Woodley Farra Manion Portfolio Management Inc. has disclosed its latest holdings in a recent SEC filing, indicating a total portfolio value of approximately $1.98 billion as of September 30, 2026. This filing is significant as it provides insights into the firm’s investment strategy and its positioning within the financial services industry.

The firm’s holdings reflect a diverse array of investments, including substantial stakes in major companies such as Apple Inc. and Alphabet Inc. This strategic allocation underscores the firm’s commitment to maintaining a robust portfolio that can adapt to changing market conditions.

Background

Woodley Farra Manion Portfolio Management Inc. is a financial services firm based in Indianapolis, Indiana. The company is categorized under the SEC’s filings as an investment advisor. It has been actively filing various reports, including the 13F-HR forms, which detail its investment holdings. The most recent filing was submitted on November 5, 2026, and covers the period ending September 30, 2026.

What the Filing Says

The filing, with accession number 0001165805-26-000005, indicates that Woodley Farra Manion managed a total of 134 different securities with a combined value of $1,979,657,857. The firm reported that it exercises sole investment discretion over these holdings, which allows it to make independent investment decisions without needing to consult other entities.

Impact

This update may affect various stakeholders, including investors, clients, and competitors within the financial services industry. The firm’s ability to maintain a diverse and valuable portfolio could enhance its reputation and attract more clients seeking reliable investment management services.

What's Next

The filing does not specify what happens next for Woodley Farra Manion Portfolio Management Inc. However, it is expected that the firm will continue to monitor its investments and make adjustments as necessary to align with market trends and client needs.