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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 5 of 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BERKSHIRE HATHAWAY INC DEL 1,568.0 $751K 0.04% +116.0 +8.0% $479.20
82 SHV ISHARES TR 6,754.0 $746K 0.04% $110.39 -0.2%
83 BERKSHIRE HATHAWAY INC DEL 1.0 $718K 0.04% $718140.00
84 IBDR ISHARES TR 29,441.0 $714K 0.04% +6K +28.3% $24.24 -0.2%
85 CMI CUMMINS INC Industrials 1,123.0 $604K 0.03% $538.22 +33.4%
86 ISHARES TR 26,461.0 $590K 0.03% +9K +48.8% $22.28
87 RKLB ROCKET LAB CORP Industrials 8,200.0 $527K 0.03% -110K -93.1% $64.22 +68.1%
88 V VISA INC Financial Services 1,724.0 $521K 0.03% -32.0 -1.8% $302.16 +9.4%
89 STIP ISHARES TR 4,495.0 $465K 0.02% $103.43 -1.5%
90 ISHARES TR 19,560.0 $448K 0.02% +2K +9.2% $22.92
91 VTI VANGUARD INDEX FDS 1,389.0 $446K 0.02% $320.89 +14.0%
92 VGT VANGUARD WORLD FD 616.0 $430K 0.02% $697.44 -83.2%
93 QQQ INVESCO QQQ TR Financial Services 597.0 $345K 0.02% $577.18 +25.2%
94 GE GE AEROSPACE Industrials 1,102.0 $313K 0.01% -60.0 -5.2% $284.06 +25.7%
95 META META PLATFORMS INC Communication Services 533.0 $305K 0.01% +5.0 +0.9% $572.13 -0.8%
96 LRCX LAM RESEARCH CORP Technology 1,408.0 $301K 0.01% NEW $213.67 +75.1%
97 PEP PEPSICO INC Consumer Defensive 1,892.0 $294K 0.01% -36.0 -1.9% $155.29 -8.8%
98 SPY STATE STR SPDR S&P 500 ETF T Financial Services 449.0 $293K 0.01% NEW $652.13 +13.6%
99 IYJ ISHARES TR 1,949.0 $288K 0.01% $147.54 +9.5%
100 COP CONOCOPHILLIPS Energy 2,176.0 $287K 0.01% NEW $132.00 -15.7%
Page 5 of 7  ·  122 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%