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 | |
| 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 |
