Long-term investor
Woodley Farra Manion Portfolio Management Inc. @woodleyfarramanionportfo
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001165805).
Record
- Tracked since 2025-06-30 (434 days), 64 trades recorded
- Returns: week n/a · month n/a · 90 days +4.1% · 6 months +2.8% · 1 year +3.9% · all +3.9%
- Max drawdown -2.2% · Sharpe -0.27 · win rate 28% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- ASML · 5.6% · long · since 2025-06-30
- AVGO · 4.6% · long · since 2025-06-30
- GOOGL · 4.4% · long · since 2025-06-30
- CARR · 4.0% · long · since 2026-03-31
- DOV · 3.7% · long · since 2025-06-30
- CB · 3.7% · long · since 2025-06-30
- MSFT · 3.5% · long · since 2025-06-30
- G0593M107 · 3.4% · long · since 2026-03-31
- DRI · 3.3% · long · since 2025-06-30
- PGR · 3.3% · long · since 2025-06-30
- SYK · 3.2% · long · since 2025-06-30
- LMT · 3.1% · long · since 2025-12-31