJ 317 21.5%
LHX 278 21.8%
MSFT 245 3.9%
GLW 241 46.5%
STX 227 63.6%
BX 226 NEW
Top Reduces (Value $000, Stocks/ETFs)
ERIE -971 -12.4%
PM -343 -12.9%
VRTX -321 -100.0%
NFG -230 -100.0%
PAYX -204 -100.0%
CONSTELLATION ENERGY GROUP INC -202 -100.0%
RSG -153 -12.5%
DE -131 -10.1%
PNC -108 -34.2%
WAB -103 -4.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type