Woodley Farra Manion Portfolio Management
$2.1B 13F equity value
138 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Woodley Farra Manion Portfolio Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| ASML | ASML HLDG NV | 58,763 | $117M | 5.6% |
| AVGO | BROADCOM INC | 253,209 | $96M | 4.6% |
| GOOGL | ALPHABET INC | 254,969 | $91M | 4.4% |
| CARR | CARRIER GLOBAL CORPORATION | 1,142,186 | $84M | 4.0% |
| DOV | DOVER CORP | 342,077 | $77M | 3.7% |
| CB | CHUBB LIMITED | 222,421 | $76M | 3.7% |
| MSFT | MICROSOFT CORP | 193,545 | $72M | 3.5% |
| AZN | ASTRAZENECA PLC | 369,477 | $70M | 3.4% |
| DRI | DARDEN RESTAURANTS INC | 330,950 | $68M | 3.3% |
| PGR | PROGRESSIVE CORP | 308,948 | $67M | 3.3% |
Track Woodley Farra Manion Portfolio Management's 13F portfolio: $2.1B in reported holdings, 138 positions. Top holdings and quarterly changes on SentiSense.
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