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Portfolio (Quarterly) Guide ↗

WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC

· CIK 0001165805
13F Portfolio $2.1B AUM 122 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 14 New 46 Added 34 Reduced 6 Exited
Page 3 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ISHARES TR 26,461.0 $590K 0.03% +9K +48.8% $22.28
42 ISHARES TR 19,560.0 $448K 0.02% +2K +9.2% $22.92
43 META META PLATFORMS INC Communication Services 533.0 $305K 0.01% +5.0 +0.9% $572.13 +4.9%
44 PNC PNC FINL SVCS GROUP INC Financial Services 1,228.0 $256K 0.01% +7.0 +0.6% $208.09 +12.8%
45 BA BOEING CO Industrials 1,161.0 $231K 0.01% +155.0 +15.4% $199.03 +14.3%
46 TSLA TESLA INC Consumer Cyclical 574.0 $213K 0.01% +26.0 +4.7% $371.62 +8.9%
Page 3 of 3  ·  46 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 18.7%
Technology 18.0%
Financial Services 17.3%
Industrials 13.8%
Communication Services 8.9%
Consumer Cyclical 7.1%
Consumer Defensive 5.9%
Utilities 5.6%
Energy 4.6%
Real Estate 0.1%