WEDGEWOOD INVESTORS INC /PA/
Q1 2026 13F-HR Holdings
Net value change ($000)
-586
(-0.7%)
New positions
5
Sold out positions
11
Turnover %
6.2%
Sector allocation + QoQ delta (equities-only)
Snapshot: Change Analysis
Compared to Q4 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)
| STX | 975 | NEW |
| QQQ | 496 | NEW |
| XOM | 466 | 39.7% |
| GLW | 448 | 55.3% |
| ORCL | 414 | NEW |
| WAB | 376 | 15.5% |
| JNJ | 371 | 19.2% |
| SCHX | 338 | 13.6% |
| CVX | 257 | 32.9% |
| DE | 248 | 21.0% |
Top Reduces (Value $000, Stocks/ETFs)
| MSFT | -1,415 | -23.5% |
| ERIE | -881 | -16.9% |
| STX | -681 | -100.0% |
| INVSC QQQ TRUST SRS 1 ETF | -544 | -100.0% |
| GOOGL | -293 | -9.1% |
| NSRGY | -267 | -100.0% |
| C | -253 | -100.0% |
| Welltower Inc. | -235 | -100.0% |
| GOOGL | -232 | -10.0% |
| IWF | -218 | -100.0% |
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.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|