Wedgewood Partners

Latest statistics and disclosures from WEDGEWOOD PARTNERS's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are AAPL, CTSH, QCOM, BRK.B, EMC. These five stock positions account for 36.90% of WEDGEWOOD PARTNERS's total stock portfolio.
  • Added to shares of these 10 stocks: Perrigo Company (+$223.94M), MTB (+$76.30M), EMC (+$55.83M), QCOM (+$30.07M), BRK.B (+$28.29M), AAPL (+$22.12M), Express Scripts Holding (+$17.82M), CMI (+$16.73M), SRCL (+$15.21M), GOOG (+$11.91M).
  • Started 1 new stock positions in Perrigo Company.
  • Reduced shares in these 4 stocks: PRGO (-$171.96M), SCHW (-$105.35M), GILD (-$53.54M), PCLN (-$35.63M).
  • Sold out of its positions in PRGO, SCHW.
  • As of Dec. 31, 2013, WEDGEWOOD PARTNERS has $4.81B in assets under management (AUM). Assets under management grew from a total value of $4.17B to $4.81B.
  • Independent of market fluctuations, WEDGEWOOD PARTNERS was a net buyer by $213.84M worth of stocks in the most recent quarter.

WEDGEWOOD PARTNERS portfolio companies for December 2013 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
AAPL Apple 10.23 +4.00% 876762 561.02 524.94
CTSH Cognizant Technology Solutions 6.81 +3.00% 3242774 100.98 49.55
QCOM QUALCOMM 6.79 +10.00% 4396586 74.25 81.32
BRK.B Berkshire Hathaway 6.66 +9.00% 2698966 118.56 0.00
EMC EMC Corporation 6.41 +22.00% 12259831 25.15 26.62
Express Scripts Holding 5.96 +6.00% 4080938 70.24 0.00
GOOG Google 5.78 +4.00% 248111 1120.71 536.10
MTB M&T; Bank Corporation 5.16 +44.00% 2131941 116.42 121.54
CMI Cummins 4.86 +7.00% 1656312 140.97 146.28
Perrigo Company 4.66 NEW 1459279 153.46 0.00
V Visa 4.17 +4.00% 899810 222.68 207.95
SRCL Stericycle 3.87 +8.00% 1602436 116.17 111.15
COH Coach 3.74 +5.00% 3203502 56.13 49.48
VAR Varian Medical Systems 3.68 +4.00% 2279191 77.69 80.28
SLB Schlumberger 3.64 +5.00% 1943361 90.11 99.91
VRSK Verisk Analytics 3.46 +6.00% 2529002 65.72 57.60
PCLN priceline.com Incorporated 2.96 -20.00% 122374 1162.40 1208.36
NOV National-Oilwell Var 2.87 +6.00% 1734990 79.53 82.37
AXP American Express Company 2.83 +8.00% 1501341 90.73 86.22
GILD Gilead Sciences 2.81 -28.00% 1800984 75.10 70.00
Monster Beverage 2.64 +7.00% 1871588 67.77 0.00

Past 13F-HR SEC Filings for WEDGEWOOD PARTNERS

View All Filings for WEDGEWOOD PARTNERS