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Woodley Farra Manion Portfolio Management Inc.
Woodley Farra Manion Portfolio Management, Inc. is an SEC-registered investment advisory firm founded in 1995 and headquartered in Indianapolis, Indiana. The firm provides discretionary and non-discretionary investment management services to individual and institutional clients, tailoring portfolios according to client requirements. With an estimated 17 employees, its leadership team includes principals such as Donald F. Woodley, George S. Farra, and Michael P. Manion. The firm emphasizes personalized portfolio management using internal research and direct investments in stocks and bonds.
Investment Strategy
Woodley Farra Manion primarily creates diversified portfolios holding 25-30 individual stocks in various industries, focusing on large-cap companies with a market capitalization of at least one billion dollars at purchase. The firm employs internal research to select financially strong companies expected to deliver growing sales and earnings, with an emphasis on value and dividend-paying stocks. Their two main strategies, the Core Value Portfolio and Dividend Portfolio, aim for competitive total returns and downside risk management, occasionally utilizing fixed income securities such as Treasuries and municipal bonds.
Latest 13F Filing Activity
Woodley Farra Manion Portfolio Management Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 114 equity positions with a total 13F market value of $2B. The fund increased holdings in Astrazeneca PLC, Broadcom Inc., Asml Holding N V among other positions. Woodley Farra Manion Portfolio Management Inc. reduced exposure to Johnson & Johnson, Ishares TR, Fiserv Inc. among others.
Top Holdings
Equity Positions (114)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SGOV | ISHARES TR | 5.34% | $113.7M | 1,128,985 | $100.38 | $100.69 | -$31.5M |
A AVGO | BROADCOM INC | 5.21% | $110.9M | 402,306 | $57.27 | $275.65 | +$41.1M |
M MSFT | MICROSOFT CORP | 4.60% | $97.9M | 196,864 | $61.60 | $497.41 | +$24.1M |
D DIS | DISNEY WALT CO | 4.41% | $93.9M | 757,113 | $101.95 | $124.01 | +$28.8M |
M MS | MORGAN STANLEY | 4.08% | $86.9M | 616,575 | $79.87 | $140.86 | +$14.7M |
Industry Allocation
Investment Team (9)
| Name | Role | Location | |
|---|---|---|---|
D Don Woodley | Principal | Indianapolis, IN , United States | |
 | Principal | Indianapolis, IN , United States | |
 | Portfolio Manager and Research Analyst | Indianapolis, IN , United States | |
 | Portfolio Manager and Research Analyst | Indianapolis, IN , United States | |
K Kyle Harlemert | Portfolio Manager and Research Analyst | Indianapolis, IN , United States | |
M Michael Manion | Principal | Indianapolis, IN , United States | |
 | Portfolio Manager | Indianapolis, IN , United States | |
 | Research Analyst | Indianapolis, IN , United States | |
N Natalia De Ugarte Munoz | Investment Analyst | Indianapolis, IN , United States |
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