Wedgewood Partners as of June 30, 2013
Portfolio Holdings for Wedgewood Partners
Wedgewood Partners holds 21 positions in its portfolio as reported in the June 2013 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Apple Computer | 9.1 | $315M | 793k | 396.53 | |
| Berkshire Hath-cl B | 7.3 | $252M | 2.2M | 111.92 | |
| Cognizant Technology Solutions (CTSH) | 6.9 | $239M | 3.8M | 62.64 | |
| Qualcomm (QCOM) | 6.5 | $225M | 3.7M | 61.09 | |
| EMC Corporation | 6.3 | $220M | 9.3M | 23.62 | |
| Express Scripts Holding | 6.1 | $211M | 3.4M | 61.74 | |
| 5.4 | $188M | 214k | 880.37 | ||
| Cummins (CMI) | 4.5 | $156M | 1.4M | 108.46 | |
| Charles Schwab Corporation (SCHW) | 4.4 | $152M | 7.1M | 21.23 | |
| Coach | 4.3 | $150M | 2.6M | 57.09 | |
| Stericycle (SRCL) | 4.3 | $149M | 1.3M | 110.43 | |
| Visa (V) | 4.2 | $144M | 788k | 182.75 | |
| Varian Medical Systems | 4.0 | $139M | 2.1M | 67.45 | |
| Verisk Analytics (VRSK) | 3.9 | $134M | 2.2M | 59.70 | |
| Gilead Sciences (GILD) | 3.6 | $126M | 2.5M | 51.27 | |
| Perrigo Company | 3.6 | $125M | 1.0M | 121.00 | |
| Schlumberger (SLB) | 3.6 | $124M | 1.7M | 71.66 | |
| priceline.com Incorporated | 3.5 | $122M | 148k | 826.67 | |
| National-Oilwell Var | 3.0 | $104M | 1.5M | 68.90 | |
| American Express | 2.8 | $96M | 1.3M | 74.76 | |
| Monster Beverage | 2.7 | $93M | 1.5M | 60.83 |
