Fund HoldingsWOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC

Total Portfolio Value
$1.99B
Total Bought
$107.67M
Total Sold
$92.15M
Net Transaction
+$15.52M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
PROGRESSIVE CORP(PGR)404,170388,953-15,21783,95098,7014.97%+14,751
FISERV INC(FISV)0475,058+475,058085,3444.30%+85,344
HOME DEPOT INC(HD)0171,276+171,276069,4013.50%+69,401
MOTOROLA SOLUTIONS INC(MSI)187,267186,076-1,19172,47183,8404.22%+11,369
ACCENTURE PLC IRELAND
SHS CLASS A
217,136217,798+66265,88176,9873.88%+11,106
INTERCONTINENTAL EXCHANGE IN(ICE)433,506436,707+3,20159,34370,1533.53%+10,810
DANAHER CORPORATION(DHR)223,009230,882+7,87355,77764,2493.24%+8,472
UNITEDHEALTH GROUP INC(UNH)106,353107,012+65954,16162,5683.15%+8,407
HOULIHAN LOKEY INC(HLI)299,717297,957-1,76040,42047,0832.37%+6,663
GALLAGHER ARTHUR J & CO(AJG)274,901274,717-18471,28577,2973.89%+6,012
ELEVANCE HEALTH INC(ELV)108,433124,204+15,77158,75664,5863.25%+5,830
AUTOMATIC DATA PROCESSING IN127,953128,338+38530,71335,6871.80%+4,975
BROADCOM INC(AVGO)0437,642+437,642075,4933.80%+75,493
CHUBB LIMITED
COM
136,013136,410+39734,81339,4581.99%+4,645
DARDEN RESTAURANTS INC(DRI)372,149371,319-83056,31460,9453.07%+4,631
MORGAN STANLEY(MS)620,829621,239+41060,33864,7583.26%+4,420
JOHNSON & JOHNSON(JNJ)206,581211,895+5,31430,19434,3401.73%+4,146
BROADRIDGE FINL SOLUTIONS IN(BR)017,963+17,96303,8780.20%+3,878
DOVER CORP(DOV)340,954339,608-1,34661,52565,1163.28%+3,591
HERSHEY CO(HSY)318,463323,339+4,87658,54362,0103.12%+3,467
STRYKER CORPORATION(SYK)138,883140,153+1,27047,36250,7382.56%+3,376
NOVARTIS AG(NVS)319,379323,100+3,72134,00137,1631.87%+3,162
SPDR SER TR
ST STR BLO 1 ETF
23,12946,667+23,5382,1234,2840.22%+2,162
RTX CORPORATION(RTX)65,82365,638-1856,6087,9530.40%+1,345
CONSOLIDATED EDISON INC(ED)47,03852,359+5,3214,2065,4520.27%+1,246
BLACKROCK INC(BLK)5,4995,491-84,3305,2140.26%+884
HARTFORD FINL SVCS GROUP INC(HIG)53,55753,121-4365,4106,2720.32%+863
WEC ENERGY GROUP INC(WEC)41,81542,637+8223,2814,1010.21%+820
APPLE INC(AAPL)39,08738,773-3148,2329,0340.46%+802
CISCO SYS INC(CSCO)97,93299,154+1,2224,6535,2770.27%+624
COCA COLA CO(KO)72,73573,044+3094,6645,2840.27%+620
ILLINOIS TOOL WKS INC(ITW)22,15822,316+1585,2815,8820.30%+600
SOUTHERN CO(SO)46,29346,208-853,5914,1670.21%+576
CME GROUP INC(CME)19,34619,800+4543,8034,3690.22%+565
MEDTRONIC PLC(MDT)40,89141,490+5993,2473,7620.19%+515
JPMORGAN CHASE & CO.(JPM)68,70668,300-40613,89614,4020.73%+505
KINDER MORGAN INC DEL(KMI)167,327169,428+2,1013,3253,7430.19%+418
WILLIAMS COS INC(WMB)132,133132,097-365,6166,0300.30%+415
ROCKET LAB USA INC64,35066,600+2,2503096480.03%+339
PAYCHEX INC(PAYX)20,03520,219+1842,3752,7130.14%+338
TEXAS INSTRS INC(TXN)27,14927,066-835,2815,5910.28%+310
EATON CORP PLC(ETN)15,95815,983+255,0045,2970.27%+294
DUKE ENERGY CORP NEW(DUK)01,939+1,93902240.01%+224
COLGATE PALMOLIVE CO(CL)02,005+2,00502080.01%+208
GENERAL DYNAMICS CORP(GD)17,09217,098+64,9595,1670.26%+208
CORTEVA INC(CTVA)03,525+3,52502070.01%+207
PFIZER INC(PFE)76,75081,231+4,4812,1472,3510.12%+203
GARMIN LTD(GRMN)28,03527,070-9654,5684,7650.24%+197
WATSCO INC(WSO)6,0106,012+22,7842,9570.15%+173
AMGEN INC(AMGN)13,73813,755+174,2924,4320.22%+140
CATERPILLAR INC(CAT)1,9641,96406547680.04%+114
FIRST FINL BANCORP OH(FFBC)37,16637,16608269380.05%+112
ABBVIE INC(ABBV)3,2193,21905526360.03%+84
DEERE & CO(DE)1,8621,86206987800.04%+81
MASTERCARD INCORPORATED(MA)1,4091,423+146227030.04%+81
BERKSHIRE HATHAWAY INC DEL1,2321,242+105015720.03%+70
PEPSICO INC(PEP)13,86713,797-702,2872,3460.12%+59
FIRST INTERNET BANCORP7,4507,45002022560.01%+54
MCDONALDS CORP(MCD)975991+162483020.02%+53
INTERNATIONAL BUSINESS MACHS(IBM)20,79716,507-4,2903,5973,6490.18%+53
ENBRIDGE INC(ENB)12,17211,930-2424334840.02%+51
VANGUARD INDEX FDS1,5451,54507758180.04%+42
ORACLE CORP(ORCL)1,5481,490-582192540.01%+35
DUPONT DE NEMOURS INC(DD)3,7723,791+193043380.02%+34
ABBOTT LABS3,2523,25203383710.02%+33
COSTCO WHSL CORP NEW(COST)954949-58118410.04%+30
UNION PAC CORP(UNP)1,1461,164+182592870.01%+28
AMERICAN EXPRESS CO(AXP)966924-422242510.01%+27
TARGET CORP(TGT)3,0283,02804484720.02%+24
INTUITIVE SURGICAL INC51051002272510.01%+24
PROCTER AND GAMBLE CO(PG)2,2212,247+263663890.02%+23
VANGUARD INDEX FDS1,3501,355+53633850.02%+22
MANNKIND CORP(MNKD)17,82417,8240931120.01%+19
TJX COS INC NEW(TJX)1,8521,85202042180.01%+14
DOW INC(DOW)3,8443,84402042100.01%+6
INVESCO QQQ TR64064003073130.02%+6
ASTRAZENECA PLC(AZN)3,0063,039+332342370.01%+2
GENUINE PARTS CO(GPC)28,04227,774-2683,9063,9070.20%0
EMERSON ELEC CO(EMR)2,2902,29002522500.01%-2
SPDR S&P 500 ETF TR(SPY)789739-504314250.02%-5
AMAZON COM INC(AMZN)3,6913,749+587136990.04%-15
EXXON MOBIL CORP6,4126,162-2507387220.04%-16
ISHARES TR5,8575,527-3303,2053,1880.16%-17
GRAYSCALE BITCOIN TR BTC(GBTC)6,6986,69803573380.02%-18
UNITED PARCEL SERVICE INC(UPS)21,01120,918-932,8752,8520.14%-23
MERCK & CO INC(MRK)4,5214,561+405635210.03%-42
ALPHABET INC(GOOG)5,4825,48201,0059170.05%-89
META PLATFORMS INC(META)871507-3644392900.01%-149
VISA INC(V)2,4321,596-8366384390.02%-199
HOWMET AEROSPACE INC(HWM)3,0170-3,0172340-234
NIKE INC(NKE)5,1380-5,1383890-389
EOG RES INC(EOG)315,096317,397+2,30139,66139,0191.97%-643
CHEVRON CORP NEW(CVX)217,695223,928+6,23334,05232,9781.66%-1,074
ELI LILLY & CO(LLY)34,04633,537-50930,82529,7121.50%-1,113
NVIDIA CORPORATION(NVDA)34,68925,821-8,8684,2863,1360.16%-1,150
HONEYWELL INTL INC(HON)320,763320,986+22368,49666,3513.34%-2,145
STARBUCKS CORP(SBUX)38,8280-38,8283,0230-3,023
CHARLES RIV LABS INTL INC(CRL)0235,151+235,151046,3182.33%+46,318
ISHARES TR1,218,5711,181,167-37,404122,723118,9675.99%-3,755
MICROSOFT CORP(MSFT)198,358196,502-1,85688,65684,5554.26%-4,101
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