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Wedgewood Investors Inc. /pa/
Wedgewood Investors, Inc. is an independent Registered Investment Advisor (RIA) headquartered in Erie, Pennsylvania. Founded in 1984, the firm is one of the oldest independent investment advisory firms in the industry, offering unbiased investment advice and portfolio management services to individuals and institutions. Wedgewood operates as a fee-only advisor with a focus on transparency and long-term partnerships. The firm comprises experienced portfolio managers and investment counselors, serving clients seeking tailored wealth and investment management solutions.
Investment Strategy
Wedgewood Investors employs a value-oriented, long-term investment strategy, primarily investing in U.S. public equities. The firm focuses on capital appreciation for clients by targeting undervalued companies with strong growth prospects. By operating as a fee-only, independent advisor, Wedgewood aligns its interests with those of clients, providing unbiased and tailored investment advice without commissions or trailing fees.
Latest 13F Filing Activity
Wedgewood Investors Inc. /pa/ filed their most recent 13F report on Sep 30, 2025 disclosing 99 equity positions with a total 13F market value of $91M. The fund increased holdings in Alphabet Inc. Class C, Apple Inc., Nvidia Corp. among other positions. Wedgewood Investors Inc. /pa/ reduced exposure to Erie Indemnity Co., Philip Morris Int'l, Vertex Pharmaceuticals among others.
Top Holdings
Equity Positions (99)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
E ERIE | Erie Indemnity Co | 7.51% | $6.8M | 21,523 | $364.30 | $318.16 | -$971.7K |
M MSFT | Microsoft Corp | 7.09% | $6.5M | 12,487 | $456.72 | $517.95 | +$244.5K |
N NVDA | Nvidia Corp | 3.73% | $3.4M | 18,210 | $124.34 | $186.58 | +$506.4K |
A AAPL | Apple Inc. | 3.11% | $2.8M | 11,147 | $216.75 | $254.63 | +$519.7K |
S SPY | SPDR S&P 500 ETF | 2.99% | $2.7M | 4,099 | $545.57 | $666.18 | +$167.2K |
Industry Allocation
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