MondegarAI
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC

Q4 2024 · 13F-HR

WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCholdings as filed

Filed 2025-02-06 · accession 0001085146-25-000845

$2.01B
Reported value
99
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46436E718SGOVISHARES TR$161.4M8.04%1,609,202CommonSOLE
11135F101AVGOBROADCOM INC$100.8M5.02%434,830CommonSOLE
337738108FISVFISERV INC$95.4M4.75%464,203CommonSOLE
743315103PGRPROGRESSIVE CORP$91.3M4.55%381,167CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$83.9M4.18%181,179CommonSOLE
02079K305GOOGLALPHABET INC$83.8M4.17%442,655CommonSOLE
594918104MSFTMICROSOFT CORP$82.8M4.12%196,375CommonSOLE
617446448MSMORGAN STANLEY$78.1M3.89%621,077CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$78.0M3.88%274,619CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$76.6M3.82%217,735CommonSOLE
438516106HONHONEYWELL INTL INC$73.1M3.64%323,504CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$69.7M3.47%373,265CommonSOLE
437076102HDHOME DEPOT INC$65.4M3.26%168,153CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$65.3M3.25%438,234CommonSOLE
260003108DOVDOVER CORP$63.9M3.18%340,369CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$54.5M2.72%107,799CommonSOLE
235851102DHRDANAHER CORPORATION$53.8M2.68%234,187CommonSOLE
441593100HLIHOULIHAN LOKEY INC$51.1M2.54%294,145CommonSOLE
863667101SYKSTRYKER CORPORATION$50.9M2.53%140,917CommonSOLE
036752103ELVELEVANCE HEALTH INC$44.3M2.21%120,160CommonSOLE
26875P101EOGEOG RES INC$39.4M1.96%321,336CommonSOLE
H1467J104CBCHUBB LIMITED$38.2M1.90%137,831CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$38.1M1.90%129,498CommonSOLE
65339F101NEENEXTERA ENERGY INC$35.0M1.74%488,007CommonSOLE
816851109SRESEMPRA$33.2M1.66%378,979CommonSOLE
166764100CVXCHEVRON CORP NEW$32.4M1.61%223,450CommonSOLE
66987V109NVSNOVARTIS AG$31.8M1.58%326,531CommonSOLE
478160104JNJJOHNSON & JOHNSON$31.0M1.54%214,209CommonSOLE
532457108LLYELI LILLY & CO$26.1M1.30%33,807CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$17.1M0.85%71,289CommonSOLE
037833100AAPLAPPLE INC$14.8M0.74%58,947CommonSOLE
75513E101RTXRTX CORPORATION$8.0M0.40%68,744CommonSOLE
969457100WMBWILLIAMS COS INC$7.1M0.35%131,118CommonSOLE
17275R102CSCOCISCO SYS INC$6.1M0.30%102,641CommonSOLE
416515104HIGHARTFORD FINL SVCS GROUP INC$5.8M0.29%52,929CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$5.7M0.29%22,509CommonSOLE
09290D101BLKBLACKROCK INC$5.6M0.28%5,476CommonSOLE
H2906T109GRMNGARMIN LTD$5.5M0.27%26,678CommonSOLE
G29183103ETNEATON CORP PLC$5.3M0.26%15,995CommonSOLE
882508104TXNTEXAS INSTRS INC$5.1M0.26%27,375CommonSOLE
12572Q105CMECME GROUP INC$4.8M0.24%20,116CommonSOLE
209115104EDCONSOLIDATED EDISON INC$4.8M0.24%53,348CommonSOLE
78468R663BILSPDR SER TR$4.7M0.23%50,926CommonSOLE
191216100KOCOCA COLA CO$4.6M0.23%74,361CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$4.6M0.23%167,909CommonSOLE
369550108GDGENERAL DYNAMICS CORP$4.6M0.23%17,419CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$4.1M0.21%18,267CommonSOLE
92939U106WECWEC ENERGY GROUP INC$4.1M0.20%43,567CommonSOLE
842587107SOSOUTHERN CO$3.8M0.19%46,710CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$3.8M0.19%17,118CommonSOLE
031162100AMGNAMGEN INC$3.7M0.18%14,126CommonSOLE
67066G104NVDANVIDIA CORPORATION$3.5M0.17%26,099CommonSOLE
464287200IVVISHARES TR$3.5M0.17%5,898CommonSOLE
G5960L103MDTMEDTRONIC PLC$3.4M0.17%42,427CommonSOLE
704326107PAYXPAYCHEX INC$2.9M0.14%20,466CommonSOLE
942622200WSOWATSCO INC$2.8M0.14%5,919CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$2.8M0.14%21,868CommonSOLE
372460105GPCGENUINE PARTS CO$2.7M0.13%22,762CommonSOLE
717081103PFEPFIZER INC$2.2M0.11%84,259CommonSOLE
773122106ROCKET LAB USA INC$2.0M0.10%76,600CommonSOLE
713448108PEPPEPSICO INC$1.6M0.08%10,483CommonSOLE
02079K107GOOGALPHABET INC$1.0M0.05%5,387CommonSOLE
320209109FFBCFIRST FINL BANCORP OH$999,0230.05%37,166CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$869,5910.04%949CommonSOLE
922908363VOOVANGUARD INDEX FDS$833,0130.04%1,546CommonSOLE
244199105DEDEERE & CO$791,9460.04%1,862CommonSOLE
023135106AMZNAMAZON COM INC$783,6620.04%3,572CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$744,0440.04%1,413CommonSOLE
149123101CATCATERPILLAR INC$688,2710.03%1,897CommonSOLE
30231G102XOMEXXON MOBIL CORP$661,3700.03%6,148CommonSOLE
00287Y109ABBVABBVIE INC$572,0170.03%3,219CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$562,5210.03%1,241CommonSOLE
742718109PGPROCTER AND GAMBLE CO$510,9410.03%3,048CommonSOLE
29250N105ENBENBRIDGE INC$506,1900.03%11,930CommonSOLE
92826C839VVISA INC$504,3490.03%1,596CommonSOLE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$495,7860.02%6,698CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$491,6500.02%836CommonSOLE
159864107CRLCHARLES RIV LABS INTL INC$473,1300.02%2,563CommonSOLE
922908769VTIVANGUARD INDEX FDS$425,5710.02%1,468CommonSOLE
87612E106TGTTARGET CORP$409,3370.02%3,028CommonSOLE
46090E103QQQINVESCO QQQ TR$408,4730.02%799CommonSOLE
58933Y105MRKMERCK & CO INC$381,0080.02%3,803CommonSOLE
002824100ABTABBOTT LABS$367,8340.02%3,252CommonSOLE
464288679SHVISHARES TR$326,1460.02%2,962CommonSOLE
30303M102METAMETA PLATFORMS INC$296,8540.01%507CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$289,0640.01%3,791CommonSOLE
580135101MCDMCDONALDS CORP$287,2810.01%991CommonSOLE
320557101INBKFIRST INTERNET BANCORP$268,5730.01%7,450CommonSOLE
907818108UNPUNION PAC CORP$265,4390.01%1,164CommonSOLE
46436E841IBTHISHARES TR$260,6120.01%11,741CommonSOLE
025816109AXPAMERICAN EXPRESS CO$259,3950.01%874CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$255,7610.01%490CommonSOLE
68389X105ORCLORACLE CORP$248,2940.01%1,490CommonSOLE
464287507IJHISHARES TR$224,7530.01%3,607CommonSOLE
872540109TJXTJX COS INC NEW$223,7410.01%1,852CommonSOLE
46435UAA9IBDSISHARES TR$209,6030.01%8,748CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$208,8010.01%1,938CommonSOLE
231021106CMICUMMINS INC$201,1410.01%577CommonSOLE
22052L104CTVACORTEVA INC$200,7840.01%3,525CommonSOLE

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.