Wedgewood Partners

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
Google 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