Wedgewood Partners
Latest statistics and disclosures from Wedgewood Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GOOGL, TSM, META, AAPL, MSI, and represent 39.22% of Wedgewood Partners's stock portfolio.
- Added to shares of these 4 stocks: PGR (+$17M), TOL (+$12M), AMZN (+$8.7M), ZTS.
- Started 2 new stock positions in TOL, PGR.
- Reduced shares in these 10 stocks: TSM (-$19M), PYPL (-$13M), IWF, GOOGL, AAPL, META, MSI, MSFT, BKNG, V.
- Sold out of its position in PYPL.
- Wedgewood Partners was a net seller of stock by $-18M.
- Wedgewood Partners has $484M in assets under management (AUM), dropping by -9.56%.
- Central Index Key (CIK): 0000859804
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Portfolio Holdings for Wedgewood Partners
Wedgewood Partners holds 22 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 9.2 | $45M | -5% | 156k | 287.56 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 9.0 | $44M | -29% | 129k | 337.95 |
|
| Meta Platforms Cl A (META) | 7.8 | $38M | -4% | 66k | 572.13 |
|
| Apple (AAPL) | 7.1 | $34M | -5% | 135k | 253.79 |
|
| Motorola Solutions Com New (MSI) | 6.1 | $30M | -5% | 68k | 433.97 |
|
| Microsoft Corporation (MSFT) | 5.7 | $27M | -4% | 74k | 370.17 |
|
| Visa Com Cl A (V) | 5.2 | $25M | -4% | 83k | 302.24 |
|
| Booking Holdings (BKNG) | 4.8 | $23M | -5% | 5.5k | 4210.59 |
|
| Old Dominion Freight Line (ODFL) | 4.6 | $22M | -5% | 114k | 195.40 |
|
| Amazon (AMZN) | 4.3 | $21M | +71% | 100k | 208.27 |
|
| Tractor Supply Company (TSCO) | 4.3 | $21M | -5% | 456k | 45.30 |
|
| United Rentals (URI) | 3.8 | $18M | -4% | 25k | 728.55 |
|
| Chubb (CB) | 3.6 | $18M | -4% | 54k | 325.93 |
|
| Cdw (CDW) | 3.6 | $18M | -4% | 145k | 121.02 |
|
| Progressive Corporation (PGR) | 3.4 | $17M | NEW | 83k | 198.24 |
|
| O'reilly Automotive (ORLY) | 3.4 | $17M | -5% | 178k | 92.31 |
|
| Copart (CPRT) | 3.2 | $15M | -4% | 463k | 33.20 |
|
| S&p Global (SPGI) | 2.8 | $14M | -4% | 32k | 425.34 |
|
| Edwards Lifesciences (EW) | 2.8 | $14M | -5% | 171k | 80.08 |
|
| Zoetis Cl A (ZTS) | 2.8 | $13M | +8% | 114k | 118.21 |
|
| Toll Brothers (TOL) | 2.5 | $12M | NEW | 88k | 136.47 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $223k | -95% | 524.00 | 426.40 |
|
Past Filings by Wedgewood Partners
SEC 13F filings are viewable for Wedgewood Partners going back to 2010
- Wedgewood Partners 2026 Q1 filed May 15, 2026
- 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