§ 13F · FUND PROFILE
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC.
AUM · $2.1B (13F)Positions · 131Turnover · n/a · Q2Filed · Aug 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$128M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | ASML | ASML HLDG NV | 59K | $117M | 5.6% | −14% |
| 2 | AVGO | BROADCOM INC | 253K | $96M | 4.6% | −4% |
| 3 | GOOGL | ALPHABET INC | 255K | $91M | 4.4% | −24% |
| 4 | CARR | CARRIER GLOBAL CORPORATION | 1.14M | $84M | 4.0% | +81% |
| 5 | DOV | DOVER CORP | 342K | $77M | 3.7% | −1% |
| 6 | CB | CHUBB LIMITED | 222K | $76M | 3.7% | ±0% |
| 7 | MSFT | MICROSOFT CORP | 194K | $72M | 3.5% | +1% |
| 8 | AZN | ASTRAZENECA PLC | 369K | $70M | 3.4% | ±0% |
| 9 | DRI | DARDEN RESTAURANTS INC | 331K | $68M | 3.3% | −3% |
| 10 | PGR | PROGRESSIVE CORP | 309K | $67M | 3.3% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WOODLEY SIGNAL
AC read
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC is a Other fund managing $2.1 billion in assets. The fund runs a portfolio of 131 positions.
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