Wedgewood Partners as of March 31, 2012
Portfolio Holdings for Wedgewood Partners
Wedgewood Partners holds 21 positions in its portfolio as reported in the March 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple Computer | 10.0 | $124M | 207k | 599.55 | |
| Berkshire Hath-cl B | 8.1 | $100M | 1.2M | 81.15 | |
| 7.9 | $97M | 152k | 641.24 | ||
| Qualcomm (QCOM) | 6.0 | $75M | 1.1M | 68.06 | |
| Express Scripts | 5.9 | $73M | 1.3M | 54.18 | |
| Visa (V) | 5.7 | $70M | 597k | 118.00 | |
| American Express | 5.6 | $70M | 1.2M | 57.86 | |
| Cummins (CMI) | 4.9 | $61M | 504k | 120.04 | |
| Verisk Analytics (VRSK) | 4.8 | $60M | 1.3M | 46.97 | |
| Gilead Sciences (GILD) | 4.7 | $59M | 1.2M | 48.86 | |
| Charles Schwab Corporation (SCHW) | 4.7 | $58M | 4.0M | 14.37 | |
| Teva Pharmaceutical Industries (TEVA) | 4.3 | $53M | 1.2M | 45.06 | |
| Cognizant Technology Solutions (CTSH) | 4.2 | $52M | 675k | 76.95 | |
| EMC Corporation | 4.2 | $52M | 1.7M | 29.88 | |
| Pepsi (PEP) | 3.8 | $47M | 453k | 103.31 | |
| Varian Medical Systems | 3.6 | $45M | 654k | 68.96 | |
| Jacobs Engineering | 3.2 | $39M | 560k | 69.93 | |
| National-Oilwell Var | 2.7 | $34M | 421k | 79.47 | |
| Stericycle (SRCL) | 2.7 | $33M | 396k | 83.64 | |
| Expeditors International of Washington (EXPD) | 2.3 | $29M | 621k | 46.51 | |
| Intuitive Surgical (ISRG) | 0.7 | $8.7M | 16k | 541.74 |
