WEDGEWOOD INVESTORS INC /PA/

Q3 2026 13F-HR Holdings

Location
Erie, PA
Holdings as of
9/30/2026
Date filed
10/28/2026
Form type
13F-HR
Num holdings
106
Total value ($000)
$97,638
Net value change ($000)
+277 (0.3%)
New positions
5
Sold out positions
9
Turnover %
6.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/31/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
MSFT 1,806 38.7%
EXXONMOBIL HOLDINGS CORP 1,564 NEW
ONEOK INC NEW 627 NEW
SPY 510 17.8%
NVDA 393 15.6%
AAPL 374 12.1%
PSX 289 51.1%
SCHX 221 6.5%
CRWD 212 NEW
MRVL 204 NEW
Top Reduces (Value $000, Stocks/ETFs)
XOM -1,314 -100.0%
GLW -941 -39.8%
ERIE -892 -25.8%
OKE -639 -100.0%
LHX -260 -18.5%
MO -244 -13.1%
IWF -229 -100.0%
LOW -228 -100.0%
KEY -213 -100.0%
GEV -208 -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.
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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