Institutions / Woodley Farra Manion Portfolio Management Inc
Woodley Farra Manion Portfolio Management Inc
CIK 1165805 · Institution · as of Mar 31, 2026
Portfolio value
$2.05B
Positions
122
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$2.05B-2.1%Positions
122+7.0%Top holdings
Mar 31, 2026View all 122 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $172.68M | 8.4% |
| Alphabet Inc. | $97.10M | 4.7% |
| Asml Hldg NV | $89.90M | 4.4% |
| Honeywell International Inc | $84.61M | 4.1% |
| Broadcom Inc. | $81.37M | 4.0% |
| Astrazeneca PLC | $72.77M | 3.5% |
| Chubb Ltd | $72.55M | 3.5% |
| DOVER Corp | $71.97M | 3.5% |
| Microsoft Corp | $70.84M | 3.4% |
| Intercontinental Exchange, Inc. | $68.40M | 3.3% |
| Stryker Corp | $68.02M | 3.3% |
| Darden Restaurants Inc | $66.56M | 3.2% |
| Abbott Laboratories | $66.08M | 3.2% |
| Walt Disney Co | $65.53M | 3.2% |
| Progressive CORP/OH | $61.92M | 3.0% |
| BJ's Wholesale Club Holdings, Inc. | $60.08M | 2.9% |
| Home Depot, Inc. | $56.81M | 2.8% |
| Accenture plc | $55.72M | 2.7% |
| Danaher Corp /De | $53.04M | 2.6% |
| Nextera Energy Inc | $46.47M | 2.3% |
| Novartis AG | $40.64M | 2.0% |
| Sempra | $39.36M | 1.9% |
| Eog Resources Inc | $37.99M | 1.8% |
| Church & Dwight Co Inc /De | $37.68M | 1.8% |
| Houlihan Lokey Inc | $37.01M | 1.8% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | Morgan Stanley Common stock | $-86.23M | -524K -94.14% | 32,636 0.26% of portfolio | high |
| Q1 2026 as of | New | G0593M107 Common stock | $72.77M | +369K | 368,969 3.54% of portfolio | high |
| Q1 2026 as of | Exit | 046353108 Common stock | $-68.72M | -748K -100.00% | 0 | high |
| Q1 2026 as of | Trim | 66987V109 Common stock | $-51.30M | -336K -55.80% | 266,061 1.98% of portfolio | high |
| Q1 2026 as of | Add | 46436E718 Common stock | $42.01M | +417K +32.15% | 1,715,434 8.40% of portfolio | medium |
| Q1 2026 as of | New | Church & Dwight Co Inc /De Common stock | $37.68M | +404K | 403,792 1.83% of portfolio | medium |
| Q1 2026 as of | New | CARRIER GLOBAL Corp Common stock | $35.60M | +632K | 632,287 1.73% of portfolio | medium |
| Q1 2026 as of | Trim | N07059210 Common stock | $-33.79M | -26K -27.32% | 68,065 4.37% of portfolio | medium |
| Q1 2026 as of | Add | Chubb Ltd Common stock | $26.19M | +80K +56.49% | 222,166 3.53% of portfolio | medium |
| Q1 2026 as of | Add | Stryker Corp Common stock | $20.08M | +61K +41.88% | 206,447 3.31% of portfolio | medium |