Fund HoldingsWOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC

Total Portfolio Value
$1.84B
Total Bought
$120.80M
Total Sold
$96.03M
Net Transaction
+$24.77M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
ISHARES TR01,218,571+1,218,5710122,7236.66%+122,723
ALPHABET INC(GOOG)442,093441,875-21866,72580,4884.37%+13,762
MOTOROLA SOLUTIONS INC(MSI)0187,267+187,267072,4713.93%+72,471
ACCENTURE PLC IRELAND
SHS CLASS A
174,330217,136+42,80660,42565,8813.58%+5,457
ELI LILLY & CO(LLY)34,20634,046-16026,61130,8251.67%+4,214
ELEVANCE HEALTH INC(ELV)105,531108,433+2,90254,72258,7563.19%+4,034
HONEYWELL INTL INC(HON)315,970320,763+4,79364,85368,4963.72%+3,643
NOVARTIS AG(NVS)0319,379+319,379034,0011.85%+34,001
MICROSOFT CORP(MSFT)202,765198,358-4,40785,30788,6564.81%+3,349
GALLAGHER ARTHUR J & CO(AJG)272,117274,901+2,78468,04071,2853.87%+3,244
UNITEDHEALTH GROUP INC(UNH)0106,353+106,353054,1612.94%+54,161
MORGAN STANLEY(MS)608,511620,829+12,31857,29760,3383.27%+3,041
HOULIHAN LOKEY INC(HLI)297,585299,717+2,13238,14740,4202.19%+2,272
DOVER CORP(DOV)336,975340,954+3,97959,70961,5253.34%+1,816
APPLE INC(AAPL)039,087+39,08708,2320.45%+8,232
NVIDIA CORPORATION(NVDA)3,26134,689+31,4282,9464,2860.23%+1,339
INTERCONTINENTAL EXCHANGE IN(ICE)422,805433,506+10,70158,12859,3433.22%+1,214
DANAHER CORPORATION(DHR)218,458223,009+4,55154,61055,7773.03%+1,167
CHEVRON CORP NEW(CVX)210,623217,695+7,07233,22434,0521.85%+828
EOG RES INC(EOG)305,117315,096+9,97939,00639,6612.15%+655
TEXAS INSTRS INC(TXN)27,00627,149+1434,7055,2810.29%+577
WILLIAMS COS INC(WMB)131,436132,133+6975,1225,6160.30%+494
AMGEN INC(AMGN)13,76013,738-223,9124,2920.23%+380
GARMIN LTD(GRMN)28,53728,035-5024,2514,5680.25%+316
SOUTHERN CO(SO)45,76246,293+5313,2833,5910.19%+308
KINDER MORGAN INC DEL(KMI)166,852167,327+4753,0603,3250.18%+265
COCA COLA CO(KO)71,99872,735+7374,4404,6640.25%+225
ORACLE CORP(ORCL)01,548+1,54802190.01%+219
WATSCO INC(WSO)06,010+6,01002,7840.15%+2,784
META PLATFORMS INC(META)516871+3552514390.02%+189
RTX CORPORATION(RTX)65,98965,823-1666,4366,6080.36%+172
SPDR SER TR
ST STR BLO 1 ETF
023,129+23,12902,1230.12%+2,123
ALPHABET INC(GOOG)5,7415,482-2598741,0050.05%+131
GENERAL DYNAMICS CORP(GD)17,15517,092-634,8464,9590.27%+113
COSTCO WHSL CORP NEW(COST)955954-17008110.04%+111
PFIZER INC(PFE)73,48576,750+3,2652,0392,1470.12%+108
AMAZON COM INC(AMZN)3,4443,691+2476217130.04%+92
EXXON MOBIL CORP5,7556,412+6576697380.04%+69
ROCKET LAB USA INC64,35064,35002643090.02%+44
INVESCO QQQ TR606640+342693070.02%+38
ASTRAZENECA PLC(AZN)3,0063,00602042340.01%+31
HOWMET AEROSPACE INC(HWM)3,0173,01702062340.01%+28
VANGUARD INDEX FDS1,5581,545-137497750.04%+27
SPDR S&P 500 ETF TR(SPY)788789+14144310.02%+17
EATON CORP PLC(ETN)15,93015,958+284,9885,0040.27%+16
DUPONT DE NEMOURS INC(DD)3,7723,77202893040.02%+14
VANGUARD INDEX FDS1,3431,350+73493630.02%+14
MANNKIND CORP(MNKD)17,82417,824081930.01%+12
AMERICAN EXPRESS CO(AXP)943966+232152240.01%+9
PROCTER AND GAMBLE CO(PG)2,2342,221-133623660.02%+4
ISHARES TR6,0935,857-2363,2033,2050.17%+2
CONSOLIDATED EDISON INC(ED)46,31447,038+7244,2064,2060.23%0
TJX COS INC NEW(TJX)2,0451,852-1932072040.01%-3
EMERSON ELEC CO(EMR)2,2902,29002602520.01%-7
FIRST FINL BANCORP OH(FFBC)37,31637,166-1508378260.04%-11
INTUITIVE SURGICAL INC599510-892392270.01%-12
DOW INC(DOW)3,8443,84402232040.01%-19
UNION PAC CORP(UNP)1,1461,14602822590.01%-23
PAYCHEX INC(PAYX)19,56320,035+4722,4022,3750.13%-27
ENBRIDGE INC(ENB)12,77212,172-6004624330.02%-29
ABBVIE INC(ABBV)3,2193,21905865520.03%-34
INTERNATIONAL BUSINESS MACHS(IBM)19,02420,797+1,7733,6333,5970.20%-36
BERKSHIRE HATHAWAY INC DEL1,2971,232-655455010.03%-44
MCDONALDS CORP(MCD)1,041975-662942480.01%-45
MERCK & CO INC(MRK)4,6054,521-846115630.03%-48
FIRST INTERNET BANCORP7,4507,45002592020.01%-58
GRAYSCALE BITCOIN TR BTC(GBTC)6,6986,69804233570.02%-67
DEERE & CO(DE)1,8621,86207686980.04%-69
MASTERCARD INCORPORATED(MA)1,4401,409-316936220.03%-72
CATERPILLAR INC(CAT)1,9961,964-327316540.04%-77
WEC ENERGY GROUP INC(WEC)41,10141,815+7143,3753,2810.18%-94
ABBOTT LABS3,8733,252-6214403380.02%-102
TARGET CORP(TGT)3,1693,028-1415624480.02%-113
HARTFORD FINL SVCS GROUP INC(HIG)54,25253,557-6955,6175,4100.29%-207
CORTEVA INC(CTVA)3,6070-3,6072080-208
THE CIGNA GROUP(CI)5770-5772100-210
CONOCOPHILLIPS(COP)1,6720-1,6722130-213
BP PLC(BP)5,7520-5,7522170-217
ADVANCED MICRO DEVICES INC(AMD)1,2470-1,2472250-225
BLACKROCK INC(BLK)5,4765,499+234,5664,3300.24%-236
CHUBB LIMITED
COM
134,843136,013+1,17035,05334,8131.89%-240
VISA INC(V)3,1822,432-7508886380.03%-250
MEDTRONIC PLC(MDT)40,02040,891+8713,5153,2470.18%-268
CISCO SYS INC(CSCO)98,64097,932-7084,9234,6530.25%-270
PROGRESSIVE CORP(PGR)407,316404,170-3,14684,24183,9504.56%-291
CUMMINS INC(CMI)1,0940-1,0943220-322
CME GROUP INC(CME)019,346+19,34603,8030.21%+3,803
GENUINE PARTS CO(GPC)27,95128,042+914,3313,9060.21%-425
STARBUCKS CORP(SBUX)38,62038,828+2083,5293,0230.16%-507
NIKE INC(NKE)10,1435,138-5,0059573890.02%-568
ILLINOIS TOOL WKS INC(ITW)22,05322,158+1055,9485,2810.29%-667
AUTOMATIC DATA PROCESSING IN125,012127,953+2,94131,38730,7131.67%-675
UNITED PARCEL SERVICE INC(UPS)25,22521,011-4,2143,7492,8750.16%-874
HERSHEY CO(HSY)307,702318,463+10,76159,84858,5433.18%-1,305
STRYKER CORPORATION(SYK)0138,883+138,883047,3622.57%+47,362
JOHNSON & JOHNSON(JNJ)0206,581+206,581030,1941.64%+30,194
CVS HEALTH CORP(CVS)36,1890-36,1892,8860-2,886
PEPSICO INC(PEP)013,867+13,86702,2870.12%+2,287
JPMORGAN CHASE & CO.(JPM)86,03268,706-17,32617,23213,8960.75%-3,336
DARDEN RESTAURANTS INC(DRI)361,448372,149+10,70160,41656,3143.06%-4,102
Page 1 of 1