Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC (CIK 1165805) reported $2.05B across 121 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SGOV ($172.7M, 8.40%), GOOGL ($97.1M, 4.73%), ASML ($89.9M, 4.37%), HON ($84.6M, 4.12%), AVGO ($81.4M, 3.96%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SGOV | ISHARES TR | $172.7M | 8.40% | 1.7M | Added |
| 2 | GOOGL | ALPHABET INC | $97.1M | 4.73% | 337,675 | Trimmed |
| 3 | ASML | ASML HLDG NV | $89.9M | 4.37% | 68,065 | Trimmed |
| 4 | HON | HONEYWELL INTL INC | $84.6M | 4.12% | 374,334 | Added |
| 5 | AVGO | BROADCOM INC | $81.4M | 3.96% | 262,908 | Trimmed |
| 6 | AZNCF | ASTRAZENECA PLC | $72.8M | 3.54% | 368,969 | New |
| 7 | CB | CHUBB LTD SWITZ | $72.5M | 3.53% | 222,166 | Added |
| 8 | DOV | DOVER CORP | $72.0M | 3.50% | 345,257 | Trimmed |
| 9 | MSFT | MICROSOFT CORP | $70.8M | 3.45% | 191,374 | Added |
| 10 | ICE | INTERCONTINENTAL EXCHANGE IN | $68.4M | 3.33% | 434,894 | Added |
| 11 | SYK | STRYKER CORPORATION | $68.0M | 3.31% | 206,447 | Added |
| 12 | DRI | DARDEN RESTAURANTS INC | $66.6M | 3.24% | 339,543 | Trimmed |
| 13 | ABT | ABBOTT LABORATORIES | $66.1M | 3.22% | 643,571 | Added |
| 14 | DIS | DISNEY WALT CO | $65.5M | 3.19% | 679,921 | Trimmed |
| 15 | PGR | PROGRESSIVE CORP | $61.9M | 3.01% | 312,361 | Added |
| 16 | BJ | BJS WHSL CLUB HLDGS INC | $60.1M | 2.92% | 610,450 | Added |
| 17 | HD | HOME DEPOT INC | $56.8M | 2.76% | 172,722 | Added |
| 18 | ACN | ACCENTURE PLC IRELAND | $55.7M | 2.71% | 281,019 | Added |
| 19 | DHR | DANAHER CORP DEL | $53.0M | 2.58% | 279,215 | Added |
| 20 | NEE | NEXTERA ENERGY INC | $46.5M | 2.26% | 500,310 | Trimmed |
| 21 | NVS | NOVARTIS AG | $40.6M | 1.98% | 266,061 | Trimmed |
| 22 | SRE | SEMPRA | $39.4M | 1.92% | 402,350 | Trimmed |
| 23 | EOG | EOG RES INC | $38.0M | 1.85% | 262,797 | Trimmed |
| 24 | CHD | CHURCH & DWIGHT CO INC | $37.7M | 1.83% | 403,792 | New |
| 25 | HLI | HOULIHAN LOKEY INC | $37.0M | 1.80% | 257,692 | Added |
Source: SEC Form 13F filings · as of 2026-03-31