WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC

RIA/Wealth

WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC is a RIA/Wealth based in Indianapolis, IN led by Kimberly Ann Bright, reporting $2.1B in AUM as of Q3 2025 with AVGO as the largest holding (5% allocation).

CCOKimberly Ann Bright

Portfolio Value: $2.1B
Positions: 117
Top Holding: AVGO at 5.11%
Last Reported: Q3 2025

Address8555 N. River Road, Suite 400, Indianapolis, IN, 46240, United States

Top Holdings

Largest long holdings in WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC's portfolio (42.3% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Broadcom Inc. AVGO	Semiconductors Technology	$108.4M	5.11%	-$24.3M Sold	0.01% 328.6K shares	Q1 2021 Held for 4y 8m
2 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$101.3M	4.77%	-$8.0M Sold	0.00% 416.8K shares	Q4 2019 Held for 5y 11m
3 iShares 0-3 Month Treasury Bond SGOV	ETF ETF	$96.4M	4.54%	-$17.2M Sold	— 957.8K shares	Q2 2022 Held for 3y 5m
4 Microsoft MSFT	Software - Infrastructure Technology	$96.1M	4.53%	-$5.8M Sold	0.00% 185.6K shares	≤ Q2 2013 Held for 12y 5m+
5 ASML ASML ASML	Unknown Unknown	$93.4M	4.40%	+$49.5M Bought	— 96.5K shares	Q2 2025 Held for 5 months
6 Morgan Stanley MS	Financial - Capital Markets Financial Services	$90.9M	4.28%	-$7.1M Sold	0.04% 571.9K shares	Q1 2021 Held for 4y 8m
7 Walt Disney DIS	Entertainment Communication Services	$83.0M	3.91%	-$3.7M Sold	0.04% 725.2K shares	Q1 2025 Held for 8 months
8 NVS Novartis NVS	Unknown Unknown	$77.8M	3.67%	+$34.1M Bought	— 606.8K shares	Q4 2022 Held for 2y 11m
9 Progressive PGR	Insurance - Property & Casualty Financial Services	$77.6M	3.65%	-$958.2K Sold	0.05% 314.1K shares	Q2 2021 Held for 4y 5m
10 Intercontinental Exchange ICE	Financial - Data & Stock Exchanges Financial Services	$72.1M	3.40%	-$2.7M Sold	0.07% 428.2K shares	Q4 2019 Held for 5y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC's latest filing

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Market Value

$2.1B

Prior: $2.1B

Q/Q Change

-0.292%

-$6.2M

Net Flows % of MV

-1.6%

Turnover Ratio

8.26%

New Purchases

4 stocks

$5.2M

Added To

44 stocks

+$150.2M

Sold Out Of

7 stocks

$55.9M

Reduced Holdings

47 stocks

-$133.5M

Increased Positions

Position	Shares Δ	Change
1 Kinetik Holdings KNTK	New	0 → 89.5K +$3.8M
2 Global X 1-3 Month T-Bill CLIP	New	0 → 9.4K +$946.7K
3 IBDU iShares iBonds Dec 2029 Term Corporate ETF IBDU	New	0 → 9.9K +$231.3K
4 Vanguard Information Technology VGT	New	0 → 297.0 +$221.6K
5 Abbott ABT	+14,530.75%	3.1K → 456.8K +$60.8M

Decreased Positions

Position	Shares Δ	Change
1 Elevance Health ELV	Sold	133.1K → 0 −$51.8M
2 Genuine Parts GPC	Sold	24.2K → 0 −$3.0M
3 ARK 21Shares Bitcoin ETF ARKB	Sold	9.0K → 0 −$322.1K
4 Corteva CTVA	Sold	3.5K → 0 −$260.6K
5 Boston Scientific BSX	Sold	2.0K → 0 −$213.5K