MondegarAI
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC

Q3 2024 · 13F-HR

WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCholdings as filed

Filed 2024-11-12 · accession 0001085146-24-005515

$1.99B
Reported value
98
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46436E718SGOVISHARES TR$119.0M5.99%1,181,167CommonSOLE
743315103PGRPROGRESSIVE CORP$98.7M4.97%388,953CommonSOLE
337738108FISVFISERV INC$85.3M4.30%475,058CommonSOLE
594918104MSFTMICROSOFT CORP$84.6M4.26%196,502CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$83.8M4.22%186,076CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$77.3M3.89%274,717CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$77.0M3.88%217,798CommonSOLE
11135F101AVGOBROADCOM INC$75.5M3.80%437,642CommonSOLE
02079K305GOOGLALPHABET INC$73.2M3.69%441,180CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$70.2M3.53%436,707CommonSOLE
437076102HDHOME DEPOT INC$69.4M3.50%171,276CommonSOLE
438516106HONHONEYWELL INTL INC$66.4M3.34%320,986CommonSOLE
260003108DOVDOVER CORP$65.1M3.28%339,608CommonSOLE
617446448MSMORGAN STANLEY$64.8M3.26%621,239CommonSOLE
036752103ELVELEVANCE HEALTH INC$64.6M3.25%124,204CommonSOLE
235851102DHRDANAHER CORPORATION$64.2M3.24%230,882CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$62.6M3.15%107,012CommonSOLE
427866108HSYHERSHEY CO$62.0M3.12%323,339CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$60.9M3.07%371,319CommonSOLE
863667101SYKSTRYKER CORPORATION$50.7M2.56%140,153CommonSOLE
441593100HLIHOULIHAN LOKEY INC$47.1M2.37%297,957CommonSOLE
159864107CRLCHARLES RIV LABS INTL INC$46.3M2.33%235,151CommonSOLE
H1467J104CBCHUBB LIMITED$39.5M1.99%136,410CommonSOLE
26875P101EOGEOG RES INC$39.0M1.97%317,397CommonSOLE
66987V109NVSNOVARTIS AG$37.2M1.87%323,100CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$35.7M1.80%128,338CommonSOLE
478160104JNJJOHNSON & JOHNSON$34.3M1.73%211,895CommonSOLE
166764100CVXCHEVRON CORP NEW$33.0M1.66%223,928CommonSOLE
532457108LLYELI LILLY & CO$29.7M1.50%33,537CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$14.4M0.73%68,300CommonSOLE
037833100AAPLAPPLE INC$9.0M0.46%38,773CommonSOLE
75513E101RTXRTX CORPORATION$8.0M0.40%65,638CommonSOLE
416515104HIGHARTFORD FINL SVCS GROUP INC$6.3M0.32%53,121CommonSOLE
969457100WMBWILLIAMS COS INC$6.0M0.30%132,097CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$5.9M0.30%22,316CommonSOLE
882508104TXNTEXAS INSTRS INC$5.6M0.28%27,066CommonSOLE
209115104EDCONSOLIDATED EDISON INC$5.5M0.27%52,359CommonSOLE
G29183103ETNEATON CORP PLC$5.3M0.27%15,983CommonSOLE
191216100KOCOCA COLA CO$5.3M0.27%73,044CommonSOLE
17275R102CSCOCISCO SYS INC$5.3M0.27%99,154CommonSOLE
09247X101BLKCHFBLACKROCK INC$5.2M0.26%5,491CommonSOLE
369550108GDGENERAL DYNAMICS CORP$5.2M0.26%17,098CommonSOLE
H2906T109GRMNGARMIN LTD$4.8M0.24%27,070CommonSOLE
031162100AMGNAMGEN INC$4.4M0.22%13,755CommonSOLE
12572Q105CMECME GROUP INC$4.4M0.22%19,800CommonSOLE
78468R663BILSPDR SER TR$4.3M0.22%46,667CommonSOLE
842587107SOSOUTHERN CO$4.2M0.21%46,208CommonSOLE
92939U106WECWEC ENERGY GROUP INC$4.1M0.21%42,637CommonSOLE
372460105GPCGENUINE PARTS CO$3.9M0.20%27,774CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$3.9M0.20%17,963CommonSOLE
G5960L103MDTMEDTRONIC PLC$3.8M0.19%41,490CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$3.7M0.19%169,428CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$3.6M0.18%16,507CommonSOLE
464287200IVVISHARES TR$3.2M0.16%5,527CommonSOLE
67066G104NVDANVIDIA CORPORATION$3.1M0.16%25,821CommonSOLE
942622200WSOWATSCO INC$3.0M0.15%6,012CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$2.9M0.14%20,918CommonSOLE
704326107PAYXPAYCHEX INC$2.7M0.14%20,219CommonSOLE
717081103PFEPFIZER INC$2.4M0.12%81,231CommonSOLE
713448108PEPPEPSICO INC$2.3M0.12%13,797CommonSOLE
320209109FFBCFIRST FINL BANCORP OH$937,6990.05%37,166CommonSOLE
02079K107GOOGALPHABET INC$916,5610.05%5,482CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$841,3340.04%949CommonSOLE
922908363VOOVANGUARD INDEX FDS$817,7860.04%1,545CommonSOLE
244199105DEDEERE & CO$779,8060.04%1,862CommonSOLE
149123101CATCATERPILLAR INC$768,1660.04%1,964CommonSOLE
30231G102XOMEXXON MOBIL CORP$722,3420.04%6,162CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$702,6780.04%1,423CommonSOLE
023135106AMZNAMAZON COM INC$698,5520.04%3,749CommonSOLE
773122106ROCKET LAB USA INC$648,0180.03%66,600CommonSOLE
00287Y109ABBVABBVIE INC$635,6890.03%3,219CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$571,6430.03%1,242CommonSOLE
58933Y105MRKMERCK & CO INC$521,4600.03%4,561CommonSOLE
29250N105ENBENBRIDGE INC$484,4780.02%11,930CommonSOLE
87612E106TGTTARGET CORP$471,9560.02%3,028CommonSOLE
92826C839VVISA INC$438,7760.02%1,596CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$425,3440.02%739CommonSOLE
742718109PGPROCTER AND GAMBLE CO$389,2670.02%2,247CommonSOLE
922908769VTIVANGUARD INDEX FDS$384,8840.02%1,355CommonSOLE
002824100ABTABBOTT LABS$370,7610.02%3,252CommonSOLE
389637109GBTCGRAYSCALE BITCOIN TR BTC$338,2490.02%6,698CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$337,8170.02%3,791CommonSOLE
46090E103QQQINVESCO QQQ TR$312,7980.02%640CommonSOLE
580135101MCDMCDONALDS CORP$301,7700.02%991CommonSOLE
30303M102METAMETA PLATFORMS INC$290,2280.01%507CommonSOLE
907818108UNPUNION PAC CORP$286,9030.01%1,164CommonSOLE
320557101INBKFIRST INTERNET BANCORP$255,6840.01%7,450CommonSOLE
68389X105ORCLORACLE CORP$253,8960.01%1,490CommonSOLE
025816109AXPAMERICAN EXPRESS CO$250,5890.01%924CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$250,5480.01%510CommonSOLE
291011104EMREMERSON ELEC CO$250,4580.01%2,290CommonSOLE
046353108AZNNASTRAZENECA PLC$236,7690.01%3,039CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$223,5670.01%1,939CommonSOLE
872540109TJXTJX COS INC NEW$217,6850.01%1,852CommonSOLE
260557103DOWDOW INC$209,9980.01%3,844CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$208,1400.01%2,005CommonSOLE
22052L104CTVACORTEVA INC$207,2350.01%3,525CommonSOLE
56400P706MNKDMANNKIND CORP$112,1130.01%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.