Wedgewood Partners as of Sept. 30, 2011
Portfolio Holdings for Wedgewood Partners
Wedgewood Partners holds 19 positions in its portfolio as reported in the September 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 11.4 | $74M | 195k | 381.32 | |
| Berkshire Hathaway (BRK.B) | 7.7 | $50M | 707k | 71.04 | |
| Visa (V) | 7.1 | $46M | 539k | 85.72 | |
| Gilead Sciences (GILD) | 6.8 | $45M | 1.2M | 38.80 | |
| 6.5 | $42M | 82k | 515.04 | ||
| Express Scripts | 6.0 | $40M | 1.1M | 37.07 | |
| Pepsi (PEP) | 6.0 | $39M | 404k | 97.11 | |
| American Express Company (AXP) | 6.0 | $39M | 868k | 44.90 | |
| Qualcomm (QCOM) | 5.8 | $38M | 782k | 48.63 | |
| Verisk Analytics (VRSK) | 4.7 | $31M | 885k | 34.77 | |
| Cummins (CMI) | 4.5 | $30M | 362k | 81.66 | |
| Teva Pharmaceutical Industries (TEVA) | 4.3 | $29M | 765k | 37.22 | |
| Intuitive Surgical (ISRG) | 4.3 | $28M | 78k | 364.27 | |
| EMC Corporation | 4.0 | $26M | 1.2M | 20.99 | |
| Jacobs Engineering | 3.6 | $24M | 395k | 59.73 | |
| Varian Medical Systems | 3.5 | $23M | 442k | 52.16 | |
| Stericycle (SRCL) | 3.2 | $21M | 257k | 80.72 | |
| Expeditors International of Washington (EXPD) | 2.4 | $16M | 383k | 40.55 | |
| National-Oilwell Var | 2.3 | $15M | 296k | 51.22 |
