Arkolith/Funds/Woodley Farra Manion Portfolio Management Inc

Woodley Farra Manion Portfolio Management Inc

CIK 1165805
Holdings as of Mar 31, 2026·disclosed May 8, 2026·~38-day 13F lag·13F-HR
Active Filer

Woodley Farra Manion Portfolio Management Inc holds a diversified book of 122 stocks worth $2.1B as of Q1 2026 (disclosed May 8, 2026, a ~45-day 13F lag). This quarter they opened AstraZeneca PLC and trimmed Alphabet Inc-CL A. Their largest long position is Ishares 0-3 Month Treasury B at 8% of the equity book.

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Use Arkolith to show WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC's latest
holdings, largest changes, and filing provenance.
Opened
14
new positions
Added to
58
existing
Trimmed
42
reduced
Sold out
5
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
26%
Top 10 holdings
43%
Top 20 holdings
72%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

90% mapped to company sectors

Information Technology
20%
Health Care
17%
Financials
16%
Industrials
14%
Consumer Discretionary
13%
ETF / fund or unclassified
10%
Utilities
5%
Energy
4%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

122 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
0-3 MNTH TREASRY
$172.7M1.72M
8.4%
+32%
Added · +417K sh
2Alphabet Inc
CAP STK CL A
$97.1M337.7K
4.7%
−16%
Reduced · −64K sh
3ASML Hldg NV
N Y REGISTRY SHS
$89.9M68.1K
4.4%
−27%
Reduced · −26K sh
4Honeywell Intl Inc
COM
$84.6M374.3K
4.1%
+11%
Added · +38K sh
5Broadcom Inc
COM
$81.4M262.9K
4.0%
−1.5%
Reduced · −4K sh
6AstraZeneca PLC
ORD
$72.8M369.0K
3.5%
New
New position
7Chubb Ltd Switz
COM
$72.5M222.2K
3.5%
+56%
Added · +80K sh
8Dover Corp
COM
$72.0M345.3K
3.5%
−0.8%
Reduced · −3K sh
9Microsoft Corp
COM
$70.8M191.4K
3.4%
+4.1%
Added · +8K sh
10Intercontinental Exchange In
COM
$68.4M434.9K
3.3%
+1.6%
Added · +7K sh
11Stryker Corporation
COM
$68.0M206.4K
3.3%
+42%
Added · +61K sh
12Darden Restaurants Inc
COM
$66.6M339.5K
3.2%
−1.6%
Reduced · −6K sh
13Abbott Laboratories
COM
$66.1M643.6K
3.2%
+42%
Added · +191K sh
14Disney Walt Co
COM
$65.5M679.9K
3.2%
−4.1%
Reduced · −29K sh
15Progressive Corp
COM
$61.9M312.4K
3.0%
+2.3%
Added · +7K sh
16BJS WHSL Club Hldgs Inc
COM
$60.1M610.5K
2.9%
+3.9%
Added · +23K sh
17Home Depot Inc
COM
$56.8M172.7K
2.8%
+1.7%
Added · +3K sh
18Accenture PLC Ireland
SHS CLASS A
$55.7M281.0K
2.7%
+25%
Added · +56K sh
19Danaher Corp Del
COM
$53.0M279.2K
2.6%
+8.9%
Added · +23K sh
20NextEra Energy Inc
COM
$46.5M500.3K
2.3%
−0.3%
Reduced · −1K sh
21Novartis AG
SPONSORED ADR
$40.6M266.1K
2.0%
−56%
Reduced · −336K sh
22Sempra
COM
$39.4M402.4K
1.9%
−0.6%
Reduced · −3K sh
23Eog Res Inc
COM
$38.0M262.8K
1.8%
−18%
Reduced · −57K sh
24Church & Dwight Co Inc
COM
$37.7M403.8K
1.8%
New
New position
25Houlihan Lokey Inc
CL A
$37.0M257.7K
1.8%
+0.1%
Added · +229 sh
26Chevron Corporation
COM
$36.4M176.1K
1.8%
−22%
Reduced · −49K sh
27Carrier Global Corporation
COM
$35.6M632.3K
1.7%
New
New position
28Gallagher Arthur J & Co
COM
$33.7M155.7K
1.6%
+2.0%
Added · +3K sh
29Eli Lilly & Co
COM
$29.4M31.9K
1.4%
−0.6%
Reduced · −187 sh
30Automatic Data Processing In
COM
$27.9M136.1K
1.4%
+4.4%
Added · +6K sh
31JPMorgan Chase & Co
COM
$14.5M49.4K
0.7%
−1.6%
Reduced · −808 sh
32Apple Inc
COM
$13.8M54.3K
0.7%
~0%
Added · +14 sh
33SPDR Series Trust
STATE STREET SPD
$9.5M103.9K
0.5%
+11%
Added · +10K sh
34RTX Corporation
COM
$8.8M45.5K
0.4%
−25%
Reduced · −15K sh
35Cisco Sys Inc
COM
$7.7M99.4K
0.4%
−1.6%
Reduced · −2K sh
36Consolidated Edison Inc
COM
$7.1M62.8K
0.3%
+4.7%
Added · +3K sh
37Hartford Insurance Group Inc
COM
$7.0M51.5K
0.3%
−0.8%
Reduced · −420 sh
38General Dynamics Corp
COM
$6.1M17.8K
0.3%
−1.1%
Reduced · −196 sh
39Coca Cola Co
COM
$6.1M79.5K
0.3%
~0%
Reduced · −33 sh
40Cme Group Inc
COM
$6.0M20.4K
0.3%
+0.1%
Added · +13 sh
41Illinois Tool WKS Inc
COM
$5.9M22.7K
0.3%
+4.0%
Added · +868 sh
42Texas Instrs Inc
COM
$5.8M29.9K
0.3%
−0.6%
Reduced · −182 sh
43Eaton Corp PLC
SHS
$5.6M15.6K
0.3%
+0.7%
Added · +108 sh
44Morgan Stanley
COM NEW
$5.4M32.6K
0.3%
−94%
Reduced · −524K sh
45Kinder Morgan Inc Del
COM
$5.3M158.1K
0.3%
−1.9%
Reduced · −3K sh
46BlackRock Inc
COM
$5.3M5.5K
0.3%
+0.6%
Added · +32 sh
47Wec Energy Group Inc
COM
$5.1M44.4K
0.3%
−0.1%
Reduced · −68 sh
48Amgen Inc
COM
$5.1M14.6K
0.2%
+0.3%
Added · +45 sh
49Abbvie Inc
COM
$5.1M23.5K
0.2%
+1.3%
Added · +307 sh
50Southern Co
COM
$4.7M49.1K
0.2%
+1.1%
Added · +546 sh
Showing 50 of 122 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 8, 2026122$2.1B13F-HR
Q4 2025Dec 31, 2025Feb 12, 2026114$2.1B13F-HR
Q3 2025Sep 30, 2025Nov 10, 2025117$2.1B13F-HR
Q2 2025Jun 30, 2025Aug 8, 2025114$2.1B13F-HR
Q1 2025Mar 31, 2025May 8, 2025113$2.0B13F-HR
Q4 2024Dec 31, 2024Feb 6, 202599$2.0B13F-HR
Q3 2024Sep 30, 2024Nov 12, 202498$2.0B13F-HR
Q2 2024Jun 30, 2024Aug 14, 202497$1.8B13F-HR
Q1 2024Mar 31, 2024May 10, 2024104$1.8B13F-HR
Q4 2023Dec 31, 2023Feb 14, 2024100$1.7B13F-HR
Q3 2023Sep 30, 2023Nov 14, 2023100$1.5B13F-HR
Q2 2023Jun 30, 2023Aug 14, 202399$1.6B13F-HR
Q1 2023Mar 31, 2023May 10, 202392$1.5B13F-HR
Q4 2022Dec 31, 2022Feb 13, 202392$1.4B13F-HR
Q3 2022Sep 30, 2022Nov 14, 202291$1.2B13F-HR
Q2 2022Jun 30, 2022Jul 22, 202290$1.2B13F-HR
Q1 2022Mar 31, 2022May 5, 202299$1.3B13F-HR
Q4 2021Dec 31, 2021Feb 10, 2022102$1.4B13F-HR
Q3 2021Sep 30, 2021Nov 12, 202194$1.2B13F-HR
Q2 2021Jun 30, 2021Aug 10, 202199$1.3B13F-HR
Q1 2021Mar 31, 2021May 10, 202199$1.2B13F-HR
Q4 2020Dec 31, 2020Feb 5, 202188$1.1B13F-HR
Q3 2020Sep 30, 2020Nov 5, 202081$958.1M13F-HR
Q2 2020Jun 30, 2020Aug 12, 2020448$957.1M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.