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 | |
| Jacobs Engineering | 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 | |
| Pepsi (PEP) | 2.8 | $61M | 587k | 104.03 | |
| Monster Beverage | 2.7 | $59M | 1.1M | 52.84 | |
| National-Oilwell Var | 2.6 | $56M | 815k | 68.35 |
