Wedgewood Partners
Latest statistics and disclosures from Wedgewood Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TSM, META, GOOGL, AAPL, MSFT, and represent 43.55% of Wedgewood Partners's stock portfolio.
- Added to shares of these 10 stocks: META, GOOGL, MSFT, BKNG, AAPL, PYPL, V, TSCO, MSI, URI.
- Reduced shares in these 1 stock: TSM.
- Wedgewood Partners was a net buyer of stock by $15M.
- Wedgewood Partners has $548M in assets under management (AUM), dropping by 6.35%.
- Central Index Key (CIK): 0000859804
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Portfolio Holdings for Wedgewood Partners
Wedgewood Partners holds 19 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 9.6 | $53M | -4% | 189k | 279.29 |
|
| Meta Platforms Cl A (META) | 9.5 | $52M | +3% | 71k | 734.38 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 9.2 | $50M | +2% | 207k | 243.10 |
|
| Apple (AAPL) | 7.8 | $43M | +3% | 167k | 254.63 |
|
| Microsoft Corporation (MSFT) | 7.5 | $41M | +3% | 79k | 517.95 |
|
| Paypal Holdings (PYPL) | 5.9 | $33M | +4% | 485k | 67.06 |
|
| Booking Holdings (BKNG) | 5.8 | $32M | +4% | 5.9k | 5399.55 |
|
| Visa Com Cl A (V) | 5.6 | $30M | +4% | 89k | 341.38 |
|
| Tractor Supply Company (TSCO) | 5.1 | $28M | +3% | 490k | 56.87 |
|
| Motorola Solutions Com New (MSI) | 4.8 | $26M | +3% | 58k | 457.29 |
|
| United Rentals (URI) | 4.7 | $26M | +3% | 27k | 954.67 |
|
| Copart (CPRT) | 4.1 | $22M | +3% | 497k | 44.97 |
|
| O'reilly Automotive (ORLY) | 3.8 | $21M | +3% | 192k | 107.81 |
|
| Cdw (CDW) | 3.5 | $19M | +3% | 121k | 159.28 |
|
| Zoetis Cl A (ZTS) | 3.4 | $19M | +3% | 128k | 146.32 |
|
| S&p Global (SPGI) | 3.1 | $17M | +3% | 35k | 486.72 |
|
| Edwards Lifesciences (EW) | 2.6 | $14M | +3% | 185k | 77.77 |
|
| Old Dominion Freight Line (ODFL) | 2.3 | $13M | +3% | 89k | 140.78 |
|
| Pool Corporation (POOL) | 1.8 | $10M | +3% | 32k | 310.07 |
|
Past Filings by Wedgewood Partners
SEC 13F filings are viewable for Wedgewood Partners going back to 2010
- Wedgewood Partners 2025 Q3 filed Nov. 14, 2025
- Wedgewood Partners 2025 Q2 filed Aug. 14, 2025
- Wedgewood Partners 2025 Q1 filed May 15, 2025
- Wedgewood Partners 2024 Q4 filed Feb. 14, 2025
- Wedgewood Partners 2024 Q3 filed Nov. 14, 2024
- Wedgewood Partners 2024 Q2 filed Aug. 13, 2024
- Wedgewood Partners 2024 Q1 filed May 16, 2024
- Wedgewood Partners 2023 Q4 filed Feb. 14, 2024
- Wedgewood Partners 2023 Q3 filed Nov. 14, 2023
- Wedgewood Partners 2023 Q2 filed Aug. 14, 2023
- Wedgewood Partners 2023 Q1 filed May 15, 2023
- Wedgewood Partners 2022 Q4 filed Feb. 14, 2023
- Wedgewood Partners 2022 Q3 filed Nov. 14, 2022
- Wedgewood Partners 2022 Q2 filed Aug. 15, 2022
- Wedgewood Partners 2022 Q1 filed May 16, 2022
- Wedgewood Partners 2021 Q4 filed Feb. 14, 2022