MondegarAI
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC

Q2 2024 · 13F-HR

WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCholdings as filed

Filed 2024-08-14 · accession 0001085146-24-003828

$1.84B
Reported value
97
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46436E718SGOVISHARES TR$122.7M6.66%1,218,571CommonSOLE
594918104MSFTMICROSOFT CORP$88.7M4.81%198,358CommonSOLE
743315103PGRPROGRESSIVE CORP$84.0M4.56%404,170CommonSOLE
02079K305GOOGLALPHABET INC$80.5M4.37%441,875CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$72.5M3.93%187,267CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$71.3M3.87%274,901CommonSOLE
337738108FISVFISERV INC$71.1M3.86%476,846CommonSOLE
11135F101AVGOBROADCOM INC$70.7M3.84%44,011CommonSOLE
438516106HONHONEYWELL INTL INC$68.5M3.72%320,763CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$65.9M3.58%217,136CommonSOLE
260003108DOVDOVER CORP$61.5M3.34%340,954CommonSOLE
617446448MSMORGAN STANLEY$60.3M3.27%620,829CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$59.3M3.22%433,506CommonSOLE
036752103ELVELEVANCE HEALTH INC$58.8M3.19%108,433CommonSOLE
427866108HSYHERSHEY CO$58.5M3.18%318,463CommonSOLE
437076102HDHOME DEPOT INC$57.4M3.11%166,709CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$56.3M3.06%372,149CommonSOLE
235851102DHRDANAHER CORPORATION$55.8M3.03%223,009CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$54.2M2.94%106,353CommonSOLE
159864107CRLCHARLES RIV LABS INTL INC$49.5M2.69%239,771CommonSOLE
863667101SYKSTRYKER CORPORATION$47.4M2.57%138,883CommonSOLE
441593100HLIHOULIHAN LOKEY INC$40.4M2.19%299,717CommonSOLE
26875P101EOGEOG RES INC$39.7M2.15%315,096CommonSOLE
H1467J104CBCHUBB LIMITED$34.8M1.89%136,013CommonSOLE
166764100CVXCHEVRON CORP NEW$34.1M1.85%217,695CommonSOLE
66987V109NVSNOVARTIS AG$34.0M1.85%319,379CommonSOLE
532457108LLYELI LILLY & CO$30.8M1.67%34,046CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$30.7M1.67%127,953CommonSOLE
478160104JNJJOHNSON & JOHNSON$30.2M1.64%206,581CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$13.9M0.75%68,706CommonSOLE
037833100AAPLAPPLE INC$8.2M0.45%39,087CommonSOLE
75513E101RTXRTX CORPORATION$6.6M0.36%65,823CommonSOLE
969457100WMBWILLIAMS COS INC$5.6M0.30%132,133CommonSOLE
416515104HIGHARTFORD FINL SVCS GROUP INC$5.4M0.29%53,557CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$5.3M0.29%22,158CommonSOLE
882508104TXNTEXAS INSTRS INC$5.3M0.29%27,149CommonSOLE
G29183103ETNEATON CORP PLC$5.0M0.27%15,958CommonSOLE
369550108GDGENERAL DYNAMICS CORP$5.0M0.27%17,092CommonSOLE
191216100KOCOCA COLA CO$4.7M0.25%72,735CommonSOLE
17275R102CSCOCISCO SYS INC$4.7M0.25%97,932CommonSOLE
H2906T109GRMNGARMIN LTD$4.6M0.25%28,035CommonSOLE
09247X101BLKCHFBLACKROCK INC$4.3M0.24%5,499CommonSOLE
031162100AMGNAMGEN INC$4.3M0.23%13,738CommonSOLE
67066G104NVDANVIDIA CORPORATION$4.3M0.23%34,689CommonSOLE
209115104EDCONSOLIDATED EDISON INC$4.2M0.23%47,038CommonSOLE
372460105GPCGENUINE PARTS CO$3.9M0.21%28,042CommonSOLE
12572Q105CMECME GROUP INC$3.8M0.21%19,346CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$3.6M0.20%20,797CommonSOLE
842587107SOSOUTHERN CO$3.6M0.19%46,293CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$3.3M0.18%167,327CommonSOLE
92939U106WECWEC ENERGY GROUP INC$3.3M0.18%41,815CommonSOLE
G5960L103MDTMEDTRONIC PLC$3.2M0.18%40,891CommonSOLE
464287200IVVISHARES TR$3.2M0.17%5,857CommonSOLE
855244109SBUXSTARBUCKS CORP$3.0M0.16%38,828CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$2.9M0.16%21,011CommonSOLE
942622200WSOWATSCO INC$2.8M0.15%6,010CommonSOLE
704326107PAYXPAYCHEX INC$2.4M0.13%20,035CommonSOLE
713448108PEPPEPSICO INC$2.3M0.12%13,867CommonSOLE
717081103PFEPFIZER INC$2.1M0.12%76,750CommonSOLE
78468R663BILSPDR SER TR$2.1M0.12%23,129CommonSOLE
02079K107GOOGALPHABET INC$1.0M0.05%5,482CommonSOLE
320209109FFBCFIRST FINL BANCORP OH$825,8290.04%37,166CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$810,8910.04%954CommonSOLE
922908363VOOVANGUARD INDEX FDS$775,4570.04%1,545CommonSOLE
30231G102XOMEXXON MOBIL CORP$738,1810.04%6,412CommonSOLE
023135106AMZNAMAZON COM INC$713,2860.04%3,691CommonSOLE
244199105DEDEERE & CO$698,4370.04%1,862CommonSOLE
149123101CATCATERPILLAR INC$654,2140.04%1,964CommonSOLE
92826C839VVISA INC$638,1990.03%2,432CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$621,5950.03%1,409CommonSOLE
58933Y105MRKMERCK & CO INC$563,1870.03%4,521CommonSOLE
00287Y109ABBVABBVIE INC$552,1230.03%3,219CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$501,1780.03%1,232CommonSOLE
87612E106TGTTARGET CORP$448,2760.02%3,028CommonSOLE
30303M102METAMETA PLATFORMS INC$439,3550.02%871CommonSOLE
29250N105ENBENBRIDGE INC$433,2020.02%12,172CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$430,8210.02%789CommonSOLE
654106103NKENIKE INC$389,1740.02%5,138CommonSOLE
742718109PGPROCTER AND GAMBLE CO$366,3430.02%2,221CommonSOLE
922908769VTIVANGUARD INDEX FDS$362,5540.02%1,350CommonSOLE
389637109GBTCGRAYSCALE BITCOIN TR BTC$356,6020.02%6,698CommonSOLE
002824100ABTABBOTT LABS$337,9160.02%3,252CommonSOLE
773122106ROCKET LAB USA INC$308,8800.02%64,350CommonSOLE
46090E103QQQINVESCO QQQ TR$307,1260.02%640CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$303,6090.02%3,772CommonSOLE
907818108UNPUNION PAC CORP$259,2940.01%1,146CommonSOLE
291011104EMREMERSON ELEC CO$252,2670.01%2,290CommonSOLE
580135101MCDMCDONALDS CORP$248,4690.01%975CommonSOLE
046353108AZNNASTRAZENECA PLC$234,4380.01%3,006CommonSOLE
443201108HWMHOWMET AEROSPACE INC$234,2100.01%3,017CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$226,8740.01%510CommonSOLE
025816109AXPAMERICAN EXPRESS CO$223,6780.01%966CommonSOLE
68389X105ORCLORACLE CORP$218,5780.01%1,548CommonSOLE
260557103DOWDOW INC$203,9250.01%3,844CommonSOLE
872540109TJXTJX COS INC NEW$203,9060.01%1,852CommonSOLE
320557101INBKFIRST INTERNET BANCORP$201,7460.01%7,450CommonSOLE
56400P706MNKDMANNKIND CORP$93,0420.01%17,824CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.