WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC Diversified Active

CIK: 0001165805 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Jul 22, 2022

Total Value ($000): $1,224,852 (100.0% shares, 0.0% debt)

Holdings (90)

UNH UNITEDHEALTH GROUP INC 5.0%
Value ($000) $61,073 Shares 118,905 Est. Cost $313.36 Unrealized +50.3%
AJG GALLAGHER ARTHUR J & CO 4.8%
Value ($000) $58,880 Shares 361,138 Est. Cost $83.76 Unrealized +91.2%
MSFT MICROSOFT CORP 4.7%
Value ($000) $57,394 Shares 223,469 Est. Cost $52.40 Unrealized +402.7%
CB CHUBB LIMITED 4.2%
Value ($000) $51,370 Shares 260,399 Est. Cost $119.33 Unrealized +64.5%
PGR PROGRESSIVE CORP 4.2%
Value ($000) $51,033 Shares 438,921 Est. Cost $89.60 Unrealized +15.3%
ADP AUTOMATIC DATA PROCESSING IN 4.1%
Value ($000) $50,101 Shares 237,533 Est. Cost $63.48 Unrealized +219.0%
ELV ELEVANCE HEALTH INC 3.9%
Value ($000) $48,145 Shares 99,767 Est. Cost $433.21 Unrealized +8.4%
DHR DANAHER CORPORATION 3.9%
Value ($000) $47,682 Shares 187,895 Est. Cost $67.67 Unrealized +234.3%
MSI MOTOROLA SOLUTIONS INC 3.9%
Value ($000) $47,472 Shares 225,778 Est. Cost $162.40 Unrealized +28.6%
PEP PEPSICO INC 3.7%
Value ($000) $45,405 Shares 272,439 Est. Cost $70.86 Unrealized +111.4%
AVGO BROADCOM INC 3.5%
Value ($000) $42,861 Shares 88,226 Est. Cost $46.99 Unrealized +11.5%
ACN ACCENTURE PLC IRELAND 3.5%
Value ($000) $42,591 Shares 153,398 Est. Cost $83.41 Unrealized +241.2%
MS MORGAN STANLEY 3.4%
Value ($000) $41,699 Shares 548,241 Est. Cost $66.54 Unrealized +8.8%
HD HOME DEPOT INC 3.4%
Value ($000) $41,050 Shares 149,670 Est. Cost $184.28 Unrealized +46.0%
HON HONEYWELL INTL INC 3.3%
Value ($000) $40,183 Shares 231,189 Est. Cost $87.95 Unrealized +89.1%
JNJ JOHNSON & JOHNSON 3.2%
Value ($000) $39,646 Shares 223,346 Est. Cost $78.94 Unrealized +102.6%
FISV FISERV INC 3.2%
Value ($000) $39,036 Shares 438,754 Est. Cost $55.61 Unrealized +74.4%
SYK STRYKER CORPORATION 2.8%
Value ($000) $34,460 Shares 172,626 Est. Cost $192.22 Unrealized +17.5%
DOV DOVER CORP 2.8%
Value ($000) $34,320 Shares 282,890 Est. Cost $58.66 Unrealized +120.0%
EOG EOG RES INC 2.8%
Value ($000) $34,227 Shares 309,911 Est. Cost $52.70 Unrealized +100.7%
ICE INTERCONTINENTAL EXCHANGE IN 2.6%
Value ($000) $32,432 Shares 344,879 Est. Cost $94.52 Unrealized +7.6%
CVX CHEVRON CORP NEW 2.4%
Value ($000) $29,388 Shares 202,982 Est. Cost $74.95 Unrealized +90.4%
NVS NOVARTIS AG 1.9%
Value ($000) $23,869 Shares 282,368 Est. Cost $81.79 Unrealized
HLI HOULIHAN LOKEY INC 1.8%
Value ($000) $22,391 Shares 283,677 Est. Cost $54.90 Unrealized +42.4%
SGOV ISHARES TR 1.7%
Value ($000) $20,456 Shares 204,317 Est. Cost $100.12 Unrealized
LLY LILLY ELI & CO 1.6%
Value ($000) $20,164 Shares 62,191 Est. Cost $112.17 Unrealized +159.4%
HXL HEXCEL CORP NEW 1.6%
Value ($000) $19,213 Shares 367,296 Est. Cost $52.99 Unrealized +3.5%
JPM JPMORGAN CHASE & CO 1.0%
Value ($000) $12,048 Shares 106,987 Est. Cost $84.28 Unrealized +34.1%
RTX RAYTHEON TECHNOLOGIES CORP 0.7%
Value ($000) $8,472 Shares 88,154 Est. Cost $64.51 Unrealized +37.2%
VZ VERIZON COMMUNICATIONS INC 0.6%
Value ($000) $6,869 Shares 135,356 Est. Cost $39.21 Unrealized +2.3%
PAYX PAYCHEX INC 0.5%
Value ($000) $6,317 Shares 55,474 Est. Cost $57.20 Unrealized +97.3%
KO COCA COLA CO 0.5%
Value ($000) $5,627 Shares 89,227 Est. Cost $44.76 Unrealized +26.8%
PFE PFIZER INC 0.4%
Value ($000) $5,322 Shares 101,511 Est. Cost $21.18 Unrealized +98.2%
CSCO CISCO SYS INC 0.4%
Value ($000) $5,247 Shares 123,064 Est. Cost $39.19 Unrealized +9.3%
WMB WILLIAMS COS INC 0.4%
Value ($000) $5,192 Shares 166,357 Est. Cost $23.42 Unrealized +24.7%
ED CONSOLIDATED EDISON INC 0.4%
Value ($000) $5,023 Shares 52,816 Est. Cost $57.33 Unrealized +46.6%
ITW ILLINOIS TOOL WKS INC 0.4%
Value ($000) $4,972 Shares 27,218 Est. Cost $125.66 Unrealized +45.6%
CL COLGATE PALMOLIVE CO 0.4%
Value ($000) $4,842 Shares 60,421 Est. Cost $55.75 Unrealized +28.8%
AMGN AMGEN INC 0.4%
Value ($000) $4,762 Shares 19,574 Est. Cost $159.22 Unrealized +37.3%
TXN TEXAS INSTRS INC 0.4%
Value ($000) $4,669 Shares 30,389 Est. Cost $121.43 Unrealized +24.3%
CVS CVS HEALTH CORP 0.4%
Value ($000) $4,610 Shares 49,756 Est. Cost $56.85 Unrealized +51.1%
WEC WEC ENERGY GROUP INC 0.4%
Value ($000) $4,367 Shares 43,394 Est. Cost $61.40 Unrealized +45.6%
CCI CROWN CASTLE INTL CORP NEW 0.4%
Value ($000) $4,359 Shares 25,890 Est. Cost $150.02 Unrealized +0.1%
INTC INTEL CORP 0.4%
Value ($000) $4,352 Shares 116,321 Est. Cost $31.08 Unrealized +30.7%
ETN EATON CORP PLC 0.4%
Value ($000) $4,315 Shares 34,247 Est. Cost $64.38 Unrealized +105.9%
BLACKROCK INC 0.3%
Value ($000) $4,237 Shares 6,957 Est. Cost $731.81 Unrealized
AAPL APPLE INC 0.3%
Value ($000) $4,153 Shares 30,375 Est. Cost $99.81 Unrealized +48.9%
SO SOUTHERN CO 0.3%
Value ($000) $4,122 Shares 57,809 Est. Cost $34.12 Unrealized +88.4%
KMI KINDER MORGAN INC DEL 0.3%
Value ($000) $3,970 Shares 236,889 Est. Cost $11.75 Unrealized +30.4%
GRMN GARMIN LTD 0.3%
Value ($000) $3,606 Shares 36,698 Est. Cost $100.62 Unrealized -3.6%
MDT MEDTRONIC PLC 0.3%
Value ($000) $3,421 Shares 37,987 Est. Cost $75.66 Unrealized +19.4%
MO ALTRIA GROUP INC 0.2%
Value ($000) $2,931 Shares 69,430 Est. Cost $33.42 Unrealized +15.1%
IVV ISHARES TR 0.2%
Value ($000) $2,909 Shares 7,671 Est. Cost $331.10 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $2,848 Shares 20,171 Est. Cost $108.69 Unrealized +8.1%
NKE NIKE INC 0.1%
Value ($000) $1,052 Shares 10,292 Est. Cost $72.73 Unrealized +53.0%
TGT TARGET CORP 0.1%
Value ($000) $849 Shares 6,014 Est. Cost $55.28 Unrealized +207.8%
MCD MCDONALDS CORP 0.1%
Value ($000) $819 Shares 3,317 Est. Cost $194.80 Unrealized +16.2%
ABT ABBOTT LABS 0.1%
Value ($000) $769 Shares 7,074 Est. Cost $90.44 Unrealized +17.3%
ABBV ABBVIE INC 0.1%
Value ($000) $646 Shares 4,219 Est. Cost $87.57 Unrealized +53.2%
ENB ENBRIDGE INC 0.1%
Value ($000) $622 Shares 14,726 Est. Cost $24.73 Unrealized +42.5%
HBNC HORIZON BANCORP INC 0.0%
Value ($000) $562 Shares 32,260 Est. Cost $20.26 Unrealized -12.2%
V VISA INC 0.0%
Value ($000) $547 Shares 2,779 Est. Cost $173.71 Unrealized +15.7%
DEO DIAGEO PLC 0.0%
Value ($000) $522 Shares 3,000 Est. Cost $108.96 Unrealized
GOOGL ALPHABET INC 0.0%
Value ($000) $508 Shares 233 Est. Cost $88.55 Unrealized +32.0%
CMI CUMMINS INC 0.0%
Value ($000) $501 Shares 2,588 Est. Cost $192.69 Unrealized -5.0%
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $492 Shares 1,026 Est. Cost $339.98 Unrealized +42.6%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $442 Shares 4,429 Est. Cost $61.79 Unrealized +38.2%
MRK MERCK & CO INC 0.0%
Value ($000) $412 Shares 4,486 Est. Cost $35.38 Unrealized +123.9%
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $401 Shares 1,272 Est. Cost $309.99 Unrealized +8.8%
SBUX STARBUCKS CORP 0.0%
Value ($000) $396 Shares 5,182 Est. Cost $83.60 Unrealized -15.8%
GOOG ALPHABET INC 0.0%
Value ($000) $392 Shares 179 Est. Cost $65.79 Unrealized +78.2%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $364 Shares 2,399 Est. Cost $19.14 Unrealized -1.6%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $357 Shares 4,607 Est. Cost $52.67 Unrealized +23.3%
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $346 Shares 2,408 Est. Cost $67.75 Unrealized +102.7%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $301 Shares 3,516 Est. Cost $54.77 Unrealized +45.3%
EMR EMERSON ELEC CO 0.0%
Value ($000) $277 Shares 3,480 Est. Cost $69.54 Unrealized +17.8%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $263 Shares 3,400 Est. Cost $64.21 Unrealized +7.2%
CAT CATERPILLAR INC 0.0%
Value ($000) $262 Shares 1,468 Est. Cost $190.83 Unrealized +3.4%
FDX FEDEX CORP 0.0%
Value ($000) $260 Shares 1,142 Est. Cost $196.73 Unrealized 0.0%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $249 Shares 2,592 Est. Cost $80.64 Unrealized +7.4%
MMM 3M CO 0.0%
Value ($000) $245 Shares 1,894 Est. Cost $110.52 Unrealized -4.8%
GIS GENERAL MLS INC 0.0%
Value ($000) $242 Shares 3,208 Est. Cost $55.25 Unrealized +11.9%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $231 Shares 846 Est. Cost $211.56 Unrealized +48.3%
INBK FIRST INTERNET BANCORP 0.0%
Value ($000) $230 Shares 6,250 Est. Cost $40.46 Unrealized -4.9%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $215 Shares 3,868 Est. Cost $30.58 Unrealized -17.2%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $211 Shares 1,972 Est. Cost $72.18 Unrealized +32.1%
DIS DISNEY WALT CO 0.0%
Value ($000) $203 Shares 2,153 Est. Cost $142.21 Unrealized -23.7%
DOW DOW INC 0.0%
Value ($000) $203 Shares 3,940 Est. Cost $51.06 Unrealized +1.4%
FFBC FIRST FINL BANCORP OH 0.0%
Value ($000) $198 Shares 10,197 Est. Cost $18.71 Unrealized -3.9%
AUDDIA INC 0.0%
Value ($000) $160 Shares 183,272 Est. Cost $1.81 Unrealized