Wedgewood Partners
Latest statistics and disclosures from Wedgewood Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TSM, GOOGL, META, AAPL, MSFT, and represent 42.84% of Wedgewood Partners's stock portfolio.
- Added to shares of these 6 stocks: CB (+$18M), AMZN (+$13M), IWF (+$5.7M), MSI (+$5.4M), ODFL, CDW.
- Started 3 new stock positions in CB, IWF, AMZN.
- Reduced shares in these 10 stocks: PYPL (-$16M), GOOGL (-$14M), , AAPL (-$6.5M), ZTS, TSM, META, MSFT, V, SPGI.
- Sold out of its position in POOL.
- Wedgewood Partners was a net seller of stock by $-3.9M.
- Wedgewood Partners has $536M in assets under management (AUM), dropping by -2.26%.
- Central Index Key (CIK): 0000859804
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Portfolio Holdings for Wedgewood Partners
Wedgewood Partners holds 21 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 10.5 | $56M | -2% | 185k | 303.89 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 9.6 | $51M | -20% | 164k | 313.00 |
|
| Meta Platforms Cl A (META) | 8.5 | $46M | -2% | 69k | 660.09 |
|
| Apple (AAPL) | 7.3 | $39M | -14% | 143k | 271.86 |
|
| Microsoft Corporation (MSFT) | 7.0 | $38M | -2% | 78k | 483.62 |
|
| Booking Holdings (BKNG) | 5.8 | $31M | 5.8k | 5355.63 |
|
|
| Visa Com Cl A (V) | 5.7 | $31M | -2% | 87k | 350.71 |
|
| Motorola Solutions Com New (MSI) | 5.1 | $28M | +24% | 72k | 383.32 |
|
| Tractor Supply Company (TSCO) | 4.5 | $24M | 481k | 50.01 |
|
|
| United Rentals (URI) | 4.0 | $22M | 27k | 809.33 |
|
|
| Cdw (CDW) | 3.9 | $21M | +26% | 152k | 136.20 |
|
| Copart (CPRT) | 3.6 | $19M | -2% | 486k | 39.15 |
|
| Old Dominion Freight Line (ODFL) | 3.5 | $19M | +35% | 120k | 156.80 |
|
| S&p Global (SPGI) | 3.3 | $18M | -2% | 34k | 522.58 |
|
| Chubb (CB) | 3.3 | $18M | NEW | 57k | 312.12 |
|
| O'reilly Automotive (ORLY) | 3.2 | $17M | 189k | 91.21 |
|
|
| Edwards Lifesciences (EW) | 2.9 | $15M | -2% | 181k | 85.25 |
|
| Amazon (AMZN) | 2.5 | $13M | NEW | 58k | 230.82 |
|
| Zoetis Cl A (ZTS) | 2.5 | $13M | -17% | 105k | 125.82 |
|
| Paypal Holdings (PYPL) | 2.4 | $13M | -55% | 216k | 58.38 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.1 | $5.7M | NEW | 12k | 473.30 |
|
Past Filings by Wedgewood Partners
SEC 13F filings are viewable for Wedgewood Partners going back to 2010
- Wedgewood Partners 2025 Q4 filed Feb. 17, 2026
- 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