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| Woodley Farra Manion Portfolio Management Inc
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| CRD # | 107660 |
| SEC # | 801-50387 |
| CIK # | 0001165805 |
| AUM | 2,319.5 M (2026-03-26) |
| Employees | 14 (64% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 317-269-0224 |
| Address | 8555 N River Road Indianapolis, IN 46240 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001165805 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Alphabet Inc | 0.1 | ||
| ASML Holding NV | 0.1 | ||
| Honeywell International Inc | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| Astrazeneca PLC | 0.1 | ||
| Ace Ltd | 0.1 | ||
| Dover Corp | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Intercontinentalexchange Group Inc | 0.1 | ||
| Stryker Corp | 0.1 | ||
| Darden Restaurants Inc | 0.1 | ||
| Abbott Laboratories | 0.1 | ||
| Walt Disney Co | 0.1 | ||
| Progressive Corp/Oh/ | 0.1 | ||
| BJ's Wholesale Club Holdings Inc | 0.1 | ||
| Home Depot Inc | 0.1 | ||
| Accenture PLC | 0.1 | ||
| Danaher Corp /DE/ | 0.1 | ||
| FPL Group Inc | 0.0 | ||
| Novartis AG | 0.0 | ||
| Sempra Energy | 0.0 | ||
| EOG Resources Inc | 0.0 | ||
| Church & Dwight Co Inc /DE/ | 0.0 | ||
| Houlihan Lokey Inc | 0.0 | ||
| Chevron Corp | 0.0 | ||
| Carrier Global Corp | 0.0 | ||
| Gallagher Arthur J & Co | 0.0 | ||
| Lilly Eli & Co | 0.0 | ||
| Automatic Data Processing Inc | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 636 | 0.8 |
| (b) Individuals (high net worth individuals) | 955 | 1.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 0.0 |
| (h) Charitable organizations | 57 | 0.2 |
| (i) State or municipal government entities | 1 | 0.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,591 | 2.3 |
| By Discretionary | ||
| Discretionary | 1,588 | 2.3 |
| Non-Discretionary | 3 | 0.0 |
| Total | 1,591 | 2.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.3 | |
| Total | 1,591 | 2.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001165805] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.5B |
| Serves | Institutional, Retail |
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|---|---|---|
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