Fund HoldingsWOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC

Total Portfolio Value
$1.50B
Total Bought
$100.74M
Total Sold
$89.02M
Net Transaction
+$11.71M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
ISHARES TR790,8511,049,209+258,35879,583105,6247.04%+26,040
ALPHABET INC(GOOG)432,272439,149+6,87751,74357,4673.83%+5,724
EOG RES INC(EOG)305,976306,894+91835,01638,9022.59%+3,886
UNITEDHEALTH GROUP INC(UNH)95,85798,923+3,06646,07349,8763.32%+3,803
AUTOMATIC DATA PROCESSING IN121,142123,312+2,17026,76229,8131.99%+3,051
CHEVRON CORP NEW(CVX)201,304205,104+3,80031,67534,5852.31%+2,910
HOULIHAN LOKEY INC(HLI)294,619297,311+2,69228,96431,8482.12%+2,884
PROGRESSIVE CORP(PGR)0430,019+430,019059,9023.99%+59,902
GALLAGHER ARTHUR J & CO(AJG)273,456275,877+2,42160,04362,8814.19%+2,838
DANAHER CORPORATION(DHR)199,322204,307+4,98547,89050,6883.38%+2,799
CHUBB LIMITED
COM
130,973132,077+1,10425,32827,6041.84%+2,276
SPDR SER TR
ST STR BLO 1 ETF
31,22753,034+21,8072,8674,8700.32%+2,002
UNITED PARCEL SERVICE INC(UPS)010,378+10,37801,6180.11%+1,618
DEERE & CO(DE)01,944+1,94407360.05%+736
ACCENTURE PLC IRELAND
SHS CLASS A
166,090169,053+2,96351,25251,9183.46%+666
AMGEN INC(AMGN)16,17215,422-7503,5904,1450.28%+554
NVIDIA CORPORATION(NVDA)2,5823,745+1,1631,0921,6290.11%+537
FIRST FINL BANCORP OH(FFBC)10,19729,197+19,0002085720.04%+364
INTERCONTINENTAL EXCHANGE IN(ICE)391,938405,759+13,82144,32044,6422.98%+321
ROCKET LAB USA INC062,100+62,10002720.02%+272
VANGUARD INDEX FDS01,244+1,24402640.02%+264
WILLIAMS COS INC(WMB)146,022148,992+2,9704,7655,0200.33%+255
CME GROUP INC(CME)22,21221,665-5474,1164,3380.29%+222
COSTCO WHSL CORP NEW(COST)7131,052+3393845940.04%+210
ASTRAZENECA PLC(AZN)03,006+3,00602040.01%+204
CONOCOPHILLIPS(COP)01,672+1,67202010.01%+201
CATERPILLAR INC(CAT)1,7012,159+4584195890.04%+171
AMAZON COM INC(AMZN)2,8494,114+1,2653715230.03%+152
FORD MTR CO DEL(F)010,439+10,43901300.01%+130
ABBVIE INC(ABBV)2,8153,345+5303794990.03%+119
APPLE INC(AAPL)34,03639,206+5,1706,6026,7130.45%+111
ALPHABET INC(GOOG)5,9866,138+1527248090.05%+85
LIBERTY ALL STAR EQUITY FD(USA)013,000+13,0000770.01%+77
MANNKIND CORP(MNKD)017,824+17,8240740.00%+74
MASTERCARD INCORPORATED(MA)1,5481,633+856096470.04%+38
CISCO SYS INC(CSCO)110,906107,278-3,6285,7385,7670.38%+29
BP PLC(BP)5,8525,85202072270.02%+20
DUPONT DE NEMOURS INC(DD)3,7723,818+462692850.02%+15
BERKSHIRE HATHAWAY INC DEL1,4701,458-125015110.03%+9
HORIZON BANCORP INC(HBNC)36,76036,560-2003833900.03%+8
PROCTER AND GAMBLE CO(PG)2,1932,318+1253333380.02%+5
UNION PAC CORP(UNP)1,3221,342+202712730.02%+3
PAYCHEX INC(PAYX)22,02021,376-6442,4632,4650.16%+2
VISA INC(V)2,7082,781+736436400.04%-3
DOW INC(DOW)3,8443,891+472052010.01%-4
GENERAL DYNAMICS CORP(GD)19,85019,301-5494,2714,2650.28%-6
INVESCO QQQ TR60660602242170.01%-7
AUDDIA INC183,272183,272076670.00%-9
SPDR SER TR
ST STR P500VAL
6,0036,00302592480.02%-12
SPDR S&P 500 ETF TR(SPY)852843-93793620.02%-17
BRISTOL-MYERS SQUIBB CO(BMY)3,8093,80902442210.01%-23
INTERNATIONAL BUSINESS MACHS(IBM)22,29921,042-1,2572,9842,9520.20%-32
STARBUCKS CORP(SBUX)3,5703,510-603543200.02%-33
INTUITIVE SURGICAL INC83983902872450.02%-42
HOME DEPOT INC(HD)157,439161,690+4,25148,90748,8563.26%-51
ENBRIDGE INC(ENB)14,62414,62405434900.03%-53
MERCK & CO INC(MRK)4,4884,456-325214620.03%-59
DIAGEO PLC(DEO)3,0003,00005204550.03%-66
TARGET CORP(TGT)3,4593,359-1004563710.02%-85
EMERSON ELEC CO(EMR)3,4302,230-1,2003102150.01%-95
VANGUARD INDEX FDS1,7801,602-1787286310.04%-96
NOVARTIS AG(NVS)411,795406,966-4,82941,55441,4542.76%-101
EXXON MOBIL CORP7,4295,882-1,5477976920.05%-105
CVS HEALTH CORP(CVS)42,38140,456-1,9252,9302,8250.19%-105
ABBOTT LABS5,2744,555-7195754410.03%-134
NIKE INC(NKE)10,13010,211+811,1219800.07%-142
GARMIN LTD(GRMN)35,94034,019-1,9213,7483,5790.24%-169
HARTFORD FINL SVCS GROUP INC(HIG)63,52261,931-1,5914,6024,4180.29%-184
ISHARES TR6,8616,631-2303,0582,8610.19%-198
DUKE ENERGY CORP NEW(DUK)2,2790-2,2792050-205
CORTEVA INC(CTVA)3,6070-3,6072070-207
ORACLE CORP(ORCL)1,7560-1,7562090-209
PHILLIPS 66(PSX)2,2290-2,2292130-213
WATSCO INC(WSO)14,41213,970-4425,4985,2770.35%-221
KINDER MORGAN INC DEL(KMI)195,042188,808-6,2343,3593,1300.21%-228
NEXTERA ENERGY INC(NEE)3,3160-3,3162460-246
GENERAL MLS INC(GIS)3,2080-3,2082460-246
CONSOLIDATED EDISON INC(ED)47,05046,369-6814,2533,9660.26%-287
SOUTHERN CO(SO)45,22943,677-1,5523,1772,8270.19%-351
PHILIP MORRIS INTL INC(PM)4,4090-4,4094360-436
PFIZER INC(PFE)88,34284,533-3,8093,2402,8040.19%-436
WEC ENERGY GROUP INC(WEC)38,29836,384-1,9143,3792,9310.20%-449
COCA COLA CO(KO)79,79777,415-2,3824,8344,3690.29%-465
MCDONALDS CORP(MCD)3,3171,596-1,7219904200.03%-569
ALTRIA GROUP INC(MO)72,88364,854-8,0293,3702,7910.19%-579
BLACKROCK INC(BLK)7,1046,591-5134,9104,2610.28%-649
MEDTRONIC PLC(MDT)48,03945,639-2,4004,2653,6080.24%-657
ILLINOIS TOOL WKS INC(ITW)25,14024,328-8126,3225,6370.38%-685
TEXAS INSTRS INC(TXN)28,35227,666-6865,1044,3990.29%-705
DOVER CORP(DOV)311,233324,050+12,81745,95445,2083.01%-745
MORGAN STANLEY(MS)572,227586,274+14,04748,86847,8813.19%-987
ELEVANCE HEALTH INC(ELV)102,167101,631-53645,39244,2522.95%-1,140
CHARLES RIV LABS INTL INC(CRL)107,058105,871-1,18722,50920,7491.38%-1,760
BROADCOM INC(AVGO)65,17665,790+61456,53654,6443.64%-1,892
RTX CORPORATION(RTX)69,49668,034-1,4626,8084,8960.33%-1,911
JPMORGAN CHASE & CO(JPM)103,96590,650-13,31515,12113,1460.88%-1,975
JOHNSON & JOHNSON(JNJ)235,501237,068+1,56738,98036,9232.46%-2,057
EATON CORP PLC(ETN)30,49818,725-11,7736,1333,9940.27%-2,139
PEPSICO INC(PEP)279,732286,695+6,96351,81248,5783.24%-3,234
HEXCEL CORP NEW(HXL)380,857387,877+7,02028,95325,2661.68%-3,686
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