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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
# Ticker Company Sector Shares Value ↓ % Port Status
1 ASTRAZENECA PLC 747,560 $68.7M 3.27% SOLD
2 BR BROADRIDGE FINL SOLUTIONS IN Technology 19,085 $4.3M 0.20% SOLD
3 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 6,073 $415K 0.02% SOLD
4 ORCL ORACLE CORP Technology 1,525 $297K 0.01% SOLD
5 BSX BOSTON SCIENTIFIC CORP Healthcare 2,488 $237K 0.01% SOLD
6 BAC BANK AMERICA CORP Financial Services 3,918 $215K 0.01% SOLD
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%