Daniel J. Teed
Wedgewood Investors Inc Pa
Assets Managed
$87.211M
Holdings
99
Last Quarter
2026 - Q1
Filed Date
1mo 15d ago
Growth Rate
-0.66%(2Q avg: -2.19%)
Sustained Growth
0 quarters
Portfolio positions
This chart displays the top 10 holdings in Wedgewood Investors Inc Pa's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 99 positions.
Assets under management
The assets under management (AUM) of Wedgewood Investors Inc Pa over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 87.211M in assets, with a quarterly growth rate of -0.66% and a 2-quarter average growth rate of -2.19%. The portfolio is managed by Daniel J. Teed, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
MSFT Microsoft Corp
| 5.3% | $4.617M 12,473 shares@ $370.17 avg price | Increased 0.01% |
ERIE Erie Indemnity Company-cl A
| 4.97% | $4.328M 17,223 shares@ $251.31 avg price | Decreased -5.22% |
GOOG Alphabet Inc-cl C
| 3.37% | $2.933M 10,225 shares@ $286.87 avg price | Decreased -0.53% |
SCHX Schwab Us Large-cap Etf
| 3.24% | $2.819M 109,945 shares@ $25.65 avg price | Increased 19.24% |
WAB Wabtec Corp
| 3.21% | $2.795M 11,186 shares@ $249.91 avg price | Decreased -1.27% |
AAPL Apple Inc
| 3.11% | $2.711M 10,682 shares@ $253.8 avg price | Decreased -0.23% |
SPY Spdr S&p 500 Etf Trust
| 2.88% | $2.51M 3,860 shares@ $650.29 avg price | Decreased -1.65% |
UNP Union Pacific Corp
| 2.7% | $2.351M 9,689 shares@ $242.62 avg price | Decreased -4.78% |
IVV Ishares Core S&p 500 Etf
| 2.66% | $2.32M 3,551 shares@ $653.22 avg price | Decreased -1.44% |
PM Philip Morris International
| 2.65% | $2.305M 13,939 shares@ $165.34 avg price | Decreased -0.42% |
1-10 of 99