WF
| |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC13F | |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | |
| Last update 2025-05-08 | 113 Stocks (16 new) |
| Value $2.01 Bil | Turnover 9 % |
WOODLEY FARRA MANION PORTFOLIO... Top Holdings of 2025-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SGOV | iShares 0-3 Month Treasury Bond ETF | 1,442,066 | 145,172.8 | -10.39% | 7.220 | -0.84% | 0.310 | +1.07% | +2.36% | 51,007.6 | ||
PGR | Progressive Corp | 365,691 | 103,494.3 | -4.06% | 5.150 | -0.18% | 0.060 | -4.73% | +4.35% | 143,695.2 | Insurance | |
FI | Fiserv Inc | 443,684 | 97,978.7 | -4.42% | 4.870 | -0.21% | 0.080 | -20.24% | -19.45% | 91,736.6 | Software | |
AJG | Arthur J. Gallagher & Co | 274,490 | 94,764.9 | -0.05% | 4.710 | 0% | 0.110 | -3.30% | +9.02% | 78,925.8 | Insurance | |
BJ | BJ's Wholesale Club Holdings Inc | 694,935 | 79,292.1 | New Holding | 3.940 | +3.94% | 0.530 | -8.16% | +17.20% | 13,828.3 | Retail - Defensive | |
DRI | Darden Restaurants Inc | 377,167 | 78,360.2 | +1.05% | 3.900 | +0.04% | 0.320 | +5.68% | +13.22% | 24,202.2 | Restaurants | |
ICE | Intercontinental Exchange Inc | 442,404 | 76,314.7 | +0.95% | 3.800 | +0.04% | 0.080 | +16.94% | +22.01% | 103,717.4 | Capital Markets | |
MSFT | Microsoft Corp | 196,783 | 73,870.4 | +0.21% | 3.670 | +0.01% | 0.000 | +42.29% | +21.48% | 3,791,043.3 | Software | |
MS | Morgan Stanley | 618,209 | 72,126.5 | -0.46% | 3.590 | -0.02% | 0.040 | +33.21% | +13.38% | 224,471.1 | Capital Markets | |
HON | Honeywell International Inc | 333,647 | 70,649.8 | +3.14% | 3.510 | +0.11% | 0.050 | +21.72% | +5.22% | 151,306.9 | Conglomerates |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC's Historical Top Holdings Breakdowns
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
MSI | Motorola Solutions Inc | 2025-03-31 | Reduce Reduce | -4.00% | 411.73 ($446.17) 482.1 | $420.91 | -5.66% | Reduce -95.72% | 7,752 | -173,427 | |
BJ | BJ's Wholesale Club Holdings Inc | 2025-03-31 | New Buy New Buy | +3.94% | 88 ($102.97) 115.5 | $104.72 | 1.70% | New holding | 694,935 | 694,935 | |
DIS | The Walt Disney Co | 2025-03-31 | New Buy New Buy | +3.24% | 96.87 ($107.47) 114 | $120.84 | 12.44% | New holding | 659,777 | 659,777 | |
UNH | UnitedHealth Group Inc | 2025-03-31 | Reduce Reduce | -2.69% | 461.52 ($511.2) 548.18 | $282.14 | -44.81% | Reduce -98.89% | 1,201 | -106,598 | |
SGOV | iShares 0-3 Month Treasury Bond ETF | 2025-03-31 | Reduce Reduce | -0.84% | 100.34 ($100.51) 100.68 | $100.60 | 0.09% | Reduce -10.39% | 1,442,066 | -167,136 | |
WMB | Williams Companies Inc | 2025-03-31 | Sold Out Sold Out | -0.35% | 54.02 ($57.24) 61.09 | $57.68 | 0.77% | Sold Out | 0 | -131,118 | |
AVGO | Broadcom Inc | 2025-03-31 | Reduce Reduce | -0.21% | 167.43 ($211.65) 244.7 | $288.21 | 36.17% | Reduce -4.17% | 416,716 | -18,114 | |
FI | Fiserv Inc | 2025-03-31 | Reduce Reduce | -0.21% | 200.51 ($218.93) 237.79 | $165.46 | -24.42% | Reduce -4.42% | 443,684 | -20,519 | |
ORI | Old Republic International Corp | 2025-03-31 | New Buy New Buy | +0.20% | 33.46 ($36.67) 39.22 | $36.46 | -0.57% | New holding | 104,194 | 104,194 | |
PGR | Progressive Corp | 2025-03-31 | Reduce Reduce | -0.18% | 235.61 ($261.55) 291.22 | $245.13 | -6.28% | Reduce -4.06% | 365,691 | -15,476 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC Total Holding History ($B)
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC's Asset Allocation
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC's Hypothetical Growth since 2025-03-31
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC's Holdings Heat Map
Size field:
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC's Holdings Bubble Chart
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC News
- 1
Discussions on WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC
No discussions yet.
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers