Filed: 11/10/2025ACC: 0001165805-25-000002
📋 What this filing means
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC filed this quarterly 13F‑HR report disclosing 117 equity positions with a total reported market value of $2.12B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
117
Positions
$2.12B
Total AUM (reported)
12.84M
Total Shares
Allocation by class
COM$1.45B68.2%
SPONSORED ADR$135.57M6.4%
CAP STK CL A$101.33M4.8%
0-3 MNTH TREASRY$96.45M4.5%
COM NEW$93.67M4.4%
N Y REGISTRY SHS$93.43M4.4%
CL A$55.41M2.6%
Portfolio Concentration
Top 3$306.18M14.4%
4–10$591.02M27.8%
11–25$845.56M39.8%
Rest$379.41M17.9%
Top 3 weight
14.4%
Top 10 weight
42.3%
Voting Authority Distribution
Total shares with voting rights: 12.84M
Sole
Full voting authority
12.84M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole117
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings117
Rows:
BROADCOM INC
SOLEShares328.59K
TypeSH
Market value$108.40M
5.11%
Sole
328.59K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares416.80K
TypeSH
Market value$101.33M
4.77%
Sole
416.80K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares957.76K
TypeSH
Market value$96.45M
4.54%
Sole
957.76K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares185.61K
TypeSH
Market value$96.14M
4.53%
Sole
185.61K
Shared
0.00
None
0.00
ASML HOLDING N V
SOLEShares96.51K
TypeSH
Market value$93.43M
4.40%
Sole
96.51K
Shared
0.00
None
0.00
MORGAN STANLEY
SOLEShares571.88K
TypeSH
Market value$90.91M
4.28%
Sole
571.88K
Shared
0.00
None
0.00
DISNEY WALT CO
SOLEShares725.21K
TypeSH
Market value$83.04M
3.91%
Sole
725.21K
Shared
0.00
None
0.00
NOVARTIS AG
SOLEShares606.78K
TypeSH
Market value$77.81M
3.67%
Sole
606.78K
Shared
0.00
None
0.00
PROGRESSIVE CORP
SOLEShares314.08K
TypeSH
Market value$77.56M
3.65%
Sole
314.08K
Shared
0.00
None
0.00
INTERCONTINENTAL EXCHANGE IN
SOLEShares428.17K
TypeSH
Market value$72.14M
3.40%
Sole
428.17K
Shared
0.00
None
0.00
HONEYWELL INTL INC
SOLEShares331.56K
TypeSH
Market value$69.79M
3.29%
Sole
331.56K
Shared
0.00
None
0.00
DARDEN RESTAURANTS INC
SOLEShares365K
TypeSH
Market value$69.48M
3.27%
Sole
365K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares171.06K
TypeSH
Market value$69.31M
3.27%
Sole
171.06K
Shared
0.00
None
0.00
BJS WHSL CLUB HLDGS INC
SOLEShares683.36K
TypeSH
Market value$63.72M
3.00%
Sole
683.36K
Shared
0.00
None
0.00
ABBOTT LABS
SOLEShares456.77K
TypeSH
Market value$61.18M
2.88%
Sole
456.77K
Shared
0.00
None
0.00
FISERV INC
SOLEShares452.02K
TypeSH
Market value$58.28M
2.75%
Sole
452.02K
Shared
0.00
None
0.00
DOVER CORP
SOLEShares348.70K
TypeSH
Market value$58.17M
2.74%
Sole
348.70K
Shared
0.00
None
0.00
ASTRAZENECA PLC
SOLEShares752.81K
TypeSH
Market value$57.76M
2.72%
Sole
752.81K
Shared
0.00
None
0.00
ACCENTURE PLC IRELAND
SOLEShares222.70K
TypeSH
Market value$54.92M
2.59%
Sole
222.70K
Shared
0.00
None
0.00
STRYKER CORPORATION
SOLEShares145.46K
TypeSH
Market value$53.89M
2.54%
Sole
145.46K
Shared
0.00
None
0.00
HOULIHAN LOKEY INC
SOLEShares260.20K
TypeSH
Market value$53.42M
2.52%
Sole
260.20K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares253.11K
TypeSH
Market value$50.26M
2.37%
Sole
253.11K
Shared
0.00
None
0.00
GALLAGHER ARTHUR J & CO
SOLEShares150.29K
TypeSH
Market value$46.55M
2.19%
Sole
150.29K
Shared
0.00
None
0.00
CHUBB LIMITED
SOLEShares142.69K
TypeSH
Market value$40.41M
1.90%
Sole
142.69K
Shared
0.00
None
0.00
AUTOMATIC DATA PROCESSING IN
SOLEShares130.18K
TypeSH
Market value$38.41M
1.81%
Sole
130.18K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BROADCOM INCSOLE | COM | 328.59K | SH | $108.40M 5.11% | 328.59K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 416.80K | SH | $101.33M 4.77% | 416.80K | 0.00 | 0.00 |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 957.76K | SH | $96.45M 4.54% | 957.76K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 185.61K | SH | $96.14M 4.53% | 185.61K | 0.00 | 0.00 |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 96.51K | SH | $93.43M 4.40% | 96.51K | 0.00 | 0.00 |
MORGAN STANLEYSOLE | COM NEW | 571.88K | SH | $90.91M 4.28% | 571.88K | 0.00 | 0.00 |
DISNEY WALT COSOLE | COM | 725.21K | SH | $83.04M 3.91% | 725.21K | 0.00 | 0.00 |
NOVARTIS AGSOLE | SPONSORED ADR | 606.78K | SH | $77.81M 3.67% | 606.78K | 0.00 | 0.00 |
PROGRESSIVE CORPSOLE | COM | 314.08K | SH | $77.56M 3.65% | 314.08K | 0.00 | 0.00 |
INTERCONTINENTAL EXCHANGE INSOLE | COM | 428.17K | SH | $72.14M 3.40% | 428.17K | 0.00 | 0.00 |
HONEYWELL INTL INCSOLE | COM | 331.56K | SH | $69.79M 3.29% | 331.56K | 0.00 | 0.00 |
DARDEN RESTAURANTS INCSOLE | COM | 365K | SH | $69.48M 3.27% | 365K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 171.06K | SH | $69.31M 3.27% | 171.06K | 0.00 | 0.00 |
BJS WHSL CLUB HLDGS INCSOLE | COM | 683.36K | SH | $63.72M 3.00% | 683.36K | 0.00 | 0.00 |
ABBOTT LABSSOLE | COM | 456.77K | SH | $61.18M 2.88% | 456.77K | 0.00 | 0.00 |
FISERV INCSOLE | COM | 452.02K | SH | $58.28M 2.75% | 452.02K | 0.00 | 0.00 |
DOVER CORPSOLE | COM | 348.70K | SH | $58.17M 2.74% | 348.70K | 0.00 | 0.00 |
ASTRAZENECA PLCSOLE | SPONSORED ADR | 752.81K | SH | $57.76M 2.72% | 752.81K | 0.00 | 0.00 |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 222.70K | SH | $54.92M 2.59% | 222.70K | 0.00 | 0.00 |
STRYKER CORPORATIONSOLE | COM | 145.46K | SH | $53.89M 2.54% | 145.46K | 0.00 | 0.00 |
HOULIHAN LOKEY INCSOLE | CL A | 260.20K | SH | $53.42M 2.52% | 260.20K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 253.11K | SH | $50.26M 2.37% | 253.11K | 0.00 | 0.00 |
GALLAGHER ARTHUR J & COSOLE | COM | 150.29K | SH | $46.55M 2.19% | 150.29K | 0.00 | 0.00 |
CHUBB LIMITEDSOLE | COM | 142.69K | SH | $40.41M 1.90% | 142.69K | 0.00 | 0.00 |
AUTOMATIC DATA PROCESSING INSOLE | COM | 130.18K | SH | $38.41M 1.81% | 130.18K | 0.00 | 0.00 |
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