WEDGEWOOD INVESTORS INC /PA/

CIK 0001125243 · Q2 2026

13F Equity AUM

$97.4M

+11.6% QoQ

Positions

110

+11 QoQ

AUM Rank

#8,027

Top 91%

Skill Alpha (FF)

-0.0%/yr^ns

No Clear Edge

Rank #2,817 · Top 34%

vs S&P -1.8%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 18.7%Top 10: 32.8%Top 20: 54.1%

MSFT4.8%

GOOG3.7%

ERIE3.6%

SCHX3.5%

AAPL3.2%

WAB3.1%

SPY3.0%

GOOGL2.8%

IVV2.6%

NVDA2.6%

Others (100)67.3%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services30.1%

Industrials20.0%

Technology17.7%

Communication Services7.0%

Consumer Defensive6.3%

Healthcare5.5%

Energy4.4%

Consumer Cyclical3.1%

Other6.0%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 110Median: 0.45%Avg: 0.91%

0–0.5%

56(17.0%)

0.5–1%

25(17.9%)

1–3%

23(43.3%)

3–5%

6(21.8%)

5%+

0(0.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 110vs 20 funds

0%Low

110

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New13Increased19Decreased22Exited2

New Positions

MU0.4%

+366

HPE0.4%

+8K

XLK0.3%

+1K

GE0.3%

+694

AMD0.3%

+440

DWD0.3%

+1K

IWF0.2%

+2K

UNH0.2%

+561

SCHF0.2%

+8K

KEY0.2%

+9K

Increased

SCHX3.5%

+6K(+6%)

XAIX0.7%

+2K(+14%)

NVDA2.6%

+365(+3%)

GOOGL2.8%

+210(+3%)

WMT0.7%

+125(+2%)

SO0.3%

+105(+3%)

MMM0.6%

+100(+3%)

CHV0.9%

+80(+2%)

WM1.4%

+75(+1%)

MSFT4.8%

+40(+0%)

Decreased

ERIE3.6%

-2,775(-16%)

UNP2.5%

-624(-6%)

GIS0.3%

-400(-4%)

4I12.5%

-375(-3%)

MO1.9%

-360(-1%)

T0.3%

-300(-2%)

IWR0.4%

-120(-4%)

VEA0.3%

-105(-3%)

IVV2.6%

-103(-3%)

GQ91.6%

-100(-2%)

Exited

HON

-1,247

ADBE

-852

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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