Wedgewood Partners as of Dec. 31, 2012
Portfolio Holdings for Wedgewood Partners
Wedgewood Partners holds 22 positions in its portfolio as reported in the December 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple Computer | 9.9 | $214M | 402k | 532.17 | |
| Berkshire Hath-cl B | 7.8 | $170M | 1.9M | 89.70 | |
| Qualcomm (QCOM) | 6.2 | $134M | 2.2M | 61.86 | |
| Cummins (CMI) | 6.1 | $131M | 1.2M | 108.35 | |
| 6.0 | $130M | 183k | 707.38 | ||
| Express Scripts | 5.3 | $114M | 2.1M | 54.00 | |
| Cognizant Technology Solutions (CTSH) | 5.2 | $111M | 1.5M | 73.88 | |
| Varian Medical Systems | 4.8 | $104M | 1.5M | 70.24 | |
| Charles Schwab Corporation (SCHW) | 4.6 | $99M | 6.9M | 14.36 | |
| Coach | 4.1 | $88M | 1.6M | 55.51 | |
| American Express | 4.0 | $87M | 1.5M | 57.48 | |
| Gilead Sciences (GILD) | 4.0 | $85M | 1.2M | 73.45 | |
| Visa (V) | 3.8 | $83M | 547k | 151.58 | |
| Expeditors International of Washington (EXPD) | 3.7 | $80M | 2.0M | 39.55 | |
| Schlumberger (SLB) | 3.5 | $76M | 1.1M | 69.30 | |
| Verisk Analytics (VRSK) | 3.5 | $74M | 1.5M | 50.97 | |
| EMC Corporation | 3.4 | $74M | 2.9M | 25.30 | |
| Stericycle (SRCL) | 3.0 | $65M | 700k | 93.28 | |
| Priceline.com | 3.0 | $65M | 105k | 620.39 | |
| Perrigo Company | 2.8 | $61M | 587k | 104.03 | |
| Monster Beverage | 2.7 | $59M | 1.1M | 52.84 | |
| National-Oilwell Var | 2.6 | $56M | 815k | 68.35 |
