WEDGEWOOD INVESTORS INC /PA/

Q2 2026 13F-HR Holdings

Location
Erie, PA
Holdings as of
6/30/2026
Date filed
7/31/2026
Form type
13F-HR
Num holdings
110
Total value ($000)
$97,361
Net value change ($000)
+10,150 (11.6%)
New positions
13
Sold out positions
2
Turnover %
3.9%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q1 2026
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 1,437 147.4%
GLW 1,105 87.8%
GOOGL 646 22.0%
SCHX 604 21.4%
GOOGL 585 27.9%
MU 422 NEW
NVDA 387 18.1%
AAPL 383 14.1%
SPY 363 14.5%
HPE 354 NEW
Top Reduces (Value $000, Stocks/ETFs)
ERIE -864 -20.0%
XOM -327 -19.9%
GLD -313 -16.3%
HON -282 -100.0%
LHX -253 -15.3%
ADBE -207 -100.0%
CVX -193 -18.6%
COP -180 -21.2%
T -137 -29.8%
PEP -84 -12.9%
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