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 |
