Wedgewood Partners as of Sept. 30, 2013
Portfolio Holdings for Wedgewood Partners
Wedgewood Partners holds 22 positions in its portfolio as reported in the September 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 9.6 | $399M | 837k | 476.75 | |
| Berkshire Hathaway (BRK.B) | 6.7 | $279M | 2.5M | 113.51 | |
| Qualcomm (QCOM) | 6.4 | $269M | 4.0M | 67.32 | |
| Cognizant Technology Solutions (CTSH) | 6.2 | $258M | 3.1M | 82.12 | |
| EMC Corporation | 6.2 | $257M | 10M | 25.56 | |
| Express Scripts Holding | 5.7 | $237M | 3.8M | 61.80 | |
| 5.0 | $208M | 238k | 875.91 | ||
| Cummins (CMI) | 4.9 | $204M | 1.5M | 132.87 | |
| Perrigo Company | 4.1 | $172M | 1.4M | 123.38 | |
| Stericycle (SRCL) | 4.1 | $170M | 1.5M | 115.40 | |
| Coach | 4.0 | $166M | 3.0M | 54.53 | |
| M&T Bank Corporation (MTB) | 4.0 | $165M | 1.5M | 111.92 | |
| Visa (V) | 4.0 | $165M | 863k | 191.10 | |
| Schlumberger (SLB) | 3.9 | $163M | 1.8M | 88.36 | |
| Varian Medical Systems | 3.9 | $162M | 2.2M | 74.73 | |
| Gilead Sciences (GILD) | 3.8 | $158M | 2.5M | 62.87 | |
| Verisk Analytics (VRSK) | 3.7 | $155M | 2.4M | 64.96 | |
| priceline.com Incorporated | 3.7 | $155M | 153k | 1010.95 | |
| National-Oilwell Var | 3.1 | $128M | 1.6M | 78.11 | |
| Charles Schwab Corporation (SCHW) | 2.5 | $105M | 5.0M | 21.14 | |
| American Express Company (AXP) | 2.5 | $105M | 1.4M | 75.52 | |
| Monster Beverage | 2.2 | $91M | 1.7M | 52.25 |
