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Portfolio (Quarterly) Guide ↗

WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC

· CIK 0001165805
13F Portfolio $2.1B AUM Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 114 New
Page 6 of 6  ·  114 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 UNP UNION PAC CORP Industrials 1,155.0 $267K 0.01% NEW $231.32 +15.6%
102 PNC PNC FINL SVCS GROUP INC Financial Services 1,221.0 $255K 0.01% NEW $208.73 +12.4%
103 CRL CHARLES RIV LABS INTL INC Healthcare 1,269.0 $253K 0.01% NEW $199.48 -7.4%
104 PG PROCTER AND GAMBLE CO Consumer Defensive 1,721.0 $247K 0.01% NEW $143.34 +6.4%
105 TSLA TESLA INC Consumer Cyclical 548.0 $246K 0.01% NEW $449.56 -10.0%
106 BSX BOSTON SCIENTIFIC CORP Healthcare 2,488.0 $237K 0.01% NEW $95.35 -50.8%
107 LMT LOCKHEED MARTIN CORP Industrials 487.0 $235K 0.01% NEW $483.37 +10.9%
108 IJH ISHARES TR 3,542.0 $234K 0.01% NEW $65.99 +15.1%
109 PM PHILIP MORRIS INTL INC Consumer Defensive 1,440.0 $233K 0.01% NEW $161.87 +13.7%
110 ENB ENBRIDGE INC Energy 4,780.0 $229K 0.01% NEW $47.83 +16.4%
111 MRK MERCK & CO INC Healthcare 2,101.0 $223K 0.01% NEW $106.12 +8.5%
112 BA BOEING CO Industrials 1,006.0 $218K 0.01% NEW $217.12 +4.8%
113 BAC BANK AMERICA CORP Financial Services 3,918.0 $215K 0.01% NEW $55.00 +3.3%
114 PRPL PURPLE INNOVATION INC Consumer Cyclical 30,480.0 $21K 0.00% NEW $0.69 -39.2%
Page 6 of 6  ·  114 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
Financial Services 21.9%
Technology 20.5%
Healthcare 16.0%
Industrials 11.3%
Communication Services 11.1%
Consumer Cyclical 6.8%
Utilities 4.9%
Energy 4.1%
Consumer Defensive 3.4%