Wedgewood Partners

Wedgewood Partners as of March 31, 2013

Portfolio Holdings for Wedgewood Partners

Wedgewood Partners holds 22 positions in its portfolio as reported in the March 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Computer 9.7 $282M 638k 442.66
Berkshire Hath-cl B 7.0 $203M 1.9M 104.20
Qualcomm (QCOM) 6.8 $200M 3.0M 66.95
Google 6.2 $180M 227k 794.19
Express Scripts 5.8 $168M 2.9M 57.65
Cognizant Technology Solutions (CTSH) 4.9 $142M 1.9M 76.61
Cummins (CMI) 4.7 $138M 1.2M 115.81
Varian Medical Systems 4.5 $132M 1.8M 72.00
Visa (V) 4.1 $119M 698k 169.84
EMC Corporation 4.0 $117M 4.9M 23.89
Verisk Analytics (VRSK) 4.0 $117M 1.9M 61.63
Stericycle (SRCL) 4.0 $116M 1.1M 106.18
Coach 3.9 $114M 2.3M 49.99
Charles Schwab Corporation (SCHW) 3.8 $111M 6.3M 17.69
Gilead Sciences (GILD) 3.8 $110M 2.3M 48.94
Schlumberger (SLB) 3.6 $105M 1.4M 74.89
Expeditors International of Washington (EXPD) 3.5 $102M 2.8M 35.71
American Express 3.5 $101M 1.5M 67.46
Perrigo Company 3.4 $98M 823k 118.73
Priceline.com 3.2 $93M 134k 688.16
National-Oilwell Var 3.0 $86M 1.2M 70.75
Monster Beverage 2.9 $86M 1.8M 47.74