WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC

$2.1B reported 13(f) long value · latest quarter 2026-03-31 · CIK 1165805 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away: $2.1B
ALL retained default holdings for this (filer, period), including NULL-value ones: 122
positions with no comparable holding in the prior quarter (kind new), 2026-03-31: 14
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record: 6

A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ methodology §13F ↗

Position changes — into 2026-03-31

by shares · Δ value · filing link · how changes are classified §

Position changes into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	reported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated `shares_unit_mismatch`	Prev value	Curr value	Prev shares	Curr shares
position key `sid:sec:prov:e38118ea8b169e3aaee9194c66190079` · issuer key `cusip6:46436E` 0-3 MNTH TREASRY	ADD	+$42.4M	+417,354	$130M	$173M	1,298,080	1,715,434
position key `pos:15142` · issuer key `iss:89` CAP STK CL A	TRIM	−$28.5M	−63,609	$126M	$97.1M	401,284	337,675
position key `pos:11625` · issuer key `iss:2284` N Y REGISTRY SHS	TRIM	−$10.3M	−25,583	$100M	$89.9M	93,648	68,065
position key `pos:13876` · issuer key `iss:917` COM	ADD	+$19.1M	+38,304	$65.6M	$84.6M	336,030	374,334
position key `pos:12827` · issuer key `iss:323` COM	TRIM	−$11.0M	−3,926	$92.4M	$81.4M	266,834	262,908
position key `pos:17695` · issuer key `iss:2037` ORD	NEW	+$72.8M	+368,969	$0	$72.8M	—	368,969
position key `pos:11267` · issuer key `iss:2257` COM	ADD	+$28.1M	+80,196	$44.4M	$72.5M	141,970	222,166
position key `pos:15147` · issuer key `iss:604` COM	TRIM	+$4.0M	−2,925	$68.0M	$72.0M	348,182	345,257
position key `pos:11825` · issuer key `iss:1225` COM	ADD	−$18.1M	+7,565	$88.9M	$70.8M	183,809	191,374
position key `pos:16825` · issuer key `iss:987` COM	ADD	−$936K	+6,786	$69.3M	$68.4M	428,108	434,894
position key `pos:15220` · issuer key `iss:1725` COM	ADD	+$16.7M	+60,936	$51.3M	$68.0M	145,511	206,447
position key `pos:17106` · issuer key `iss:557` COM	TRIM	+$3.1M	−5,602	$63.5M	$66.6M	345,145	339,543
position key `pos:12366` · issuer key `iss:22` COM	ADD	+$9.3M	+190,619	$56.8M	$66.1M	452,952	643,571
position key `pos:17095` · issuer key `iss:588` COM	TRIM	−$15.7M	−29,007	$81.2M	$65.5M	708,928	679,921
position key `pos:11683` · issuer key `iss:1491` COM	ADD	−$7.6M	+6,953	$69.5M	$61.9M	305,408	312,361
position key `pos:16686` · issuer key `iss:213` COM	ADD	+$7.2M	+23,000	$52.9M	$60.1M	587,450	610,450
position key `pos:10715` · issuer key `iss:916` COM	ADD	−$1.6M	+2,956	$58.4M	$56.8M	169,766	172,722
position key `pos:17429` · issuer key `iss:2052` SHS CLASS A	ADD	−$4.7M	+55,952	$60.4M	$55.7M	225,067	281,019
position key `pos:15144` · issuer key `iss:556` COM	ADD	−$5.7M	+22,937	$58.7M	$53.0M	256,278	279,215
position key `pos:10718` · issuer key `iss:1311` COM	TRIM	+$6.2M	−1,464	$40.3M	$46.5M	501,774	500,310
position key `pos:14360` · issuer key `iss:1327` SPONSORED ADR	TRIM	−$42.3M	−335,851	$83.0M	$40.6M	601,912	266,061
position key `pos:14516` · issuer key `iss:1643` COM	TRIM	+$3.3M	−2,615	$36.0M	$39.4M	404,965	402,350
position key `pos:12449` · issuer key `iss:621` COM	TRIM	+$4.4M	−57,222	$33.6M	$38.0M	320,019	262,797
position key `pos:16657` · issuer key `iss:446` COM	NEW	+$37.7M	+403,792	$0	$37.7M	—	403,792
position key `pos:14976` · issuer key `iss:921` CL A	ADD	−$7.8M	+229	$44.8M	$37.0M	257,463	257,692
position key `pos:11717` · issuer key `iss:440` COM	TRIM	+$2.1M	−48,938	$34.3M	$36.4M	225,064	176,126
position key `pos:11584` · issuer key `iss:403` COM	NEW	+$35.6M	+632,287	$0	$35.6M	—	632,287
position key `pos:17983` · issuer key `iss:799` COM	ADD	−$5.8M	+3,117	$39.5M	$33.7M	152,604	155,721
position key `pos:15863` · issuer key `iss:1123` COM	TRIM	−$5.2M	−187	$34.5M	$29.4M	32,135	31,948
position key `pos:10793` · issuer key `iss:195` COM	ADD	−$5.9M	+5,704	$33.8M	$27.9M	130,356	136,060
position key `pos:18039` · issuer key `iss:1025` COM	TRIM	−$1.6M	−808	$16.2M	$14.5M	50,221	49,413
position key `pos:13215` · issuer key `iss:144` COM	ADD	−$978K	+14	$14.8M	$13.8M	54,332	54,346
position key `sid:sec:prov:4252b4f3709914f645284b0206172232` · issuer key `cusip6:78468R` STATE STREET SPD	ADD	+$952K	+10,118	$8.6M	$9.5M	93,781	103,899
position key `pos:15626` · issuer key `iss:1529` COM	TRIM	−$2.3M	−14,778	$11.1M	$8.8M	60,305	45,527
position key `pos:11944` · issuer key `iss:454` COM	TRIM	−$73.4K	−1,675	$7.8M	$7.7M	101,033	99,358
position key `pos:11354` · issuer key `iss:506` COM	ADD	+$1.2M	+2,840	$6.0M	$7.1M	60,003	62,843
position key `pos:15241` · issuer key `iss:885` COM	TRIM	−$190K	−420	$7.2M	$7.0M	51,881	51,461
position key `pos:17281` · issuer key `iss:809` COM	TRIM	+$50.6K	−196	$6.1M	$6.1M	17,975	17,779
position key `pos:10493` · issuer key `iss:471` COM	TRIM	+$528K	−33	$5.6M	$6.1M	79,559	79,526
position key `pos:15442` · issuer key `iss:356` COM	ADD	+$459K	+13	$5.6M	$6.0M	20,434	20,447
position key `pos:15592` · issuer key `iss:954` COM	ADD	+$533K	+868	$5.4M	$5.9M	21,837	22,705
position key `pos:16841` · issuer key `iss:1791` COM	TRIM	+$585K	−182	$5.2M	$5.8M	30,045	29,863
position key `pos:17839` · issuer key `iss:2093` SHS	ADD	+$647K	+108	$4.9M	$5.6M	15,523	15,631
position key `pos:11621` · issuer key `iss:1253` COM NEW	TRIM	−$93.4M	−523,992	$98.8M	$5.4M	556,628	32,636
position key `pos:14135` · issuer key `iss:1060` COM	TRIM	+$869K	−3,128	$4.4M	$5.3M	161,222	158,094
position key `pos:11610` · issuer key `iss:287` COM	ADD	−$563K	+32	$5.8M	$5.3M	5,463	5,495
position key `pos:15342` · issuer key `iss:1937` COM	TRIM	+$451K	−68	$4.7M	$5.1M	44,485	44,417
position key `pos:11671` · issuer key `iss:122` COM	ADD	+$373K	+45	$4.8M	$5.1M	14,550	14,595
position key `pos:15499` · issuer key `iss:23` COM	ADD	−$188K	+307	$5.3M	$5.1M	23,199	23,506
position key `pos:13738` · issuer key `iss:1698` COM	ADD	+$505K	+546	$4.2M	$4.7M	48,517	49,063
position key `pos:16172` · issuer key `iss:1141` COM	TRIM	−$144K	−217	$4.6M	$4.4M	18,970	18,753
position key `pos:13406` · issuer key `iss:2156` SHS	ADD	−$78.7K	+4,131	$4.5M	$4.4M	46,440	50,571
position key `pos:16894` · issuer key `iss:1354` COM	ADD	−$600K	+292	$4.9M	$4.3M	106,580	106,872
position key `pos:15818` · issuer key `iss:1742` COM	ADD	−$125K	+136	$4.2M	$4.1M	57,137	57,273
position key `pos:12349` · issuer key `iss:93` COM NEW CL A	TRIM	+$992K	−1,165	$3.1M	$4.1M	84,827	83,662
position key `pos:10307` · issuer key `iss:1012` CORE S&P500 ETF	ADD	−$24.2K	+236	$3.9M	$3.8M	5,624	5,860
position key `pos:15642` · issuer key `iss:1334` COM	ADD	−$85.6K	+929	$3.8M	$3.7M	20,482	21,411
position key `pos:16096` · issuer key `iss:1206` COM	ADD	+$2.3M	+7,400	$282K	$2.6M	922	8,322
position key `pos:10156` · issuer key `iss:1861` CL B	ADD	+$174K	+1,958	$2.3M	$2.5M	23,349	25,307
position key `pos:12698` · issuer key `iss:1230` COM	NEW	+$2.0M	+16,478	$0	$2.0M	—	16,478
position key `pos:14282` · issuer key `iss:1417` COM	ADD	−$366K	+580	$2.3M	$2.0M	20,894	21,474
position key `sid:sec:prov:d366d78eb1ada65bf74cde3ae53c629d` · issuer key `cusip6:37960A` 1-3 MONTH T-BILL	ADD	+$974K	+9,702	$933K	$1.9M	9,272	18,974
position key `pos:10136` · issuer key `iss:990` COM	TRIM	−$424K	−17	$2.3M	$1.9M	7,811	7,794
position key `sid:sec:prov:36a0da3023e53ab7ca1edd24166747ff` · issuer key `cusip6:46435U` IBDS DEC28 ETF	ADD	+$193K	+7,943	$1.7M	$1.9M	66,573	74,516
position key `sid:sec:prov:4a71b6dfa34cdbeba4ded30a6459d58a` · issuer key `cusip6:46436E` IBONDS DEC 29	ADD	+$682K	+29,617	$1.2M	$1.9M	50,497	80,114
position key `pos:13386` · issuer key `iss:1257` COM NEW	ADD	+$215K	+1	$1.6M	$1.8M	4,241	4,242
position key `pos:13599` · issuer key `iss:1035` COM	TRIM	+$225K	−162	$1.5M	$1.7M	7,052	6,890
position key `pos:17821` · issuer key `iss:89` CAP STK CL C	TRIM	−$222K	−285	$1.6M	$1.4M	5,197	4,912
position key `pos:13432` · issuer key `iss:411` COM	TRIM	+$164K	−117	$1.0M	$1.2M	1,819	1,702
position key `sid:sec:prov:4cb6a3f06761d13528088c4eb3d37c8e` · issuer key `cusip6:46435U` IBONDS 27 ETF	ADD	+$343K	+14,192	$751K	$1.1M	30,912	45,104
position key `pos:12030` · issuer key `iss:525` COM	ADD	+$250K	+122	$829K	$1.1M	961	1,083
position key `pos:14552` · issuer key `iss:711` COM	ADD	+$322K	+72	$755K	$1.1M	6,273	6,345
position key `sid:sec:prov:127f0021d8310eeeecdea8298c5f12e5` · issuer key `cusip6:922908` S&P 500 ETF SHS	ADD	+$17.3K	+111	$1.0M	$1.1M	1,659	1,770
position key `pos:14175` · issuer key `iss:95` COM	ADD	+$78.3K	+818	$942K	$1.0M	4,082	4,900
position key `pos:13471` · issuer key `iss:562` COM	ADD	+$173K	+1	$823K	$996K	1,762	1,763
position key `sid:sec:prov:fec1409b20af860a558420c5aa8a41f4` · issuer key `cusip6:320209` COM	TRIM	−$149K	−10,000	$1.1M	$989K	45,466	35,466
position key `pos:14143` · issuer key `iss:748` COM	TRIM	−$1.2M	−14,435	$2.1M	$907K	30,695	16,260
position key `sid:sec:prov:17753c4d7b1a4c6a9096a312a7f86b0b` · issuer key `cusip6:46436E` IBONDS 29 TRM TS	ADD	+$311K	+14,349	$530K	$841K	24,135	38,484
position key `pos:14206` · issuer key `iss:1193` CL A	ADD	−$38.4K	+140	$868K	$830K	1,521	1,661
position key `sid:sec:prov:be332591a56bef4dbf18730507a4b1e6` · issuer key `cusip6:46436E` IBONDS 27 TRM TS	ADD	+$89.0K	+4,021	$676K	$765K	30,095	34,116
position key `pos:11205` · issuer key `iss:255` CL B NEW	ADD	+$21.5K	+116	$730K	$751K	1,452	1,568
position key `sid:sec:prov:18b24b40b9b042d1996f48cc2c275a28` · issuer key `cusip6:46435G` IBONDS DEC2026	ADD	+$158K	+6,489	$556K	$714K	22,952	29,441
position key `pos:11393` · issuer key `iss:545` COM	TRIM	+$30.0K	−2	$574K	$604K	1,125	1,123
position key `sid:sec:prov:de05fd035435cc78e273fb582f83e4f9` · issuer key `cusip6:46436E` IBONDS 28 TRM TS	ADD	+$192K	+8,676	$398K	$590K	17,785	26,461
position key `pos:12940` · issuer key `iss:1567` COM	TRIM	−$7.7M	−110,000	$8.2M	$527K	118,200	8,200
position key `pos:12848` · issuer key `iss:1921` COM CL A	TRIM	−$94.8K	−32	$616K	$521K	1,756	1,724
position key `pos:13685` · issuer key `cusip6:46436E` IBONDS 26 TRM TS	ADD	+$38.6K	+1,652	$410K	$448K	17,908	19,560
position key `pos:12944` · issuer key `cusip6:922908` TOTAL STK MKT	TRIM	−$20.7K	−2	$466K	$446K	1,391	1,389
position key `sid:sec:prov:e10fb4f0bf62f2cd6470d7f399584bca` · issuer key `cusip6:92204A` INF TECH ETF	ADD	−$34.2K	+1	$464K	$430K	615	616
position key `pos:11173` · issuer key `iss:995` UNIT SER 1	TRIM	−$22.8K	−1	$367K	$345K	598	597
position key `pos:12492` · issuer key `iss:810` COM NEW	TRIM	−$45.5K	−60	$358K	$313K	1,162	1,102
position key `pos:11390` · issuer key `iss:720` CL A	ADD	−$43.6K	+5	$349K	$305K	528	533
position key `pos:10455` · issuer key `iss:1091` COM NEW	NEW	+$301K	+1,408	$0	$301K	—	1,408
position key `pos:13833` · issuer key `iss:1435` COM	TRIM	+$14.3K	−36	$279K	$294K	1,928	1,892
position key `pos:11570` · issuer key `iss:1599` TR UNIT	NEW	+$293K	+449	$0	$293K	—	449
position key `pos:15035` · issuer key `iss:505` COM	NEW	+$287K	+2,176	$0	$287K	—	2,176
position key `pos:17782` · issuer key `iss:2255` ORD SHS	NEW	+$284K	+3,767	$0	$284K	—	3,767
position key `pos:14191` · issuer key `iss:1855` COM	ADD	+$13.8K	+3	$267K	$281K	1,155	1,158
position key `pos:17899` · issuer key `iss:1745` COM	TRIM	−$12.8K	−153	$293K	$280K	1,909	1,756
position key `pos:14081` · issuer key `iss:2235` SHS	NEW	+$276K	+662	$0	$276K	—	662

Flags: no row carries a flag.

1–20 of the 100 changes on this page

Mark-to-market only (no share change) · 8

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
position key `pos:16685` · issuer key `iss:1013` TRUST ISHARE 0-1	NO CHANGE	+$1.6K	$744K	$746K	6,754	6,754
position key `pos:11020` · issuer key `iss:255` CL A	NO CHANGE	−$36.7K	$755K	$718K	1	1
position key `sid:sec:prov:3810be70acbc4a9e01193709ab22fd3e` · issuer key `cusip6:46429B` 0-5 YR TIPS ETF	NO CHANGE	+$4.7K	$460K	$465K	4,495	4,495
position key `pos:11488` · issuer key `iss:1012` US INDUSTRIALS	NO CHANGE	−$1.2K	$289K	$288K	1,949	1,949
position key `sid:sec:prov:f9847f926cc8ba822f007d2f0d0c4c8d` · issuer key `cusip6:48662X` COM SHS	NO CHANGE	−$11.1K	$272K	$260K	18,447	18,447
position key `pos:12684` · issuer key `iss:650` COM	NO CHANGE	+$30.2K	$229K	$259K	4,780	4,780
position key `pos:16949` · issuer key `iss:431` COM	NO CHANGE	−$34.2K	$253K	$219K	1,269	1,269
position key `sid:sec:prov:09ff8016d20589307cf35a231870fe34` · issuer key `cusip6:74640Y` COM	NO CHANGE	−$893	$21.0K	$20.2K	30,480	30,480

Flags: no row carries a flag.

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Truncated by Public Filings. Changes compare every position with a security identifier, new and exited included; holdings without one are counted, not compared. methodology §13F ↗

Reported positions — 2026-03-31

1–100 of 111 issuers · $2.1B disclosed value over 122 rows · 0 undisclosed-value rows

View

This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.

This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.

a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing

Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.

value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0

—

ISHARES TR

6 positions · 6 reported rows

Rows WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC reported for ISHARES TR, as it reported them
ISHARES TR · 0-3 MNTH TREASRY CUSIP 46436E718 src ↗	$173M	1,715,434
ISHARES TR · IBONDS DEC 29 CUSIP 46436E205 src ↗	$1.9M	80,114
ISHARES TR · IBONDS 29 TRM TS CUSIP 46436E825 src ↗	$841K	38,484
ISHARES TR · IBONDS 27 TRM TS CUSIP 46436E841 src ↗	$765K	34,116
ISHARES TR · IBONDS 28 TRM TS CUSIP 46436E833 src ↗	$590K	26,461
ISHARES TR · IBONDS 26 TRM TS CUSIP — src ↗	$448K	19,560

ticker not yet mapped

$177M

1,914,169

8.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALPHABET INC

2 positions · 2 reported rows

Rows WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC reported for ALPHABET INC, as it reported them
ALPHABET INC · CAP STK CL A CUSIP — src ↗	$97.1M	337,675
ALPHABET INC · CAP STK CL C CUSIP — src ↗	$1.4M	4,912

$98.5M

342,587

4.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ASML HLDG NV · N Y REGISTRY SHS CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

$89.9M

68,065

4.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HONEYWELL INTL INC · COM CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

$84.6M

374,334

4.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BROADCOM INC · COM CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

$81.4M

262,908

4.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ASTRAZENECA PLC · ORD CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

$72.8M

368,969

3.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHUBB LTD SWITZ · COM CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

$72.5M

222,166

3.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DOVER CORP · COM CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

$72.0M

345,257

3.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICROSOFT CORP · COM CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

$70.8M

191,374

3.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTERCONTINENTAL EXCHANGE IN · COM CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

$68.4M

434,894

3.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STRYKER CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

$68.0M

206,447

3.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DARDEN RESTAURANTS INC · COM CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

$66.6M

339,543

3.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ABBOTT LABORATORIES · COM CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

$66.1M

643,571

3.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DISNEY WALT CO · COM CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

$65.5M

679,921

3.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PROGRESSIVE CORP · COM CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

$61.9M

312,361

3.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BJS WHSL CLUB HLDGS INC · COM CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

$60.1M

610,450

2.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HOME DEPOT INC · COM CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

$56.8M

172,722

2.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ACCENTURE PLC IRELAND · SHS CLASS A CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

$55.7M

281,019

2.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DANAHER CORP DEL · COM CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

$53.0M

279,215

2.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NEXTERA ENERGY INC · COM CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

$46.5M

500,310

2.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NOVARTIS AG · SPONSORED ADR CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

$40.6M

266,061

2.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SEMPRA · COM CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

$39.4M

402,350

1.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EOG RES INC · COM CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

$38.0M

262,797

1.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHURCH & DWIGHT CO INC · COM CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

$37.7M

403,792

1.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HOULIHAN LOKEY INC · CL A CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

$37.0M

257,692

1.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHEVRON CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

$36.4M

176,126

1.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CARRIER GLOBAL CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

$35.6M

632,287

1.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GALLAGHER ARTHUR J & CO · COM CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

$33.7M

155,721

1.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ELI LILLY & CO · COM CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

$29.4M

31,948

1.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AUTOMATIC DATA PROCESSING IN · COM CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

$27.9M

136,060

1.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JPMORGAN CHASE & CO · COM CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

$14.5M

49,413

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLE INC · COM CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

$13.8M

54,346

0.7%

—

SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R663
2026-03-31 filed 2026-05-08 +38d

src ↗

ticker not yet mapped

$9.5M

103,899

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

RTX CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

$8.8M

45,527

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CISCO SYS INC · COM CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

$7.7M

99,358

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CONSOLIDATED EDISON INC · COM CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

$7.1M

62,843

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HARTFORD INSURANCE GROUP INC · COM CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

$7.0M

51,461

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GENERAL DYNAMICS CORP · COM CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

$6.1M

17,779

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COCA COLA CO · COM CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

$6.1M

79,526

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CME GROUP INC · COM CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

$6.0M

20,447

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ILLINOIS TOOL WKS INC · COM CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

$5.9M

22,705

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TEXAS INSTRS INC · COM CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

$5.8M

29,863

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EATON CORP PLC · SHS CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

$5.6M

15,631

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MORGAN STANLEY · COM NEW CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

$5.4M

32,636

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

KINDER MORGAN INC DEL · COM CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

$5.3M

158,094

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BLACKROCK INC · COM CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

$5.3M

5,495

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WEC ENERGY GROUP INC · COM CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

$5.1M

44,417

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMGEN INC · COM CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

$5.1M

14,595

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ABBVIE INC · COM CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

$5.1M

23,506

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SOUTHERN CO · COM CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

$4.7M

49,063

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LOWES COS INC · COM CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

$4.4M

18,753

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MEDTRONIC PLC · SHS CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

$4.4M

50,571

0.2%

—

ISHARES TR

3 positions · 3 reported rows

Rows WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC reported for ISHARES TR, as it reported them
ISHARES TR · CORE S&P500 ETF CUSIP — src ↗	$3.8M	5,860
ISHARES TR · US INDUSTRIALS CUSIP — src ↗	$288K	1,949
ISHARES TR · CORE S&P MCP ETF CUSIP — src ↗	$239K	3,537

ticker not yet mapped

$4.4M

11,346

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

OLD REP INTL CORP · COM CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

$4.3M

106,872

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SYSCO CORP · COM CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

$4.1M

57,273

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

KINETIK HOLDINGS INC · COM NEW CL A CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

$4.1M

83,662

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NVIDIA CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

$3.7M

21,411

0.2%

—

ISHARES TR

2 positions · 2 reported rows

Rows WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC reported for ISHARES TR, as it reported them
ISHARES TR · IBDS DEC28 ETF CUSIP 46435U515 src ↗	$1.9M	74,516
ISHARES TR · IBONDS 27 ETF CUSIP 46435UAA9 src ↗	$1.1M	45,104

ticker not yet mapped

$3.0M

119,620

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MCDONALDS CORP · COM CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

$2.6M

8,322

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UNITED PARCEL SVCS INC · CL B CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

$2.5M

25,307

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MID-AMER APT CMNTYS INC · COM CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

$2.0M

16,478

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PAYCHEX INC · COM CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

$2.0M

21,474

0.1%

—

GLOBAL X FDS · 1-3 MONTH T-BILL CUSIP 37960A438
2026-03-31 filed 2026-05-08 +38d

src ↗

ticker not yet mapped

$1.9M

18,974

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTERNATIONAL BUSINESS MACHS · COM CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

$1.9M

7,794

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MOTOROLA SOLUTIONS INC · COM NEW CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

$1.8M

4,242

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JOHNSON & JOHNSON · COM CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

$1.7M

6,890

0.1%

—

VANGUARD INDEX FDS

2 positions · 2 reported rows

Rows WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC reported for VANGUARD INDEX FDS, as it reported them
VANGUARD INDEX FDS · S&P 500 ETF SHS CUSIP 922908363 src ↗	$1.1M	1,770
VANGUARD INDEX FDS · TOTAL STK MKT CUSIP — src ↗	$446K	1,389

ticker not yet mapped

$1.5M

3,159

0.1%

BERKSHIRE HATHAWAY INC DEL

2 positions · 2 reported rows

Rows WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC reported for BERKSHIRE HATHAWAY INC DEL, as it reported them
BERKSHIRE HATHAWAY INC DEL · CL B NEW CUSIP — src ↗	$751K	1,568
BERKSHIRE HATHAWAY INC DEL · CL A CUSIP — src ↗	$718K	1

$1.5M

1,569

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CATERPILLAR INC · COM CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

$1.2M

1,702

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COSTCO WHOLESALE CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

$1.1M

1,083

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EXXON MOBIL CORP · COM CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

$1.1M

6,345

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMAZON COM INC · COM CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

$1.0M

4,900

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DEERE & CO · COM CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

$996K

1,763

0.0%

—

1ST FINL BANCORP · COM CUSIP 320209109
2026-03-31 filed 2026-05-08 +38d

src ↗

ticker not yet mapped

$989K

35,466

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

FISERV INC · COM CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

$907K

16,260

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MASTERCARD INCORPORATED · CL A CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

$830K

1,661

0.0%

—

ISHARES TR · TRUST ISHARE 0-1 CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

ticker not yet mapped

$746K

6,754

0.0%

—

ISHARES TR · IBONDS DEC2026 CUSIP 46435GAA0
2026-03-31 filed 2026-05-08 +38d

src ↗

ticker not yet mapped

$714K

29,441

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CUMMINS INC · COM CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

$604K

1,123

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ROCKET LAB CORP · COM CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

$527K

8,200

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VISA INC · COM CL A CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

$521K

1,724

0.0%

—

ISHARES TR · 0-5 YR TIPS ETF CUSIP 46429B747
2026-03-31 filed 2026-05-08 +38d

src ↗

ticker not yet mapped

$465K

4,495

0.0%

—

VANGUARD WORLD FD · INF TECH ETF CUSIP 92204A702
2026-03-31 filed 2026-05-08 +38d

src ↗

ticker not yet mapped

$430K

616

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INVESCO QQQ TR · UNIT SER 1 CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

$345K

597

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GE AEROSPACE · COM NEW CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

$313K

1,102

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

META PLATFORMS INC · CL A CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

$305K

533

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LAM RESEARCH CORP · COM NEW CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

$301K

1,408

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PEPSICO INC · COM CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

$294K

1,892

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STATE STR SPDR S&P 500 ETF T · TR UNIT CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

$293K

449

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CONOCOPHILLIPS · COM CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

$287K

2,176

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALCON AG · ORD SHS CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

$284K

3,767

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UNION PAC CORP · COM CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

$281K

1,158

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TJX COS INC NEW · COM CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

$280K

1,756

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TRANE TECHNOLOGIES PLC · SHS CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

$276K

662

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LOCKHEED MARTIN CORP · COM CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

$271K

449

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMERICAN EXPRESS CO · COM CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

$262K

865

0.0%

—

KAYNE ANDERSON BDC INC · COM SHS CUSIP 48662X105
2026-03-31 filed 2026-05-08 +38d

src ↗

ticker not yet mapped

$260K

18,447

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ENBRIDGE INC · COM CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

$259K

4,780

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PNC FINL SVCS GROUP INC · COM CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

$256K

1,228

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PROCTER & GAMBLE CO · COM CUSIP —
2026-03-31 filed 2026-05-08 +38d

src ↗

$249K

1,727

0.0%

1–20 of the 100 issuers on this page

Change kind and share change are in Position changes above; Congress overlap is planned.

One line per issuer, largest first; a row with no issuer key stands on its own line. Open a line for its rows as this filer reported them. The list holds every row this filer reported for the quarter. Issuer totals on the holders pages count each manager's own report once; that never removes a row here. how positions are grouped ↗

Book shape

2026-03-31 · concentration · vs tracked median · tick = median

Top-25 concentration: 81.5%above median 80.0%
Concentration index: 324 bpsbelow median 446 bps
Positions with value: 122 / 122median book 97.5 positions

Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.

holdings whose <value> did not parse — retained and counted, never zero-filled: 0 · share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 81.5% · integer Herfindahl–Hirschman index in basis points over disclosed position values: 324 · QoQ moves: 128

Filing history

AVAILABLE QUARTERS

Available filing periods
Period	Source
2026-03-31	EDGAR ↗

PLANNED sector rotation · Congress overlap · signals for this filer

Complete source filings on SEC EDGAR

The complete filing on EDGAR.

The position list above is served from the published Public Filings build, each position as this filer reported it; where the page cannot embed every reported row, the list says how many it leaves out. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Public Filings decided on 2026-08-01 to serve this list from its published build; filings newer than this build are on EDGAR.

Open WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC's 13F filings on SEC EDGAR ↗

Notes on this data

Reported positions

Quarter-end holdings as filed

Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.

Share changes

Compare consecutive quarters

Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.

Coverage

A snapshot, not current holdings

Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).