Fund HoldingsWOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC

Total Portfolio Value
$2.01B
Total Bought
$201.73M
Total Sold
$207.68M
Net Transaction
-$5.95M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
ISHARES TR1,181,1671,609,202+428,035118,967161,4358.04%+42,468
NEXTERA ENERGY INC(NEE)0488,007+488,007034,9851.74%+34,985
SEMPRA(SRE)0378,979+378,979033,2451.66%+33,245
BROADCOM INC(AVGO)437,642434,830-2,81275,493100,8115.02%+25,318
MORGAN STANLEY(MS)621,239621,077-16264,75878,0823.89%+13,324
ALPHABET INC(GOOG)0442,655+442,655083,7954.17%+83,795
FISERV INC(FISV)475,058464,203-10,85585,34495,3574.75%+10,012
DARDEN RESTAURANTS INC(DRI)371,319373,265+1,94660,94569,6853.47%+8,740
HONEYWELL INTL INC(HON)320,986323,504+2,51866,35173,0763.64%+6,725
APPLE INC(AAPL)38,77358,947+20,1749,03414,7620.74%+5,727
BLACKROCK INC(BLK)05,476+5,47605,6140.28%+5,614
HOULIHAN LOKEY INC(HLI)297,957294,145-3,81247,08351,0812.54%+3,998
JPMORGAN CHASE & CO.(JPM)68,30071,289+2,98914,40217,0890.85%+2,687
AUTOMATIC DATA PROCESSING IN128,338129,498+1,16035,68738,1011.90%+2,414
ROCKET LAB USA INC66,60076,600+10,0006481,9510.10%+1,303
WILLIAMS COS INC(WMB)132,097131,118-9796,0307,0960.35%+1,066
KINDER MORGAN INC DEL(KMI)169,428167,909-1,5193,7434,6010.23%+858
CISCO SYS INC(CSCO)99,154102,641+3,4875,2776,0760.30%+799
GARMIN LTD(GRMN)27,07026,678-3924,7655,5030.27%+737
GALLAGHER ARTHUR J & CO(AJG)274,717274,619-9877,29777,9513.88%+654
CME GROUP INC(CME)19,80020,116+3164,3694,7880.24%+419
SPDR SER TR
ST STR BLO 1 ETF
46,66750,926+4,2594,2844,6560.23%+372
EOG RES INC(EOG)317,397321,336+3,93939,01939,3891.96%+371
NVIDIA CORPORATION(NVDA)25,82126,099+2783,1363,5050.17%+369
ISHARES TR02,962+2,96203260.02%+326
ISHARES TR5,5275,898+3713,1883,4720.17%+284
BROADRIDGE FINL SOLUTIONS IN(BR)17,96318,267+3043,8784,1460.21%+268
ISHARES TR011,741+11,74102610.01%+261
ISHARES TR03,607+3,60702250.01%+225
ISHARES TR
IBONDS 27 ETF
08,748+8,74802100.01%+210
CUMMINS INC(CMI)0577+57702010.01%+201
GRAYSCALE BITCOIN TRUST ETF(GBTC)6,6986,69803384960.02%+158
PAYCHEX INC(PAYX)20,21920,466+2472,7132,8700.14%+157
PROCTER AND GAMBLE CO(PG)2,2473,048+8013895110.03%+122
INTERNATIONAL BUSINESS MACHS(IBM)16,50717,118+6113,6493,7630.19%+114
STRYKER CORPORATION(SYK)140,153140,917+76450,73850,8502.53%+112
ALPHABET INC(GOOG)5,4825,387-959171,0260.05%+109
MOTOROLA SOLUTIONS INC(MSI)186,076181,179-4,89783,84083,9384.18%+98
INVESCO QQQ TR640799+1593134080.02%+96
AMAZON COM INC(AMZN)3,7493,572-1776997840.04%+85
SPDR S&P 500 ETF TR(SPY)739836+974254920.02%+66
VISA INC(V)1,5961,59604395040.03%+66
FIRST FINL BANCORP OH(FFBC)37,16637,16609389990.05%+61
MASTERCARD INCORPORATED(MA)1,4231,413-107037440.04%+41
VANGUARD INDEX FDS1,3551,468+1133854260.02%+41
COSTCO WHSL CORP NEW(COST)94994908418700.04%+28
ENBRIDGE INC(ENB)11,93011,93004845060.03%+22
VANGUARD INDEX FDS1,5451,546+18188330.04%+15
FIRST INTERNET BANCORP7,4507,45002562690.01%+13
DEERE & CO(DE)1,8621,86207807920.04%+12
EATON CORP PLC(ETN)15,98315,995+125,2975,3080.26%+11
AMERICAN EXPRESS CO(AXP)924874-502512590.01%+9
META PLATFORMS INC(META)50750702902970.01%+7
TJX COS INC NEW(TJX)1,8521,85202182240.01%+6
INTUITIVE SURGICAL INC510490-202512560.01%+5
RTX CORPORATION(RTX)65,63868,744+3,1067,9537,9550.40%+2
ABBOTT LABS3,2523,25203713680.02%-3
WEC ENERGY GROUP INC(WEC)42,63743,567+9304,1014,0970.20%-4
ORACLE CORP(ORCL)1,4901,49002542480.01%-6
CORTEVA INC(CTVA)3,5253,52502072010.01%-6
BERKSHIRE HATHAWAY INC DEL1,2421,241-15725630.03%-9
MCDONALDS CORP(MCD)99199103022870.01%-14
DUKE ENERGY CORP NEW(DUK)1,9391,938-12242090.01%-15
UNION PAC CORP(UNP)1,1641,16402872650.01%-21
DUPONT DE NEMOURS INC(DD)3,7913,79103382890.01%-49
EXXON MOBIL CORP6,1626,148-147226610.03%-61
TARGET CORP(TGT)3,0283,02804724090.02%-63
ABBVIE INC(ABBV)3,2193,21906365720.03%-64
CATERPILLAR INC(CAT)1,9641,897-677686880.03%-80
UNITED PARCEL SERVICE INC(UPS)20,91821,868+9502,8522,7580.14%-94
MANNKIND CORP(MNKD)17,8240-17,8241120-112
PFIZER INC(PFE)81,23184,259+3,0282,3512,2350.11%-115
MERCK & CO INC(MRK)4,5613,803-7585213810.02%-140
ILLINOIS TOOL WKS INC(ITW)22,31622,509+1935,8825,7390.29%-143
WATSCO INC(WSO)6,0125,919-932,9572,8050.14%-152
COLGATE PALMOLIVE CO(CL)2,0050-2,0052080-208
DOW INC(DOW)3,8440-3,8442100-210
ASTRAZENECA PLC(AZN)3,0390-3,0392370-237
EMERSON ELEC CO(EMR)2,2900-2,2902500-250
SOUTHERN CO(SO)46,20846,710+5024,1673,8450.19%-322
MEDTRONIC PLC(MDT)41,49042,427+9373,7623,4190.17%-343
ACCENTURE PLC IRELAND
SHS CLASS A
217,798217,735-6376,98776,5973.82%-390
HARTFORD FINL SVCS GROUP INC(HIG)53,12152,929-1926,2725,8180.29%-455
TEXAS INSTRS INC(TXN)27,06627,375+3095,5915,1330.26%-458
GENERAL DYNAMICS CORP(GD)17,09817,419+3215,1674,5900.23%-577
CHEVRON CORP NEW(CVX)223,928223,450-47832,97832,3651.61%-613
COCA COLA CO(KO)73,04474,361+1,3175,2844,6300.23%-654
CONSOLIDATED EDISON INC(ED)52,35953,348+9895,4524,7600.24%-692
PEPSICO INC(PEP)13,79710,483-3,3142,3461,6090.08%-737
AMGEN INC(AMGN)13,75514,126+3714,4323,6820.18%-750
GENUINE PARTS CO(GPC)27,77422,762-5,0123,9072,6850.13%-1,222
CHUBB LIMITED
COM
136,410137,831+1,42139,45838,2041.90%-1,255
DOVER CORP(DOV)339,608340,369+76165,11663,8533.18%-1,263
MICROSOFT CORP(MSFT)196,502196,375-12784,55582,7724.12%-1,783
JOHNSON & JOHNSON(JNJ)211,895214,209+2,31434,34030,9791.54%-3,361
ELI LILLY & CO(LLY)33,53733,807+27029,71226,0991.30%-3,613
HOME DEPOT INC(HD)171,276168,153-3,12369,40165,4103.26%-3,991
INTERCONTINENTAL EXCHANGE IN(ICE)436,707438,234+1,52770,15365,3013.25%-4,851
BLACKROCK INC(BLK)5,4910-5,4915,2140-5,214
NOVARTIS AG(NVS)323,100326,531+3,43137,16331,7751.58%-5,388
Page 1 of 1