WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC — 13F holdings

WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC reported 131 holdings worth $2.08B in its 13F filing for Q2 2026, filed August 10, 2026.

Largest positions

1. ASML ASML Holding N V — $117M (5.6%)
2. AVGO BROADCOM INC — $95.6M (4.6%)
3. GOOGL ALPHABET INC — $91.1M (4.4%)
4. CARR CARRIER GLOBAL CORPORATION — $83.8M (4.0%)
5. DOV DOVER CORP — $76.7M (3.7%)
6. CB CHUBB LIMITED — $76.0M (3.7%)
7. MSFT MICROSOFT CORP — $72.2M (3.5%)
8. AZN ASTRAZENECA PLC — $70.1M (3.4%)
9. DRI Darden Restaurants Inc — $68.2M (3.3%)
10. PGR PROGRESSIVE CORP — $67.5M (3.3%)