account_balance
Investment manager · 13F filer · SEC CIK 1165805
Woodley Farra Manion Portfolio Management Inc
Reported value$1.98Bas of Sep 30, 2026
Positions134 8 new, 5 sold out
Top 10 weight37.8%MSFT alone is 5%
FiledNov 536 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MSFTMicrosoft Corp
4.9%
GOOGLAlphabet Inc.
4.3%
ASMLASML Holding NV
4.3%Trimmed −19%
AVGOBroadcom Inc.
4.3%Trimmed −4%
CBChubb Ltd
3.6%
DISWalt Disney Co
3.4%Trimmed −3%
LMTLockheed Martin Corp
3.3%
DOVDover Corp
3.2%
PGRProgressive Corp
3.2%
DRIDarden Restaurants Inc
3.1%Trimmed −4%
CARRCarrier Global Corp
3.1%
DHRDanaher Corp
3.0%
MSFTMicrosoft Corp
4.9%
GOOGLAlphabet Inc.
4.3%
ASMLASML Holding NV
4.3%
AVGOBroadcom Inc.
4.3%−4%
CBChubb Ltd
3.6%
DISWalt Disney Co
3.4%−3%
LMTLockheed Martin Corp
3.3%
DOVDover Corp
3.2%
PGRProgressive Corp
3.2%
DRIDarden Restaurants Inc
3.1%
CARRCarrier Global Corp
3.1%
DHRDanaher Corp
3.0%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MSFT Microsoft Corp 4.9% HeldGOOGL Alphabet Inc. 4.3% HeldASML ASML Holding NV 4.3% Trimmed −19%AVGO Broadcom Inc. 4.3% Trimmed −4%CB Chubb Ltd 3.6% HeldDIS Walt Disney Co 3.4% Trimmed −3%LMT Lockheed Martin Corp 3.3% HeldDOV Dover Corp 3.2% HeldPGR Progressive Corp 3.2% HeldDRI Darden Restaurants Inc 3.1% Trimmed −4%CARR Carrier Global Corp 3.1% HeldDHR Danaher Corp 3.0% Trimmed −3%
What changed
Biggest moves since Jun 30, 2026
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