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Institutional Investment Manager
Wharton Business Group, LLC
Wharton Business Group, LLC (CIK: 0001513126) incorporated in Delaware, located at 110 N. Phoenixville Pike, Malvern, PA. Institutional holdings reported to the SEC.

Institutional Holdings (2016Q3)
Portfolio Summary: 115 holdings with a total value of $811,334,000.
#
Name
Shares
Value ($)
%
Options
Notes
101 CUMMINS INC 2,207 283,000 0.03%
102 CATERPILLAR INC 3,000 266,000 0.03%
103 AT&T INC 6,435 261,000 0.03%
104 PNC FINL SVCS GROUP INC 2,786 251,000 0.03%
105 PHILLIPS 66 3,062 247,000 0.03%
106 ISHARES TR 3,645 238,000 0.03%
107 QUALCOMM INC 3,465 237,000 0.03%
108 SELECT SECTOR SPDR TR 7,040 231,000 0.03%
109 VERIZON COMMUNICATIONS INC 4,428 230,000 0.03%
110 RIVERVIEW FINL CORP NEW 20,160 230,000 0.03%
111 EMERSON ELEC CO 4,045 220,000 0.03%
112 COMCAST CORP NEW 3,308 219,000 0.03%
113 ETF SER SOLUTIONS 9,025 208,000 0.03%
114 Senomyx Inc 41,766 178,000 0.02%
115 INNOVATIVE SOLUTIONS & SUPPO 19,395 62,000 0.01%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001513126-16-000008, filed 2016.11.10).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.