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Woodley Farra Manion Portfolio Management, Inc.
Donald Woodley · Investment Advisor · Value
Woodley Farra Manion Portfolio Management, Inc. is an Indianapolis-based independent investment advisory firm founded in 1995 by Donald Woodley and George Farra. The firm specializes in managing concentrated portfolios of individual large-capitalization equity securities, primarily for high-net-worth individuals and institutional clients. As a research-based fiduciary, the institution avoids outsourcing management to mutual funds or ETFs, instead relying on its internal team of analysts to perform comprehensive fundamental, technical, and quantitative research. Recognized as a premier financial advisor, including a #1 ranking on CNBC's FA 100 list in 2022, the firm emphasizes a conservative, long-term approach focused on downside protection and capital preservation. Its investment strategy targets high-quality, dividend-paying companies trading below their intrinsic value. By maintaining a low turnover rate and focusing on a select number of individual stocks, the firm aims to provide competitive total returns while minimizing risk and tax implications for its clients.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +3.5% |
| YTD return | -0.7% |
| Sharpe ratio | 3.68 |
| Win rate | 44% |
| AUM | $1.4B |
| Inception | Oct 1, 2025 |
| Updated | Sep 11, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.4B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.woodleyfarra.com |
Current Holdings
Updated on Sep 11, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| ASML | ASML Holding NV ADR | 7.6% | +61.0% |
| AVGO | Broadcom Inc | 7.1% | +5.9% |
| MSFT | Microsoft Corporation | 6.8% | +3.0% |
| GOOGL | Alphabet Inc Class A | 6.3% | +34.5% |
| LMT | Lockheed Martin Corporation | 5.5% | -13.7% |
| CB | Chubb Ltd | 5.4% | +2.6% |
| DRI | Darden Restaurants Inc | 5.3% | +9.2% |
| CARR | Carrier Global Corp | 5.1% | -8.8% |
| DIS | Walt Disney Company | 5.0% | -3.7% |
| DOV | Dover Corporation | 5.0% | +8.6% |
| SYK | Stryker Corporation | 5.0% | -19.5% |
| ICE | Intercontinental Exchange Inc | 4.8% | -2.5% |
| PGR | Progressive Corp | 4.6% | -2.8% |
| HD | The Home Depot Inc | 4.1% | -19.1% |
| AZN | AstraZeneca PLC | 4.1% | -10.7% |
| NEE | Nextera Energy Inc | 4.0% | -10.3% |
| DHR | Danaher Corporation | 4.0% | -2.0% |
| ABT | Abbott Laboratories | 3.6% | +20.9% |
| AMZN | Amazon.com Inc | 3.5% | -2.4% |
| ACN | Accenture plc | 3.2% | +10.9% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 17, 2026 | SELL | NVS | 3.0% → 0.0% |
| Aug 17, 2026 | SELL | CB | 5.6% → 5.4% |
| Aug 17, 2026 | BUY | MSFT | 6.4% → 6.8% |
| Aug 17, 2026 | SELL | DRI | 5.0% → 5.3% |
| Aug 17, 2026 | SELL | ICE | 4.8% → 4.8% |
Investment Style Analysis
Woodley Farra Manion Portfolio Management, Inc. is widely recognized for employing a Value strategy. As of Sep 11, 2026, the firm oversees approximately $1.4B in assets under management (AUM). The portfolio demonstrates a clear preference for the Insurance - Property & Casualty and Medical Devices sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 17, Woodley Farra Manion Portfolio Management, Inc. made a significant move by reducing the position in NVS. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The firm's investment philosophy is rooted in a disciplined, long-term value strategy characterized by the mantra "it's a marathon, not a sprint." Woodley Farra Manion focuses on identifying large-cap companies with a market capitalization exceeding $1 billion that are fundamentally strong yet undervalued by the market. Their selection process integrates fundamental, quantitative, technical, and economic analysis to build portfolios typically consisting of 25 to 30 individual securities. A significant emphasis is placed on companies with consistent dividend growth, which the firm believes provides a buffer against market volatility and serves as an effective hedge against inflation. By avoiding over-diversification and focusing on high-quality companies with durable competitive advantages, the institution seeks to achieve superior risk-adjusted returns and downside protection throughout various market cycles.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Woodley Farra Manion Portfolio Management, Inc..
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Frequently asked questions
How is the simulated portfolio for Woodley Farra Manion Portfolio Management, Inc. constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Woodley Farra Manion Portfolio Management, Inc.'s largest holding?
As of the latest filing, Woodley Farra Manion Portfolio Management, Inc.'s top position is ASML Holding NV ADR (ASML), representing 7.6% of the portfolio. This reflects a high-conviction bet by the institution.
What is Woodley Farra Manion Portfolio Management, Inc.'s historical performance and risk profile?
Our simulation indicates a total return of +3.5% with a win rate of 44%. Notably, the portfolio maintains a Sharpe Ratio of 3.68, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Woodley Farra Manion Portfolio Management, Inc. primarily invest in?
Woodley Farra Manion Portfolio Management, Inc. has a strong preference for the Insurance - Property & Casualty sector, which makes up 10.0% of their disclosed assets. The portfolio also has exposure to Medical Devices, indicating a specific thematic focus.
Is Woodley Farra Manion Portfolio Management, Inc.'s portfolio concentrated or diversified?
Woodley Farra Manion Portfolio Management, Inc. runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 21.5% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Woodley Farra Manion Portfolio Management, Inc. performed in 2026?
Our AI-simulated model portfolio for Woodley Farra Manion Portfolio Management, Inc. tracks a Year-to-Date (YTD) return of -0.7%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Donald Woodley manage Woodley Farra Manion Portfolio Management, Inc. directly?
Yes, Donald Woodley serves as the key portfolio manager for Woodley Farra Manion Portfolio Management, Inc., overseeing the investment strategy and final capital allocation decisions.