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 |
