Wedgewood Partners

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
Google 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