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 |
