Wedgewood Partners as of Dec. 31, 2011
Portfolio Holdings for Wedgewood Partners
Wedgewood Partners holds 20 positions in its portfolio as reported in the December 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple Computer | 10.1 | $83M | 205k | 405.00 | |
| Visa (V) | 7.0 | $58M | 567k | 101.53 | |
| Express Scripts | 7.0 | $58M | 1.3M | 44.69 | |
| 6.9 | $56M | 87k | 645.90 | ||
| Berkshire Hath-cl B | 6.8 | $56M | 730k | 76.30 | |
| Gilead Sciences (GILD) | 6.1 | $50M | 1.2M | 40.93 | |
| Qualcomm (QCOM) | 5.6 | $46M | 846k | 54.70 | |
| American Express | 5.3 | $44M | 931k | 47.17 | |
| Pepsi (PEP) | 5.1 | $42M | 433k | 97.30 | |
| Verisk Analytics (VRSK) | 4.7 | $39M | 967k | 40.13 | |
| Intuitive Surgical (ISRG) | 4.3 | $36M | 77k | 463.01 | |
| Teva Pharmaceutical Industries (TEVA) | 4.2 | $35M | 859k | 40.36 | |
| Cummins (CMI) | 4.2 | $35M | 393k | 88.02 | |
| Cognizant Technology Solutions (CTSH) | 4.0 | $33M | 516k | 64.31 | |
| Varian Medical Systems | 4.0 | $33M | 491k | 67.13 | |
| Jacobs Engineering | 3.5 | $29M | 423k | 68.31 | |
| EMC Corporation | 3.5 | $29M | 1.3M | 21.54 | |
| Stericycle (SRCL) | 2.7 | $22M | 283k | 77.92 | |
| National-Oilwell Var | 2.6 | $21M | 313k | 67.99 | |
| Expeditors International of Washington (EXPD) | 2.1 | $17M | 420k | 40.96 |
